Professional Documents
Culture Documents
Financial
Services
Limited
Edelweiss Financial
Services
Ltd
Debt Advisory Credentials
Group Businesses
Founded in 1995 and has evolved into a diversified financial services firm
~4,001 professionals with 216 offices spread across India & overseas
Investment
Banking
2014 Two years in a row in mid cap/upto $ 500 mn market cap Cos.
Key Institutional
Investors
PAT (RHS)
30,000
3,000
25,000
2,500
20,000
2,000
BIH SA
15,000
1,500
GPC
10,000
1,000
SAIF Partners
5,000
0
Institutional
Equity
Successfully completed
transactions to date
Ranked #1 in IPO
distribution in FY14 in
Retail+HNI Categories taken together
Distribution
500
2004
2007
2013
2014
Others
more
domestic
than
200
institutional
Project Financing
Working Capital Financing
Balance Sheet Financing
External Commercial Borrowings
Refinancing / Securitization / Alternate Capital
Fixed Income
Markets
Fixed Income
Advisory Restructuring
CAPITAL
Corporate
Finance & Credit
Collateralised Lending
Structured Financing
Bridge and Episodic Financing
Process Efficiencies
Leasing &
Equipment
Finance
Leasing Solutions
Equipment Financing
Product Offering
GROWTH
Acquisition
Financing
Recapitalization
Expansion
Financing
Resetting of
Credit Lines
Greenfield
Project Financing
Debt Syndication
Debt Restructuring
Syndication Experience
(> INR 240 bn)
4%
3% 2%
5%
37%
6%
6%
Real
Estate,
Renewable
Energy,
Hospitality,
18%
9%
Agencies
10%
Infrastructure
Others
Metals
NBFC
Chemicals
Sugars
Diversified
Manufacturing
Cement
Real Estate
Media
Structured Finance
Construction Finance
Structured Finance
Construction Finance
INR 1,300 mn
INR 800 mn
INR 1,600 mn
INR 1,200 mn
Construction Finance
Advisory
Structured Finance
Advisory
Structured Finance
Advisory
Construction Finance
Advisory
INR 7,000 mn
INR 500 mn
INR 420 mn
INR 880 mn
Select Transactions
Select Transactions
Select Transactions
Overview
Kayem Foods Industries Pvt Ltd (KFIPL), successfully completed debt raise of INR 2,142
million Project Finance for KFIPLs Breakfast Cereals Manufacturing Unit from consortium
of lenders including Central Bank of India (lead bank), Bank of Baroda, Indian Overseas
Bank & Vijaya Bank.
Incorporated in 1986, KFIPL is promoted by Mr. Rakesh Mahajan having over 40 years of
experience in food processing industry. Mahajan Group companies viz. KFIPL & Pan Foods
Ltd. have extensive presence in Baby Cereal Ingredients, Mayonnaise, Ketchups, Jams &
de-hydrated fruits & vegetables.
The company is setting up a new facility at Rai, Haryana to manufacture high growth and
high margin Breakfast Cereals, Oats & Cereal Bars with an aggregate capacity of 42,300
TPA
In such an environment, raising funds for a small player looking to scale up 8-10 times of
existing operations, presented a unique set of challenges.
Overview
HDB Financial Services Limited (HDBFS) successfully raised INR 4,500 mn from Bank of
Baroda and Punjab & Sind Bank to meet their fund raising requirements
Edelweiss aided the company in structuring and attaining optimum pricing for the
term loan facilities. Major challenge was bringing the pricing offered by the Lenders in
line with the expectations of the Company
Overview
Aditya Birla Retail Limited (ABRL ) successfully raised INR 2,150 mn from Indusind Bank
to meet their capex and long term working capital requirements.
ABRL is the retail venture of Aditya Birla Group (US$ 40 billion Group). ABRL operates
a chain of supermarkets and hypermarkets at a national level.
Overview
Nitin Spinners Limited (NSL), successfully raised INR 2,000 mn Term Debt from
Consortium of Lenders - Punjab National Bank, Bank of Baroda, State Bank of Bikaner
and Jaipur and Syndicate Bank for expansion of existing spinning capacity at Bhilwara,
Rajasthan.
