Ambit is a provider of financial advice and capital in India. The company focuses on delivering tailored financial solutions to meet client needs.

Ambit

Ambit is a leading provider of financial advice and capital offering customized solutions in the areas of Investment Banking (Corporate Finance and Equity Capital Markets), Institutional Equities & Research, Asset Management, Wealth Management (Global Private Client*), and SME Lending.

In partnership with Daiwa, over 120 years of excellence. 

*All postings relating to the Global Private Client business is permitted to Ambit Wealth Private Limited (including its subsidiary) through a license which allows them to post on this LinkedIn handle. Ambit Private Limited holds a minority interest in Ambit Wealth Private Limited with no significant control over the said entity.

Techstars

Ambit Private Limited 

From our #equityresearch desk:-
In the past 4 years, public sector banks (PSBs) have rerated due to improvement in RoE/growth, which narrowed the valuation discount to private banks. There was fundamental improvement in business/practices of some PSBs w.r.t. loan-book diversification, expansion in sourcing channels and lower TAT, and better underwriting and collection infrastructure. Our analysts, Pankaj Agarwal, CFA, Prabal Gandhi and Pratik Matkar believe that earnings momentum will continue with lower credit-deposit (CD) ratio and higher share of marginal cost of funds based lending rate (MCLR) linked loans supporting net interest margins (NIMs). Higher share of corporate loans (lower risk at present), retail loan exposure to high-end customers, lower share of unsecured loans and high PCR would keep asset quality in check.

#Acumenatwork

Our #AssetManagement CEO, Sushant Bhansali, moderated a panel discussion at the Association of Portfolio Managers in India's inaugural conference in Mumbai. The session delved into the relevance of Portfolio Management Services (PMS) for Family Offices, covering topics such as value proposition, portfolio manager selection, performance measurement, advisory roles, and industry talent dynamics.

At Ambit, we spend a lot of time reading articles that cover a wide gamut of topics, ranging from zeitgeist to futuristic, and encapsulate them in our weekly #TenInterestingThings product. Some fascinating topics this week: Leadership (Great storytellers shape the world), Lifestyle (Importance of decoupling work ethic and burnout), Technology (‘Reprocrastiporting’ — the act of delaying data until nobody cares), and Neuroscience (Love for thinking brings benefits way beyond school and work).
1.    Destroying an idea is a path to progress [Source: Nautilus]
Geneticist Paul Nurse on his Nobel Prize-winning discovery, the importance of failure, and a revelation about his own origins
 
2.    The power of storytellers to shape our world [Source: Forbes]
Sapiens conquered the world because we can tell stories that inspire people to cooperate in very large numbers
 
3.    Catching a break: How gig workers find rest [Source: restofworld.org]
Over 100 gig workers across 10 cities talk about how they take a break between tasks
 
4.    Book extract: Why we need to decouple work ethic and burnout [Source: Livemint]
The sense of “running on fumes” is the experience of mismanaged stress and anxiety for an extended period of time
 
5.    ‘The size of [India’s] pie has increased, but only a small segment has benefited from growth [Source: article-14.com]
Concentration of wealth among the ultra-rich top 1% Indians is worse than in the US, Brazil and South Africa
 
6.    ‘Reprocrastiporting’ — the act of delaying data until nobody cares [Source: blog.metamirror.io]
Do you have a procrastination strategy for data?
 
7.    How the Mathemathical conundrum called the ‘Knapsack Problem’ is all around us [Source: Smithsonian Mag]
A litany of issues in business, finance, container ship loading and aircraft loading derive from this one simple dilemma
 
8.    An inside look at the grueling world of professional cycling [Source: CNN]
Capturing the essence of the sport with all its suffering, beauty and drama as it forces riders to push the limits of human endurance
 
9.    Why the West Refused to Stop the Rwandan Genocide [Source: The Walrus]
And why it still matters
 
10. A love for thinking brings benefits way beyond school and work [Source: Psyche]
Having a passion for mental effort has some wide-ranging upsides

The Indian #chemical sector saw a dream run through FY17-22 when it rallied at 48% CAGR, reaching a peak of 46x forward one-year PE. However, the sector has witnessed considerable de-rating with an 18% decline from peak multiples.
 
In the recent newsletter by Ambit #AssetManagement, we have touched upon: 
a) Dream run for Indian chemical companies during FY17-22, 
b) India’s rising competitiveness vs global players, and 
c) Our belief that Indian chemicals are poised for a structural recovery, and how our portfolios are aligned to take advantage from this turnaround.

Read the full newsletter here: https://lnkd.in/dGW2MtCS

From our #equityresearch desk:-
The #auto sector witnessed a broad-based recovery in demand in the last two years driven by post-Covid surge. But, our analysts, Jinesh Gandhi, Rohit Bajaj and Raghvendra Goyal, expect divergent trends in demand over the next 2-3 years. In business-as-usual scenario, they expect favourable demand environment for: a) two-wheelers (2Ws), led by sustained broad-based recovery in domestic and exports starting to recover, b) Tractors, led by normal monsoon + benefit of ramp-up in agri machinery, and c) light commercial vehicles (LCVs), led by recovery in consumption economy.

#Acumenatwork

#DealAlert

We are thrilled to announce that Ambit acted as the Manager to the Buyback Offer of Sharda Motor Industries Ltd of INR 185 cr

Vikas Khattar Sandeep Sharma, CFA Nikhil Bhiwapurkar Miraj Sampat Siddhesh Deshmukh

#Acumenatwork

Metric
Company Name	Ambit
Symbol
MSH ID	CO:AMBIT
Market	PRIVATE
Sector	Financial Services & Finance
Industry	Financial Services
Country	IN
Stage
Employee Count	1.08K
Website	ambit.co
LinkedIn	ambit-private-limited
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

CO:AMBIT

Ambit

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue