Godrej Agrovet IPO: A Conglomerate at a Premium!

Godrej Agrovet IPO - Has A Lot of Potential but Not a Lot of Upside at These Valuations

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Event-Driven

<p>Godrej Agrovet is a large conglomerate operating in various business verticals in the agriculture sector. It is looking to merge with Astec LifeSciences which is a pure agro-chemical company that focusses on Chemical molecule production and formulation for domestic and export markets. In this report, we analyze the implications of the merger as well as the impact on minority shareholders in both companies.</p>

Godrej Agrovet is a large conglomerate operating in various business verticals in the agriculture sector. It is looking to merge with Astec LifeSciences which is a pure agro-chemical company that focusses on Chemical molecule production and formulation for domestic and export markets. In this report, we analyze the implications of the merger as well as the impact on minority shareholders in both companies.

Godrej Agrovet to Merge with Astec Lifesciences: An Arbitrage Opportunity Coupled with Concerns.

Godrej Agrovet Ltd

Godrej Agrovet to Merge with Astec Lifesciences: An Arbitrage Opportunity Coupled with Concerns.