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Bhavya Gandhi

Analyst

Bajaj Alternate Investment Management Limited

Equibles does not estimate personal net worth.

About Bhavya Gandhi

Bhavya Gandhi is recorded as Analyst at Bajaj Alternate Investment Management Limited. Bhavya Gandhi has spoken on 11 earnings calls across 10 companies, most recently for Deep Industries Limited on November 4, 2026. Those appearances were for Syrma SGS Technology Limited, Deep Industries Limited, Ganesha Ecosphere Limited, Varun Beverages Limited, Aditya Vision Limited and 5 other companies. The companies whose calls Bhavya Gandhi spoke on are classified in the Technology, Energy, Consumer Cyclical and Consumer Defensive sectors.

Bhavya Gandhi on recent calls

“My first question is regarding the EBITDA margin. I just wanted to understand because now PEC and the Dolphin offshore, if you win one more contract, that will contribute, Dolphin will be contributing almost 60% to the EBITDA margin and almost 50% from PEC.”
Analyst — Bajaj Alternate Investment Management Limited, Earnings Call for the Quarter Ended September 30, 2026 ·
“Yeah, thanks for the opportunity and congratulations, Yash, as well as Gopalji on good set of numbers. Sir, my question is regarding the global opportunity.”
Analyst — Bajaj Alternate Investment Management Limited, Earnings Call ·
“Just wanted to understand on the RPET side, because you said currently the cost is lower. So what is the RPET mix in the total packaging as a part of the total volume, if you can provide some number on that?”
Analyst — Bajaj Alternate Investment Management Limited, Earnings Call for the Quarter Ended September 30, 2026 ·
“I just wanted to understand the impact of eighth pay commission. Will that be a significant revenue driver whenever it comes? In your past experience when the seventh pay commission was there, have you seen any, you know, manifold growth in terms of demand because a large amount will be put in the hand of pensioners?”
Analyst — Bajaj Alternate Investment Management Limited, Earnings Call for the Quarter Ended September 30, 2026 ·
“One is regarding the RM sourcing from US. Obviously, the cost of raw material in US would be at a higher cost. That is the reason that we were not going to US and we were taking RM from countries like Africa and Middle East and stuff like that.”
Analyst — Bajaj Alternate Investment Management Limited, Earnings Call for the Quarter Ended September 30, 2026 ·

Affiliation history

  • Bajaj Alternate Investment Management Limited

    Analyst

    Transcript header (unverified)

    Current

Company network

Syrma SGS Technology Limited

Electronic Components · Technology

2 appearances Latest appearance 2026-07-30

Deep Industries Limited

Oil & Gas E&P · Energy

1 appearance Latest appearance 2026-11-04

Ganesha Ecosphere Limited

Textile Manufacturing · Consumer Cyclical

1 appearance Latest appearance 2026-11-02

Varun Beverages Limited

Beverages - Non-Alcoholic · Consumer Defensive

1 appearance Latest appearance 2026-10-30

Aditya Vision Limited

Specialty Retail · Consumer Cyclical

1 appearance Latest appearance 2026-10-30

Gravita India Limited

Metal Fabrication · Industrials

1 appearance Latest appearance 2026-10-28

Poly Medicure Limited

Medical Instruments & Supplies · Healthcare

1 appearance Latest appearance 2026-08-10

Mrs. Bectors Food Specialities Limited

Packaged Foods · Consumer Defensive

1 appearance Latest appearance 2026-08-07

Krishna Defence And Allied Industries Limited

Specialty Industrial Machinery · Industrials

1 appearance Latest appearance 2026-05-22

Garden Reach Shipbuilders & Engineers Limited

Aerospace & Defense · Industrials

1 appearance Latest appearance 2026-05-12

Recent activity

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Deep Industries Limited

  • Earnings call

    Earnings Call

    Ganesha Ecosphere Limited

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Varun Beverages Limited

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Aditya Vision Limited

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Gravita India Limited

  • Earnings call

    Earnings Call for the Quarter Ended June 30, 2026

    Poly Medicure Limited

  • Earnings call

    Earnings Call

    Mrs. Bectors Food Specialities Limited

  • Earnings call

    “Syrma SGS Technology Limited Q1 FY '27 Investors Conference Call”

    Syrma SGS Technology Limited

  • Earnings call

    Earnings Call

    Krishna Defence And Allied Industries Limited

  • Earnings call

    “Syrma SGS Technology Limited Q4 FY '26 Earnings Conference Call”

    Syrma SGS Technology Limited

  • Earnings call

    Earnings Call for the Quarter Ended March 31, 2026

    Garden Reach Shipbuilders & Engineers Limited