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Mega buyouts prop PE investments to $2.3 B in Q2’13; 6 month figure drops 19%

Manufacturing Cos grab a third of pie; Deal Volumes remain flat QoQ; Goldman steps on the Gas  

Private Equity firms invested about $2,330 million across 82 deals during the quarter ended June 2013, according to early data from Venture Intelligence (http://www.ventureintelligence.in), a research service focused on private company financials, transactions and valuations in India. The investment amount was 17.7% higher than that invested in the same period last year ($1,980 million across 114 transactions) and almost 2.3 times than that invested during the immediate previous quarter ($1,021 million being invested across 80 transactions). Note: The above figures do not include PE investments in Real Estate, the figures for which are here. Also the $1,260 M investment by Qatar Foundation in publicly listed Bharti Airtel has been excluded for the purpose of this analysis.  The latest numbers take PE investments in the first six months of 2013 to $3,351 million (across 163 investments) down 19.1% compared to the corresponding period of 2012 ($4,143 million across 238 investments).

There were seven PE investments worth over $100 million (with three above $200 million) during Q2’13 compared to three such transactions in the same period last year and just one during the immediate previous quarter, the Venture Intelligence analysis showed.

The top two PE transactions during Q2’13 involved the buyout of existing PE investors by new ones
: KKR’s $460 million acquisition of a majority stake in off-highway tires focused Alliance Tire Group (from fellow PE investor Warburg Pincus and the promoters) and the $270 million buyout by Partners Group of the existing PE investors in IT Services firm CSS Group (SAIF, Goldman Sachs and Sierra Ventures). Baring Asia's $257 million investment in Lafarge India, the Indian subsidiary of French cement giant Lafarge, was the third largest in the period.

Apart from exiting CSS, the PE arm of global investment banking firm Goldman Sachs was also particularly active on the investing side during the quarter. Goldman invested an additional $135 million in existing portfolio company ReNew Wind Power; $110 million in listed cable TV firm Den Networks and $20 million in medical devices firm BPL Medical Technologies. 

Led by the Alliance Tire and Lafarge India deals, Manufacturing companies grabbed over a third of the PE investments (by value) in Q2’13. Manufacturing ($796 million across six investments) was followed by IT & ITES ($448 million across 31 investments) and Energy ($235 million across four investments) in terms of being the most favored industries for PE investments in the period. Outside of the CSS Group buyout, the top PE investments in IT & ITES companies in Q2’13 included the $50 million follow-on round raised by e-commerce firm Snapdeal.com from a consortium of investors (led by strategic investor eBay and including new investors Intel Capital and Russia based RuNet Holdings) and the $25 million investment by TA Associates in Fractal Analytics. Among Energy deals, the ReNew Power deal was followed by the $90 million raised by NSL Renewable Power from a consortium including IFC, DEG, FE Clean Energy, ADB, Asia Clean Energy and Proparco.

VC type investments accounted for 49% of the investments during Q2’13 (in volume terms) compared to 54% in the corresponding period a year ago. The share of Late Stage deals remained flat (at 24%), while the share of listed company investments showed tick up to 13% (from 11%).

Venture Intelligence is the leading provider of data and analysis on Private Company Financials, Transactions (private equity, venture capital and M&A) & their Valuations in India. Click Here to view our products list including the Free Deal Digest Weekly: India's First & Most Exhaustive Transactions Newsletter.

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