UPDATE: Mexico Arca, Contal Merger To Create $80 Million In Synergies
26 1월 2011 - 5:34AM
Dow Jones News
The merger of Mexican Coca-Cola bottlers Embotelladores Arca SAB
(ARCA.MX, EMBVF) and Grupo Continental (CONTAL.MX), or Contal, is
expected to generate annual synergies of $80 million by its third
year, company officials said Tuesday.
"We are in the process of preparing all the steps to synergize,
in terms of distribution and production," Arca Chief Executive
Francisco Garza said on a conference call with investors to discuss
the merger, adding that the figure is a conservative estimate.
In response to an analyst's question as to whether plants will
be closed, Garza noted that Arca and Contal "have some facilities
that are close to other ones; that's clear."
Arca and Contal on Monday announced plans to merge into Latin
America's No. 2 Coca-Cola bottler, with annual sales volume above
1.2 billion unit cases. Mexico's Coca-Cola Femsa SAB (KOF, KOF.MX)
is the region's top Coca-Cola bottler.
Among the expected benefits of the merger, Garza and Contal
Chief Executive Miguel Angel Rabago said, are economies of scale,
exchange of best practices, and geographic and product
diversification.
Credit Suisse analysts suggested in a report that the new
company, to be known as Arca Continental, could boost its
efficiency by closing plants. "Mexico could be run with half the
bottling capacity currently in place," Credit Suisse said. "Arca
has 12 bottling facilities while Contal has 10--average capacity
utilization of the combined entity is below 60%."
Arca and Contal's current owners will maintain a 76.3% equity
stake in the new company following the transaction. Coca-Cola Co.
(KO) will have a 7.7% share derived from its current stake in
Contal, while the remaining 16% would float on the stock market.
Four families--Arca's Arizpe, Barragan and Fernandez families and
Contal's Grossman family--will have "balanced ownership" in Arca
Continental via a trust required to hold at least 51% of company
stock.
The merger still requires approval by Coca-Cola and local
regulators. Company officials said that they expect Mexico's
antitrust commission, known as Cofeco, to approve the transaction
and that they have gotten positive feedback from Coca-Cola.
Both companies' shares were trading sharply higher on the
Mexican Stock Exchange on Tuesday, with Arca up 13% at 66.90 pesos
and Contal up 13% at MXN42.74.
Before the merger, the companies plan to propose dividend
payments of MXN1.40 per Arca share and MXN2.85 per Contal share.
After the merger, Arca Continental will propose an extraordinary
dividend of either 0.341 share for each share held or MXN13.60 in
cash. The controlling families have already agreed to opt for
shares.
"If minority shareholders decide to take the cash, the yield on
the extraordinary dividend is close to 23%," Credit Suisse said,
referring to share prices as of Monday's close.
Company officials said Arca Continental's capital expenditure
will remain similar to the current levels of 5% to 6% of sales, or
around MXN2.2 billion per year, after the merger.
The new company will be based in Monterrey, where Arca is
headquartered. Though its complete management structure has yet to
be defined, Garza and Rabago will remain as top executives.
-By Paul Kiernan, Dow Jones Newswires; (5255)5980-5178;
paul.kiernan@dowjones.com