Q2 2025 Orient Bell Ltd Earnings Call Transcript
Key Points
- Orient Bell Ltd (BOM:530365) reported a 1.6% increase in H1 sales, reaching ₹307 crores, despite challenging market conditions.
- The company has increased its branding spend to 4.1% of revenue, supporting a TV campaign that has been running for the past 10 months, which has led to a 70% increase in website traffic.
- Product mix improvements have been significant, with DVD sales improving to 40%, a 14% increase over the previous year.
- The company has expanded its distribution network, adding 19 new OBTs in the last six months, contributing to 46% of revenue compared to 42% last year.
- Cost management strategies have been effective, with a 5.5% reduction in the cost of production compared to last year, leading to improved gross margins.
- Domestic demand conditions remained unchanged, and exports were impacted by ocean trade volatility, affecting overall performance.
- Monthly run rates moderated to ₹200-₹2000 crores, down from ₹1500-₹2000 crores last year, impacting pricing and volume buildup.
- The first half of the fiscal year was below expectations on the revenue front due to the demand-supply situation.
- Capacity utilizations at the Dora plant are not at optimum levels, indicating a need for increased production to meet market demands.
- The export market has been underperforming, with the last three to four months being particularly challenging, affecting the company's export strategy.
Ladies and gentlemen, good day and welcome to the Orient Bell Limited Q2 and H1 FY25 earnings conference call.
As a reminder, all Participants lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.
Please note that this conference is being recorded. I now hand the conference over to Mr Suyash Samant from stellar investor relations advisor. Thank you and over to you, sir.
Thank you. Good evening everyone and thank you for joining us today.
Today is the senior management team of Orient Bell Ltd , Aditya Gupta, Chief Executive Officer and Mr Himansu Jindal, Chief Financial Officer who will represent the company on the earnings call. Today. The management will be sharing the key operating and financial highlights for the quarter and half year ended. September 30 2024
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