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    Jatin Khanna

    Vice President and Equity Research Analyst at The Goldman Sachs Group, Inc.

    Jatin Khanna is a Vice President and Equity Research Analyst at The Goldman Sachs Group, Inc., specializing in the analysis of Indian real estate and infrastructure sectors. He covers prominent companies including DLF, Godrej Properties, Oberoi Realty, and Brigade Enterprises, with a measurable track record for actionable investment insights reflected in his recognition as a top-performing analyst on platforms like TipRanks, boasting a success rate above 70% and generating double-digit average returns on his stock recommendations. Jatin started his career at Citi in equity research before joining Goldman Sachs in 2015, quickly rising through the ranks to his current leadership role. He holds FINRA registrations, including the Series 7 and Series 63 licenses, and has been recognized for his expertise and contributions to sector research in numerous industry rankings.

    Jatin Khanna's questions to WESTINGHOUSE AIR BRAKE TECHNOLOGIES (WAB) leadership

    Jatin Khanna's questions to WESTINGHOUSE AIR BRAKE TECHNOLOGIES (WAB) leadership • Q2 2025

    Question

    Jatin Khanna, on behalf of Jerry Revich at Goldman Sachs, asked about the impact of tariffs on the business in Q2 and Q3, and also inquired about the initial customer response to the recently closed Inspection Technologies acquisition.

    Answer

    CEO Rafael Santana confirmed that while the tariff situation is fluid, Wabtec does not expect an impact on its 2025 guidance due to proactive cost and pricing actions. CFO John Olin added that guidance includes all tariffs levied through Q2. Regarding the acquisition, Santana reported a very positive response from both customers and employees, highlighting the business's quality and its potential to improve reliability.

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    Jatin Khanna's questions to WESTINGHOUSE AIR BRAKE TECHNOLOGIES (WAB) leadership • Q2 2025

    Question

    Jatin Khanna, on for Jerry Revich at Goldman Sachs, asked about the financial impact of tariffs in Q2 and Q3 and the customer response to the recently closed Inspection Technologies acquisition.

    Answer

    CFO John Olin and CEO Rafael Santana clarified that tariffs are not expected to materially impact 2025 earnings, as the effects are being managed through pricing actions, cost controls, and a high level of U.S. sourcing. Santana added that the customer and employee response to the Inspection Technologies acquisition has been very positive, with excitement around its potential to improve asset reliability.

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    Jatin Khanna's questions to REV Group (REVG) leadership

    Jatin Khanna's questions to REV Group (REVG) leadership • Q2 2025

    Question

    Jatin Khanna asked for an characterization of the current M&A pipeline and management's optimism about making a significant acquisition in the next 12 to 18 months.

    Answer

    President & CEO Mark Skonieczny responded that while the company always evaluates opportunities, its foremost capital allocation priorities are organic investment and share repurchases, which he described as a compelling value return for shareholders. He stated the company will remain opportunistic regarding M&A but the primary focus is internal.

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