Hi @Sailor1980, this is just what i was thinking as well. The power business was acting as a drag on the telecom business and this was leading to suppressed prices. The demerger makes sense as most of the debt on the balance sheet was pertaining to the power business.
With respect to EBITDA Margins of OF/OFC segment, you have raised an interesting point. Will need to do some more research on EBITDA margins of this industry.
Disc: Invested since 60 levels
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