Vedanta block deal: Big block deal in Vedanta. Is GQG buying stake from promoter?

A day after it was reported that US-based GQG Partners is in talks to buy a stake in Vedanta, a big block deal in which more than 2% equity changed hands worth over Rs 2,600 crore was reported in the counter on Thursday.

The final talks for a potential stake sale worth over $1 billion have already taken place, and the transaction may take place in a few days in the form of a block deal, ET Now had reported. Read here

Vedanta said it does not respond to market speculation. As of December end, promoter and group entities cumulatively held a 63.71% stake in Vedanta Ltd. After rallying 5% yesterday, the stock fell 4% on BSE this morning and was trading at Rs 268 on BSE in the afternoon.

Details of the block deal would be known only in the evening when exchanges report data.

The planned stake sale is part of the Anil Agarwal-led mining company’s efforts to raise capital to repay debt.

As of December end, Vedanta’s consolidated net debt stood at Rs 62,493 crore ($7.5 billion). The billion-dollar worth of share sale will take place in the form of block deals and will cut down the parent-level debt by a third and give a message to the market that the promoters of Vedanta are very serious and are open to selling some family silver to manage their debt, the news channel reported. Last week, parent Vedanta Resources said it made an upfront payment of $779 million to its bondholders and completed repayment as part of the debt restructuring exercise.

The repayment follows the consent that the global mining major received earlier this year for an extension of maturities on $3.2 billion bonds to 2029.

A year back, GQG Partners rose to fame on Dalal Street, after the global investment firm made a contra bet on Adani Group and bought stocks of four companies for Rs 15,000 crore, following a massive rout triggered by US-based Hindenburg Research’s explosive report against the group.

The Rajiv Jain-led firm is also invested in other Indian companies like Patanjali and ITC.

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