Hi Riken
As per my understanding, Tata Coffee is already part of the consolidated results of Tata Consumer, so there should not be any direct valuation impact from the merger (apologies if this was not the question). However, the management has talked about elimination of certain costs as part of the merger (primarily legal and tax) that are likely to benefit the consolidated results. I have not seen any numbers quantifying this – so have not modified my valuations for the time being
Disc: Invested so likely to be biased
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