Dabur · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
92%
Numeric claims
3
Consistency
contradicted
Question ledger
Abneesh Roy · Nuvama
partialOverall, Oral Care category is growing quite well. We have grown ahead of the category at around 5% value, and we've gained market shares also in Dabur Red... As far as competitive intensity in India is concerned, yes, from the competitor and the market leader, we've seen competitive intensity going up...
Abneesh Roy · Nuvama
directFor us, the one-liter pack happens to be INR 130, and for colas, the one-liter pack happens to be around INR 50. So the price index RPI has gone up to 2.7... We'll be increasing our value proposition... introducing INR 100 price points...
Abneesh Roy · Nuvama
directI don't think it's a structural change. ... penetration of juices or fruit-based beverages in India is 8% as compared to China, 25%. ... margins in the total juice portfolio have actually moved up...
Abneesh Roy · Nuvama
directBeverage business is the one which exacerbated the whole issue... inventory piles up... when we took correction, this correction has happened across the board... As far as urban is concerned, why I say it's bottomed out is because... base effect...
Mihir Shah · Nomura
directI think inventory correction is behind us. ... Second half, we expect to grow back to normal. Mid- to high-single-digit growth rate for H2 is what we think should be normal.
Mihir Shah · Nomura
directIn hair oils, we are market leaders in the perfume category... Dabur Amla is our cash cow... We've done well in hair oils, in perfumed hair oils, wherein we've gained around 120 basis points...
Mihir Shah · Nomura
partialWe are having no hold on to anything... Chyawanprash should continue to grow. ... monsoon campaign gave us great dividends in terms of this 12% growth that you see.
Avi Mehta · Macquarie
directAt a GT and at an actual level, it is almost 100 basis points correction. ... if the top-line happens to the level of mid to high single-digit, then I think we should be able to leverage cost and protect margins for S2 at least. ... almost flatish margins at this level in Q2.
Avi Mehta · Macquarie
directNext one and a half years, there'll be no impact on Dabur EPS to start with. Post that, ... operating margin should inch up to 18%-19%, which is similar to Dabur once the complete synergies get in.
Harit Kapoor · Investec
directFor the past couple of months, we've been giving a little extra credit to the distributors also. ... we shifted them from their payroll to a third-party payroll... some part of the margin was given back to them...
Percy Panthaki · IIFL Securities
directAround 21 days. And we want to bring it down to around 19 days by end of December.
Kunal Vora · BNP Paribas
directIn first half, we have spent around INR 40 crores- INR 45 crores. We expect around INR 85 crores-INR90 crores in full year. ... We think around one and a half years from now is the best estimate...
