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>Cox and Kings recently came up with its Q4 FY17 and 12 month FY17 results which are in line with our expectations. While revenue declined by 9% due to the sale of subsidiaries to Rs. 21,793 mn (USD 325 mn),  EBITDA declined further by 18% to Rs.7273 mn(USD 108 mn) due to decline in EBITDA margin by 500 bps in FY17 on significant depreciation in pound that affected its international operations.</p><p>The company recently won India’s favourite tour operator from Conde Nast traveller India readers travel…</p>

Cox and Kings recently came up with its Q4 FY17 and 12 month FY17 results which are in line with our expectations. While revenue declined by 9% due to the sale of subsidiaries to Rs. 21,793 mn (USD 325 mn),  EBITDA declined further by 18% to Rs.7273 mn(USD 108 mn) due to decline in EBITDA margin by 500 bps in FY17 on significant depreciation in pound that affected its international operations.The company recently won India’s favourite tour operator from Conde Nast traveller India readers travel…

Cox and Kings Q4FY17 and 12mnth FY17 Results Update

Cox And Kings

Cox and Kings Q4FY17 and 12mnth FY17 Results Update