DSM-Firmenich AG
Specialty Chemicals · Basic Materials
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
Chetan Udeshi is recorded as Analyst at J.P. Morgan. Chetan Udeshi has spoken on 5 earnings calls across 5 companies, most recently for DSM-Firmenich AG on July 30, 2026. Those appearances were for DSM-Firmenich AG, Solvay S A /Adr/ (SVYSF), Evonik Industries AG, L Air Liquide SA /Fi (AIQUF) and Akzo Nobel NV (AKZOY). The companies whose calls Chetan Udeshi spoke on are classified in the Basic Materials sector.
“I was just wanting to ask on the comment in the release about 1,000, I think it was 1,000 job cuts that you are looking to put through. Firstly, the one-off expense of $100 million associated with that, has that been provisioned?”
“I was just trying to understand your comment that the 25 million uplift in EBITDA you got for Q1 ahead of your guidance was from pre-buying in March. And I was just quite curious.”
“The first question I was just, sorry, first question is on your investment opportunities and backlog. I think you have included the part from DIG now in those numbers. and I was just trying to see the underlying shift if I remove DIG.”
J.P. Morgan
Analyst
Transcript header (unverified)
DSM-Firmenich AG
Specialty Chemicals · Basic Materials
SVYSF
Chemicals · Basic Materials
Evonik Industries AG
Specialty Chemicals · Basic Materials
AIQUF
Specialty Chemicals · Basic Materials
AKZOY
Specialty Chemicals · Basic Materials
H1 2026 results
DSM-Firmenich AG
Q1 2026 Results
Evonik Industries AG