Another demerger in Reliance?


Well-Known Member
The recent news flow in Reliance seems to point to another demerger coming up shortly. There is an attempt to consolidate the debt, in the parent company, and close that debt to large extent by selling stake in oil and gas entity to Saudi Aramco.

We are witnessing similar sort of restructuring moves happening in media and entertainment businesses, as well as attempts to clean up grey market shares of Reliance Retail.

These actions aren’t necessary, unless there is a big demerger about to happen. And all of us know that the rationale for the demerger exists. Jio and Retail have become not just self sustainable, but are the largest businesses in their space in the country.

This demerger will result in value unlocking at a humongous scale - far greater than what happened in 2006.

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