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    Pujarini Ghosh

    Research Analyst and CFA at AB Bernstein

    Pujarini Ghosh is a Research Analyst and CFA at AB Bernstein, specializing in European Building Materials, and she has maintained coverage on companies such as Amrize (AMRZ.US). Despite being responsible for sector and company research, publicly available metrics show limited success with a 0% rating success rate and an average analyst return of -0.38% based on tracked calls. Ghosh began her tenure at Bernstein in 2019 after serving as an equity analyst at Crisil and Sanford C. Bernstein Ltd., and she currently operates from Barnet, England. As a CFA charterholder, she holds reputable industry credentials in financial analysis, adding to her professional profile.

    Pujarini Ghosh's questions to Amrize (AMRZ) leadership

    Pujarini Ghosh's questions to Amrize (AMRZ) leadership • Q2 2025

    Question

    Pujarini Ghosh of AB Bernstein inquired about the pricing outlook for H2, the rationale behind the wide 6% to 10% EBIT growth guidance, and the actual price premium being realized for sustainable products.

    Answer

    CEO Miljan Gutovic stated that pricing is expected to be in the low to mid-single digits for the year, with no new increases planned for H2. He explained the guidance range reflects the company's ambition to always overachieve, aiming for over-proportional EBIT growth. Regarding premium products, he confirmed a modest price premium, but noted that the main benefit comes from lower production costs due to formulation know-how, which drives margin expansion, particularly in Europe.

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    Pujarini Ghosh's questions to HOLN leadership

    Pujarini Ghosh's questions to HOLN leadership • Q2 2025

    Question

    Pujarini Ghosh of AB Bernstein inquired about the pricing outlook for H2, the rationale behind the wide 6-10% EBIT growth guidance, and the observed price premium for low-carbon products.

    Answer

    CEO Miljan Gutovic projected low to mid-single-digit pricing for the year, with the 6-10% EBIT guidance reflecting an ambition to overachieve. He confirmed a modest price premium on sustainable products, noting that cost reductions from production know-how are the primary driver of margin expansion.

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    Pujarini Ghosh's questions to HOLN leadership • H1 2025

    Question

    Pujarini Ghosh of AB Bernstein inquired about the pricing outlook for H2, the rationale behind the wide 6-10% EBIT growth guidance, and the actual price premium being realized for sustainable products.

    Answer

    CEO Miljan Gutovic projected low-to-mid single-digit pricing for the full year and explained the guidance range reflects a commitment to over-proportional EBIT growth. He noted that for sustainable products, the key benefit is margin expansion driven by lower production costs due to formulation know-how, rather than just a modest price premium.

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    Pujarini Ghosh's questions to Rockwool A/S/ADR (RCWBY) leadership

    Pujarini Ghosh's questions to Rockwool A/S/ADR (RCWBY) leadership • Q1 2025

    Question

    Pujarini Ghosh of Bernstein requested a breakdown of the 2% organic growth component of Q1's 4% local currency growth, specifically asking for the split between volume and price.

    Answer

    CEO Jes Hansen clarified that of the 2% organic growth, almost all of it was driven by volume, with only a small residual price effect from the previous year.

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    Pujarini Ghosh's questions to RCWLY leadership

    Pujarini Ghosh's questions to RCWLY leadership • Q4 2024

    Question

    Asked about the future of inorganic capital expenditure given recent M&A activity and questioned the sustainability of margin expansion from price increases, suggesting cost decreases might eventually need to be passed on to customers.

    Answer

    The company remains primarily focused on organic growth, with acquisitions being infrequent. The current price increases are seen as firm and are sticking in the market, supporting the 16% margin guidance. The company believes a regular 'drumbeat' of price considerations is a healthy practice.

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