AltG Opinion

Religare - The Deal of the Decade: The recent offer of INR 2,116 Crores ($254 Million) for a 26% stake in REL, can potentially become the "deal of the decade" if specific AltG recommendations (listed below) are put into action. Read our detailed analysis here: Why Are The Burman’s Bidding $250 Million For Dabur - Religare Deal?

Here's a breakdown of AltG's key recommendations to unlock significant value:

Future Value Creation Levers: To unlock maximum returns, consider focusing on four key value creation levers:
Spinning off non-core businesses to reduce conglomerate discount and concentrate on growing the primary business, especially Health Insurance.
Implementing technological and operational enhancements to lower operating expenses in the insurance business and compete effectively in the market.
Allocating capital into high-growth adjacent businesses, such as Insurance TPA businesses.
Exploring asset recycling strategies by leveraging re-insurers to pursue