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Motilal Oswal Report
Piramal Enterprises Ltd.'s board approved the simplification of its corporate structure by creating two separate listed entities in financial and pharmaceutical services, subject to shareholder, creditor, and regulatory approvals.
The demerger would optimise the capital structure for each business and enable both to independently pursue growth opportunities.
We remain positive on Piramal Enterprises on the back of:
its fully integrated contract development and manufacturing organisation presence,
niche portfolio, with global distribution in the complex hospital generics space,
strong brands with an established pan-India distribution network,
independent financial services business, which is simpler to understand and execute relative to it being housed under a conglomerate structure,
strong opportunity for Piramal Capital and Housing Finance Ltd. to scale up DHFL's mortgage franchise and leverage the platform to effectively cross-sell its other organic retail products to its native customer pool.
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