Comment / Supply chain radar: Toll Group rules out drastic restructuring but break-up speculation mounts

There is growing speculation among my banking and trade sources that the global restructuring of Australia’s Toll Group might lead to the separation of certain “non-core assets” from the rump of the company’s portfolio, although the company has denied this.

As we pointed out in the previous Market Insight commentary on Monday – which extensively covered the global restructuring currently under way at Toll – a trade sale of the whole or just some Toll parts (much harder to execute, as ...