In this episode, we host the Car and General CEO Vijay Gidoomal to discuss the firm’s FY ‘22 results, the impact of demurrage charges on its profitability, and expectations for FY ‘23. We also cover the forex challenges and availability of dollars, capital allocation and dividend payout, and EV infrastructure in Kenya.
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Show Notes
00:00:00 Introduction
00:04:32 FY ‘22 Results
00:14:55 Access to Dollars and Impact of Demurrage
00:19:24 Watu Holding
00:23:29 Property Investment
00:29:12 Capital Allocation
00:36:50 Cargen TechUp Program
00:38:44 EV Infrastructure in Kenya
00:44:43 FY ‘23 Expectations
00:51:53 Debt Composition and Taxation Challenges
01:15:24 Working with Start-ups
01:17:36 Closing Thoughts
Episode 45: Car and General