Grasim Industries Limited
Building Materials · Basic Materials
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
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.
“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?”
“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.”
“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.”
“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.”
“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?”
Morgan Stanley
Analyst
Transcript header (unverified)
Grasim Industries Limited
Building Materials · Basic Materials
Hindalco Industries Limited
Aluminum · Basic Materials
SHREE CEMENT LIMITED
Building Materials · Basic Materials
JSW Steel Limited
Steel · Basic Materials
Ambuja Cements Limited
Building Materials · Basic Materials
Earnings Call for the Quarter Ended September 30, 2026
Grasim Industries Limited
Earnings Call for the Quarter Ended September 30, 2026
Hindalco Industries Limited
“Grasim Industries Limited Q1 FY27 Earnings Call”
Grasim Industries Limited
Earnings Call for the Quarter Ended June 30, 2026
Hindalco Industries Limited
Earnings Call for the Quarter Ended June 30, 2026
SHREE CEMENT LIMITED
Earnings Call
JSW Steel Limited
Earnings Call for the Quarter Ended March 31, 2026
Ambuja Cements Limited
Grasim Industries Limited Q3 FY'26 Earnings Conference Call
Grasim Industries Limited