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Vivek Rajamani

Analyst

Morgan Stanley

Equibles does not estimate personal net worth.

About Vivek Rajamani

Vivek Rajamani is recorded as Analyst at Morgan Stanley. Vivek Rajamani has spoken on 5 earnings calls across 4 companies, most recently for Adani Energy Solutions Limited on October 23, 2026. Those appearances were for PI Industries Limited, Adani Energy Solutions Limited, Tata Chemicals Limited and Navin Fluorine International Limited. The companies whose calls Vivek Rajamani spoke on are classified in the Basic Materials and Utilities sectors.

Vivek Rajamani on recent calls

“Just to kind of clarify on the question on the previous participant, obviously, the new contracts that you have will scale up from 4Q of 2027, and the portfolio mix will obviously change going into fiscal 28.”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended September 30, 2026 ·
“I can see over the last couple of quarters, and for much of fiscal 26, you've been able to maintain your cross margins at a very healthy level of, you know, 58 to 59 odd percent.”
Analyst — Morgan Stanley, PI Industries Limited Q4 FY26 Earnings Conference Call ·
“You did mention that you are seeing a few closures or some capacity-staking maintenance. You did give examples of a capacity in the U.S. and in China. Just with respect to that, could you just talk about how soda ash flows have started to change?”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended March 31, 2026 ·
“I just wanted to get a sense with respect to the customer conversations that you're having. Do you get a sense that you could move to increased restocking on a more sustainable basis?”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended March 31, 2026 ·
“The first question I had was an extension to the earlier guidance question. Just going to fiscal 27, I know it's a bit early, but would it be possible to give some sense of, you know, you're expecting more like mid-single digit or, you know, high-single digit, any, you know, range, if that's possible?”
Analyst — Morgan Stanley, PI Industries Limited Q3 FY26 Earnings Conference Call ·

Affiliation history

  • Morgan Stanley

    Analyst

    Transcript header (unverified)

    Current

Company network

PI Industries Limited

Agricultural Inputs · Basic Materials

2 appearances Latest appearance 2026-05-20

Adani Energy Solutions Limited

Utilities - Independent Power Producers · Utilities

1 appearance Latest appearance 2026-10-23

Tata Chemicals Limited

Chemicals · Basic Materials

1 appearance Latest appearance 2026-05-04

Navin Fluorine International Limited

Chemicals · Basic Materials

1 appearance Latest appearance 2026-04-29

Recent activity

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Adani Energy Solutions Limited

  • Earnings call

    PI Industries Limited Q4 FY26 Earnings Conference Call

    PI Industries Limited

  • Earnings call

    Earnings Call for the Quarter Ended March 31, 2026

    Tata Chemicals Limited

  • Earnings call

    Earnings Call for the Quarter Ended March 31, 2026

    Navin Fluorine International Limited

  • Earnings call

    PI Industries Limited Q3 FY26 Earnings Conference Call

    PI Industries Limited