The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kunal Vora - BNP Paribas, Research Division - Analyst
: In your outlook, you mentioned that you're looking to enhance value proposition of recruitment packs in coconut oil. Can you provide some more
insights? Are you looking at price cuts? Or is it like driven by your outlook of lower raw material prices? Yes, along the same line, your views on
copra price. I read somewhere that it slumped meaningfully in the current lockdown. So yes, that's it for me.
Question: Kunal Vora - BNP Paribas, Research Division - Analyst
: Sure. Just one more question. In Bangladesh, non-coconut portfolio is growing at a very impressive 25% plus. What is driving this kind of growth?
And how sustainable is this? And how is the impact of COVID in Bangladesh? Yes, that's all.
Question: Harit Kapoor - Investec Bank plc, Research Division - Analyst
: So 2 questions from my end. So just wanted to just a little better understand the situation over the last 35-odd days. Within your entire India
portfolio, you would be now running at about 75% to 80% capacity utilization. Is that correct, you said?
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MAY 04, 2020 / 12:30PM, MRCO.NS - Full Year 2020 Marico Ltd Earnings Call Hosted By Axis Capital Ltd
Question: Harit Kapoor - Investec Bank plc, Research Division - Analyst
: And in terms of touch points, you have 5 million kind of touch points. From that standpoint, how much do you think -- how much progress do you
think you have made in the last 40-odd days? I mean would that also be 75%, 80% or would be probably a little lower?
Question: Harit Kapoor - Investec Bank plc, Research Division - Analyst
: Okay. Okay. Got it. And safe to assume now that technically you are allowed to make and sell everything, but you would take your pick depending
on how the market is responding?
Question: Harit Kapoor - Investec Bank plc, Research Division - Analyst
: Got it. Got it. My last question is on the foods portfolio. So for F '20 (sic) [FY '20], could you give us a number on how large the portfolio is now in
terms of size?
Question: Harit Kapoor - Investec Bank plc, Research Division - Analyst
: So you ended at close to 200 for the year?
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MAY 04, 2020 / 12:30PM, MRCO.NS - Full Year 2020 Marico Ltd Earnings Call Hosted By Axis Capital Ltd
Question: Harit Kapoor - Investec Bank plc, Research Division - Analyst
: Just one question. On the hair oil side, so any anecdotal evidence you can share that you're picking up in the market that you are seeing kind of
smaller players already struggle through this process over the last 1.5 months? Are you already seeing that? Or is that more of a fairly educated
hypothesis that you're building on over the next 12 to 18 months?
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