Essar Global repays all debt to Indian and foreign lenders


For ImmediateRelease
 

Essar Global repays all debt to Indian and foreign lenders
·       Essar Global has repaid its last tranche of debt of Rs 12,000 crore to its various Indian and foreign lenders.
·       The Rs 12,000 crore repayment is over and above Rs 30,000 crore (US$5 billion) repayment made to lenders in 2017.
·       Essar Group has repaid Rs 1,37,000 crore of debt, which is the largest ever deleveraging by an Indian corporate.
·       Essar Global has purchased US$260 million face value notes issued by Mesabi Metallics Inc (Essar Steel Minnesota)
Mauritius and Mumbai,7 January 2019: Essar Global Fund Ltd (Essar Global), the holding company of the Essar Group of companies, today reached yet another milestone in deleveraging by repaying the last tranche of debt of Rs 12,000 crore (US$1.75 billion) to its various Indian and foreign lenders. This is in addition to the Rs 30,000 crore (US$5 billion) repayment made in August 2017 to various lenders from the proceeds of the Essar Oil monetisation.
Over the past two years Essar Group has repaid more than Rs 1,37,000 crore (US$21 billion) of debt (including Essar Steel), majority of which is to the Indian banking system. This is more than 80% of its group debt.
Essar Global has now repaid approximately Rs 6,300 crore to ICICI Bank, Axis Bank and Standard Chartered Bank. With this, these banks have been repaid their entire facility of Rs 31,500 crore, which they had provided to Essar Global to fund its capital expenditure programme in 2008-14.
The only continuing lender to Essar Global is now VTB, which has been working with Essar Global over the past three years to monetise certain assets, strategically lighten the balance sheet, deleverage the group and reposition it for growth in the future.
In addition to repaying all of its existing secured debt, Essar Global has also simultaneously concluded a settlement with all lenders who had provided debt facilities to erstwhile Essar Steel Minnesota Ltd and were beneficiaries of unsecured guarantees from Essar Global. Lenders with whom settlements have been concluded include various Indian banks led by ICICI Bank, State Bank of India, as well as a consortium of international funds led by Davidson Kempner. As part of the aforementioned settlement, Essar Global has purchased US$260 million face value notes issued by Mesabi Metallics Inc. These notes substantially constitute all of the debt of Mesabi, and paves the way for Essar Global to once again participate in the low-cost iron ore mining and pellet manufacturing project that is under construction in Minnesota, USA.
Essar Group
The Essar Group has undertaken a massive deleveraging programme, within which it has repaid over Rs 1,37,000 crore (US$21 billion) of debt. The largest such programme by any corporate in the history of India, this is now drawing to a close. Essar is poised to take on the future with a much stronger and sustainable balance sheet.
The deleveraging programme consisted of many parts, some of which included:
In 2017, through the sale of Essar Oil Ltd to a consortium led by Rosneft and Trafigura, Essar Global had repaid approximately Rs 86,000 crore of group liabilities, including Rs 72,600 crore to banks.
Additional asset sales that have been concluded during the past two years include the sale of Aegis to Teleperformance and CSP for approximately Rs 6,000 crore (US$910 million), and the sale of Equinox Business Parks to Brookfield Asset Management for Rs 2,400 crore (US$360 million). The proceeds from these sales have also been utilised to further deleverage the group.
A further Rs 45,000 crore of group debt relating to Essar Steel India is being addressed through the ongoing IBC process. In this regard, lenders have already received an offer from Arcelor Mittal offering them cash repayment of Rs 42,000 crore. A subsidiary of Essar Global has separately offered Rs 54,389 crore, which provides a full repayment to the secured lenders as well as the operational creditors. Subject only to the conclusion of the ongoing court process, Indian banks will receive full repayment of their entire exposure to Essar Steel India.
In addition, Essar has paid Rs 3,955 crore to minority shareholders of Essar Oil, which represents a 2,420% return over their original investment, and Rs 1,400 crore to minority shareholders of Essar Ports.
Commenting on the above, Mr Prashant Ruia, Director-Essar Capital, said:
“In 2008, Essar had commenced a massive Rs 1,20,000 crore investment programme across the sectors of energy, infrastructure, metals & mining, and services. Adverse regulatory and governmental actions—including cancellation of natural gas supply by the Government of India, and of coal mine allocations between 2010 and 2015, which were both unanticipated and outside of Essar’s control—affected some of Essar’s businesses. This resulted in a build-up of excessive leverage across the group, even as Essar committed to provide substantial infusion of new equity in its businesses.
Over the past two years we committed ourselves to a massive deleveraging programme and have repaid more than Rs 1,37,000 crore to our lenders, most of which will go to the Indian bankers and lenders.
The premium valuations being placed on the various assets that have been sold by Essar are testament to the quality of these assets and businesses we have built over the years.
With the deleveraging programme now drawing to a close, and with a much stronger and sustainable balance sheet, we look forward to repositioning ourselves for growth.”
Following the completion of its monetisation programme, the Essar Group has revenues of $11.5-billion and has a strong presence in the sectors of Energy, Infrastructure, Metals & Mining, and Services. The Group will continue its focus in these sectors, and will evaluate more opportunities in existing, as well as new sectors.
About Essar
Essar Global Fund is a global investor diversified across the core sectors of Energy, Infrastructure, Metals & Mining, and Services. The portfolio companies have aggregate revenues of about US$11.5 billion and employ over 4,500 people. We identify opportunities, build & nurture world-class assets, monetise them and re-invest, thereby constantly creating value for all stakeholders.
Media Contact:
Essar
Manish Kedia, Senior Vice President - Corporate Affairs, Essar
Phone: +91 98197 30092, Email:  manish.kedia@essar.com
Ravi Muthreja, Vice President - Corporate Communication, Essar
Phone: +91 99301 34566, Email: Ravi.Muthreja@essar.com
Adfactors PR
Hiral Vora
Phone: +91 9769998892, Email: hiral.vora@adfactorspr.com


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