Indian Energy Exchange: Dominant Power Trading Platform

Amey Kulkarni of Candor Investing presented his in-depth investment thesis on Indian Energy Exchange (India: IEX) at Asian Investing Summit 2020.

Thesis summary:

Indian Energy Exchange is a competitively advantaged platform business on the cusp of breakout growth. The Indian Energy Exchange (IEX), in operation since 2008, is an electronic system-based power trading exchange regulated by the Central Electricity Regulatory Commission. In light of the underlying structural and regulatory changes in the industry, Amey estimates that the company can grow revenue at a CAGR of 20+% over the next decade.

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About the instructor:

Amey Kulkarni operates a boutique investment advisory that partners with select individuals and family offices in their journey of wealth creation through investments in the Indian equity markets

Amey worked in the corporate sector for a decade with experience spanning across India, Europe and African markets. Amey has also worked closely with the top management of L&T (Chairman’s office) and the MD&CEO office at Jindal Steel & Power handling responsibilities of corporate strategy and business planning.

Having gained unique insights into the internal workings of large diversified businesses from close quarters, Amey now applies the learnings to run an investment fund at Candor Investing.

At Candor Investing, Amey invests in companies that don’t require external capital, have the ability to grow for a long time and are run by honest and hungry management.

Being passionate about sharing the learnings and insights gained out of his investment experience, Amey occasionally takes up visiting faculty assignments at various Indian business schools. He is also a contributing author to the Moneylife Magazine which is renowned for pointing out corporate governance issues and championing investor awareness campaigns.