Analyst
Monarch Capital
Equibles does not estimate personal net worth.
Vinay Menon is recorded as Analyst at Monarch Capital. Vinay Menon has spoken on 4 earnings calls across 4 companies, most recently for Indegene Limited on October 30, 2026. Those appearances were for Indegene Limited, Netweb Technologies India Limited, Rashi Peripherals Limited and R Systems International Limited. The companies whose calls Vinay Menon spoke on are classified in the Healthcare and Technology sectors.
“If you can just mention the run rate for Tectonic, which you view on a quarter-on-quarter basis, that would be helpful.”
“And congratulations on great several numbers. A couple of questions from my side. Gross margins, you know, have declined, and I agree that there are, you know, component prices are up, and that is adding pressure.”
“I just want to understand that, you know, what would you define to be an AITC because, you know, there are multiple operations in the market. So, are you talking about a PC which has an NPU or is it specifically, is there anything which you look at to categorize it as an AITC?”
“One, we recently, you know, read that Blackstone is, you know, partnered up with Anthropic and a couple of other private equities are also there. And they're planning basically to deploy their engineers within the organization and even to, you know, the portfolio companies within Blackstone now.”
Monarch Capital
Analyst
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Indegene Limited
Health Information Services · Healthcare
Netweb Technologies India Limited
Computer Hardware · Technology
Rashi Peripherals Limited
Electronics & Computer Distribution · Technology
R Systems International Limited
Information Technology Services · Technology
Earnings Call for the Quarter Ended September 30, 2026
Indegene Limited
Earnings Call
Netweb Technologies India Limited
Earnings Call for the Quarter Ended March 31, 2026
Rashi Peripherals Limited
Earnings Call for the Quarter Ended March 31, 2026
R Systems International Limited
