Episode 45: Car and General

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.Subscribe to get notified when we make a new post.Show Notes00:00:00 Introduction00:04:32 FY ‘22 Results00:14:55 Access to Dollars and Impact of Demurrage00:19:24 Watu Holding00:23:29 Property Investment00:29:12 Capital Allocation00:36:50 Cargen TechUp Program00:38:44 EV Infrastructure in Kenya00:44:43 FY ‘23 Expectations00:51:53 Debt Composition and Taxation Challenges01:15:24 Working with Start-ups01:17:36 Closing Thoughts Get full access to The Mwango Weekly at mwangocapital.substack.com/subscribe