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
: So I have 2 questions. One, on your INR 600 crore CapEx, I would like to get some clarity where we are spending and how much when?
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: Okay. So 30% CapEx in garmenting, which means around INR 180-odd crores to be spend in garmenting. How much of revenue increment can be
seen on that?
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JULY 27, 2023 / 10:30AM, ARVN.NS - Q1 2024 Arvind Ltd Earnings Call
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: Okay, and sir, do we have any benefits in the cost structure or garmenting business that we are expanding into Greenfield, Brownfield any area-related
benefit, et cetera?
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: Okay, and if we -- though you have mentioned the average realization, will it be possible for you to share the product that we are trying to
manufacture in this?
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: Okay, and sir, a little more book keeping question, this time, your margins have improved on a Q-on-Q basis in the core businesses. But on other
businesses, we have faced -- we find it difficult to understand what has led to an PAT decline while our core businesses have definitely grown.
Question: Prerna Jhunjhunwala - Elara Securities (India) Private Limited, Research Division - Analyst
: Okay. So do we see these margins reaching 13%, 14% eventually in next 3 to 5 years?
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JULY 27, 2023 / 10:30AM, ARVN.NS - Q1 2024 Arvind Ltd Earnings Call
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