The Mwango Capital Podcast

29:24

Understanding Quickmart’s Intention to List

The Mwango Capital Podcast ·

2026/10/02

In this episode, recorded on September 23, 2026, we sit down with Gregory Waweru (CEO, SBG Securities) to dissect QuickMart's planned listing on the NSE. We explore the role of an Intention to Float (ITF) ahead of a formal prospectus, the mechanics of Sokoni Retail's 50% secondary equity sell-down, QuickMart's financial track record scaling revenue to KES 50.4 billion, lease-heavy balance sheet structures, and key governance considerations for retail investors evaluating formal supermarket

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51:49

Understanding the Dangote Refinery IPO

The Mwango Capital Podcast ·

2026/09/29

In this episode recorded on September 17, 2026, we sit down with Samuel Sule (CEO, Renaissance Capital Africa) and Divine Ulamasi (Analyst, Renaissance Capital Africa) to dissect the investment thesis behind the Dangote Refinery IPO. We explore Nigeria's broader macroeconomic shift following fuel subsidy removals and naira liberalisation, the refinery's high Nelson Complexity Index rating and $2.40 per barrel cash operating cost target, Phase Two expansion plans, the structural gross refining margin

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47:11

NSE vs. Wall Street : Where’s the Money?

The Mwango Capital Podcast ·

2026/09/28

In this episode, recorded on September 8, 2026, we sit down with Leah Wakarima (Operations Lead, Hisa) and Gertrude Njeri (Head of Research, Hisa) to examine the structural dynamics of the Nairobi Securities Exchange relative to global financial centers like Wall Street. We explore how Hisa is dismantling retail access barriers through fractional shares and dual-currency wallets, the factors powering the domestic-led 2026 NSE rally, the revival of the IPO market following listings by Kenya Pipeline

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34:31

Understanding the I&M Group H1 2026 Results

The Mwango Capital Podcast ·

2026/09/23

In this episode, recorded on August 27, 2026, we sit down with David Ngata (Group Chief Financial Officer, I&M Group) to dissect the group's H1 2026 financial results. We dive into the key drivers behind the Group’s performance, the Group's "phygital" branch network rollout, front-loaded loan loss provisioning, and how regional operations in Rwanda, Uganda, Tanzania, and Mauritius are expanding their earnings footprint.Show Notes00:00:00 Introduction00:01:00 Highlights of the Half-Year Results

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43:23

Understanding EABL FY 2026 Results

The Mwango Capital Podcast ·

2026/09/19

In this episode, recorded on September 2, 2026, we sit down with Justin Mollel (Group CFO, East African Breweries PLC) to dissect the group's FY26 financial performance. We explore how broad-based, volume-led growth across Tanzania, Uganda, and Kenya drove net sales to KES 146 billion ($1.12B), the strategic shift to a 50-50 fixed-and-floating debt mix, how cost-productivity initiatives offset raw material inflation, and the operational focus ahead of the upcoming Diageo-Asahi ownership

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44:49

How Credit Bank is Powering SME Growth in Kenya

The Mwango Capital Podcast ·

2026/09/16

In this episode, recorded on August 11, 2026, we sit down with Charles Kibaara (Chief Manager Operations & Branches, Credit Bank) to break down the bank's core focus on small and medium-sized enterprises across Kenya. We explore how Credit Bank is leveraging its T24 core banking upgrade for instant digital bid bonds, the impact of DFI-aligned governance standards from ShoreCap's investment, liquidity allocation shifts back into private-sector credit, and the strategic roadmap toward an eventual

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28:03

Understanding Absa Bank Kenya H1 2026 Results

The Mwango Capital Podcast ·

2026/09/14

In this episode recorded on August 18, 2026, we sit down with Diana Mwaniki (Acting CFO, Absa Bank Kenya) in her debut Spaces appearance to dissect the lender's H1 2026 results. We explore how strong credit disbursement momentum and lower funding costs helped counter rate-cycle margin compression, the factors enabling a 150% boost to the interim dividend, and how non-funded revenue from newer capital-light business lines is diversifying the franchise.Show Notes00:00:00 Introduction 00:01:04 Overview

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45:06

Understanding Centum FY 26 Results

The Mwango Capital Podcast ·

2026/08/31

In this episode, recorded on July 31, 2026, we are joined by Centum Investment Company Group CEO, James Mworia, as we unpack Centum's FY26 financial results, the complete retirement of holding company debt, and key portfolio milestones under the Centum 5.0 strategy.Show Notes00:00:00 Broad Overview of the FY26 Earnings 00:04:52 Debt Strategy 00:13:53 Portfolio Companies 00:18:17 Trific SEZ Growth Plan 00:21:55 Arise-Vipingo Partnership 00:26:18 Exit Strategy 00:29:08 Dividend Policy 00:32:02 Share

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52:39

The Finance Act 2026

The Mwango Capital Podcast ·

2026/07/27

In this episode recorded on July 7, 2026, we sit down with Ann Magondu (Senior Tax Manager, Deloitte), Joyce Oriedi (Senior Manager, Tax and Legal Services, PwC Kenya), and Akinyi Gikonyo (Tax Consultant, KAM) to unpack the Finance Act 2026, its role in funding Kenya's KSh 1.11 trillion fiscal deficit, merchant service fee withholding taxes, VAT & excise shifts, and EAC cross-border tax implications.Show Notes00:00:00 Introduction 00:01:35 Impact of Finance Act 2026 on Households and Businesses

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64:24

Ask Arvocap Anything

The Mwango Capital Podcast ·

2026/07/20

In this episode recorded on June 30, 2026, we are joined by Wilson Wariari (Co-Founder & CIO, Arvocap Asset Managers) and Jesse Ochieng’ (Analyst) to break down the mechanics of goal-based asset management in Kenya. We dive into how Arvocap scaled its AUM to KES 14.26B, their active fixed-income trading philosophy, hurdle-rate performance fees, and how funds like Eurofix and Almasi are broadening market access for retail investors.Show Notes00:00:00 Introduction 00:04:31 Gaps Arvocap is Addressing

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39:59

Understanding Family Medical Cover with AAR

The Mwango Capital Podcast ·

2026/07/08

In this episode recorded on June 18, 2026, we sit down with Justine Kosgei (CEO & Principal Officer, AAR Insurance) and James Kamau (Group Head of Distribution, AAR Insurance) to break down the mechanics of the newly structured FAARMILY Suite. We dive into how automated AI claims adjudication is capping premium inflation, the extension of senior health cover entry up to age 80, and how the insurer is flexing its products to accommodate non-traditional family structures and diaspora clients.Show

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50:48

Best Practices in Filing Tax Returns

The Mwango Capital Podcast ·

2026/06/23

In this episode, recorded on June 16, 2026, we sit down with the tax and legal consulting team from Ushuru: Beatrice Njeri, Eddah Nyamweya, Derrick Muchoki, and Valentine Gaya, to break down essential best practices for individual and corporate tax submissions. We dive into the realities of real-time E-TIMS validation under Section 23A of the Tax Procedures Act, expose common bank statement exposure points, and outline the exact steps taxpayers must take when responding to a KRA audit notice or

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61:54

Bonga na CEO Centum Investments

The Mwango Capital Podcast ·

2026/06/17

In this episode, recorded on June 4, 2026, we are joined by Centum Investment Company Group CEO, James Mworia, to unpack the three strategic evolutionary phases of Centum since 2009, the interplay between its real estate and private equity portfolios, and how the company successfully retired its holding company debt to enter a harvesting phase dedicated to driving sustainable shareholder value.Show Notes00:00:00 Introduction 00:01:18 Centum Investment Model 00:05:57 Debt Strategy 00:13:54 Real

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51:43

TRIFIC’s Green I-REIT

The Mwango Capital Podcast ·

2026/05/29

In this episode recorded on May 19, 2026, we are joined by Brenda Mbathi, CEO of TRIFIC SEZ, and Pius Muchiri, MD of Nabo Capital, as we unpack the structure, strategy, and investment opportunity behind the green-focused I-REIT.Show Notes00:00:00 Introduction00:01:30 Broad Overview of TRIFIC00:04:02 Why a Dollar-Denominated I-REIT00:08:39 Use of Funds, REIT Structure, and Offer Size00:18:25 USD Yield Return vs T-Bills00:21:17 Tenant Mix and Debt Strategy00:25:12 Green Certification, Demand, and

