Bankruptcy resolution process: Godrej Agrovet plans to acquire Ruchi Soya

Industry:    2018-03-21

Godrej Agrovet (GAVL), a diversified agri-business company, has submitted its intent to acquire Ruchi Soya, the firm going through a bankruptcy resolution process.

GAVL is among more than 24 companies that have submitted their bids for acquiring a majority stake in Ruchi Soya. These companies, according to sources, include Patanjali Ayurved, ITC, Emami, and Adani Wilmar.

Confirming the development, Balram Yadav, managing director, GAVL, said: “We have taken the first step and submitted our intent for acquiring Ruchi Soya. We have a long way to go.”

Sources said GAVL might be interested in acquiring the entire business of Ruchi Soya. But its chief interest is Ruchi Soya’s palm plantation business, which has synergies with GAVL’s businesses, in addition to forward and backward integrations.

“Our debt stands at just 0.15 percent of equity, and we are in a comfortable position to raise funds from financial institutions. But we will have to look at other avenues, considering the large ticket size for this acquisition,” said a source.

Ruchi Soya ventured into the palm business through contract farming on a large scale, following a strategy of backward integration. The company has acquired and developed oil palm plantations in Tamil Nadu, Andhra Pradesh, Telangana, Karnataka, Odisha, Chhattisgarh, Gujarat, Arunachal Pradesh, and Mizoram. In these nine states, plantations cover a potential area of around 200,000 hectares (ha).With an annual capacity of 3.72 million tonnes per annum, Ruchi Soya is India’s largest company in oil seed extractions.

The company has debts of ~120 billion as of December 31, 2017.Its edible oils and other FMCG brands are Sunrich, Mahakosh, Nutrela, Ruchi Star, and Ruchi Gold.

GAVL is the market leader in palm oil plantations in India with a market share of around 35 percent. The company has around 61,700 ha under palm cultivation with products ranging from crude palm oil (CPO), palm kernel, and cake.

Meanwhile, the National Company Law Tribunal (NCLT), Mumbai, admitted Ruchi Soya’s bankruptcy resolution process in December last year, following petitions by the company’s lenders DBS Bank and Standard Chartered Bank.

The companies owned by the promoter family hold a 54.85 percent stake in Ruchi Soya, with Soyumm Marketing Pvt Ltd having 13.66 percent, the highest. The company’s chief executive officer, Dinesh Shahra, owns 0.63 percent in his individual capacity. Additionally, he owns 9.74 percent in the company through two separate trusts.

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