This podcast episode delves into ITC Limited's recent decision to demerge its hotel business, exploring the strategic rationale, financial implications, and potential risks of this move. Drawing from a Jefferies equity research report, we examine the hotel division's historical performance, its shift to an "asset-right" model, and the improved profitability that has enabled this demerger. We'll discuss the proposed ownership structure, valuation considerations, and how this move fits into ITC's broader corporate strategy. Whether you're an investor, industry analyst, or simply interested in corporate restructuring, this episode offers valuable insights into one of India's most significant recent business developments.

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