Discover the sum-of-the-parts valuation math, peer comparisons, and what this structural separation means for shareholder value and future stock re-rating.
This smallcap company just bought a debt-free, Aramco-approved Saudi pipe maker at 1.5x EBITDA. The asset is not the catch.…
This Indian microcap’s 86% surge rides on a massive global corporate restructuring. But with a tiny 1.4% margin and high…
Unlike standard distressed corporate spin-offs, this company is executing a structural demerger from a position of financial strength. By carving…
This firm has approved a vertical demerger scheme to spin off its financial services arm, paving the way for its…
India’s largest renewable O&M demerges: Dumping heavy infrastructure to isolate a 50% margin annuity
By shedding Rs 1,000 crore in gross block and eliminating Rs 50 crore in annual depreciation, the company transforms into…
Following the exit of the Piramal family, Renuka Ramnath’s Multiples PE has taken operational control of VIP Industries. Despite a…
Hindware Home Innovation Ltd (HHIL) is executing a major composite demerger, separating its mature Building Products (Hindware & Truflo) from…
Explore the complex merger between EPL Ltd and Indovida India, a subsidiary of Thailand’s Indorama Ventures (IVL). As Blackstone dilutes…
Welcome to the second edition of Special Situations Alert. In our first edition, we discussed a QSR company that was…
As Everstone Capital exits Restaurant Brands Asia (RBA), new promoter Aayush Agrawal is infusing Rs 1,500 crore to decouple the…
