6 February 2016
Update | Sector: Cement
BSE SENSEX
24,617
S&P CNX
7,489
Birla Corporation
CMP: INR396
TP: INR500 (+26%)
Buy
BCORP to acquire Reliance Cement at US$135/t
Growth headroom and market consolidation at the cost of B/S comfort
Bloomberg
Equity Shares (m)
M.Cap. (INR b)/(USD b)
52-Week Range (INR)
1, 6, 12 Rel. Per (%)
Avg Val (INR m)
Free float (%)
BCORP IN
77.0
30.9/0.5
544 /376
-10/0/-4
13
37.1
Post regulatory hurdle in Lafarge deal, BCORP entered into SPA for 5.5mt of Reliance
Cement at US$135/ton. Valuations at par zone with recent M&As.
Acquisition to aid new growth avenues to BCORP and consolidate its position in central
rd
India with 16% capacity mix (3 largest). Top 5 in central India now holds ~77% capacity.
However, BCORP’s B/S strength to hurt significantly along with likely dilution in EPS and
return ratios (ex-synergies). We await clarity on synergies, albeit proximity of plants
offer limited scope of logistics synergies.
We are yet to factor in the deal dynamics into our estimates till clarity emerges on
regulatory and financial aspects. Keep rating and estimates unaltered.
Financials & Valuation (INR b)
Y/E MAR
Sales
EBITDA
NP
Adj. EPS (INR)
EPS Gr. (%)
BV/Sh. (INR)
RoE (%)
RoCE (%)
Payout (%)
Valuations
P/E (x)
EV/EBITDA (x)
EV/Ton (x)
2016E 2017E 2018E
32.2
2.3
1.0
13.6
-40.4
4.0
5.0
85.6
29.6
10.5
39
35.5
3.4
1.7
22.4
64.6
6.3
7.4
52.0
18.0
7.1
40
41.1
5.5
3.3
42.9
92.0
Underlying assets:
BCORP entered into SPA with R-Infra to buy integrated cement
capacity of 5.5mt (clinker 3.6mt) which comprising (1) 3mt integrated unit in Madhya
Pradesh (Maihar), (2) 2mt grinding unit in UP (Kundanganj), (3) 0.5mt grinding unit in
Maharashtra (Butibari). In addition to above assets, it includes (1) planned 5mt
cement plant in Maharashtra, (2) marketing arrangements for 0.3mt in W Bengal, (3)
coal mine of 5.7mt capacity and optimum manpower, efficient operating parameters
and technical capabilities. Given the transaction would be in the form of share sale
(not asset sale), no MMDR hurdle is expected.
342.7 353.5 384.8
Deal value at par with recent trends:
Deal value of INR48b implies US$135/ton (Gross
11.2
block ~INR30b). Reliance Cement Company Private Limited (RCCPL) has INR22.5-23b
12.0
debt, rest BCORP has to raise separately.
27.1
B/S to hurt meaningfully:
BCORP’s net cash of INR4.6b would rise to net debt of
~INR45b (net DER of 1.8x, net debt/EBITDA of 6.5x). Smooth financial closer would be
3.9
crucial. At 80% utilization, it needs INR1450-INR1500/ton EBITDA for PBT break-even.
9.4
36
EPS and ROCE dilutive in near-term:
Assuming utilizations of 70% and EBITDA of
INR900/ton in FY17 (INR800/ton in 3QFY16 including VAT incentives), it would add
EBITDA of INR3.5b and PBT of negative INR3b. Effectively, post deal, FY17E RoCE
would likely to dilute to ~5.8% (vs 7.5% pre deal).
Consolidate BCORP’s strategic position in central region:
Post deal, BCORP’s 9.3mt
capacity would reach 14.8mt. Its central India exposure would rise from 3.3mt (clinker
3.2mt) to 8.8mt (clinker 6.8mt) implying ~16% market share, 3rd largest post JPA and
UTCEM. It would help BCORP by (a) raising dispatch mix from 40% to 55-60% in central
India, and (b) offering much needed growth avenues (Lafarge deal got stuck in
regulatory hurdles). However, we expect limited logistics synergies due to close
proximity of BCORP and RCCPL plants. The deal would drive further consolidation with
capacity market share of top 5 companies in central region growing from 72% to 77%.
Sandipan Pal
(Sandipan.Pal@MotilalOswal.com); +91 22 3982 5436
Aashumi Mehta
(aashumi.mehta@motilaloswal.com); +91 22 3010 2397
Investors are advised to refer through important disclosures made at the last page of the Research Report.
Motilal Oswal research is available on www.motilaloswal.com/Institutional-Equities, Bloomberg, Thomson Reuters, Factset and S&P Capital.

