Thread by @FinterestC

Upcoming demergers in the Indian equity landscape thread
Which Demerger play do you think will unlock maximum value & create maximum wealth for its shareholders?
What are your views.

1/ A de-merger allows a large company, such as a conglomerate, to split off its various brands or business units into separate companies. Demerger decisions are taken considering increased focus of separate verticals, raising capital, cleaning up the balance sheet, etc.

2/ GHCL, the leading manufacturer of soda ash in the country has proposed a merger wherein it will retain its chemicals and consumer products business and the new company GHCL Textiles will get the demerged Textiles business.
Possible time interval: Within 2 quarters

3/ The Piramal Enterprises which is involved in the businesses of Real Estate, Pharma & NBFC is considering a 3-way split of the company to form a separate company for each of the three business verticals of the organisation.
Possible time interval: Next 2 to 3 quarters

4/ The board of drugmaker Strides Pharma approved the demerger of its biotech business under Stelis Biopharma while Strides will be focusing on building its core pharma business.
Possible time interval: Next quarter

5/ KPR Mills is involved in textiles, sugar, ethanol and power generation . The company might be on the verge of taking a demerger decision to increase focus on the separate verticals of the business.
Possible time interval: Unknown

6/ The Indian markets giant Reliance Industries has taken the decision to demerge the O2C business with a focus to attract global investment in its O2C business. The conglomerate will transfer all refining, marketing and petchem assets to O2C.
Possible time interval: Next quarter

7/ NMDC has taken a strategic decision to demerge the Nagarnar Steel Plant (NSP) and convert into a separate country which is an upcoming 3 million tonne per annum (mtpa) integrated steel plant.
Possible time interval: Next quarter

8/ GNFC is expecting to split its Fertilizers & Chemicals business into 2 separate arms.
Possible time interval: Next quarter

9/ SRF is going down the demerger route with the core business of tyre-cord fabrics and refrigerant gases will stay and smaller businesses comprising polyester films, fishnet twine and engineering plastics are being spun off into a separate company
Possible time interval: Unknown

10/ The blockbuster of demergers which is in the planning process is ITC. The conglomerate with significant market share in the Tobacco (70%) Personal Care (14%) Food (27%) Packing Stationery (35%) Hotels (5%) is expected demerge into 3 companies
Possible time interval: Unknown

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