Analyst
SKS Capital
Equibles does not estimate personal net worth.
Yash Mehta is recorded as Analyst at SKS Capital. Yash Mehta has spoken on 4 earnings calls across 4 companies, most recently for GPT Infraprojects Limited on August 3, 2026. Those appearances were for GPT Infraprojects Limited, Khadim India Limited, Viceroy Hotels Limited and Ideaforge Technology Limited. The companies whose calls Yash Mehta spoke on are classified in the Industrials and Consumer Cyclical sectors.
“So first of all, thank you for the opportunity. So I've got a few set of questions. So firstly, like last quarter, you mentioned that several EPC contracts were awarded in 2026 were still below 10% of completion.”
“So, sir, just wanted to ask, when do you plan to transition from inventory correction to inventory-led growth?”
“So, the first is, like, the ADR grew strongly on a full-year basis, but it got softened in Q4 due to geopolitical tensions. So, how do you see ADR trends evolving in FY27, and what strategies are you using to sustain pricing power while remaining competitive?”
“So, actually, I wanted to ask what the government is thinking for this FY27 in terms of defense and how companies are leveraging it.”
SKS Capital
Analyst
Transcript header (unverified)
GPT Infraprojects Limited
Engineering & Construction · Industrials
Khadim India Limited
Footwear & Accessories · Consumer Cyclical
Viceroy Hotels Limited
Lodging · Consumer Cyclical
Ideaforge Technology Limited
Aerospace & Defense · Industrials
Earnings Call for the Quarter Ended June 30, 2026
GPT Infraprojects Limited
Earnings Call for the Quarter Ended March 31, 2026
Khadim India Limited
Earnings Call for the Quarter Ended March 31, 2026
Viceroy Hotels Limited
Earnings Call for the Quarter Ended March 31, 2026
Ideaforge Technology Limited
