Q4FY24 CONCALL NOTES
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• TAX PROVISION OF 13-15 CR CREATED THAT’S WHY THE FIGURE LOOKS INFLATED
• NEW STATES ADDED JHARKHAND,RAJASTHAN,PLANNING TO ENTER NORTHEAST
• HASSAN PLANT EXPANSION ENOUGH TO CATER TO THE DEMAND FOR ALL THE STATES
• KEEN TO EXPAND CAPACITY IN ODISHA (NEXT QUARTER MAYBE)-TO CATER TO JHARKHAND AND NORTHEAST
• ONGOING PROCESS OF ACQUIRING VALUE BUY ACQUISTION
• MARGINS TO REMAIN TO 12-13% EBITDA MARGINS FOR SHORT TO MEDIUM TERM NO IMPROVEMENT IN THAT
• FY25 GUIDANCE ACCORDING TO Q1FY25 RESULTS
• 95-96% OF SALES FROM STRONG BEER AND ELSE FROM OTHER CATEGORIES (80-85% MARKET IS OF STRONG BEERS AND REST OF OTHER CATEGORIES ACCORDING TO MANAGMENT)
• ANTICIPATING DEMAND FOR ORISSA,JHARKHAND AND NORTH EAST(WB,SIKKIM) WILL INCREASE IN FEW MONTHS
• NO QIP BEACUSE THE CAPEX AND WORKING CAPITAL NEEDS ARE SATISFIED
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