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Japan's Asahi closes in on SABMiller's Peroni and Grolsch

Published 10/02/2016, 18:27
© Reuters. File photo of condensation collecting on a glass of Asahi beer at a bar in Singapore
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By Pamela Barbaglia, Edwina Gibbs and Martinne Geller

LONDON/TOKYO (Reuters) - Japan's Asahi Group Holdings said it is in exclusive talks to buy SABMiller's Peroni, Grolsch and Meantime beer brands for 2.55 billion euros (2 billion pounds), as it looks to offset slow growth in its home market.

The sale of the European brands is being orchestrated by Anheuser-Busch InBev, which is trying to secure antitrust approval for its $100 billion-plus takeover of SABMiller (L:SAB), agreed last year.

Asahi is Japan's biggest brewer with 38 percent of its home market, where a shrinking population and the increasing popularity of wine have weighed on beer sales over two decades.

With Peroni, Grolsch and Meantime, the company would diversify its footprint with sizeable positions in the premium beer segments of Italy, Britain and the Netherlands, and new distribution opportunities for its namesake Asahi Super Dry.

Asahi said it was buying the overseas businesses for growth, while its home market will remain its profit mainstay.

"For Asahi this is the answer to a prayer," said a source familiar with the matter.

The $2.9 billion price tag represents an estimated multiple of 21.5 times the brands' earnings before interest, tax, depreciation and amortisation (EBITDA), according to Nomura analysts. They say that compares to a multiple of 17.1 times EBITDA that AB InBev is paying for SABMiller.

"We believe that the high multiple likely reflects competitive tension as well as low borrowing costs in Japan," Nomura said in a note.

However, the source said Asahi had based its offer on an EBITDA figure of 170 million euros, a multiple of only 15 times.2.9

The offer is on a debt and cash free basis and hinges on regulatory approval of AB InBev's purchase of SABMiller, which is expected later this year.

Asahi and AB InBev, the world's biggest brewer, have agreed to a period of exclusivity while they conduct the relevant employee information and consultation processes.

Reuters previously reported that AB InBev had received offers from U.S. private equity firm KKR & Co LP, Fraser and Neave Ltd, which is part of Thai Beverage, and European investment firms PAI Partners SAS, EQT Corp (N:EQT) and Jacobs Holding.

AB InBev, which makes Budweiser and Stella Artois, is making the biggest acquisition in consumer goods history with the purchase of London-listed SABMiller. It has already agreed to sell SAB's majority-stake in U.S. venture MillerCoors to Denver-based venture partner Molson Coors for $12 billion.

Questions remain over the future ownership of SABMiller's Chinese joint venture CR Snow.

© Reuters. File photo of condensation collecting on a glass of Asahi beer at a bar in Singapore

Asahi was advised by Rothschild, while AB InBev was advised by Lazard and Deutsche Bank (DE:DBKGn). Legal advisers were Hogan Lovells for SAB and Freshfields Bruckhaus Deringer for AB InBev.

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