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Umang Mehta

Analyst

Kotak Securities

Equibles does not estimate personal net worth.

About Umang Mehta

Umang Mehta is recorded as Analyst at Kotak Securities. Umang Mehta has spoken on 5 earnings calls across 4 companies, most recently for LG Electronics India Limited on November 6, 2026. Those appearances were for Havells India Limited, LG Electronics India Limited, Eureka Forbes Limited and Polycab India Limited. The companies whose calls Umang Mehta spoke on are classified in the Industrials, Technology and Consumer Cyclical sectors.

Umang Mehta on recent calls

“My first question is that your EBITDA margins have held up well, despite several headwinds. Can you explain the key drivers behind the same, and what gives you confidence that this margin trend can continue?”
Analyst — Kotak Securities, Earnings Call for the Quarter Ended September 30, 2026 ·
“You know, last year we had a situation where we had a very robust growth in e-commerce and then, you know, 3Q had certain impact on, you know, actual performance in not coming in line with joint business plans.”
Analyst — Kotak Securities, Earnings Call ·
“Sir, if you can, would it be possible to call out the growth in cables separately? I mean, within the cables division, how much was growth in cables? And any status update on your expansion plans?”
Analyst — Kotak Securities, Earnings Call for the Quarter Ended September 30, 2026 ·
“You've done 15% ballpark EBITDA margin in Ryzen Cables in the first half. Now, I understand 11 to 13 is your long-term guidance, but from a second half or a more one-year perspective, how are you looking at profitability?”
Analyst — Kotak Securities, Earnings Call for the Quarter Ended September 30, 2026 ·
“Sir, any budget you can share for the full year? Should we take north of 700-800 crores?”
Analyst — Kotak Securities, Earnings Call for the Quarter Ended June 30, 2026 ·

Affiliation history

  • Kotak Securities

    Analyst

    Transcript header (unverified)

    Current

Company network

Havells India Limited

Electrical Equipment & Parts · Industrials

2 appearances Latest appearance 2026-10-22

LG Electronics India Limited

Consumer Electronics · Technology

1 appearance Latest appearance 2026-11-06

Eureka Forbes Limited

Furnishings, Fixtures & Appliances · Consumer Cyclical

1 appearance Latest appearance 2026-11-03

Polycab India Limited

Electrical Equipment & Parts · Industrials

1 appearance Latest appearance 2026-10-15

Recent activity

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    LG Electronics India Limited

  • Earnings call

    Earnings Call

    Eureka Forbes Limited

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Havells India Limited

  • Earnings call

    Earnings Call for the Quarter Ended September 30, 2026

    Polycab India Limited

  • Earnings call

    Earnings Call for the Quarter Ended June 30, 2026

    Havells India Limited