Billionbrains Garage Ventures · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
58%
Numeric claims
1
Consistency
contradicted
Question ledger
Supratim Duta · Jeff
evasivewe see that the asset management in general in India is a huge potential... state street being one of the world's largest brings a lot of global practices... it's very early stage... the broad contours will they will get to know more in future
Supratim Duta · Jeff
partialon the wealth side... we just recently October is when we consolidated the acquisition. So there's a lot of work going on... from a P&L point of view, I think this consolidation will continue.
Supratim Duta · Jeff
partiala lot of synergies in the wealth business... customer acquisition cost when it comes to grow customers using these services becomes almost zero for us. But having said that it will not be 100%... it will evolve over time
Madwan S · Research desk
directthe profit on quarter to quarter actually increased on year-on-year basis there is a decrease... primarily because of one of reversal of that happened in the last year... we are not expecting to give dividend in the near future.
Mayang Kagarval · T mutual fund
partialwe have already more than one lakh customers on the commodity side... market share is still we are figuring out... on a notional basis we will be still at a double digit number at least.
Mayang Kagarval · T mutual fund
evasivesome of the details we've uploaded on the this thing along with the lease. The others we'll keep on sharing because a lot of these things are also subject to the approvals from the regulators.
Pra Jen · Research desk
directthe business right now is on a growth state and it is needing cash... the cash that we generate will be requiring to scale the business itself. So that's the primary use case.
Hershal · Research desk
evasiveour estimation is that our yield actually has improved on the stock side also in this quarter... on a blended basis I agree that 19.6 has gone to 19.9
Nidh chen · industry
partialbetter way to look at CAC is on an annual basis... last year we had some branding spends and this year we did not. So you will see a difference in the CAC but at an annual basis the overall spends are very consistent.
Deepanjan Goss · city
directthe broking transacting user number divided by active users... roughly this number was more closer to 60% earlier now it's closer to 67-68%... previous quarter we had 1450 employees. This quarter end we are 1350.
Gorov Single · Research desk
directour variable cost is roughly like 10% is roughly the variable cost. Rest all is more on the fixed nature... both of these costs basically will grow roughly 10 to 20%.
Abhishit Sakar · KCH
directwe don't look at aida as a metric that we want to drive. This is more of an output... if marketing is giving us enough LTV from the customer then with a reasonable CA we will probably start spending more
