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    Akash Gupta

    Research Analyst at JPMorgan

    Akash Gupta is an Executive Director and Senior Equity Analyst at J.P. Morgan, specializing in European capital goods equities. He covers 21 key companies in the sector and has issued ratings on a range of large European names, maintaining a success rate of approximately 46–49% and an average return per transaction of -9.7% based on published investment calls. Joining J.P. Morgan in 2012 as an Associate, he has progressed through Associate, Vice President, and now Executive Director roles, leveraging a B.Tech in Civil Engineering from the Indian Institute of Technology Bombay. Gupta is recognized for his analytical depth and holds professional credentials required for equity research roles, although specific license numbers are not disclosed.

    Akash Gupta's questions to NXPRF leadership

    Akash Gupta's questions to NXPRF leadership • Q3 2024

    Question

    Inquired about the underlying market conditions in the Usages and Distribution segments beyond Nexans' internal destocking, and asked about the demand-supply situation for high-voltage cables and potential capacity expansions.

    Answer

    Distribution demand remains very strong, supported by new CapEx announcements. The Usages segment sees weakness in European residential construction but strength in North American industrial markets. The high-voltage demand-supply situation is very strong, especially in Europe, and is expected to remain so until 2030. Details on capacity expansion will be deferred until the Capital Markets Day.

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    Akash Gupta's questions to ALSTOM (ALSMY) leadership

    Akash Gupta's questions to ALSTOM (ALSMY) leadership • Q1 2024

    Question

    Akash Gupta of JPMorgan Chase & Co. inquired about the phasing and content of the company's zero-percent sales margin contracts.

    Answer

    Chief Financial Officer Laurent Martinez responded that the company is executing as per its target, moving from €2.3 billion of zero-percent sales margin contracts in the previous year to €1.7 billion in the current fiscal year. He noted that these sales are slightly front-end loaded in H1 versus H2 but confirmed that all commercial issues were settled back in May.

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    Akash Gupta's questions to ALSTOM (ALSMY) leadership • Q4 2023

    Question

    Akash Gupta from JPMorgan Chase & Co. asked about the expected phasing of the fiscal '24 margin expansion between H1 and H2 and sought clarity on the assumptions for contract liabilities within the multi-year working capital outflow guidance.

    Answer

    Chairman and CEO Henri Poupart-Lafarge indicated that while there is some seasonality in deliveries, the EBIT margin improvement should be 'relatively linear' throughout the year. He also confirmed the €900 million working capital normalization plan is consistent with prior guidance but noted it was complex to provide a precise forecast for contract liabilities over time.

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    Akash Gupta's questions to ALSTOM (ALSMY) leadership • Q3 2022

    Question

    Akash Gupta from JPMorgan Chase & Co. requested an update on the progress of settlement negotiations with customers on legacy Bombardier projects and the company's confidence in avoiding additional provisions.

    Answer

    CFO Laurent Martinez reported that meaningful progress on settlements continued in Q3, following the agreement on half of them in H1. He stated that negotiations are proceeding as planned and he does not see a need to update provisions based on current information.

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    Akash Gupta's questions to ALSTOM (ALSMY) leadership • Q2 2022

    Question

    Akash Gupta requested more detail on the building blocks for the positive free cash flow guidance in the second half and asked if a more specific range could be provided.

    Answer

    CFO Laurent Martinez explained that the positive free cash flow in H2 will be driven by an acceleration of deliveries, leading to progress payments, and a continued healthy order intake. CEO Henri Poupart-Lafarge reiterated the guidance for positive free cash flow but declined to provide a specific range due to the inherent volatility in their business.

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