Dear friends and well-wishers of Kampani Capital,
Its that March time of the year when everyone is running to close out year-end numbers – it doesn’t matter if you are salaried, a factory-managing brick and mortar entrepreneur or running a BnB in Simla! This year has not been different and we have seen a flurry of activity in the last few across sectors including Auto/ EV, Hospitality and Commercial Real Estate just to name a few.
As we look back on FY 2025, it was the year when the urban Indian came out a made a statement. A statement of their disposable income being spent on Cold Play concerts, Phantom of the Opera shows, Indo Pak Cricket Matches, Customised holidays to Asian Countries and High-end EV Cars. Talking of cricket in March – no one can escape the high voltage action of the 12Bn $(!) valued IPL. Amazingly, the period from March to May was traditionally considered a dull period in Indian cricket with everyone recovering from the winter season games. As someone famously sang – Times they are a changing! Another interesting development on the sporting Side has been India’s bid for the Commonwealth Games of 2030 – possibly a precursor to the big Olympic Bid for 2036.As has mostly been the case, the trickle-down effects of big events has benefited the entire ecosystem including hotels, airlines, real estate and we hope that 2030 will be no different. Infact, most of the Family offices we work with are either already invested in a sport or are very soon about to join the bandwagon. We are also happy to announce that we are working closely with the flagship Table Tennis League in India, trying to help them out with expanding the TT Ecosystem in the country as part of our continued commitment to Indian sports.
The month of March saw a flurry of overseas fund managers looking to meet potential investee companies in India as well as raise capital from Indian Asset Allocators. Sowmya and I are very happy that we could play host to a number of them over cocktails. The heartening bit of our interactions was that almost all of them continue to believe in the “India story” despite the corrections in the listed markets/drop off in private valuations. As we step into FY 26, there are plenty of opportunities which we are evaluating for growth – both organically as well as via M&A. We look forward to your support as we continue to grow partnerships – both in India as well as overseas. We are also happy to welcome our network partners in Coimbatore and Pune, whom we recently tied up with. On the global front, our partners in Dubai, Abu Dhabi, London and Rome continue to be the bedrock of our firm’s international offering in line with India’s focus on Europe and the Middle East.
On that note, wishing all of you all the very best for FY 2026!
Cheers!
Amar Kampani
CEO and Founder, Kampani Capital (a Division of Anak Consulting LLP)
28th March 2025
