Stock wise Demerger business expected
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→Demerging the Chemicals & Textile business is on the cards.
Possibility in 2 quarters.
2. Piramal Enterprises (#PEL)
→Three way Demerger possible :
~ RealEstate
~ Pharma(CDMO)
~ NBFC
Possibility in 2 to 3 quarters.
3. Strides Shasun
Strides plans to demerge its biopharmaceutical division 'Stelis Biopharma'
Strides has an amazing history of value creation via demergers
→2 way demerger would mean
The basic pharma play : Strides
Biopharma play: Stelis
Possibility in next quarter itself.
4. KPR Mills
→Demerger of Garments & Sugar+Ethanol
Possibility : Unknown
5. #RIL (Reliance Industries)
→Possible demerger of
~ Refinery
~ Telecom (Jio)
~ Reliance Retail
Possibility : Unknown
6. NMDC
Two way Demerger:
→Minerals/Iron Ore (core business) & Steel plant
Possibility : 2 to 3 quarters.
7. GNFC
Two Way Demerger :
→Fertilizers & Chemicals
Possibility : Unknown
8. SRF
Two Way demerger:
Chemicals & textiles
Possibility : Unknown
9. ITC The most awaited 1 would be #ITC
ITC can unlock amazing shareholder wealth by its demerger as it has handsome market share % in:
TOBACCO: 70%
PERSONAL CARE: 14%
FOOD: 27%
PACKAGING & STATIONERY: 35%
HOTEL: 5%
Expecting 4 WAY Split:
→TOBACCO
→FMCG
→HOTELS
→PACKAGING