THOMASCOOKNSEThomas Cook (India) Limited· Travel And TransportHighNeutral
Announced Fri, 20 Mar · 19:36 IST

Thomas Cook (India) Limited has informed the Exchange about Composite Scheme of Arrangement.

Demerger Ratio AnnouncedStrategic Transactions View source PDF

THOMASCOOK · price

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Price reaction · full curve 14 horizons · vs prior close
-8.6%1-day move
₹103.99
prior close
₹103.50
base price
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AI summary

Thomas Cook (India) Limited's board approved a composite scheme to demerge its Resorts and Resort Management business (6 'Nature Trails' resorts) into its wholly-owned subsidiary Sterling Holiday Resorts Limited (SHRL). Shareholders will receive 81 SHRL shares for every 100 TCIL shares held, with SHRL proposed to be listed on BSE and NSE post-scheme. The demerged business is small, contributing Rs.70 crore or about 0.4% of TCIL's standalone turnover (FY ended Dec 2025). Alongside, TCIL will consolidate 4 equity shares of Re.1 each into 1 share of Rs.4, then reduce the face value to Rs.3 per share to improve EPS, and merge three dormant/non-operating wholly-owned subsidiaries (TC Visa Services, Jardin Travel Solutions, Borderless Travel Services) into TCIL. The entire scheme is subject to shareholder, creditor, NCLT, SEBI and stock exchange approvals, with completion expected in 15–18 months.

Likely market impact

Shareholders will end up holding shares in two listed entities — TCIL (focused on travel services) and SHRL (focused on hospitality). The restructuring is positioned to unlock value by giving the hospitality business its own listed identity and improving TCIL's EPS through share consolidation and capital reduction, though the demerged resorts business is a very small contributor to revenue. Expect a long regulatory runway of 15–18 months before final implementation.