ITC Ltd Demerger Analysis by Sanjeedeep Mishra

ITC Ltd has unveiled its decision to demerge its hotel business, sparking interest among shareholders. Post-demerger, ITC will retain a 40% stake in the hotel enterprise, with the remaining shares distributed proportionately among existing shareholders.

Comments

The Online Education Market In India

With 260 mn students enrolled in 1.5 mn schools and 39000 colleges catering 27.5 mn undergraduates and 4mn postgraduates, the Online education industry has grown from $247Mn to $1.96Bn and 1.6Mn users to 9.6Mn users from 2016 to 2021. The Informal Education, which includes pre-primary, coaching classes and vocational education and tech-based education courses, is one of the largest in the world. It has low entry barriers and has witnessed entries of large number of players in the past few years. The trend of upskillment in a large working force and Entrance test preparation, contributes to a faster growing online education market in India. C2C models have emerged where content is curated and shared by the individuals through a platforms for the individuals to be consumed. Similarly, B2B models, where institutions seek for a third-party to reach the individuals. Collaborations with corporate entities plays a pivotal role in developing industry-certified content, increasing the...

Tata Technologies IPO Note by Sanjeedeep Mishra

Tata Technologies Limited (TTL/TTECH) is a prominent global engineering services company with a strong focus on product development and digital solutions. With over two decades of experience, TTL specializes in serving global original equipment manufacturers (OEMs) and their tier 1 suppliers, primarily in the automotive industry. TTL leverages its deep domain expertise in automotive to extend its services to adjacent industries such as aerospace and transportation and construction heavy machinery (TCHM). TTL is a pure-play manufacturing-focused Engineering Research and Development (ER&D) company, primarily centered on the automotive industry. Engaged with seven of the top 10 automotive ER&D spenders and five of the top 10 new energy ER&D spenders in 2022. Automotive revenue constitutes a significant portion of its Services segment revenue. TTL is a subsidiary of Tata Motors Limited (TML), benefiting from long-term relationships with both TML and Jaguar Land Rover...

Futures

Search This Blog