Deep Dive into Demergers
A live online workshop on analyzing demergers the way a fundamental analyst does from reading the scheme of arrangement to valuing each entity before the street does.
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$0+ billion. That's the value of the 0 demergers announced by Indian companies in 0 alone - a 0-year high. India's corporate map is being redrawn, and every split is a potential opportunity.
Why This Matters
Demergers are one of the few genuine market inefficiencies still available to the individual investor. When a company splits, the market often misprices both pieces - index funds are forced to sell entities that don't fit their mandate, analysts drop coverage, and holding-company discounts distort valuations. This forced, non-fundamental selling creates windows where prepared investors can buy good businesses at temporary discounts.
But demergers are not automatic wealth creators. For every value-unlocking split, there's one that saddles shareholders with a weak entity, hidden debt, or destroyed synergies. The difference between the two isn't luck - it's analysis. Knowing how to read the scheme document, assess the rationale, and value each entity independently is what separates investors who profit from demergers from those who become the exit liquidity.
With 50+ demergers announced in India over the last three years and more coming in 2026, this skill has never been more relevant.
Understand how a demerger actually works, from board approval to listing day.
We break down the types of corporate splits and walk through the full regulatory timeline - board approval, NCLT, record date, and listing. You'll know exactly what happens at each stage and where the opportunities and risks sit along the way.
Learn to read a scheme of arrangement the way an analyst reads it.
Most investors never open the scheme document - yet it contains everything that matters: share entitlement ratios, debt allocation, contingent liabilities, and related-party fine print. We show you which clauses to focus on and how to spot the details that change the investment case.
Build a sum-of-the-parts valuation for both entities before the street does.
You'll learn to estimate the standalone value of the unlisted entity, unwind holding-company discounts, and sanity-check the implied valuations. This is the core skill that lets you act while the market is still confused.
Turn forced selling by index funds and institutions into your entry point.
When a demerged entity lists, index funds and mandate-bound institutions often sell regardless of fundamentals - creating temporary mispricing. We cover how to position around record dates and listing days, and when patience beats action.
Dissect real Indian demergers end-to-end and learn to spot the value destroyers.
Using actual filings from recent Indian demergers, we trace what the documents said, what the market did, and what a first-principles analysis would have concluded. You'll leave with our red-flags checklist - debt dumping, promoter self-dealing, broken synergies - and our analysis template to evaluate the next demerger yourself.
Who Is This For?
You are Individual Investors
If you rely on headlines and WhatsApp forwards to navigate special situations, this workshop gives you a repeatable framework instead. You'll be able to independently evaluate any demerger announcement from first principles.
You are Long-term Investors
For those who want to get ahead of India's aerospace manufacturing opportunity before it becomes obvious.
You are Finance Professionals and Analysts
Get a structured, primary-research-driven process for scheme analysis, SOTP valuation, and post-listing dynamics. Directly applicable to coverage, client work, and fund research.
You are Curious Learners & First-Principles Thinkers
Those who prefer building a clear conceptual understanding of industries before forming an investment view.
About the Speaker
Rahul Rao
Rahul Rao is a CFA and investor-educator with a decade of hands-on market experience. He began his investing journey at 22 while managing an education loan from his Aerospace Engineering degree in the UK. Mentored by a market veteran with over 20 years of experience, Rahul went on to help build one of India’s largest financial literacy initiatives, educating 500,000+ investors, including personnel from the BSF and state police forces. By 29, he achieved financial independence through disciplined SIPs and focused structural investing.
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