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    Saurabh Dhir

    Senior Equity Research Associate at Mizuho Financial Group

    Saurabh Dhir is a Senior Equity Research Associate at Mizuho Securities USA LLC, specializing in equity research and investment analysis within the financial markets. He has covered companies such as Cabot Corporation and has participated in earnings calls, contributing analytical insights to the investment community. Dhir began his career as an Associate at Paradigm Capital, Inc. in 2021 before joining Mizuho Securities, and he is currently an active broker with FINRA registration (CRD# 7866292). His credentials include securities licenses required for equity research roles, reflecting a strong foundation in financial analysis and regulatory compliance.

    Saurabh Dhir's questions to CABOT (CBT) leadership

    Saurabh Dhir's questions to CABOT (CBT) leadership • Q3 2025

    Question

    Saurabh Dhir, on behalf of John Roberts, inquired about the relationship between tariffs on Southeast Asian tires and demand in North America, asking at what tariff level domestic production would become competitive.

    Answer

    President, CEO & Director Sean Keohane provided a detailed overview of the current tariff landscape, noting rates of 19-29% for Southeast Asia and ~70% for China, while Mexico and Canada remain at zero under USMCA. He explained that while higher tariffs are directionally supportive of local production, the exact magnitude and timing are difficult to predict. He also highlighted that major tire companies are revitalizing their Tier 2 brands to compete more aggressively, which should also positively impact local demand.

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