00:00 - 00:03 | BM: Shantanu, I have strong plans for this fiscal |
00:04 - 00:05 | Win in Feminine Care, Family Care |
00:05 - 00:07 | Win in Babycare & Oralcare |
00:08 - 00:12 | I will exceed not only FIRM but also Stretch |
00:12 - 00:15 | If I don't go on offsite |
00:17 - 00:19 | That is fine |
00:19 - 00:21 | Yes, I'm not invited to any offsite anyway |
00:24 - 00:26 | Shantanu |
00:27 - 00:28 | We .... |
00:31 - 00:33 | We don't know who we need to get approval from anymore |
00:34 - 00:36 | GBU, RBU, BFO, GM, Industry Sector |
00:53 - 00:58 | All people who don't know the answer to this question leave the room |
01:13 - 01:15 | We're left with Inder, Thierry & Tapan |
01:15 - 01:17 | What are the fundamentals? |
01:18 - 01:23 | The Consumer , The Customer & The Money |
01:25 - 01:31 | Kainaz: Don't cry..Shweta. He forgot The Influencer |
01:31 - 01:34 | Do you think above 25% YOY growth |
01:35 - 01:37 | is EASY to do?! |
01:37 - 01:40 | Kainaz says India Marketing is responsible for 60% of it |
01:40 - 01:42 | Shantanu, I think we need to be conservative in our forecast |
01:42 - 01:46 | CONSERVATIVE! What are you smoking?! Have you seen the Shave India Movements! |
01:46 - 01:48 | Shantanu, what about profitability? |
01:48 - 01:52 | This is what happens when you forget to unpeel the onion |
01:53 - 01:54 | We've turned around with $100MM underlying profit |
01:56 - 01:59 | Do you think that happened because I pontificated on industry sector design! |
01:59 - 02:02 | Believe you me , India's lean mean organisation machine |
02:02 - 02:05 | will continue to deliver 22% productivity |
02:05 - 02:08 | Targets are meant to be broken |
02:08 - 02:11 | We will continue to set targets that seem unachievable |
02:14 - 02:16 | Why should we cut investment? |
02:17 - 02:22 | Why do you think Guru's opening a plant? To increase Operating Profit |
02:27 - 02:32 | Because we had a vision to get to a Gazillion $ |
02:32 - 02:37 | But for now we'll settle for the fastest growing MDO in the globe |