[volkman10]

M&M in talks to buy entire promoter stake in SML Isuzu.

Mahindra & Mahindra is looking at a valuation of ₹1,400 per share to ₹1,500 per share for SML Isuzu, which is a discount of 11% to 17% from the current price at which SML Isuzu is trading.

Link:

[Aditya]

Mahindra in talks to buy entire promoter stake in SML Isuzu - Post moved to a new thread.

[RROD]

This thread here did recommend Mahindra getting into collaboration with Isuzu.
https://www.team-bhp.com/forum/india...ly-invest.html (Car brands that Indian carmakers can potentially invest in)

Posting here an extract with all credit the origin author.

Indian automakers showing Potential Interest: Mahindra Group, Mahindra would like to hold stake in Isuzu as it would enhance their image as the SUV maker and both companies can find a product fit among themselves.

Possible style of Investment:: Investment in stake, Japanese Government and niche presence of brand are reason why investment in stake will make sense

Definitely interesting...

Looks like car manufacturers can get ideas from team-bhp

[SmartCat]

Originally Posted by RROD

This thread here did recommend Mahindra getting into collaboration with Isuzu. Definitely interesting.

It might seem a bit odd but Isuzu Japan has very little to do with SML Isuzu, other than a nominal 15% stake. Isuzu has given SML rights to build their trucks and buses in India. Incidentally, SML stands for Swaraj Mazda Limited! But they sold off their stake and the current promoters of SML Isuzu is a Japanese company called Sumitomo Corp.

If the deal goes through (deal is with Sumitomo & not Isuzu), Mahindra will get a boost in the school bus segment. That's because SML has 20% or 30% marketshare in this segment.



They have other buses and trucks too, but they don't sell THAT much. Marketshare would probably be in low single digits.
https://www.smlisuzu.com

[PreludeSH]

Hope they go EV for the intra city mini buses. It also gives them an opportunity to enter public city bus services where they are absent ?

[rakesh_r]

Originally Posted by SmartCat

It might seem a bit odd but Isuzu Japan has very little to do with SML Isuzu, other than a nominal 15% stake. Isuzu has given SML rights to build their trucks and buses in India. Incidentally

SML already uses the vintage design from Mazda. I believe they are using engines from Isuzu.

[carjack3090]

Originally Posted by SmartCat

It might seem a bit odd but Isuzu Japan has very little to do with SML Isuzu, other than a nominal 15% stake. Isuzu has given SML rights to build their trucks and buses in India.
If the deal goes through (deal is with Sumitomo & not Isuzu), Mahindra will get a boost in the school bus segment. That's because SML has 20% or 30% marketshare in this segment.

Attachment 2741028

They have other buses and trucks too, but they don't sell THAT much. Marketshare would probably be in low single digits.
https://www.smlisuzu.com

So does it mean Mahindra having access to MUX or is it only for Commercial space and segment

[volkman10]

Ashok Leyland would be a better fit with SML Isuzu.

Ashok Leyland may pick up majority stake in SML Isuzu.

Ashok Leyland, India’s second-largest commercial vehicle manufacturer, is reportedly in advanced discussions to acquire the promoter’s stake in SML Isuzu. Negotiations are said to be ongoing between Ashok Leyland and Japan’s Sumitomo Corporation.

Link:

[volkman10]

Mahindra & Mahindra to Acquire 58.96% Stake in SML Isuzu for Rs 555 Crore.

Mahindra & Mahindra plans to acquire a majority stake in SML Isuzu for INR 555 crore, aiming to strengthen its position in the commercial vehicle market and expand its presence in the trucks and buses segment.
The acquisition will be made at a price of Rs 650 per share. Following this, M&M will launch a mandatory open offer to acquire up to 26% additional stake from public shareholders.
The move is aimed at strengthening M&M’s position in the commercial vehicle (CV) segment above 3.5 tonnes, where it currently holds a 3% market share.

Link: