Analyst
Investec
Equibles does not estimate personal net worth.
Shubham is recorded as Analyst at Investec. Shubham has spoken on 3 earnings calls across 2 companies, most recently for Varroc Engineering Limited on November 4, 2026. Those appearances were for Varroc Engineering Limited and Belrise Industries Limited. The companies whose calls Shubham spoke on are classified in the Consumer Cyclical sector.
“You reported about 400 crores of peak annual revenue of order wins this quarter. Can you please share more details on this, for which products we have received this order, and what is the SOPE date?”
“So, your revenues from two-wheeler and three-wheeler segment have grown by about 18% on a YOY basis. Now, if I look at the industry production growth for two-wheelers and three-wheelers, it has been somewhere about 20-25%.”
“First question, you had reported an order winner of about 600 crores this quarter. Can you please provide the split between the four-wheeler lighting order and the e-mobility one?”
Investec
Analyst
Transcript header (unverified)
Varroc Engineering Limited
Auto Parts · Consumer Cyclical
Belrise Industries Limited
Auto Parts · Consumer Cyclical
Earnings Call for the Quarter Ended September 30, 2026
Varroc Engineering Limited
Earnings Call for the Quarter Ended June 30, 2026
Belrise Industries Limited
Earnings Call for the Quarter Ended June 30, 2026
Varroc Engineering Limited
