Waters Corporation - Investment Thesis

Dr. Udit Batra's Leadership

Julian Robbins at the 2026 AGM named Dr. Udit Batra (CEO of Waters) as the CEO he most admires:

"Dr. Batra came in to Waters in September 2020. This was a company we had owned under the previous-but-one chief executive, when it had been quite successful, and then throughout the tenure of the immediately previous chief executive, when it had been much less successful.

He was very numbers-based. He didn't put out any snappy-named plans. He just went to people

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