Menon Bearings Limited
Auto Parts · Consumer Cyclical
Analyst
Sequent Investments
Equibles does not estimate personal net worth.
Vignesh Ayer is recorded as Analyst at Sequent Investments. Vignesh Ayer has spoken on 4 earnings calls across 4 companies, most recently for Menon Bearings Limited on October 30, 2026. Those appearances were for Menon Bearings Limited, Raymond Limited, Adroit Industries (India) Limited and Gulf Oil Lubricants India Limited. The companies whose calls Vignesh Ayer spoke on are classified in the Consumer Cyclical, Industrials and Basic Materials sectors.
“Just wanted to understand, are we in line with the guidance of 8 to 10% Yes, yes.”
“My question is basically on our Andhra expansion. What is a normal timeline, you know, when it comes to approval of the product by our customers? What is the general timeline post-starting of the commercial aspect of the product?”
“My question is more on the, you know, networking capital cycle. Just wanted to understand what is a steady state networking capital days that we should see for Your business.”
“Sir, I was hearing you earlier when you said that we, as such, don't make, you know, inventory gains because the system is different for us. But also, I heard you saying that, you know, the percentage margin tends to go down, which I understand because the numerator increases.”
Sequent Investments
Analyst
Transcript header (unverified)
Menon Bearings Limited
Auto Parts · Consumer Cyclical
Raymond Limited
Specialty Industrial Machinery · Industrials
Adroit Industries (India) Limited
Auto Parts · Consumer Cyclical
Gulf Oil Lubricants India Limited
Specialty Chemicals · Basic Materials
Earnings Call for the Quarter Ended September 30, 2026
Menon Bearings Limited
Earnings Call
Adroit Industries (India) Limited
Earnings Call for the Quarter Ended September 30, 2026
Raymond Limited
Earnings Call for the Quarter Ended June 30, 2026
Gulf Oil Lubricants India Limited