I looked at the last 5 ARs to analyze the investments made by OCCL:
- The growth between FY22 and FY23 has largely come from appreciation in the value of Duncan Engg., followed by VC-type investments
- Based on the current stock price of Duncan, the 65 cr number in FY23 should read ~75 cr
(numbers in the table below are in lakhs)
- Pretty much all VC-type/AIF-type investments are doing really well. Wingreen Farms and Bira91 are couple of names that resonate with him (strong consumer brands)
- Another interesting thing I found is that Akshat Goenka makes VC-type investments through this family office as well; pretty impressed to see that he put his money in SpaceX
https://agventures.co.in/about/
Disc.: invested
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