PI Industries Limited
Agricultural Inputs · Basic Materials
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
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.
“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.”
“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.”
“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?”
“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?”
“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?”
Morgan Stanley
Analyst
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PI Industries Limited
Agricultural Inputs · Basic Materials
Adani Energy Solutions Limited
Utilities - Independent Power Producers · Utilities
Tata Chemicals Limited
Chemicals · Basic Materials
Navin Fluorine International Limited
Chemicals · Basic Materials
Earnings Call for the Quarter Ended September 30, 2026
Adani Energy Solutions Limited
PI Industries Limited Q4 FY26 Earnings Conference Call
PI Industries Limited
Earnings Call for the Quarter Ended March 31, 2026
Tata Chemicals Limited
Earnings Call for the Quarter Ended March 31, 2026
Navin Fluorine International Limited
PI Industries Limited Q3 FY26 Earnings Conference Call
PI Industries Limited