After ups and downs, Thyssenkrupp sells its elevator business at a top-floor price

Discussion in 'Chit Chat' started by dealmaker, Mar 3, 2020.

  1. dealmaker

    dealmaker

    GOING UP
    After ups and downs, Thyssenkrupp sells its elevator business at a top-floor price
    Thyssenkrupp, the German engineering giant,announcedlast week that it would sell its elevator business to a group of private equity companies for $18.9B -- more than 2x the value of the entire parent company.

    The sale was a last-ditch attempt to turn around years of declining profits.

    But it was also the largest private equity deal in Europe since the 2008 financial crisis.

    Wait a second: How did elevators get so valuable?
    Simple: The market is dominated by an elevator-gopoly that keeps prices at the top floor.

    Four companies command more than60%of the elevator market:

    • Otis
    • Kone Oyj
    • Schindler
    • and Thyssenkrupp
    In 2006, these 4 companies (along with rival Mitsubishi Elevator Europe) were found guilty of price fixing. They paid fines but continued to dominate the lucrative lift business.

    But even oligopo-vators couldn’t lift Thyssenkrupp’s load
    After years of declining revenue in a struggling German economy, even Thyssenkrupp’s moneymaking elevators could no longer hold up its other businesses.

    Thyssenkrupp’s debt got so heavy --$7.1Bon its latest earnings statement -- that activist investors began to call for the company to sell off its elevator business to pay down debts.

    And so they did... for $18.9B, or about 2.8x the entire parent company’s market cap of$6.7B.

    Next stop? Elevators-as-a-service
    The elevator market is expected to remain strong thanks to increasing construction of tall buildings, particularly across Asia (more than60%of new elevator installations occur in China).

    And as elevators become more complex, giants like Otis have begun to sellsubscription-basedmanagement services.

    That service revenue is going up… and fast. In 2018, Otis raked in $12.9B in revenue. The company says 45% of its revenue comes from the sales of new equipment and 55% comes from service.