独家

创纪录的交易显示出穆凯什•安巴尼在消费者方面的雄心

安巴尼最近的一系列收购行为反映出,该集团雄心勃勃,希望将电信、零售和媒体业务扩大到其传统石化和炼油业务的规模。

创纪录的交易显示出穆凯什•安巴尼在消费者方面的雄心
信实工业有限公司该公司是印度市值第二大的公司,过去一年一直在大肆收购,重点是扩大其消费者产品的吸引力。

由印度首富掌舵穆凯什•安巴尼根据杰富瑞集团(Jefferies Group LLC)和彭博社(Bloomberg)的计算,该公司在过去12个月里至少达成了12笔交易,估计总金额约为2,890亿卢比(合42.1亿美元)。其中10项与他的消费者业务有关。安巴尼还利用印度持续的坏账问题,收购了陷入困境或资不抵债的公司,包括一家当地纺织制造商、一家碳纤维公司和一家负债累累的电信公司的无线资产。

作为一家以建设全球最大炼油综合设施等大型项目而闻名的企业集团,安巴尼最近的收购举动反映出,他希望自己的电信、零售和媒体业务能够像传统的石化和炼油业务一样盈利。它还追溯了他围绕运营商构建综合数字产品的重心信实Jio信息通信有限公司.在娱乐和基于人工智能的教育领域进行收购。
其中一些收购总部位于孟买的KR Choksey股份和证券公司董事总经理戴文·切克西说:“基本上来说,信实是在试图抢占内容。如果他们最终产生了足够多的内容,你就可以合理地确定用户会进入他们的网络。”

Choksey称,在当地银行忙于解决2100亿美元的压力贷款之际,安巴尼还能够挑选出负债累累的资产。

当61岁的安巴尼周四在孟买向股东发表讲话时,分析师们预计会听到更多有关该集团将如何进一步整合零售和电信业务的信息。里昂证券在7月3日的一份报告中说,可能在年度股东大会上明确的电子商务计划可能成为重新评级股票的驱动因素。

以Somshankar Sinha为首的杰富瑞印度分析师在周二的一份报告中估计,截至2019年3月31日,信实已承诺在两年内进行约13亿美元的收购。这一数字不包括Rhea Retail Pvt. Ltd.的交易,以及拟议中的1,730亿卢比收购信实通信(Reliance Communications)的频谱、移动电话塔和光纤资产——这是近期交易中规模最大的一笔。

总体而言,信实集团已在电信、零售、石化和房地产等一系列业务上投资了约530亿美元。仅电信一项就吸收了超过360亿美元。截至今年3月底,该公司债务已在五年内增长了三倍,达到约320亿美元。

关注并与我们联系脸谱网LinkedinYoutube
\"Record<\/figure> Reliance Industries Ltd<\/a>., India\u2019s second-largest company by market value, has been on a shopping spree this past year, with a focus on expanding the draw of its consumer offerings.

Helmed by India\u2019s richest man
Mukesh Ambani<\/a>, the company has struck at least 12 deals over 12 months with an estimated tab of about 289 billion rupees ($4.21 billion), according to calculations by Jefferies Group LLC and Bloomberg. Ten of these are related to his consumer business. Ambani has also capitalized on India\u2019s ongoing bad-debt issues with purchases of distressed or insolvent companies including a local textile-maker, a carbon-fiber firm and the wireless assets of an indebted telecom company.

For a conglomerate better known for building massive projects including the world\u2019s largest refining complex, this recent acquisitive streak reflects Ambani\u2019s ambition to make his telecom, retail and media offerings as profitable as the legacy petrochemicals and refining businesses. It also traces his pivot toward building an integrated digital offering around carrier
Reliance Jio Infocomm Ltd<\/a>. with purchases in the entertainment and artificial intelligence-based education space.
Some of these
acquisitions<\/a> are basically Reliance \u201ctrying to grab content,\u201d said Deven Choksey, managing director at Mumbai-based KR Choksey Shares and Securities Pvt. \u201cIf they end up generating enough content, you can be reasonably sure that users will come on their network.\u201d