Birla Corporation
Exhibit 1: Proximity of BCORP and RCCPL assets may offer limited logistics synergies
Red-Birla assets
Blue-Reliance assets
We calculate at 70%
utilization and INR900/t
EBITDA, deal will be dilutive
to earnings and RoCE
Exhibit 2: Impact of acquisition of Lafarge East plant on BCORP (Provisional P&L)
INR m
Capacity
Utilization (%)
Volumes
EBITDA
EBITDA (INR/ton) at 10% discount to Lafarge
Depreciation
Interest
Interest cost (%)
Other income
PBT
BCORP's PBT pre-deal
BCORP's PBT post-deal
RoCE (pre deal)
RoCE (post deal)
FY17E
5.5
70
3.9
3,521
915
1,700
4,800
10
-2,979
2,295
-683
7.4
FY18E
5.5
85
4.7
5,559
1,189
1,700
4,911
10
-1,052
4,528
3,476
12.0
5.8
10.4
Source: Company, MOSL
6 February 2016
2

Birla Corporation
Exhibit 3: Cement M&As in the past five years
Acquirer
Vicat
KKR
JP Group
Dalmia Bharat
Dalmia Bharat
Barings Asia PE
CRH
UltraTech
Dalmia Bharat
Shree Cement
Sagar Cement
UltraTech
Dalmia Bharat
Birla Corp
Acquiree
Bharathi Cement
Dalmia Cement
Andhra Cement
Calcom Cement
Adhunik Cement
Lafarge India
Shri Jayajothi
JP's Gujarat Plant
JPA Bokaro (G)
JPA Panipat (G)
BMM Cement
JP's MP Plant
OCL stake
Reliance Cement
Year
(FY)
2010
2010
2011
2012
2012
2013
2013
2013
2014
2014
2014
2014
2014
2015
2016
Capacity
(MT)
5
11.3
3.5
2.1
1.5
10.9
2.4
4.8
1.2
2.1
1.5
1
4.9
6.8
5.5
Region
AP
South & East
South
East
East
East
South
West
South
East
North
South
Central
East
EV/Ton
(USD)
215
80
68
115
130
157
97
124
46
90
40
90
140
93
Chettinad Cement Anjani Cement
Central
135
Source: Company, MOSL
Exhibit 4: Capacity Market share of top 5 players in Central India
Grasim
Holcim
Jaypee
Prism
Reliance
16%
10%
29%
11%
10%
Post MnA
Source: MOSL, Company
Reliance +
Birla Corp
The deal would drive
further consolidation with
capacity market share of
top 5 companies in central
region growing from 72% to
77%
10%
11%
29%
11%
11%
Current
6 February 2016
3

