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Indian Investments Abroad

Last Updated: December 2008

The overall deal value added up to US$ 26 billion till September 2008, and at more than US$ 11.8 billion, industries related to infrastructure carved out a major chunk of the mergers and acquisitions (M&As), accounting for 45 per cent of the deals. With 42 per cent of the deal value in the infrastructure sector, the power sector accounted for US$ 5 billion. It was followed by telecommunication sector with US$ 3.75 billion.

According to global audit and consultancy giant, KPMG, "With outbound deals now having outnumbered inbound deals for the each of the last three six-month periods, India seems well set to become a net 'deal exporter' in the next Emerging Markets International Acquisition Tracker (EMIAT) in 2009."

As per KPMG's EMIAT study, in an analysis of deals between developing and developed economies since 2003, it was revealed that there were 322 completed deals wherein Indian buyers had bought companies in the major developed economies. Against this, there were 340 concluded deals in which companies from developed countries acquired Indian companies.

The total number of M&A deals announced during August stood at 31, totalling US$ 4.63 billion apart from 43 deals valued at US$ 580 million during July 2008, according to the latest deal tracker report of advisory firm Grant Thornton. Among the top M&A deals during the month was ONGC's acquisition of Imperial Energy Plc followed by Infosys Technology's announcement to acquire UK-based Axon and CBay Systems deal for MedQuist.

In all, there were nine domestic deals where both the buyer and the target were Indian firms, with a committed value of US$ 80 million. Also, there were 22 cross-border M&A deals with a committed value of US$ 4.55 billion. Out of this, 17 were outbound deals worth US$ 4.48 billion involving Indian companies acquiring business overseas and five were inbound deals where multinational firms picked stake in domestic companies for US$ 80 million. During January-August 2008, the M&A deals thus totalled US$ 22.74 billion spread over 346 transactions. During the same period last year, India Inc had recorded 456 deals amounting to US$ 48.23 billion.

Further, India has outperformed China by a huge margin in merger and acquisition (M&A) deals. According to a survey on global M&A transactions by Ernst & Young, the value of deals for India stood at US$ 28 billion in 2007, as against US$ 2.3 billion deals in China. The Indian deals were dominated by Tata's acquisition of Corus and AV Birla Group's Novelis deal (both accounting for US$ 22 billion).

  • Plethico Pharmaceuticals will be buying a 20 per cent stake in subsidiary of Tricon Holdings Hong Kong (a leading company dealing in pharma retail with sourcing base in the UAE).
  • Elder Pharmaceuticals is acquiring (through its wholly-owned subsidiary Elder-Biomeda) three small Bulgarian pharma companies, which have collective sales of around e8-10 million, in a share swap deal.
  • Global Green Company Ltd, which is the foods division of the US$ 3 billion Avantha Group, has bought Puszta Konzerv Kft, a Hungarian company for an undisclosed amount.
  • Ranbaxy Fine Chemicals (RFCL) has bought the US-based speciality chemicals major Mallinckrodt Baker, which is a part of the US$ 10 billion healthcare giant Covidien, in a deal estimated at US$ 340 million.
  • Indian apparel sourcing company Techno Life style has bought German retailer (Wehmeyer has a consolidated turnover of US$ 187. 71 million and 43 retail outlets) Wehmeyer for an undisclosed amount.
  • DTH company, Spize TV, has acquired France Telecom's European DTH operations called WorldTV Europe. An investment of US$ 15 million would be made to amalgamate the operations of Spize TV and WorldTV. An overall investment worth US$ 50 million would be made, over the next 2–3 years, for its European DTH operations.
  • Pharma major, Lupin, has bought a majority stake in Pharma Dynamics (PD), which is the sixth largest generic drug company in South Africa. Though the amount of the deal was not revealed, sources said deal amounted to about US$ 24 million. Earlier, Lupin Limited had acquired over 30 per cent stake in Generic Health Pty Ltd of Australia, after acquiring Hormosan Pharma, a Germany-based company and Kyowa Pharmaceuticals, a Japanese firm, in 2007.
  • Zydus Cadila has bought Etna Biotech, which is a subsidiary of the Dutch biopharma company, Crucell, in its sixth overseas acquisition during the last five years. The company has not divulged the details of the deal. The new acquisition will help the company in its efforts at vaccine research and development.
  • Reliance-ADAG is picking up 26 per cent stake with management control in a full-fledged financial services company in Saudi Arabia.
  • Quatrro BPO Solutions has acquired UK-based Babel Media. This is Quatrro's sixth acquisition and industry experts peg the deal in the range of US$ 25-30 million.
  • Reliance Industries USA has acquired a polyester manufacturing facility in North Carolina for about US$ 12.2 million from Unifi Kinston. It plans to invest US$ 215 million in that company.
  • The Essar group-owned, Aegis BPO, plans to acquire Philippines-based BPO, PeopleSupport, for US$ 250 million.
  • Ruia-owned, Dunlop India, has bought Schlegel, UK's second largest auto component manufacturing company.
  • Tanti group of companies, jointly with Bahrain-based Arcapita Bank, has acquired Honiton Energy Holdings, a Chinese wind energy firm. The joint venture partners will invest US$ 2 billion by 2012.
  • Systems integrator, Allied Digital Services, has acquired 80.5 per cent stake in EnPointe Global Services, a subsidiary of the Nasdaq-listed Enpointe Technologies, for US$ 24 million.

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Disclaimer: This information has been collected through secondary research and IBEF is not responsible for any errors in the same.
 
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