Marlow Chemicals Acquires a Rival: Accretive or Not?

Finance
medium55 min0 submissions
Morgan Stanley
Scenario

Marlow Chemicals (specialty chemicals, India) is considering acquiring a smaller competitor.

Acquirer. Net income of ₹213 Cr, 65 crore shares outstanding, trading at ₹75 per share. Current EPS is therefore ₹3.28.

Target. Net income of ₹41 Cr, currently valued by the market at ₹1047 Cr. The board expects to pay a 41% premium to that price.

Management projects ₹46 Cr of annual run-rate synergies, roughly 62% of which are cost synergies from overlapping sales and back-office functions, with the remainder from cross-selling. One-time integration costs are estimated at ₹59 Cr.

The deal would be financed with debt at 7.1%. The marginal tax rate is 25%.

Supporting data

deal

tax rate pct
25
debt rate pct
7.1
integration cost cr
59
run rate synergies cr
46

target

premium pct
41
net income cr
41
market value cr
1047

acquirer

eps
3.28
share price
75
net income cr
213
shares outstanding
65
Your task

Advise the board on whether to proceed. Provide:

  1. Analysis — accretion/dilution to EPS in year one and at full synergy run-rate.
  2. Risks — what would make this deal destroy value.
  3. Recommendation — proceed, renegotiate, or walk. Specify price and structure.
Ready to move forward? Up next: Ferro Industries: Two Projects, One BudgetNext question
How you'll be graded

100 points, 60% to pass.

  • deal analysis25
  • recommendation25
  • risk assessment25
  • synergy assessment25
Hint
Reveal suggested structure
  1. Purchase price = market value × (1 + premium).
  2. Financing cost = purchase price × debt rate, then after tax.
  3. Combined earnings = acquirer + target + after-tax synergies − after-tax interest.
  4. Combined EPS = combined earnings ÷ share count (unchanged in an all-cash deal).
  5. Compare against standalone EPS. Do this for year 1 (partial synergies, integration costs) and steady state.
  6. Sanity check the price against the target's standalone value.