Q&A Insights: Gaurav Jogani with @AXIS_Capital asked if the company took any price increase beyond the price increase announced in Dec. VS Ganesh CEO replied that the company didn’t have any further price increase other than the one it had in Dec.
Q&A Insights: Gaurav J of @AXIS_Capital asked that given the raw material stock PAGEIND has, if further price increase will be needed given the higher cotton prices. VS Ganesh CEO said it is closely monitoring the situation. If there is a need, PAGEIND will be touching the prices
Q&A Insights: Devanshu Bansal of @EmkayGlobal asked about the cost savings considering GM dropping by 200 bp in 4Q, but EBITDA margin expanding by 500 bp. Chandrasekar K CFO answered that it is due to the much higher volume in 4Q22.
Q&A Insights: Devanshu Bansal of @EmkayGlobal also asked about the volume growth for 4Q22 and FY22. Chandrasekar K CFO said that volume for 4Q21 was 46 and for 4Q22 it was 50. And volumes for FY21 was 148 and FY22, it is 191.
Q&A Insights: Ankit Kedia of @Phillip_Capital asked about growth differential between metro tier 1 market and the rural market. VS Ganesh CEO said PAGEIND is seeing overall growth be it the category or tiers of cities. All product categories and all channels have performed well.
Q&A Insights: Bharat Gianani of Moneycontrol Pro asked about the revenue growth target for the next 2-3 years. VS Ganesh CEO replied that PAGEIND in fact is now looking at $2 billion and beyond. PAGEIND is working on those aspirations and is well poised to counter those hikes.
To read further on the detailed analysis of #PAGEIND #Q4 concall Q&A …

alphastreet.com/india/page-ind…

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