Capital First - Among the Best in the Fast Growing NBFC Space

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>We recently wrote a detailed report on Capital First, a fast-growing NBFC that has been incorporated only 5 years back. While AUM grew by 28% YoY, PAT grew by 36% YoY in Q2 FY18 for the company.  We analyze the result.</p><div class="content-highlight"><h2>Q2 FY18 financial performance</h2></div><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/038/143/original/Capture.PNG?1510640192" class="editor-image img-responsive" data-smartkarma-image-id="38143"></figure><ul>
<li>AUM grew by 28% YoY to Rs. 230 bn( USD 3.6 bn), reflecting an improving growth after 3 quarters post demonetization.</li>
<li>The growth rate was across the segments with Consumer Durable growing at 64% YoY and SME at 36% YoY.</li>
<li>Loan Against Property (LAP) portfolio…</li>
</ul>

We recently wrote a detailed report on Capital First, a fast-growing NBFC that has been incorporated only 5 years back. While AUM grew by 28% YoY, PAT grew by 36% YoY in Q2 FY18 for the company.  We analyze the result.Q2 FY18 financial performance
AUM grew by 28% YoY to Rs. 230 bn( USD 3.6 bn), reflecting an improving growth after 3 quarters post demonetization.
The growth rate was across the segments with Consumer Durable growing at 64% YoY and SME at 36% YoY.
Loan Against Property (LAP) portfolio…


Capital First

Capital First-Q2 FY18 Results Update