In most conglomerate business have both good and bad business due to this have less valuations compared to peers. Purpose of demerge to unlocking value. If good business is demerge from combine entity then after demerger more buying will be there and try to match valuations with peers. For Bajaj Electrical, Bajel project is not good business compared to electrical so after demerger Bajel group faced forced selling Similarly in Clayton is good business in scl so more buying happened after demerger. This is common scenarios for demerger special situation E. g. Redtape after demerger buying, eureka Forbes, motherson sumi wiring limited

Beautiful analysis. Can you make series of turnaround stories as those are really hard to analyze, like Sterling and Wilson, Tejas Network, Genesys international etc. all these are loss making companies as of now. Thank you

Forced selling didn't come in sundaram clayton after listing is bcoz every investor who invested pre de merger wants to be investor in clayton business and not bothered abt shareholding in TVS motors....hence post listing...no selling pressure araised ... investors want to be with clayton business...hope i answered it correctly.

Can you do an in-depth video on TVS Supply Chain solution

Thanks for informative session

Please provide the videos in English

M surprised that there was just one line on disruption due to EV.. how many parts will no longer be required .. we should look for a plant visit report if we can get . Need answers from management on what are their plans for EV. This a very solid management - demin award etc. so they must have thought through this already.

Nice Session. Regarding the question, Institutions think growth would not be significant in Bajel projects and that is a low margin business, but in the case of SCL, Investors felt there is a turnaround opportunity and also good growth potential, considering Aluminium as a lighter component in the vehicles might play out well in the future and it also being a value added product and it has good margins.

👍

Lelo