Relaxo Footwears Ltd

The provided transcript from Relaxo Footwears Limited's May 2022 earnings call does not contain specific information regarding the current or expected orderbook or pending orders. Key takeaways relevant to order flow and sales include: - Volume decline noted due to inflation, GST impact, and subdued demand, but no quantification of pending or future orders. - Distributor and retailer inventory adjustments are ongoing due to price increases, with channel destocking mentioned but not quantified. - Growth aspirations in e-commerce and new channel additions are part of the strategy, but no specific order backlog details. - Capacity utilization at 65% with total capacity of 10 lakh pairs per day; no explicit order backlog data. Hence, no explicit data on orderbook or pending orders is disclosed in the transcript on page 17 or surrounding pages.

- Relaxo Footwears spent around INR 140 crores in CAPEX during FY22. - There is no intent to spend on expansion in the South specifically. - The company is expanding capacity in the North where it has its own setup. - The focus is on integrating backend operations. - Intent to spend around INR 100 crores in the current year, mainly for backend operations. - Capacity utilization is around 65% of daily capacity of 10 lakh pairs; focus on freeing capacity in shoe division. - The company is cautious about extraordinary inflation but remains optimistic for future growth. Overall, the CAPEX is primarily targeted at capacity expansion and backend integration, with no major new geographic expansion planned at this time.