Discover and read the best of Twitter Threads about #holcim

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Mini-thread autour du cas décrit dans cet article, qui symbolise merveilleusement bien les carences majeures dont souffre notre pays en matière d’autonomie stratégique.

On parle ici d’une fusion entre Lafarge et Holcim qui a eu lieu en 2015.

(1/n)
challenges.fr/entreprise/mat…
(2/n) Déjà, sur le fond ça partait mal : LafargeHolcim, lors de la fameuse fusion, a été contrainte à céder une grosse partie de ses actifs : trois cimenteries, des centres de broyage, Lafarge Allemagne, Tarmac (solutions de construction durable). Qui a récupéré tout ça ? ⬇️
(3/n) Vous l’avez dans le mille : los Estados Unidos. 🇺🇸 L’entreprise CRH récupèrera le tout pour 6,5 milliards d’euros.

À titre de comparaison : l’année précédente, Whatsapp, messagerie mobile améliorée, est rachetée 22 milliards de dollars par Facebook.

#lafargeholcim #fusion
Read 7 tweets
Apparently the premium valuation that Adani is paying for ACC & Ambuja, the company will have to make EBITDA/ton of Rs. 2000 to make double digit ROCE.
This is almost double of the Indian average and hence it kind of makes sense for Adani not to go very aggressive on pricing in order to corner higher market share.
Additionally, there are so many adjacencies here and biggest in my view is access to cheap renewable power, better access to limestone mines and better freight as well. Will be interesting to see if these entities can match Shree cements in terms of profitability.
#adani #Holcim
Read 5 tweets
Adani To Acquire Holcim’s Stake In Ambuja Cements And ACC Limited

adani.com/Newsroom/Media…

Finally its official, Adani bought this stake via offshore SPV which belongs to Adani Promoters (not related to Adani Enterprises)

#adani #holcim
#ambuja #acc
Adani ACC Ambuja deal valued at

Ambuja 385 per share vs CMP 358
ACC 2300 per share vs CMP 2100

#adani #acc #ambuja #Holcim Image
At $10.5 bn
largest ever acquisition by Adani, and India’s largest ever M&A transaction in the infrastructure and materials space.
Read 10 tweets

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