Varun Beverages Limited
Beverages - Non-Alcoholic · Consumer Defensive
Analyst
Kotak Securities
Equibles does not estimate personal net worth.
Jai Doshi is recorded as Analyst at Kotak Securities. Jai Doshi has spoken on 7 earnings calls across 4 companies, most recently for Grasim Industries Limited on November 13, 2026. Those appearances were for Varun Beverages Limited, Grasim Industries Limited, United Breweries Limited and Pidilite Industries Limited. The companies whose calls Jai Doshi spoke on are classified in the Consumer Defensive and Basic Materials sectors.
“By the back of the envelope calculation indicates there is about 100 basis point drop in market share from Q1 to Q2. The question is, have you deliberately, you know, attempted to reduce channel inventory?”
“First one on international, just continuing. This year, you have managed to deliver 20% plus organic volume growth every single quarter. Can this kind of momentum continue for another couple of years?”
“You mentioned about a committee being set up by Telangana to review pricing. So, is this something very different and new versus how it used to work earlier? And are you expecting a major course correction in the way, you know, pricing sort of works in Telangana or unit economics for the industry?”
“With reference to, so as per my understanding, you know, some companies in paint industry have a very strong seasonally, strong March quarter, depending on how their schemes are in terms of absolute sales.”
“First one is, could you comment a little bit on what's happening at an industry level in energy drinks? You know, how has the industry body responded to, and, you know, have you seen any impact at all on demand?”
Kotak Securities
Analyst
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Varun Beverages Limited
Beverages - Non-Alcoholic · Consumer Defensive
Grasim Industries Limited
Building Materials · Basic Materials
United Breweries Limited
Beverages - Brewers · Consumer Defensive
Pidilite Industries Limited
Specialty Chemicals · Basic Materials
Earnings Call for the Quarter Ended September 30, 2026
Grasim Industries Limited
Earnings Call for the Quarter Ended September 30, 2026
Varun Beverages Limited
Earnings Call
United Breweries Limited
“Grasim Industries Limited Q1 FY27 Earnings Call”
Grasim Industries Limited
Earnings Call for the Quarter Ended June 30, 2026
Varun Beverages Limited
Earnings Call for the Quarter Ended March 31, 2026
Varun Beverages Limited
Pidilite Industries Limited Q3 FY26 Earnings Conference Call
Pidilite Industries Limited