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41:45

Car and General FY25 Results

The Mwango Capital Podcast ·

2026/05/28

In this episode recorded on May 12, 2026, we are joined by Car & General (C&G) Chief Executive Officer, Vijay Gidoomal, to unpack the group's FY25 financial performance, the rebound of the boda-boda sector across Kenya and Tanzania, and how the business is navigating EV disruptions and leveraging artificial intelligence to build a competitive moat.Show Notes00:00:00 Introduction 00:01:17 Business Streams 00:03:54 Regional Business Footprint 00:08:07 Recovery of the Two-wheeler Business 00:10:41

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37:37

Unpacking Delmonte Kenya's Footprint

The Mwango Capital Podcast ·

2026/05/21

In this episode recorded on May 5, 2026, we are joined by DelMonte Kenya Managing Director, Wayne Cook, as we unpack the company’s 60-year history in Kenya, its KES 100B economic footprint, vertically integrated export model, and its ongoing community relations and sustainability interventions.Show Notes00:00:00 Introduction 00:04:04 History of Del Monte Kenya 00:08:14 Del Monte’s Business Model 00:12:48 Local Distribution and Exports 00:14:48 Scale and Economic Impact 00:17:53 Relationship with

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51:50

SanlamAllianz Unpacked

The Mwango Capital Podcast ·

2026/05/17

In this episode recorded on April 30, 2026, we are joined by SanlamAllianz Life Kenya CEO, Jacqueline Karasha, as we unpack the group’s recent corporate restructuring, FY2025 financial performance, and the strategic opportunities within Kenya’s life insurance and digital pension markets.Show Notes00:00:00 Introduction00:05:15 New Group Structure 00:07:53 Uptake of Life Insurance 00:12:24 Embedded Insurance Products 00:15:41 Akiba Plus Retirement Product 00:18:42 Dividends and Strategy 00:24:12

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55:14

Financing What Matters in Kenya's Budget

The Mwango Capital Podcast ·

2026/05/11

In this episode recorded on April 29, 2026, we are joined by economist Stephanie Kimani and the Institute for Public Finance (IPF) team of Dr. Peter Nguhiu, Veronica Ndegwa, and Martin Kabaya, to unpack the credibility of Kenya's budget, the structural constraints of debt service, and the sustainability of health and social protection financing.Show Notes00:00:00 Introduction 00:03:16 Budget Credibility Problem 00:05:53 Debt Service Wiggle Room 00:08:04 Healthcare Funding Gap 00:15:05 Tax Proposals

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36:15

The I&M Bank MTN

The Mwango Capital Podcast ·

2026/05/08

In this episode recorded on May 6, 2026, we are joined by I&M Bank Group CFO, David Ngata, and SIB Director, Laban Githuki, as we unpack the bank’s KES 20B Medium-Term Note (MTN) programme, its pricing rationale, and capital optimization strategy.Show Notes00:00:00 Introduction 00:01:33 I&M Bank’s Balance Sheet 00:03:32 Basics of an MTN 00:10:16 Offer Terms and Dates 00:12:41 Minimum Investment 00:13:55 How the MTN fits into the Bank’s Strategy 00:19:20 Use of Proceeds and Lending Growth 00:24:14

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54:55

Competition Law Enforcement

The Mwango Capital Podcast ·

2026/04/30

In this episode recorded on March 25, 2026, we are joined by the OECD’s Competition Expert, Said Kechida, and the Competition Authority of Kenya’s Director of Policy and Research, Dr. Adano Wario, to unpack competition law enforcement in Kenya and the key lessons from the OECD peer review.Show Notes00:00:20 What CAK Does 00:08:04 OECD Peer Review Overview 00:10:39 CAK Policy and Research 00:13:02 Key Takeaways from the Peer Review Report 00:14:34 Strengths and Weaknesses in Competition Law

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