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: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: I have 2 questions on the business side. You mentioned that the demand is muted in the near term. But just wanted to understand the relationship
between RM and SG prices going forward, at least for the near term, whether the -- generally we say that fabric is -- it takes time for fabric sizes to
correct. So are the customers really wanting the prices to reduce in line with cotton prices? How are they behaving actually in terms of product
pricing, in terms of order bookings, whether they are ordering 50% of your general order book or 40%, or 80%? Just wanted to understand how is
the customer behaving in both domestic and export markets to understand the underlying business scenario.
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AUGUST 01, 2022 / 10:30AM, ARVN.NS - Q1 2023 Arvind Ltd Earnings Call
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: So sir, can you assume that does the sluggishness in the export market should more or less be compensated by the domestic market because we
have -- we had in the past increased our share of export market volumes in the last 1, 1.5 years. So will that rebalance in the near term is how we
should look at?
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: I completely understand on that, and this is really helpful, sir. Just wanted to know current utilization, is it higher, lower than the numbers reported?
Unidentified Company Representative
Current utilization of what?
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AUGUST 01, 2022 / 10:30AM, ARVN.NS - Q1 2023 Arvind Ltd Earnings Call
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: That was quite helpful. I have a few bookkeeping questions, I can return back to question queue.
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