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    Saurabh Prasad

    Senior Credit Analyst at Marshall Wace

    Saurabh Prasad is a Senior Credit Analyst at Marshall Wace, specializing in credit research and financial analysis within the investment management sector. He plays a key role in credit evaluation and risk assessment, though specific companies covered and ranked performance metrics are not published publicly. Prasad joined Marshall Wace less than a year ago and brings a background in senior consulting and software engineering roles, demonstrating broad expertise across finance and technology. Professional credentials and regulatory licenses are not explicitly reported, but his career indicates a strong analytical foundation and comprehensive experience in both financial and technical domains.

    Saurabh Prasad's questions to Varex Imaging (VREX) leadership

    Saurabh Prasad's questions to Varex Imaging (VREX) leadership • Q2 2025

    Question

    Saurabh Prasad of Marshall Wace asked for a breakdown of the gross margin impact between China and non-China tariffs. He also inquired how a potential reduction in retaliatory tariffs would be shared between Varex and its customers, and whether all of the company's X-ray tube sales to China originate from the U.S.

    Answer

    CFO Sam Maheshwari did not provide a direct breakdown but referenced the COGS mix, with 17% of materials from the rest of the world and 3% from China. He reiterated the strategy is to pass on tariff costs. He explained that of Varex's total sales to China, roughly 50% originate from the U.S., 40% are manufactured in China, and 10% come from other regions like Europe and the Philippines.

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