Sanofi Consumer public shareholders get open offer

As on date, Opella Healthcare owns controlling stake of 60.37% in Sanofi Consumer Healthcare India (SCHIL).

On October 21, 2024, Sanofi and Clayton, Dubilier & Rice, LLC (CD&R, the manager of the Clayton Dubilier & Rice private equity funds) have announced that they have entered into exclusive negotiations whereby CD&R Group has agreed to acquire a controlling stake in Opella Healthcare SAS.

  • Headquartered in France, Opella employs over 11,000 people, operates in 100 countries with 13 manufacturing sites and 4 science and innovation development centers.
  • The valuation of Opella is based on an enterprise value of €16 billion, corresponding to 14 times 2024 estimated EBITDA.
  • Deal is for a 50% controlling stake in Opella.
  • The offer from CD&R is binding and fully financed.
  • Sanofi would remain a significant shareholder backing Opella in its future growth
  • Together, CD&R and Sanofi will support Opella’s growth strategy as a pure-play, global, and fast-moving consumer healthcare company.

Upon completion of this transaction CD&R would have the ultimate indirect voting control of SCHIL and hence has announced an open offer in compliance with the regulations.

  • As required, open offer is to acquire upto additional 26%
  • Offer price is Rs 4,982.05/ share totalling Rs 2,983.23 cr for the 26% stake
  • Current market price is Rs 4,853/ share
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