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March 12, 2015

Strategy: Demergers and alpha generation

THEMATIC:

Strategy: Demergers and alpha generation
History shows that demergers and spin-offs in India have huge upside potential provided they are not misused by promoters to sort out family and balance sheet issues. Investors play the demerger theme before, rather than after, corporate actions. Backed by sound business reasoning, demergers and spin-offs can generate significant alpha. Recent press reports also suggest that Nifty giants, L&T and ITC, could be restructured. In this thematic, we provide a framework to assess demergers and detail compelling case studies – SBI, HDFC, ICICI, Tata Global Beverages, Sadbhav, Ashoka Buildcon and Bajaj Electricals – that offer opportunities for serious value creation. 

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