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Interglobe – Dominating Indian air travel segment which is effectively controlled by 2 players. Excellent financial profile, available at reasonable valuation
Why we invested in Indigo India is 3rd largest domestic market in terms of number of passengers . However, it is significantly under...
Rohit Nag
Jun 202 min read
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Samhi Hotels – Reasonably priced hospitality asset with strong profitability growth trajectory
B usiness Overview Diversified asset base: 34 Hotels across various price points Upper Upscale and Upscale hotels (5 hotels, 1086 rooms,...
Rohit Nag
Jun 173 min read
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EFC (I) – Small firm with high profitable growth in a sector with positive tailwinds
Business Overview Managed office space (57% revenue & 71% PBT) Design & Build office (41% revenue & 28% PBT) Furniture manufacturing...
Rohit Nag
Jun 122 min read
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