*Southern Ispat and Energy Ltd* is acquiring *New Tech Forge* for Rs 95 Cr
to expand its presence in alloy steel and forging space. The deal will be
completed in the next two months.

It is also in the process of buying iron ore mines in MP, with estimated
reserves of 250 mn tones for about Rs 50 Cr.

It is also buying 95% stake in an Indonesian mine. It intends to increase
its captive power production from 8 MW to 30 MW using the coal imports from
Indonesia.

The company has also lined up a capex plan of about Rs 300 Cr for 2010 to
augment its production line. It may also raise funds from Indian or overseas
markets to partly fund its capex plans. The funds might be raised through
GDRs, ADR or FCCBs.

 Transaction Note

Southern Ispat & Energy Ltd. was incorporated in 1995. Then in 2008, the
company was renamed as Southern Ispat & Energy Ltd. It is engaged in
manufacturing and trading of steel products in India.

The company’s products include ingots of iron and steel other than high
carbon, steel bars and rods, hot rolled in irregularly wound coils, and non
alloy steel. It also involves in the provision of contract services and
commission agents services.

Recently, the company also decided to increase the authorized share capital
of the company from Rs 18 Cr to Rs 60 Cr. SIEL reported a PAT of Rs 3.7 Cr
on revenues of 175.4 Cr for the quarter ended Dec’09.

Kutch based - *New Tech Forge and Foundry Ltd* has a steel manufacturing
capacity of 2.5 lakh tpa and also has significant exposure in overseas
markets.

This acquisition could prove to be a strategic fit to SIEL as it was looking
to set  an integrated steel plant for some time now. SIEL has an annual
production capacity of about 33,000 tonnes and plans to double it in next
few years.

*Indian Steel Industry*

According to a *Credit Suisse Group* study, the steel consumption in India
is expected to grow 16% annually till 2012, majorly due to growing demand
for construction.  Presently, India accounts for 5% of the global steel
consumption, of which 70% is used for kitchenware. However, its use in
railway coaches, wagons, airports, hotels and retail stores is growing
immensely. The per capita steel consumption in India is only 35 Kg –
compared to 150 Kg across the world and 250 kg globally.


-- 
Regards

Hardik Shah

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