Overview
Fullerton India Credit Company Limited (FICCL) successfully raised INR 5,000 mn from
State Bank of India, State Bank of Hyderabad and State Bank of Bikaner & Jaipur to
meet their fund raising requirements
FICCL being a Loan Company, major challenge faced was arranging term loan facilities
from SBI & its subsidiaries at competitive pricing with largest exposure from a single
lender, since its inception.
Overview
Essel MP Energy Limited (EMPEL) successfully raised INR 1,961 mn Term Debt from
Consortium of Lenders for setting up 20 MW Solar Power Project at Maharashtra.
EMPEL is a part of Essel Group and is a 100% subsidiary of Essel Infraprojects Limited,
one of the leading Infrastructure Companies in India.
Overview
Edelweiss arranged Balance Sheet funding (Corporate loan facility) of INR 800 million for
augmenting the net working capital position as well as meeting repayment obligations
Overview
Diamond Power Infrastructure Limited (DPIL), successfully raised INR 1,000 mn
Working Capital Loan from State Bank of Hyderabad to meet their working capital
requirements and refinancing of its select existing facilities
Overview
PIX Transmissions Limited successfully sold its Hydraulic Hose & Fitting Division to
Parker-Hannifin India Pvt. Ltd. (a 100% subsidiary of US based Parker Hannifin Corp.
with a market cap of ~ USD 12 bn).
PIX Transmissions Limited is engaged in the business of Mechanical & Fluid Power
Transmission products. These products find application primarily in industrial,
automotive and agricultural space.
FY15
In FY15 we lead managed the Public Issues of ECL Finance Sub Debt, Shriram Transport Finance, IFCI and SREI Infrastructure Finance
Secured NCDs
We garnered more than 40% of the total allotted amount in these issues
We arranged NCD issuances of more than INR 23,000 crs through private placement for issuers including Family Credit, India Infoline,
REC , PFC, KMPL, KRCL, PGCIL, Andhra Bank, OBC, Vijaya Bank etc
FY14
We placed NCDs of: PFC, REC, PGCIL, HUDCO, HDFC,SREI, Aditya Birla Finance, Aditya Birla Nuvo, Tata Capital, Tata Motors, Marico
Industries, L&T Infra, Sundaram Finance, SBI Global Factors, Hero Cycle, Bajaj Finance etc
6
60
207
League Table
Ranking
1
6*
6
Institutional: Relationships with 500+ clients including NBFCs, FIs, Banks, Insurance Companies, MFs and FIIs across US, Europe and South East
Asia
Non-Institutional: Currently ~INR 32,000 mn of AuA across a broad based clientele. Also, one of the largest IPO financiers to the non
institutional segment
Case Studies
Akhil Mangla
Sanjeev Rastogi
Om Prakash Jain
Head - Origination
Over 17 years of
experience in Debt
Advisory;
has
originated
and
successfully
executed
transactions worth
more than INR 180
bn
Rohit Mehta
Sanjay Phadke
Head CFC & CSG,
Mumbai
Over
16
years
of
experience in Corporate
Finance,
Structured
Finance,
IB
and
Derivative Sales
Previous
assignments
with IDFC, JP Morgan,
HSBC and ICICI Securities
Shrenik Vora
Head - Restructuring
Over 19 years of
experience in Debt
Advisory;
has
successfully
executed
transactions worth
more than
INR
150 bn
Head - Syndication
Over 16 years of
experience in Debt
Advisory;
has
successfully
executed
transactions worth
more than
INR
200 bn
Ram Yadav
CEO Real Estate
Over 18 years of
experience in Real
Estate sector
Previous assignment
with
Orbit
Corporation Ltd. ,
Shapoorji Pallonji &
Co Ltd and Mohatta &
Heckel Ltd.
Ajay Manglunia
Head - FIM
Over 20 years of
experience;
established the FIM
Desk at Edelweiss;
executed
transactions worth
more than INR 80 bn
in FY13
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