Gabriel India Limited · NSE:GABRIEL
Gabriel India — Merger or Acquisition (June 2025)
21 slides from Gabriel India's merger presentation, Jun 30, 2025
Slide 1: Stock exchange intimation letter on Business Update Presentation
Date: June 30, 2025 BSE Limited National Stock Exchange of India Limited 25th Floor, P. J. Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), MUMBAI – 400 001 Mumbai – 400 051 (Company Code: 505714) (Company Code: GABRIEL) Sub: Business Update Presentation of Composite Scheme of
Slide 2: Gabriel India Limited Business Update Presentation
Gabriel India Limited Business Update Presentation 30th June 2025
Slide 3: Safe Harbour
Safe Harbour • This presentation and the accompanying slides (the “Presentation”), has been prepared by Gabriel India Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form
Slide 4: Management Commentary
Management Commentary “This Scheme of Arrangement aligns seamlessly with our Group’s strategic vision to streamline the corporate structure and sharpen our competitive edge. Gabriel India is set to play a pivotal role in this transformation, serving as ANAND Group’s vehicle for future growth and a p
Slide 5: Table of Contents
Table of Contents 1. Overview of Proposed Scheme 2. Strategic Rationale for the Transaction 3. Overview of Entities 4. Valuation and Emerging Shareholding 5. Advisors to the Transaction 4
Slide 6: 1- Overview of Proposed Scheme
1- Overview of Proposed Scheme 5
Slide 7: Overview of Proposed Scheme
Overview of Proposed Scheme • Gabriel has actively been evaluating organic and inorganic opportunities • As part of Gabriel’s efforts to scale up, few businesses and investments have been identified for potential acquisition through a scheme of arrangement which have been held by the Promoter of Gab
Slide 8: Transaction Mechanics
Transaction Mechanics Scheme Steps Action & Mechanics Anand Automobiles (firm) 3 Issue of shares 1 98.02% (1) Step 1: Appointed • Merger of Anchemco into Asia Investments Pvt Ltd (AIPL) Date – 1st April, 2025 AIPL Business Undertaking • Business of Anchemco + Other Investments • Investments in Dana
Slide 9: Resultant Structure
Resultant Structure AIPL and Other Promoters Public 63.5% 36.5% Gabriel (Dampers, Shock absorbers, Front forks & Aftermarket) Business of Anchemco (Diesel Exhaust Fluid, Coolants and Brake Fluids) 100% 100% 25.1%(3) 49%(4) 76%(5) Henkel Anand ACYM IGSS* GEEC* Dana Anand (Body-in-white products (Sync
Slide 10: 2- Strategic Rationale for the Transaction
2- Strategic Rationale for the Transaction 9
Slide 11: Strategic Rationale
Strategic Rationale Transformation of • Transformation of Gabriel (through itself or through its investments) from single product suspension manufacturing company into a diversified, technology Gabriel driven mobility solutions provider, reducing the product concentration risk by entry into newer se
Slide 12: 3- Overview of Entities
GABRIEL ANAND > 3- Overview of Entities
Slide 13: Dana Anand
Dana ANAND Overview Financial Snapshot • Established in 1993, Dana Anand is a JV with Dana World Trade Corp USA Figures in INR Crores 2023 2024 2025 Revenue from operations 2,312 2,590 2,670 • The company is involved in development and manufacturing drivetrain products EBITDA 326 402 428 including t
Slide 14: Henkel Anand
Henkel ANAND Overview Financial Snapshot • The company is a JV with Henkel KGaA, Germany and is a leading supplier of BIW Figures in INR Crores 2023 2024 2025 Revenue from operations 648 805 890 (body in white) and NVH products and solutions to every major OEM in country EBITDA 71 176 227 • Henkel A
Slide 15: Anand CY Myutec Automotive
ANAND CY Myutec Automotive Overview Financial Snapshot • Established in 1992 as a JV with CY Myutec, South Korea Figures in INR Crores 2023 2024 2025 Revenue from operations 152 172 204 • The company is primarily involved in manufacturing automotive synchronizer rings and EBITDA 17 20 25 aluminum fo
Slide 16: Anchemco India
Anchemco India Overview Financial Snapshot2 • Incorporated in 2010 as a strategic business unit of ANAND group Figures in INR Crores 2023 2024 2025 Revenue from operations 207 311 329 • Is engaged in the business of manufacturing and sale of automobile products such as brake fluid, radiator coolants
Slide 17: 4- Valuation and Emerging Shareholding
4- Valuation and Emerging Shareholding 16
Slide 18: Valuation and Emerging Shareholding
Valuation and Emerging Shareholding Independent Registered Valuers - KPMG Valuation Services LLP and BDO Valuation Advisory LLP ➢ Fairness Opinion – ICICI Securities ➢ Implied EV / EBITDA (FY25) ~8 times ➢ Swap Ratio – 1,158 shares of Gabriel India for every 1,000 shares of AIPL Shareholding Pattern
Slide 19: 5- Advisors to the Transaction
5- Advisors to the Transaction 18
Slide 20: Advisors to the Transaction
Advisors to the Transaction Name Role Make a white box • Exclusive Financial Advisor Make a white box • Structuring and Scheme Implementation Advisor Make a white box • Merchant Banker for Fairness Opinion Make a white box • Independent Registered Valuer Make a white box • Independent Registered Val
Slide 21: Contact us
Contact us For further information, please contact: Company : Investor Relations Advisors : Gabriel India Ltd. Strategic Growth Advisors Pvt. Ltd. CIN : L34101PN1961PLC015735 CIN : U74140MH2010PTC204285 Mr. Nilesh Jain Mr. Jigar Kavaiya / Mr. Pratik Shah secretarial@gabriel.co.in jigar.kavaiya@sgapl