ITC investor meet on Tuesday. What to expect?

Next week, hopefully, we will get a glimpse of what ITC is thinking for each one of its businesses, said Chakri Lokapriya, CIO & MD, TCG AMC. Edited excerpts:

Can we safely say that maybe one of the stocks to watch out for next week will be ITC as it is hosting that analyst meet on Tuesday, 14th of December? Markets are certainly expecting something very juicy given the stock prices have run up on Thursday and Friday.
ITC has underperformed the index for quite a bit now and there are a lot of expectations on what they are going to do now. The question is if the company is done with their investment phase in FMCG business? Is it ready to stand on its own? Then in the case of the cigarettes business, one needs to see how are they competing against the likes of Marlboro, and how is the rural business along with what they are doing to expand it. The company is sitting on tonnes of cash because cigarette is a cash-rich business. Now, will there be any form of dividend or some kind of repayment to the shareholders or they are going to plough it all into these various businesses, needs to be seen. Of course, we still have the hotel business to look at too. Now, these are all questions which investors want to know. Next week, hopefully, we will get a glimpse of what the company is thinking for each one of these businesses.