Shyam Garg Email and Phone Number

- Managing LFL's core portfolio, overseeing monthly performance reviews of 70+ portfolio stocks and radar companies. Ensured proper sector and company allocation, compared performance with blended benchmark, and assisted in buy, sell, and hold decisions. Upgraded manual portfolio return calculations to software for enhanced efficiency and analysis.▪Independently prepared and analyzed quarterly earnings results for 70+ portfolio stocks and those under review by attending earnings calls, management meetings, and investor meetings. Prepared 50+ investment notes for portfolio and research companies, outlining the investment thesis, target prices, and timelines.▪Created dashboard and executed an arbitrage strategy in a portfolio company, resulting in an 18% profit on the investment.▪Independently conducted valuation for demerger of private logistics group companies with turnover exceeding Rs.1500 Cr.▪Worked on the registration and launch of an AIF Category 3 Fund focused on a Mid Cap scheme, overseeing regulatory compliance, documentation, fund structuring, and investor engagement.

▪ Elevated Profit Before Tax (PBT) by 4% through the strategic optimization of logistics costs. This involved altering the dimensions of paper box packaging and conducting drop tests to guarantee product safety for both existing and newly launched SKUs. The outcome was a remarkable 45% decrease in overseas logistics costs and a substantial 40% reduction in internal logistics costs.▪ Developed and executed strategies to minimize inventory disposal and liquidation costs attributed to packaging damage in logistics. Successfully implemented a packaging transformation for new product launches, transitioning from paper packaging to fabric bags. This initiative led to a significant reduction in discarded products, achieving a zero-discard rate for the new product line, in contrast to the previous 33% discard rate associated with paper-packaged goods.▪ Led the successful introduction of the brand into online B2B marketplaces in the USA, including platforms such as Faire and Bzaar. Ensured full compliance with legal requirements, implemented necessary insurance measures, and established partnerships with new logistics providers to facilitate seamless operations in the online marketplace▪ Launched the brand independently in the UAE and Australia on Amazon's D2C platform, overseeing the entire end-to-end launch process.▪ Independently Prepared MoM MIS for FY 22-23 and FY 23-24 and performed Stock Valuation by WACC Method▪ Worked with ERP Development Team and thereby Implementation of ERP Software in the organization▪ Formulated a comprehensive pricing model for all SKUs, taking into account various factors such as country-specific considerations, clearance discounts, B2B pricing structures, and the Small and Light program pricing model.▪ Prepared SKU level Target Dashboard to evaluate and execute all the end-to end process from manufacturing to sales.

▪ Prepared research reports in industries like Capital goods and Auto-Ancillary companiesidentifying moats, cost leaders and their strategies▪ Analyzed multiple promoters and their business strategies by attending AGMs Investor conference calls and plant visits.▪ Researched on product’s Domestic as well as international market and scope of market expansion▪ Evaluated key ratio such financial ratios, solvency ratios and other ratio in order to evaluate performance over years.▪ Prepared a Research report on power crisis in India affecting different states and actions taken to resolve it

▪ Independently Handled Statutory and Tax Audit of Samsung C& T having turnover of INR 5000 Cr▪ Led team of 4 interns for conducting Concurrent Audit of South Korea's Largest Bank – Woori bank