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In this note we explain why Yasho’s elevated Debt at present is a considered risk and why we retain faith on a company that is executing well amidst a challenging environment. ~23% of Yasho Revenue comes from the US.  It has faced a tariff shock as customers have delayed orders.  This happened at a time...

Summary RBA continues to execute well in India. This is despite a tough environment and significant distraction of a promoter exit. There was a Capital allocation error into Indonesia. We believe the management will take a rational call to exit Indonesia if cash losses there continue. It is a very attractively priced Asset, and hence...

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