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Adani to become India's No. 2 cement maker with $10.5 billion Holcim deal

Published 05/15/2022, 12:49 PM
Updated 05/16/2022, 10:45 AM
© Reuters. The logo of the Adani Group is seen on the facade of one of its buildings on the outskirts of Ahmedabad, India, April 13, 2021. REUTERS/Amit Dave/File Photo
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(Reuters) -Indian conglomerate Adani Group plans to buy Holcim (SIX:HOLN) AG's cement businesses in India for $10.5 billion, its largest-ever acquisition, to become the country's No. 2 cement manufacturer.

Adani Group, owned by billionaire Gautam Adani, currently has no cement-making operations but said the firms were a good fit given its ports and logistics, energy and real estate businesses.

Under the deal, Adani Group will pay $6.4 billion in cash to acquire Switzerland-based Holcim's 63.1% stake in Ambuja Cements Ltd and 54.5% holding in ACC Ltd, Holcim said in a statement announcing the deal late on Sunday. The rest of the companies' shares will be bought via an open offer, Adani said in a separate statement.

"(We) will be able to build a uniquely integrated and differentiated business model and set ourselves up for significant capacity expansion," Adani said.

The deal, which was clinched after a fierce bidding war with the JSW Group and industry leader Ultratech Cement Ltd, is the second largest deal in India this year.

Shares in Ambuja jumped as much as 5.2% to 377.70 rupees while ACC rose 8.3% to a high of 2,287.70 rupees on Monday, but traded below the prices offered by Adani.

Ambuja's shares closed 2.5% higher at 368 rupees compared with the offer price of 385 rupees. ACC's shares ended Monday 3.9% higher at 2,196.20 rupees versus the offer price of 2,300 rupees.

Gautam Adani, Asia's richest man, plans to fund the deal using an offshore special purpose vehicle owned by the Adani family, he told the Economic Times.

"The acquisition is fully funded by way of approved commitments from our relationship banks - Barclays (LON:BARC), Deutsche Bank (ETR:DBKGn) and Standard Chartered (OTC:SCBFF) Bank - and equity infusion from the Adani family," he was quoted as saying.

The divestment by Holcim marks the Swiss company's latest effort to reduce exposure to carbon-intensive cement production and boost its environmental, social and corporate governance (ESG) credentials.

Holcim has also been selling units outside North America and Europe in a bid to sharpen its focus on key markets and diversify into building product areas like roofing. The company sold its Brazilian operation for $1 billion last year.

© Reuters. The logo of the Adani Group is seen on the facade of one of its buildings on the outskirts of Ahmedabad, India, April 13, 2021. REUTERS/Amit Dave/File Photo

Ambuja and ACC combined have the capacity to produce at least 70 million tonnes of cement annually, while UltraTech Cement boasts capacity of 120 million tonnes. Together, Ambuja and ACC own 31 cement making facilities and employ over 10,700 people.

The transaction is expected to close in the second half of 2022, Holcim said.($1 = 77.7140 Indian rupees)

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