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: Amit Sinha - Macquarie Research - Analyst
: Yes. My first question was on your overall -- basically the overall cost saving program, especially in the current environment. Most of the companies
have talked about their cost-saving program because of the lower demand, et cetera. So how do you see the expense going forward, including
the A&P spend? And any particular program which you are running for other costs?
Question: Amit Sinha - Macquarie Research - Analyst
: Sure. Okay. Secondly, sorry to again, hop on the same demand-related question. And I know it is not easy for any of us, including -- I mean you to
give a kind of -- any kind of indication when there will be the recovery and what kind of a recovery we'll see now, let's say, in the next 6 months or
so. But some of the companies have given their guesses in terms of a sort of a normalization and basically in that direction, any view will be -- so
without the prior written consent of Thomson Reuters. 'Thomson Reuters' and the Thomson Reuters logo are registered trademarks of Thomson Reuters and its
affiliated companies.
JUNE 18, 2020 / 11:30AM, PIDI.NS - Q4 2020 Pidilite Industries Ltd Earnings Call
whether the recovery in the entire portfolio, especially the domestic business will be there in third quarter? Or do you think it will -- the recovery
can be much faster than the third quarter? Any color there will be helpful.
Question: Amit Sinha - Macquarie Research - Analyst
: And any kind of the difference between the semi-urban and rural area versus, let's say, some of the areas which are still under sort of a lockdown,
like Chennai and to some extent, the other metros, is the difference very stark in terms of the recovery at the current stocking?
Question: Amit Sinha - Macquarie Research - Analyst
: I completely understand. Just one last booking -- bookkeeping question, if I may. The other income this quarter was significantly lower compared
to the run rate of fourth quarter. If you can give some kind of details there?
|
