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Strides Arcolab recovers after Thursday's slide

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Capital Market
Last Updated : Dec 07 2013 | 12:07 AM IST

Strides Arcolab rose 1.66% to Rs 857 at 10:21 IST on BSE, with the stock recovering on bargain hunting after Thursday's slide triggered by firm's completion of sale of Agila Specialties to Mylan Inc. for a total consideration of up to $1.75 billion.

Meanwhile, the S&P BSE Sensex was up 38.37 points or 0.18% at 20,996.18.

On BSE, 71,000 shares were traded in the counter as against average daily volume of 35,794 shares in the past one quarter.

The stock was volatile. The stock rose as much as 4.5% at the day's high of Rs 881 so far during the day. The stock lost as much as 0.35% at the day's low of Rs 840 so far during the day.

The stock had underperformed the market over the past one month till 5 December 2013, sliding 7.11% compared with the Sensex's 0.08% fall. The scrip had also underperformed the market in the past one quarter, declining 6.93% as against Sensex's 10.42% surge.

Shares of Strides Arcolab had tumbled 14.5% to settle at Rs 843 on Thursday, 5 December 2013 after the company before market hours on Thursday, 5 December 2013 said it has completed sale of its Agila Specialties Division to Mylan Inc. for a total consideration of up to $1.75 billion.

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Strides Arcolab said that since the initial announcement of transaction pertaining to the sale of its Agila Specialties Division, the company's board of directors approved final transaction terms to include a hold back of $250 million contingent upon satisfaction of certain regulatory conditions. Consequent to the warning letter received by the company for one of its units in Bangalore, Strides has agreed to a hold back of $250 million, which will be contingent upon satisfaction of certain regulatory conditions related to the injectable facilities in India. The company expects those contingent conditions will be satisfied sometime in 2014.

Since the initial announcement of this transaction, Strides now expects an additional expenditure of $150 million. This includes cost towards acquisition of additional assets from its erstwhile partners and an estimated remediation cost related to its regulatory commitments post the warning letter.

Strides Arcolab said it will release its final distribution details post the board meeting on 10 December 2013. The company will also consider declaration of special dividend at this board meeting.

It may be recalled that Strides Arcolab had on 28 February 2013 announced the sale of its specialties subsidiary, Agila Specialties and simultaneously its overseas specialties subsidiary, Agila Specialties Asia Pte., Singapore has entered into a definitive agreement for the sale of its subsidiaries to Mylan Inc. The consideration for the transaction was pegged at $1,600 million in cash and potential additional consideration of up to $250 million at that time.

Strides Arcolab's net profit declined 92.6% to Rs 2.22 crore on 10.8% growth in net sales to Rs 199.18 crore in Q2 September 2013 over Q2 September 2012.

Strides Arcolab is a global pharmaceutical company headquartered in Bangalore. The company develops and manufactures a wide range of IP-led niche pharmaceutical products. The company has 5 manufacturing facilities, presence in more than 75 countries in developed and emerging markets.

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First Published: Dec 06 2013 | 10:20 AM IST

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