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Finshots Daily
Breaking down Raymond’s break up
Dec 7, 2024
Discover the intriguing ins and outs of Raymond's strategic demerger. This decision could pave the way for greater value unlocked across its lifestyle, real estate, and engineering businesses. The podcast delves into the rationale behind this move, exploring its financial implications and potential advantages for investors. Tune in to understand how this shift might reshape the future of the company.
08:38
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Quick takeaways
- Raymond's strategic demerger aims to enhance value by allowing investors to focus on specific business segments, circumventing the conglomerate curse.
- The real estate division, despite its small revenue contribution, shows potential for impressive growth through joint development agreements and an asset-light model.
Deep dives
Strategic Demerger for Value Unleashing
Raymond is undertaking a strategic demerger to enhance value across its diverse business segments, which include lifestyle, real estate, and engineering. By spinning off Raymond Lifestyle as a standalone entity listed on the stock exchange, the company allows investors to focus on specific sectors without being tied to unrelated businesses. This separation aims to avoid the 'conglomerate curse,' where the diversity of operations can lead to undervaluation and misrepresentation of individual segment performance. As a result, each business can attract relevant investment and management resources, boosting their potential for growth and profitability.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode