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Dear ritika,

Welcome to the Aurum Deal Compass, our monthly newsletter on our insights and perspectives. 

We hope you enjoy this newsletter. Contact us for any questions, or feedback.

Best Regards

The Aurum Team
Deal of the Month 

Soap and Detergent-maker Nirma Limited is acquiring the entire cement operations (total capacity of 11 MTPA) of Lafarge India from Switzerland-based global building materials major- LafargeHolcim, at an enterprise value of USD 1.4 bn (~INR 9,400 crore) in India’s largest leveraged buyout till date.

EV/ Tonne: USD 127/ tonne

About the Transaction

LafargeHolcim has entered into a definitive agreement with Nirma Limited for selling its entire India business, subject to approval by Competition Commission of India. The proceeds of the divestment will be used by LafargeHolcim to reduce its debt. This transaction was essential for completing the India leg of the global mega merger between Holcim and Lafarge announced last year.

Click here to learn more about this deal.. 

Disclaimer: Aurum Equity Partners LLP was not a part of this deal in any way. 


Topic - Restructuring : Impact of Bankruptcy and Insolvency Laws on Banking Sector NPA Resolution
Speakers - Sanjay Bansal (Founder & Managing Partner, Aurum Equity Partners LLP) & Others.
To be Announced Soon!


Topic - Will Medical Devices be the next growth catalyst in Indian Healthcare?

The tech IPO drought

By Vikram Bihani
Published: 6th August 2016
There have been 4,523 private equity investments between 2007 and 2012 with a cumulative value of $80 billion. If we look at internet and technology, there were 1,038 venture capital or private equity investments worth $7.5 billion within this period.The average holding period for funds was four-five years and hence a lot of exits should have happened in the period between 2012 and 2016.

Is India left far behind in the race for
securing Global Food Supplies?

By Nitin Jain
Published: 4th August 2016
Food Security is a grave concern in the world, and more so in a developing country like India. According to a recent report by Food and Agriculture Organization of the United States (FAO) by the year 2050 the world’s population will reach 9.1 billion, which is 34 percent higher than today, and most of the increase will come in developing countries. Urbanization will accelerate, with about 70 percent of the world’s population expected to be urban, compared with 49 percent today.

Funding Saas: Burning Money Can Be A Good Thing

By Arvind Yadav
Published: 3rd August 2016
The story of immense prospects for growth of SaaS model in India is now well established in the circles of entrepreneurs and institutional investors. The market currently is largely outward facing and the destiny for Indian companies is majorly dependent on growth in the global markets. This however, is not bad news. The global SaaS market for 2015 stood at USD 31 billion as per NASSCOM and is expected to grow at a CAGR of 18% to reach a market size of USD 72 billion by 2020.

Continue Reading..

Online Grocery – Will The Tough Get Going?

By Shweta Jain
Published: 10th July 2016
The going is getting tough for the online grocers in India. From 60+ startups in this space that started in the last few years, we are now left with only a handful. Bigbasket, Grofers, Zopnow, AaramShop are some of the leading ones and have cumulatively raised upwards of $300 Mn. Most of the other e-grocers have either shut shop or pivoted their business model. So, what are the reasons grocery e-tailers have not been able to replace my call to the local kirana? Will the online grocery startups get their unit economics in place to build sustainable ventures?

Continue Reading..
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