RIL Infographic 3
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Reliance Industry Ltd. M&A Footprint NSE: RELIANCE, BSE: 500325 Reliance Industries has grown! Its journey since 2016 in particular has been incredible with numerous investments and divestments. Prior to 2011, RIL's M&A footprint was focused on the Energy sector, but over the last decade it has shifted its focus on becoming a consumer-centric 2000-2005 business. 2006-2010 $14.76bn $5.65bn 03 INVESTMENTS 2011-2015 12 INVESTMENTS 08 $12.46bn DIVESTMENTS 02 DIVESTMENTS Energy 10 Major Sector: 2016-2020 INVESTMENTS Major Sector: Energy 09 $33.29bn DIVESTMENTS Major Sector: 52 Energy, Media INVESTMENTS 23 DIVESTMENTS Major Sector: Telecom, Retail, Media, Software H1 | 2020 – What happened …. Reliance Dominance over 2020 $ 20.1bn RIL accounted for 36% of India's total M&A value in 2020, with 84% of it coming from divestments (USD 20.1bn) all in the Telecom sector and 16% of the value coming from investments (USD 3.9bn) Divested in spread across Retail, Media and other sectors. Telecom Sector $ 3.4bn Invested in Consumer Sector 36% 36% $ 401m Invested in Media Sector $ 171m $ Invested in Other Sectors Major Investors of Jio Platforms (e.g. Internet/E-Commerce) 5.7 Facebook (9.99%) 4.4 Google (7.7%) Jio Platforms on a Roll! RIL's Telecom sector subsidiary Jio Platforms has divested a total of 32.97% since April 2020 for a total amount of USD 20.1bn, attracting global investors like Facebook, Google, Silver Lake Partners among others grabbing a piece of it before RIL takes it public. 1.5 KKR, LLC (2.3%) $ Advisors: In billions 1.5 Vista Equity (2.3%) Morgan Stanley, Davis Polk & Wardwell LLP and AZB & Partners are seen dominating theadvisory aspects on all the recent divestments of RIL's stake 1.4 Public Inv Fund (2.3%) in Jio Platforms. H2 | 2020 – What we expect to happen … RIL has the advantage of India being its home ground and with India's 1.4bn population, RIL's strategy in the coming months is to capture the 360◦ consumer centric ecosystem. Fintech, OTT platforms and Groceries will be the hot sectors for RIL! At the end, it is all about data consumption and RIL is on its way to shape the future of Digital India! Fintech OTT Groceries Owing to the current strategy, RIL RIL will strengthen its OTT Start expanding JioMart's will be seen targeting the Fintech platform and build content, with presence in order to grow in industry by trying to have a an aim to reach a point where it the grocery segment control over the payment gateway will dictate what you watch. organically. service sector. Acuris has recently published a detailed report which throws spotlight on RIL's corporate structure as well as its M&A activity since 2001. Click here to download the report. Based on the dominant sector of the target company. The dominant geography of the target company is based on global activity. Excludes lapsed and withdrawn bids. Data run from 1 Jan 2001 to 31 August 2020. Data correct as of 2 September 2020 Data by Mergermarket Research Data Analysis Antara Maity [email protected] FOLLOW US @mergermarket.