Rohit Jawa

We have systematically reshaped our portfolio to focus high-growth categories and future-ready segments aligned with the evolving consumer aspirations.

We want to not be defensive. We want to be offensive. We want to play to win.

We want to preserve the magic, the logic, the fundamentally robust business the two great founders have built.

We are not working on a hypothesis that this is going to be forever. We think this is going to get better. We can't say specifically when.

We have now assessed more than 95% of our portfolio using the unmissable brand superiority framework. I'm very happy to report that more than 80% of our turnover is unmissably superior.

Our MAT business winning number has already crossed 60% in September, ahead of our early estimate of December 2024.

We are now taking calibrated price increases. Given our assessment that this price increase is here to stay, we are now taking calibrated price increases.

We continue to hold on to most of the circa 200 basis points of market share gain that we gained during inflation.

Our last three-month metric is already at circa 55% levels, providing compelling evidence that our strategic actions are driving the desired results for us.

We have scaled a new milestone by crossing INR 15,000 crore quarterly turnover mark for the first time.

We've delivered this quarter a resilient and competitive performance, which was again marked by challenging operating environment.