Tuesday, February 1, 2022

Rohit Ferrotech Limited - Avoid

 “Tata Steel Mining Limited (TSML), a wholly owned subsidiary of Tata Steel Limited has been declared as the successful resolution applicant by the Committee of Creditors for acquisition of Rohit Ferro-Tech Limited (‘RFT’) on June 5, 2021, subject to it obtaining necessary regulatory approvals including approval from the National Company Law Tribunal (NCLT),” Tata Steel said in a regulatory filing.

RFTL made a loss of Rs 679.36 crore for FY20, while revenue from operations stood at Rs 738.35 crore. Its manufacturing units/ divisions are at Bishnupur and Haldia in West Bengal and Jajpur in Odisha.

The lenders to the insolvent company include State Bank of India, Punjab National Bank, Bank of Baroda, UCO Bank, Canara Bank and Exim Bank, according to its latest annual report.

It is not clear what will be the fate of investors. This unit is being taken over by TSML which is not listed and they are yet to announce what existing shareholders will be getting. If they reduce equity to zero then they will not get anything.

If they treat it like what they did for Tata BSL - where the Bhushan Steel Shareholders were given shares of Tata Steel in the ration of 15 BSL : 1 Tata Steel then existing shareholders of RFTL can expect few shares from TSL.

The uncertainty is causing the selling pressure after rising a spectacular 21 times. From the low levels of Rs.2 the scrip has peaked to 59 and is now correcting hitting lower circuits every day.

Unless there is clarity it is better to avoid for now.

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