The real upside in the Kotak IndusInd merger is not whether arithmetically the two banks will have enough branches, ATMs or employees.
But what matters is whether their strengths will be complimentary and whether the combined entity could compound shareholder returns within a few years.
Check out this video to know the math behind this proposed merger.
Tanushree Banerjee (Research Analyst), is the editor of Stock Select and, ValuePro Equitymaster's oldest recommendation services. She is also the editor of Equitymaster's most popular newsletter read by over 300,000 subscribers, The 5 Minute WrapUp. Tanushree started her career at Equitymaster covering the banking and financial sector stocks and scrutinising RBI policies. Over the last decade, she developed Equitymaster's research processes that helped us pick out various multibaggers, across all sectors. A firm believer of "safety first" when it comes to investing, Tanushree closely follows the investing philosophies of Warren Buffett, Jeremy Grantham, and Joel Greenblatt.
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Koshy Oommen
Oct 30, 2020I have requested many times that a written transcript be provided. This is quicker and more efficient at my end.
Not sure if I will be able to view the video.
Due to this my getting to know of the information provided by Equitymaster has considerably reduced.