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ABB to Press ahead with Acquisitions after $5.5B Rotork Deal

  • Deal to buy Rotork is ABB's biggest ever
  • Company has $14 billion still for acquisitions
  • Q2 operational profit beats forecasts
  • Orders surge 30%

ZURICH, July 16 (Reuters) - ABB has $14 billion for further acquisitions, CEO Morten Wierod said on Thursday, after ​the Swiss engineering group announced a record $5.5 billion purchase of British automation company Rotork.

Wierod said the Zurich-based ‌company could also continue to invest in research and development, buy back shares and pay dividends.

"We still have firepower to do more M&A deals," Wierod said, citing ABB's low debt, cash flow, as well as money raised from selling other businesses like its decision last year to ​offload its robotics division.

"We have a good pipeline of deals that we are working on," he said, adding ​that it would pursue small deals while large acquisitions were possible.

The Rotork deal marks a step ⁠change for ABB, which has been reshaping its portfolio in recent years to focus more on electrification and automation.

ABB DEFENDS ​DEAL PRICE

ABB Chair Peter Voser told Reuters in March that ABB was eyeing larger acquisitions, as the company sought to speed up growth ​after years of divestments.

The recommended cash offer for Rotork exceeds ABB's $4.2 billion deal for motors and drives maker Baldor in 2011 and its $3.9 billion purchase of electrical components company Thomas & Betts in 2012.

Rotork makes equipment that automatically opens, closes, and controls valves that regulate the flow of liquids ​and gases, for customers in oil and gas, water and wastewater, power generation, chemicals and mining sectors.

Analysts said the deal ​was pricy, but ABB said Rotork was a high-performing company, with annual sales of around $1 billion that have been growing by around 8% ‌annually.

With ⁠a profit margin of 24.6%, Rotork is expected to be immediately accretive to ABB's own margin, which rose again during its latest quarter, the company also reported on Thursday.

ABB's shares were 4% down in midday trading, with one investor citing some profit taking after strong gains in recent months.

The Rotork deal is the latest foreign bid for a UK company, putting Britain ​on track to outstrip all previous ​years for dealmaking in 2026.

It ⁠follows bids for Britain's Intertek, Schroders and Unilever's food unit, as well as U.S.-listed Ingredion's offer for Tate & Lyle, which came in June.

ABB said it was funding the Rotork acquisition with ​the $4.8 billion proceeds from its decision last October to sell its robotics division to SoftBank ​Group.

Rothschild & Co was ⁠joint lead financial adviser to Rotork, while Barclays was ABB's sole financial adviser. JPMorgan and Jefferies were other co-advisers to Rotork.

In its second quarter ABB, which makes electrification and automation products used by factories, ships and ports, said its operational earnings before interest, tax ⁠and ​amortisation (EBITA) rose 20% to $1.93 billion in the three months to the end of ​June, beating forecasts for $1.88 billion.

Orders, meanwhile, jumped 30% to $12.04 billion, said ABB, which has benefited from strong demand for products for data centres being built ​to support artificial intelligence.

Reporting by John Revill, additional reporting by Oliver Hirt; Editing by Miranda Murray, Mark Potter and Emelia Sithole-Matarise

Source: Reuters


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