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    Jaideep Pandya

    Partner at On Field Research

    Jaideep Pandya is a Partner at On Field Investment Research, specializing in global chemicals, oil and gas, and consumer staples sectors. He currently covers major companies such as LyondellBasell and Clariant, and has established a successful track record by building leading chemicals franchises at Berenberg and Goldman Sachs. With four years of buy-side experience at Millennium and Schroders and seven years as sell-side head of team, Pandya began his career in investor relations at Clariant before joining On Field; specific performance metrics and industry rankings are not publicly disclosed, but he is recognized for his expert coverage and leadership roles. His professional experience is underpinned by extensive expertise across industry, buy side, and sell side, though no explicit FINRA or securities license details are found.

    Jaideep Pandya's questions to PPG INDUSTRIES (PPG) leadership

    Jaideep Pandya's questions to PPG INDUSTRIES (PPG) leadership • Q3 2024

    Question

    Jaideep Pandya asked about PPG's decorative coatings strategy in Europe following the North American exit, including M&A potential. He also questioned the sustainability of share gains in the Packaging coatings business.

    Answer

    Chairman and CEO Timothy Knavish stated the strategy is to focus on markets where PPG is #1 or a strong #2, such as in Europe and Mexico, and they will continue to invest there. SVP and CFO Vince Morales addressed packaging, confirming that PPG gained share in 2024 and is confident of gaining more in 2025 due to its technology and service offerings.

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    Jaideep Pandya's questions to SOLVAY S A /ADR/ (SLVYY) leadership

    Jaideep Pandya's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q2 2024

    Question

    Jaideep Pandya asked about the evolution of soda ash pricing in H1 and the 2025 outlook, the strategy for the rare earths business, and whether the sales split in Basic Chemicals is a good proxy for its EBITDA split.

    Answer

    CEO Philippe Kehren noted 2024 soda ash prices are mostly locked in, providing good visibility, but declined to give a 2025 forecast. On rare earths, he discussed the strategy to potentially repurpose its La Rochelle plant for the permanent magnet market to de-risk the European supply chain. He declined to comment on the EBITDA split within Basic Chemicals.

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    Jaideep Pandya's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q2 2024

    Question

    Jaideep Pandya asked for details on soda ash pricing evolution in H1 2024 across contract types, the outlook for 2025 pricing amid deflationary pressures, and the company's strategy for its rare earths business.

    Answer

    CEO Philippe Kehren explained that 2024 soda ash prices are mostly locked in annually, providing good visibility, and declined to forecast for 2025 but noted current margins are barely sufficient for reinvestment. Regarding rare earths, he said Solvay leads in the autocatalysis market and is exploring repurposing its La Rochelle plant for the strategic permanent magnet market, contingent on customer and regulatory support. He declined to provide an EBITDA split for the Basic Chemicals segment.

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    Jaideep Pandya's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q1 2024

    Question

    Jaideep Pandya of On Field Research asked about European Soda Ash import competition, pricing dynamics between contract and seaborne markets, the impact of raw material costs, the company's energy hedging policy, and potential carbon sequestration projects.

    Answer

    CEO Philippe Kehren identified Turkey as the main source of imports to Europe, noting U.S. imports are minimal due to high logistics costs. He explained the Soda Ash price decline was roughly half from energy cost pass-throughs and half from market dynamics. CFO Alexandre Blum detailed the hedging strategy, which prioritizes contractual pass-throughs over financial instruments. Kehren also confirmed the company is exploring CO2 capture projects.

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    Jaideep Pandya's questions to SOLVAY S A /ADR/ (SLVYY) leadership • Q4 2023

    Question

    Inquired about energy/raw material cost evolution, the flexibility in CapEx to protect free cash flow in a downturn, the impact of new Chinese soda ash capacity, and the company's energy hedging policy.

    Answer

    They declined to give specific cost numbers but will be in the annual report. The €260M free cash flow is deliverable even in a worst-case scenario by controlling costs and discretionary CapEx. The low end of the guidance (€925M) is considered the trough of the cycle, not mid-cycle. The new Chinese soda ash capacity is for the domestic market and is not comparable to the export-focused Turkish capacity. The hedging policy is unchanged but improved, focusing on energy transition, natural hedges in customer contracts, and systematic hedging for remaining exposure.

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