👀 Ones to watch: The MOST undervalued stocks to buy right nowSee Undervalued Stocks

Exclusive-Blackstone eyes 20% stake in India Haldiram's snacks at $8 billion valuation, sources say

Published 11/14/2024, 05:43 AM
Updated 11/14/2024, 05:45 AM
© Reuters. FILE PHOTO: A view shows packets of snacks on the shelves inside a Haldiram's restaurant in Mumbai, India, September 6, 2023. REUTERS/M. Sriram/File Photo
BX
-

By Aditya Kalra

NEW DELHI (Reuters) - Blackstone (NYSE:BX) has dropped plans to acquire a majority stake in the snacks business of India's Haldiram's but is now discussing purchase of a 20% stake at a valuation of $8 billion, which is still a sticking point, sources told Reuters on Thursday.

Haldiram's, which Euromonitor International estimates has a share of almost 13% of India's $6.2-billion market for savoury snacks, has more than 150 restaurants, but many foreign investors are salivating over its popular snacks business.

In May Reuters reported a consortium led by Blackstone was eyeing a stake of 75% in the business and had made a non-binding bid, but those talks did not materialise as Haldiram's is no longer keen to sell a big stake, said the sources, who sought anonymity as the discussions are private.

"Blackstone is keen to close the transaction as a lot of effort has gone into it," said one source with direct knowledge of the issue.

There is a disconnect over valuation, though, with Haldiram's wanting to value the snacks business at $12 billion, but Blackstone aiming to seal the deal at $8 billion, two of the sources said.

While the first two sources put the size of the stake under discussion at 20%, the third source put it in a range of 15% to 20%, and said Blackstone remains keen to deploy capital in the company.

Haldiram's Chief Executive Krishan Kumar Chutani and Blackstone declined to comment.

Also in the running for a minority stake in the Indian business, two of the sources said, are Bain Capital, Singapore state investor Temasek and Abu Dhabi Investment Authority (ADIA), though they gave no details of their plans.

Temasek said it declines to comment on speculation, Bain declined to comment while ADIA did not respond.

Last year, Reuters reported India's Tata Group was in talks with Haldiram's to acquire a majority stake in the entire snacks and restaurants business.

At the time, Haldiram's was seeking a valuation of $10 billion, but those talks ended, and no Tata deal is in the works.

© Reuters. FILE PHOTO: A view shows packets of snacks on the shelves inside a Haldiram's restaurant in Mumbai, India, September 6, 2023. REUTERS/M. Sriram/File Photo

Haldiram's started in 1937 with a tiny shop in the city of Bikaner in the western desert state of Rajasthan.

One of its most popular snacks is "bhujia", a crispy fried Indian snack made with flour, herbs and spices and sold for as little as 10 rupees (12 U.S. cents) in mom-and-pop stores.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.