Birla Corporation
Financials and valuations
Income Statement
Y/E March
Net Sales
Change (%)
Total Expenditure
EBITDA
Change (%)
Margin (%)
Depreciation
EBIT
Int. and Finance Charges
Other Income - Rec.
PBT
Change (%)
Tax
Tax Rate (%)
PAT
PAT Adj for EO Items
Change (%)
Margin (%)
2011
21,238
-1.5
17,059
4,179
-40.7
19.7
648
3,530
526
1,372
4,376
-42.5
1,177
26.9
3,199
3,199
-42.6
15.1
2012
22,469
5.8
19,345
3,124
-25.2
13.9
800
2,324
525
1,662
3,461
-20.9
1,068
30.9
2,392
2,392
-25.2
10.6
2013
25,638
14.1
22,101
3,536
13.2
13.8
1,044
2,493
649
1,663
3,507
1.3
809
23.1
2,698
2,698
12.8
10.5
2014
29,705
15.9
27,599
2,107
-40.4
7.1
1,326
781
856
1,598
1,523
-56.6
225
14.8
1,298
1,298
-51.9
4.4
2015
31,523
6.1
29,083
2,440
15.8
7.7
1,535
905
784
2,007
2,129
39.8
374
17.6
1,754
1,754
35.2
5.6
2016E
32,152
2.0
29,895
2,256
-7.5
7.0
1,485
771
795
1,331
1,307
-38.6
261
20.0
1,046
1,046
-40.4
3.3
(INR Million)
2017E
35,497
10.4
32,105
3,391
50.3
9.6
1,612
1,780
830
1,346
2,295
75.6
574
25.0
1,722
1,722
64.6
4.9
2018E
41,092
15.8
35,547
5,545
63.5
13.5
1,750
3,795
814
1,546
4,528
97.2
1,223
27.0
3,305
3,305
92.0
8.0
Balance Sheet
Y/E March
Equity Share Capital
Reserves
Net Worth
Loans
Deferred Liabilities
Capital Employed
Gross Block
Less: Accum. Deprn.
Net Fixed Assets
Capital WIP
Investments
Curr. Assets
Inventory
Account Receivables
Cash and Bank Balance
Others
Curr. Liability & Prov.
Account Payables
Provisions
Net Current Assets
Appl. of Funds
E: MOSL Estimates
2011
770
19,809
20,579
10,158
1125
31,862
17513
7759
9,754
4889
11692
10,559
3596
443
3711
2810
5,032
4,507
526
5,527
31,862
2012
770
21,664
22,434
11,243
1533
35,210
21968
8486
13,482
5139
10448
11,526
4171
372
4386
2597
5,386
4,744
642
6,140
35,210
2013
770
23,731
24,501
12,261
2,117
38,878
26,803
9,475
17,328
2,286
12,707
12,934
5,701
750
2,786
3,696
6,377
5,427
950
6,557
38,878
2014
770
24,491
25,261
11,302
2,342
38,905
29,866
10,801
18,614
1,000
13,340
15,266
5,151
747
5,011
4,357
9,315
8,357
958
5,951
38,905
0
2015
770
25,471
26,241
12,426
2,429
41,097
31,288
12,335
18,953
1,500
13,179
16,281
5,521
881
4,668
5,211
8,816
7,767
1,049
7,465
41,097
2016E
770
25,622
26,392
13,018
2,429
41,839
33,288
13,820
19,467
2,500
13,179
16,012
5,466
804
4,565
5,178
9,320
8,359
960
6,693
41,839
(INR Million)
2017E
770
26,449
27,219
12,518
2,429
42,166
36,788
15,432
21,356
2,500
13,179
16,109
6,034
887
3,642
5,546
10,977
9,939
1,038
5,132
42,166
2018E
770
28,859
29,630
12,518
2,429
44,577
39,288
17,182
22,106
2,500
13,179
20,320
6,986
1,027
6,146
6,161
13,528
12,328
1,200
6,792
44,577
6 February 2016
4

