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>Aarti Industries declared inline Q3 FY17 (Oct-Dec 2016) results. The company witnessed 10% YoY growth in volumes. While profitability continued to expand with a 16% YoY growth in EBITDA and 22% in PAT. We analyze the results.</p><div class="content-highlight"><h2><strong>Segment results</strong></h2></div><p><strong>Speciality Segment</strong></p><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/021/686/original/aarti.PNG?1488273081" class="editor-image img-responsive" data-smartkarma-image-id="21686"></figure><ul><li>Net sales witnessed a growth of 4% at Rs. 629 Cr (USD 93.88mn) as total volume in the speciality segment grew by 10% YoY in Q3 FY17. While the average sales realisation was down by near 3-4% as the company passes on the price of raw material…</li></ul>

Aarti Industries declared inline Q3 FY17 (Oct-Dec 2016) results. The company witnessed 10% YoY growth in volumes. While profitability continued to expand with a 16% YoY growth in EBITDA and 22% in PAT. We analyze the results.Segment resultsSpeciality SegmentNet sales witnessed a growth of 4% at Rs. 629 Cr (USD 93.88mn) as total volume in the speciality segment grew by 10% YoY in Q3 FY17. While the average sales realisation was down by near 3-4% as the company passes on the price of raw material…

Aarti Industries

Aarti Industries-Q3FY17 Results Update