@annapurna wrote:
ALl,
Posting notes from various links for HSIL demerger for evaluations.MUMBAI: Shares of HSIL could rally 20% in the next two-three months as the company decides to unlock value by demerging its consumer products, distribution and marketing business into a new entity Somany Home Innovation (SHIL). Typically, consumer products businesses are traded at a higher PE than manufacturing businesses, according to analysts…
HSIL will retain the manufacturing of all the building and consumer products in addition to manufacturing and sales of packaging products. The …
Read more at:
//economictimes.indiatimes.com/articleshow/61776391.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppstHSIL is the market leader in the sanitaryware segment with 32% market share and is the second largest container glass player in India after HNG.
HSIL always traded at a discount to its peers despite its strong brand franchise, but now the situation will change, said analysts.
“The company’s RoE is lower than that of its peers, however HSIL is likely to see higher RoE expansion than peers, given its entry into a few high-margin segments and reduction in losses in consumer produc …
Read more at:
//economictimes.indiatimes.com/articleshow/61776391.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
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