@Jiitt007 - I am also hopeful for the value unlocking on account of demerger.
But Stride core business trading at 1.8 times sales is a bit of disappointment so far. Need to analyze a bit more. if there is an opportunity to enter. The snippet from Q2 investor call reflects that for core strides business the EBITA for FY25 would be between 750-800 Cr. and current valuation is Rs 6291 Cr. which is just 8 times EBITA.
We need to see at what valuation OneSource trades. Given the margin profile and high growth.