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Bansi Desai

Analyst

JP Morgan

Equibles does not estimate personal net worth.

About Bansi Desai

Bansi Desai is recorded as Analyst at JP Morgan. Bansi Desai has spoken on 8 earnings calls across 6 companies, most recently for Emcure Pharmaceuticals Limited on November 3, 2026. Those appearances were for Anthem Biosciences Limited, Emcure Pharmaceuticals Limited, Mankind Pharma Limited, Manipal Health Enterprises Limited, Cohance Lifesciences Limited and 1 other company. The companies whose calls Bansi Desai spoke on are classified in the Healthcare sector.

Bansi Desai on recent calls

“So, my first question is on the domestic growth. So, you alluded, you know, we should come back to industry growth, you know, shortly. So, question is, what is going to drive that and in what timeframe should we expect MQR to beat the industry growth?”
Analyst — JP Morgan, Earnings Call for the Quarter Ended September 30, 2026 ·
“So, there is no element of low base here, right? You know, for the last 4-6 quarters, we've seen good growth, but we expect this kind of momentum to continue.”
Analyst — JP Morgan, Earnings Call ·
“So, firstly, on Sayadri, you know, historically, when, you know, Manipal has acquired assets, we've seen that, you know, we've invested into those assets in the initial years, and, you know, we are likely to Do the same with Sayadri as we integrate the asset and as we invest into specialties and everything.”
Analyst — JP Morgan, Earnings Call ·
“In your opening remarks, you mentioned, you know, your confidence in Kohans' recovery stems from the fact that, you know, there is scientific capabilities. And we appreciate the fact that, you know, when it comes to ABCs and oligonucleotides, Kohans does have a differentiated positioning.”
Analyst — JP Morgan, Earnings Call ·
“So, my first question is on semaglutide API. If you could share, have we started our commercial supply on this product to domestic players?”
Analyst — JP Morgan, Earnings Call for the Quarter Ended June 30, 2026 ·

Affiliation history

  • JP Morgan

    Analyst

    Transcript header (unverified)

    Current

Company network

Anthem Biosciences Limited

Biotechnology · Healthcare

3 appearances Latest appearance 2026-07-22

Emcure Pharmaceuticals Limited

Drug Manufacturers - Specialty & Generic · Healthcare

1 appearance Latest appearance 2026-11-03

Mankind Pharma Limited

Drug Manufacturers - Specialty & Generic · Healthcare

1 appearance Latest appearance 2026-10-26

Manipal Health Enterprises Limited

Medical Care Facilities · Healthcare

1 appearance Latest appearance 2026-08-21

Cohance Lifesciences Limited

Drug Manufacturers - Specialty & Generic · Healthcare

1 appearance Latest appearance 2026-08-05

Apollo Hospitals Enterprise Limited

Medical Care Facilities · Healthcare

1 appearance Latest appearance 2026-05-21

Recent activity

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Emcure Pharmaceuticals Limited

  • Earnings call

    Earnings Call

    Mankind Pharma Limited

  • Earnings call

    Earnings Call

    Manipal Health Enterprises Limited

  • Earnings call

    Earnings Call

    Cohance Lifesciences Limited

  • Earnings call

    Earnings Call for the Quarter Ended June 30, 2026

    Anthem Biosciences Limited

  • Earnings call

    Earnings Call for the Quarter Ended March 31, 2026

    Apollo Hospitals Enterprise Limited

  • Earnings call

    Anthem Biosciences Limited Q4 & FY26 Earnings Conference Call

    Anthem Biosciences Limited

  • Earnings call

    “Anthem Biosciences Limited Q3 & 9M FY26 Earning Conference Call”

    Anthem Biosciences Limited