Thursday, May 5, 2022

gautam adani: Adani taps Gulf groups and IHC to join efforts for ACC, Ambuja buy

Billionaire businessman Gautam Adani is in discussions with investment groups and funds from the Middle East, including members of the family of Sheikh Tahnoon bin Zayed Al Nahyan, for the acquisition of listed ACC and Ambuja, Holcim’s twin, for up to $2 billion. for help. Cement assets in India, multiple sources familiar with the talks told ET.

This is part of a unique acquisition and financing structure, with the Ahmedabad-based conglomerate making room for the potential $7.5 billion buyout of two listed cement companies, cumulatively the second largest in India after China in both global production and is in second place. consumption. ACC is also India’s oldest manufacturer of primary building materials, and a step-down subsidiary of Ambuja Cements that is directly controlled by the European cement major.

Sheikh Tahnoon bin Zayed Al Nahyan belongs to the ruling family of the United Arab Emirates. People familiar with the plan told ET that Adani may use the group entity in Dubai as the principal vehicle for the transaction. The entity will run a special purpose vehicle (SPV) where the Adani family, as promoters, will invest $1.25-1.5 billion as equity. A similar amount, in the form of structured equity, is expected from the Middle East investor group the Adani family is associated with. In total, the capitalization of this vehicle will be $3 billion.

This approximately $3 billion will in turn become the equity of another drop-down SPV in which global banks, such as Deutsche Bank, Barclays and Standard Chartered Bank, are expected to lead a funding of $4.5 billion in the form of acquisition financing. . It is expected that Adani will also provide letters of comfort to banks, if required. Apart from all three, other banks would later join the financing consortium for share financing.

Different investors, lenders have different risk appetite and limit. So a multi-layered structure helps in providing more comfort as well as getting more leverage. Anyone who is taking a bigger risk will obviously be looking for the best return on their investment, another executive involved explained.

Adani Group became the third conglomerate in India to cross $200 billion in market capitalization, with shares of five of the seven listed companies hitting all-time highs late last month.

Originally published at Pen 18

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