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Rahul Gupta

Analyst

Morgan Stanley

Equibles does not estimate personal net worth.

About Rahul Gupta

Rahul Gupta is recorded as Analyst at Morgan Stanley. Rahul Gupta has spoken on 8 earnings calls across 5 companies, most recently for Grasim Industries Limited on November 13, 2026. Those appearances were for Grasim Industries Limited, Hindalco Industries Limited, SHREE CEMENT LIMITED, JSW Steel Limited and Ambuja Cements Limited. The companies whose calls Rahul Gupta spoke on are classified in the Basic Materials sector.

Rahul Gupta on recent calls

“First, you've talked about October revenues are trending better than the growth that we saw in the first half. Now, can you help us understand what kind of revenue growth are you targeting in the second half when you say you look to get a double-digit market share in the second half?”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended September 30, 2026 ·
“First, downstream EBITDA burden has been largely stable over the past couple of quarters. How should we look at in the second half? That's my first question.”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended September 30, 2026 ·
“Just when you say payments of 0.25% of revenues, is there a cap there like we see for Hindalko at 225 crores or there is no cap on that? That's my first question.”
Analyst — Morgan Stanley, “Grasim Industries Limited Q1 FY27 Earnings Call” ·
“So, if you remember, last year in your analyst day, you had guided to four times of your EBITDA for downstream business in India by fiscal 30. Now, if I look at fiscal 25 and 26, cumulatively is around 36 to 38 billion rupees of EBITDA.”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended June 30, 2026 ·
“Just continuing on the previous question, in the last quarter, you highlighted that the UAE business reported 47 AED per ton of EBITDA. What would be that number in this quarter?”
Analyst — Morgan Stanley, Earnings Call for the Quarter Ended June 30, 2026 ·

Affiliation history

  • Morgan Stanley

    Analyst

    Transcript header (unverified)

    Current

Company network

Grasim Industries Limited

Building Materials · Basic Materials

3 appearances Latest appearance 2026-11-13

Hindalco Industries Limited

Aluminum · Basic Materials

2 appearances Latest appearance 2026-11-06

SHREE CEMENT LIMITED

Building Materials · Basic Materials

1 appearance Latest appearance 2026-07-31

JSW Steel Limited

Steel · Basic Materials

1 appearance Latest appearance 2026-05-14

Ambuja Cements Limited

Building Materials · Basic Materials

1 appearance Latest appearance 2026-05-04

Recent activity

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Grasim Industries Limited

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Hindalco Industries Limited

  • Earnings call

    “Grasim Industries Limited Q1 FY27 Earnings Call”

    Grasim Industries Limited

  • Earnings call

    Earnings Call for the Quarter Ended June 30, 2026

    Hindalco Industries Limited

  • Earnings call

    Earnings Call for the Quarter Ended June 30, 2026

    SHREE CEMENT LIMITED

  • Earnings call

    Earnings Call

    JSW Steel Limited

  • Earnings call

    Earnings Call for the Quarter Ended March 31, 2026

    Ambuja Cements Limited

  • Earnings call

    Grasim Industries Limited Q3 FY'26 Earnings Conference Call

    Grasim Industries Limited