Thread by @WealthEnrich

➡️Demergers unlock significant value for shareholders.

Recent examples:
#Jubilant Lifesciences
#CESC
#Arvind
#TataCommunicaitons
#Strides

➡️ Sharing 10 very interesting 'Potential Demergers' which can create some serious #wealth !!

~ ~ Short Thread ~ ~

1. #GHCL (Gujarat Heavy Chemicals Ltd)

→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. Eicher Motors

Two way Demerger :

→Two-Wheeler (Enfield) & four wheelers (incl construction equipment)

Possibility : Unknown

9. SRF

Two Way demerger:

Chemicals & textiles

Possibility : Unknown

10. 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

#ITC, #GHCL #PEL #NMDC & #STRIDES Demerger is possible in near term

Rest of the others are still in the Unknown Zone

I believe Biggest #Wealth could be created by #ITC & #PEL (Piramal Ent)

& the most sought after Demerger (if it happens ever) will be of the big BOY #RIL