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Arvind Singhar

Research Analyst at Geosphere Capital Management, LLC

Arvind Sanger is the Founder and Managing Partner of Geosphere Capital Management, where he specializes in global long-short equity strategies focused on natural resources, industrials, and Indian equities. Geosphere’s top holdings include companies such as Weatherford International PLC, with the firm managing over $200 million in discretionary assets and a concentrated portfolio that reflects a disciplined, fundamentals-driven approach. Sanger’s career began with a 15-year tenure as a top-ranked sell-side oil services and equipment analyst at firms including Deutsche Bank, DLJ, and Kidder Peabody, followed by a portfolio manager role at SAC Capital before founding Geosphere Capital in 2007. He holds a BTech from the Indian Institute of Technology Bombay and an MBA from Tulane University and is active in both industry and philanthropic organizations.

Arvind Singhar's questions to National Energy Services Reunited (NESR) leadership

Question · Q2 2025

Arvind Singhar questioned the increase in accounts receivables, the potential CapEx required for a major Saudi contract, and the reluctance to initiate a stock buyback program sooner.

Answer

CFO Stefan Angeli attributed the rise in receivables to seasonal working capital growth in Q1 and higher Q2 revenue, noting that DSOs improved sequentially. He stated full-year CapEx is guided at $125 million, potentially rising by $20 million with new awards. Regarding buybacks, Mr. Angeli reiterated that the company is prioritizing its debt refinancing and needs to finalize CapEx commitments from new tenders before the board will consider capital return policies at year-end.

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