Thursday, June 25, 2015

Helios loses top slot in Equity after stake sale to NSSF Uganda

Money Markets
People walk past Equity Bank, City Hall branch, in Nairobi. Helios has been the largest shareholder of the bank since 2007 when it acquired a 24.45pc stake at over Sh11bn. PHOTO | FILE
People walk past Equity Bank, City Hall branch, in Nairobi. Helios has been the largest shareholder of the bank since 2007 when it acquired a 24.45pc stake at over Ksh11 billion. PHOTO | FILE 
By GEORGE NGIGI, gngige@ke.nationmedia.com

In Summary
  • Helios EB Investors sold 2.44 per cent of shares to the Uganda pension fund at Sh4.5bn, cutting its stake in the bank to 9.78 per cent.
  • The deal puts NSSF Uganda on the list of top 10 shareholders of the bank and could see it push for representation on the board.
  • NSSF Uganda was holding a stake estimated to be worth Sh100 million (Ush3.1 billion) as at the end of last year.

London-based investment fund Helios EB Investors is no longer the single largest shareholder at Equity Bank after selling part of its stake to Uganda National Social Security Fund.

Helios sold 2.44 per cent of its ownership to the pension fund at Sh4.5 billion, cutting its stake in the bank to 9.78 per cent which is lower than the 12.22 per cent held by Norway-based Norfund.
“NSSF Uganda has acquired from Helios a 2.44 per cent stake in Equity Group at a price of Sh50 per share,” said the Capital Market Authority in a statement.
The unit price paid by Uganda’s pension fund is higher than the current market price of Sh46 a share.
“Our fair value of the share is Sh47 so the higher price is just a premium NSSF had to give Helios to get into the shareholder books,” said Mercyline Gatebi, a research analyst at Genghis Capital.
She pointed out that investors factored in news coming from the bank in current market price. The deal puts NSSF Uganda on the list of top 10 shareholders of the bank and could see it push for representation on the board. NSSF Uganda was holding a stake estimated to be worth Sh100 million (Ush3.1 billion) as at the end of last year.
Helios has been the largest shareholder of the bank since 2007 when it acquired a 24.45 per cent stake at more than Sh11 billion.
At the close of last year it sold half its ownership, 12.22 per cent, to a company owned by two private funds; Norfund and NorFinance, at a price Burbidge Capital put at Sh23 billion. If confirmed, it would mean the firm has so far made Sh16.5 billion from its initial investment.
Norfund has already occupied a seat at the board of the group at the expense of Helios, which now has three directors down from four.
Deepak Malik represents the interests of Norfund at the board after Alykhan Nathoo of Helios exited.
When it made the investment, Helios had stated that it planned to hold Equity Bank shares for seven years but extended the period owing to high returns from the lender both in capital gains and dividend payouts.
Helios invested Sh9.5 billion in Africa Oil Corporation for a 12.4 per cent stake in May, around the time it sold some of its Equity Bank shares.
The transaction comes after the Treasury exempted share transactions from capital gains tax.
Equity Bank is currently in an ambitious expansion drive, estimated to cost over Sh200 billion, with plans to enter 10 new markets in a decade.
The bank plans to raise Sh140 billion from shareholders through rights issues or from a secondary public offering.
Shareholders who do not participate in capital activities are likely to be diluted.

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