At the 2025 Value Investing Seminar, Sushant Bansal, a manager at Bain & Company’s Technology, Media & Telecom practice and an active investor in Indian public equity markets, presented an Indian stock as a compelling opportunity. Since 2015, he has built a track record of outperforming in Indian small and mid-cap companies.
2025 Value Investing Seminar – Bain & Company’s Sushant Bansal
Bansal introduced a company, acknowledging that while value can be challenging to find in India, it is possible to find in certain pockets of the market. He highlighted one stock’s strong historical financial performance: a 20% Return on Capital (ROC) over the past decade, with PAT (Profit After Tax) compounding at 28% and revenue at 13%. He positioned the company as the lowest-cost producer in its industry, with a deepening competitive moat.
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