Pipe Deals

Page 1

Select PIPE Deals Deal Date

Company

PE Firm

% of Total Equity

Reported Deal Price (Rs)

Price as on 1 Dec-11 (Rs)

Return#

28 Oct-11

Edelweiss Financial

Carlyle

5.25%

26

27

1%

20 Sept-11 1 Sept-11 19 Aug-11 18 Aug-11

India Infoline NCC Ess Dee Aluminium Welspun Corp

Carlyle ChrysCapital Sequoia Apollo Management

7.53% 9.37% 6.77% 3.37%

66-80 98-53 240-448 225

58 38 139 69

-28% -29% -42% -69%

19 Jul-11 23 May-11

Monnet Ispat Magma Fincorp

Blackstone IFC, KKR

7.10% 12.13%, 14.16%

478-484 88

366 56

-23% -36%

23 Mar-11 1 Mar-11 10 Jan-11 11 Oct-10 1 Apr-10 22 Aug-07 20 Jul-07 23 Feb-06 9 Nov-05 16 Jul-05

Aegis Logistics IndusInd Bank KPIT Cummins Pratibha Industries Himadri Chemicals KS Oils Great Offshore Bajaj Finance JMT Auto Balkrishna Industries

Infrastructure India General Atlantic ChrysCapital ChrysCapital Bain Capital Baring Carlyle Group ChrysCapital ChrysCapital ChrysCapital

6.35% 3.44% 8.77% 3.83% 26.75% 6.23% 5.11% — 30.48% 9.59%

322 219-270 145 92 51 42 860 450 100 133**

139 260 160 33 56 7 99 750* 65 176

-57% 19% 10% -59% 6% -35% -39% 12% -7% 4%

#Less than 1 year-Absolute return; More than 1 year-Annual Compounded; *Exit in Sept-10; **Adjusted Price


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