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Sreedhar Mahamkali

Research Analyst at UBS Asset Management Americas Inc.

Sreedhar Mahamkali is an Analyst at UBS AG (London Branch), specializing in European food and staples retail coverage with a focus on leading companies such as Carrefour SA, Tesco PLC, and Ahold Delhaize. Renowned for his deep sector insight, he has contributed investment calls on prominent grocery chains and provided strategic analysis that has shaped UBS’s high-conviction stock recommendations, including ranking Ahold Delhaize as a defensive pick in volatile markets. Sreedhar started his career as an Analyst at Macquarie Capital (Europe) Ltd., joining UBS in 2019, and brings over a decade of experience in equity analysis for major European consumer companies. He is recognized for his regular participation in corporate earnings calls and is believed to hold relevant professional credentials, though specific securities licenses are not publicly detailed.

Sreedhar Mahamkali's questions to CARREFOUR (CRRFY) leadership

Question · Q2 2024

Sreedhar Mahamkali inquired about the full-year 2024 outlook, asking if H1's 6% recurring operating income (ROI) growth is a reasonable assumption for H2, particularly in France. He also sought clarification on why H1's negative trend in Europe shouldn't be extrapolated, requesting quantification of one-offs like financial services in Spain or Cora integration costs. Lastly, he asked for the full-year outlook on free cash flow and real estate disposals.

Answer

Executive Alexandre Bompard confirmed the full-year 2024 objectives for growth in EBITDA, ROI, and free cash flow, stating the current consensus is consistent with internal views. He explained that H1 in Europe was impacted by temporary, country-specific issues and adverse weather, and that the company is more constructive for H2. Executive Matthieu Malige added that while real estate disposals might be lower than the prior strong year, they would remain in a similar order of magnitude, and the company is on track to meet its full-year free cash flow guidance.

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Sreedhar Mahamkali's questions to Just Eat Takeaway.com (TKAYF) leadership

Question · FY 2022

Sreedhar Mahamkali from UBS asked about the investment level in grocery and the two-to-three-year profitability outlook for the Southern Europe & ANZ segment.

Answer

CEO Jitse Groen did not disclose the specific investment in grocery but confirmed it is managed within the overall EBITDA guidance. For the SE & ANZ segment, he stated the goal is to eliminate cash burn as quickly as possible. He compared the current investment phase to Germany in 2017, stressing that while investment is needed to build scale, cost control remains a high priority.

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Question · Q4 2021

Sreedhar Mahamkali from UBS AG (London Branch) asked for details on the company's plan to migrate its three separate logistics networks in the UK, inquiring about the timeline and the expected impact on delivery cost per order.

Answer

COO Jörg Gerbig explained that while they still have an ongoing contract with a third-party provider (Stuart), the long-term goal is to use their own systems. He highlighted efficiency gains from increased scale and order pooling, noting that logistics costs have already decreased by over 10% in the last 18 months. The focus will be on their internal models post-contract.

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