Birla Corporation
Financials and valuations
Ratios
Y/E March
Basic (INR)
EPS
Cash EPS
BV/Share
DPS
Payout (%)
Valuation (x)
P/E
Cash P/E
P/BV
EV/Sales
EV/EBITDA
EV/Ton - Cap (USD)
Dividend Yield (%)
Return Ratios (%)
RoE
RoCE
Working Capital Ratios
Inventory (Days)
Debtor (Days)
Wkg. Capital Turnover (Days)
Leverage Ratio
Current ratio
Debt/Equity (x)
2011
41.5
50.0
267.2
6.0
16.9
2012
31.1
41.5
291.3
6.0
22.6
2013
35.0
48.6
318.2
7.5
24.9
2014
16.9
34.1
328.0
6.0
55.5
2015
22.8
42.7
340.8
9.0
45.9
2016E
13.6
32.9
342.7
10.0
85.6
2017E
22.4
43.3
353.5
10.0
52.0
2018E
42.9
65.6
384.8
10.0
27.1
9.7
8.0
1.5
1.2
6.1
53
1.5
12.9
9.7
1.4
1.0
7.1
44
1.5
11.5
8.3
1.3
1.0
7.2
42
1.9
23.8
11.8
1.2
0.8
10.9
38
1.5
17.6
9.4
1.2
0.8
9.8
40
2.2
29.6
12.2
1.2
0.7
10.5
39
2.5
18.0
9.3
1.1
0.7
7.1
40
2.5
9.4
6.1
1.0
0.5
3.9
36
2.5
15.5
15.4
10.7
11.3
11.0
10.7
5.1
6.1
6.7
7.1
4.0
5.0
6.3
7.4
11.2
12.0
62
8
0.7
68
6
0.6
81
11
0.7
63
9
0.8
64
10
0.8
62
9
0.8
62
9
0.8
62
9
0.9
2.1
0.5
2.1
0.5
2.0
0.5
1.6
0.4
1.8
0.5
1.7
0.5
1.5
0.5
1.5
0.4
Cash Flow Statement
Y/E March
Op.Profit/(Loss) before Tax
Interest/Dividends Recd.
Direct Taxes Paid
(Inc)/Dec in WC
CF from Operations
CF from Oper. incl EO Items
(inc)/dec in FA
Free Cash Flow
(Pur)/Sale of Investments
CF from Investments
Issue of Shares
(Inc)/Dec in Debt
Interest Paid
Dividend Paid
CF from Fin. Activity
Inc/Dec of Cash
Add: Beginning Balance
Closing Balance
E: MOSL Estimates
2011
4,456
719
-1,089
-687
3,398
3,398
-4,927
-1,529
-152
-5,079
0
3,104
-566
-539
1,999
318
3,393
3,711
2012
3,124
1,662
-1,068
62
3,779
3,779
-4,778
-999
1,244
-3,534
3
1,085
-525
-541
23
268
3,711
4,385
2013
3,536
1,663
-809
-2,016
2,375
2,375
-2,036
338
-2,259
-4,296
40
1,017
-649
-671
-263
-2,184
4,386
2,786
2014
2,107
1,598
-225
3,507
6,986
6,986
-1,777
5,209
-633
-2,410
183
-959
-856
-721
-2,352
2,224
2,786
5,011
2015
2,440
2,007
-374
-2,222
1,851
1,851
-1,922
-71
161
-1,761
31
1,124
-784
-805
-434
-343
5,011
4,667
2016E
2,256
1,331
-261
670
3,996
3,996
-3,000
996
0
-3,000
0
592
-795
-895
-1,098
-102
4,668
4,565
(INR Million)
2017E
3,391
1,346
-574
638
4,801
4,801
-3,500
1,301
0
-3,500
0
-500
-830
-895
-2,225
-924
4,565
3,642
2018E
5,545
1,546
-1,223
844
6,713
6,713
-2,500
4,213
0
-2,500
0
0
-814
-895
-1,709
2,504
3,642
6,146
6 February 2016
5

Birla Corporation
Corporate profile: Birla Corporation
Company description
Birla Corporation (BCORP), established in 1919, is
part of the MP Birla group. It manufactures
cement, jute products, synthetic viscose and cotton
yarn. Cement constitutes about 85% of its revenue.
It has cement plants in Rajasthan, Madhya Pradesh,
Uttar Pradesh and West Bengal.
Exhibit 3: Sensex rebased
Exhibit 4: Shareholding pattern (%)
Sep-15
Promoter
DII
FII
Others
62.9
17.5
1.3
18.3
Jun-15
62.9
17.5
1.3
18.3
Sep-14
62.9
16.8
3.6
16.7
Exhibit 5: Top holders
Holder Name
LIC of India
ICICI Prudential Value Discovery Fund
HDFC Trustee Company Ltd - HDFC Prudence
Merlin Securities Pvt Ltd
Brijmohan Sagarmal Capital Services Pvt
% Holding
5.1
3.8
2.9
2.8
1.7
Note: FII Includes depository receipts
Exhibit 6: Top management
Name
Harsh V Lodha
B R Nahar
Designation
Chairman
Managing Director
Exhibit 7: Directors
Name
Harsh V Lodha
B R Nahar
D N Ghosh*
B B Tandon*
Anand Bordia*
*Independent
Name
Deepak Nayyar*
Vikram Swarup*
Shailaja Chandra*
Pracheta Majumdar
Exhibit 8: Auditors
Name
H P Khandelwal & Co
Somnath Mukherjee
Type
Statutory
Cost Auditor
Exhibit 9: MOSL forecast v/s consensus
EPS
(INR)
FY16
FY17
FY18
MOSL
forecast
13.6
22.4
42.9
Consensus
forecast
19.6
35.0
44.2
Variation
(%)
-30.8
-36.0
-2.8
6 February 2016
6

Birla Corporation
NOTES
6 February 2016
7

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Birla Corporation
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Birla Corporation
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