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Ranbaxy open offer

Ranbaxy Laboratories open offer by Daiichi Sankyo to acquire 9,25,19,126 fully paid up equity shares of Rs.5 each at Rs.737 per share has opened on 16th August 08 and would remain open till 4th September 08.
Shareholders of RLL whose names appear as beneficiaries on the records of the respective depositories as well as on the Register of Member at the close of business hours on 27th June 08, being the specified date, would receive the Letter of Offer.

Refer Para 11.11 of the Letter of Offer.
Hence, it is very easy and simple to tender your shares under open offer and there is no need to panic, as still there is ample time of about 15 days left.

The present outstanding shares of RLL are 37,32,37,870 shares while open offer is for 9,25,19,126 shares, which implies offer for 24.79% of present equity. Though the mandatory open offer is for 20% equity of RLL, which is calculated after including outstanding ESOP of 83,88,353 shares, preferential allotment to Daiichi of 4,62,58,063 shares and 3,47,11,343 shares underlying possible conversion of zero coupon foreign currency convertible bonds.

Of the present equity of 37.32 crore shares, Daiichi is acquiring 12.99 crore shares, from promoters of RLL, being 34.81% of the present equity. This means, 9.25 crores shares would get acquired out of remaining 24.33 crore shares, which would result in an acceptance ratio of 38%. As some of the shareholders may not be able to participate in the offer, the acceptance ratio for all practical purposes can estimated to be 40%.

Share is now ruling at Rs.500. If somebody buys 100 shares today, it would cost him Rs.50,000. If 40 shares are expected to get accepted at Rs.737, it would realize Rs.29,480, leaving residual cost of 60 shares at Rs.20,520 or Rs.342 per share.

From now, Ranbaxy can run up a bit till the open offer closes.Share of RLL, post open offer, is likely to rule at around Rs.380/400 per share. For September F&O, the share is ruling at Rs.370 per share.

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