India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Equity Bottom-Up

<p>Arvind Ltd is a textile conglomerate established in 1931. It is involved in the manufacturing of denim, woven, voiles knits, garments retail, engineering, and advanced materials, amongst others. In 2017 the company had revenues of INR 92,350 mn (USD 1421 mn) with a 5-year CAGR of 14.55% and EBITDA of INR 10,180 mn (USD 157 mn), EBITDA margin of 11.02%. EBITDA has grown at a 5-year CAGR of 7.32%. In continuance of its recent value unlocking exercise Arvind Ltd is de-merging its Branded Apparel…</p>

Arvind Ltd is a textile conglomerate established in 1931. It is involved in the manufacturing of denim, woven, voiles knits, garments retail, engineering, and advanced materials, amongst others. In 2017 the company had revenues of INR 92,350 mn (USD 1421 mn) with a 5-year CAGR of 14.55% and EBITDA of INR 10,180 mn (USD 157 mn), EBITDA margin of 11.02%. EBITDA has grown at a 5-year CAGR of 7.32%. In continuance of its recent value unlocking exercise Arvind Ltd is de-merging its Branded Apparel…

Arvind Ltd De-Merger: Possible Unlocking of Value