Specialty Chemicals · Basic Materials
Dan Rizwan
Analyst
Jefferies
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About Dan Rizwan
Dan Rizwan is recorded as Analyst at Jefferies. Dan Rizwan has spoken on 9 earnings calls across 7 companies, most recently for Avient Corp on November 4, 2026. Those appearances were for Quaker Chemical Corp (KWR), Trinseo PLC (TSEOQ), Avient Corp (AVNT), ICL Group Ltd. (ICL), Orion S.A. (OEC) and 2 other companies. The companies whose calls Dan Rizwan spoke on are classified in the Basic Materials sector.
Dan Rizwan on recent calls
“You mentioned scaling faster and some of the changes you're going to make. Over the last few years, have you lost opportunities because you didn't scale fast enough or you didn't meet client needs fast enough and that's something that needs to be corrected?”
“Just getting back to kind of the Asia share gains you guys are kind of doing, I was wondering if that's like a lot of singles or some meaning that there's a lot of smaller new wins, or is it a couple of customers where you're getting really great penetration and how that should look moving forward?”
“As you aim for your 18% to 20% EBITDA margins, Once, I guess, some of this volatility maybe can subside and your restructuring is in place, how should we think about incremental margins kind of in the mid-cycle?”
“If we could just go back to Brazil for half a sec. Have we seen this before, and how long has it lasted with suppliers basically acting as the main creditors for their customers in Brazil?”
“You mentioned kind of negotiating with your customers about pricing given the current environment. Is there anything in the contracts that if things were to kind of snap back or turn around by the middle of the year that there could be some sort of pricing escalator involved?”
Affiliation history
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Jefferies
Analyst
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Current
Company network
TSEOQ
Specialty Chemicals · Basic Materials
AVNT
Specialty Chemicals · Basic Materials
ICL
Agricultural Inputs · Basic Materials
OEC
Specialty Chemicals · Basic Materials
ASH
Specialty Chemicals · Basic Materials
FMC
Agricultural Inputs · Basic Materials