Analyst
IIFL Capital
Equibles does not estimate personal net worth.
Joseph George is recorded as Analyst at IIFL Capital. Joseph George has spoken on 4 earnings calls across 3 companies, most recently for Motherson Sumi Wiring India Limited on October 30, 2026. Those appearances were for Motherson Sumi Wiring India Limited, Craftsman Automation Limited and Tube Investments of India Limited. The companies whose calls Joseph George spoke on are classified in the Consumer Cyclical and Industrials sectors.
“The question that I had was on the deficiency of or the lag in terms of, you know, the copper price pass-through. So, assuming that copper prices stabilize at the levels seen in 2Q, how much under-recovery is left in terms of, say, gross margins or the way to play?”
“In the 4Q results, you had mentioned that there was a 200 to 250 pips gross margin impact because of the lag of copper pass-through. Could you update us what is the situation now with copper continuing to go up and with some of the price highs from the previous quarter coming in?”
“One is on Sunbeam, you mentioned that you might give off or discontinue some of the maybe low margin businesses. I wanted to understand how big is that in terms of scale down and corollary, what will be the positive impact it will have on your overall Sunbeam margins?”
“On behalf of IFL Capital, I welcome you all to the 3QFI26 Results Conference Call of Tube Investments of India Limited.”
IIFL Capital
Analyst
Transcript header (unverified)
Motherson Sumi Wiring India Limited
Auto Parts · Consumer Cyclical
Craftsman Automation Limited
Auto Parts · Consumer Cyclical
Tube Investments of India Limited
Conglomerates · Industrials
Earnings Call for the Quarter Ended September 30, 2026
Motherson Sumi Wiring India Limited
Q1 FY27 Results Conference Call
Motherson Sumi Wiring India Limited
Earnings Call for the Quarter Ended June 30, 2026
Craftsman Automation Limited
“ Tube Investments Of India Limited” Q3 FY2026 Earnings Conference Call”
Tube Investments of India Limited
