🧵Here's why this deal matters ⬇️
1️⃣ Major Comeback Deal
First $1B+ acquisition post-Hindenburg saga (2023). Signals Adani's return to aggressive expansion.
2️⃣ Deal Structure
💸 ₹3,500 Cr in cash
💼 ₹890 Cr retained in the company to support operations and continuity
3️⃣ Strategic Land Boost:
🧱 ₹2,600 Cr worth of YEIDA land (under dispute) may be absorbed—adds to Adani's NCR land bank.
4️⃣ Infra Consolidation:
Strengthens Adani's position in infra. Synergies expected across:
ADANIENT
ADANIPORTS
Adani Infra
5️⃣ Deal via IBC Route:
✅ Being evaluated under Insolvency & Bankruptcy Code
✅ Transparent and structured process
🔍 Takeaway
A big infra play that could reshape sector dynamics. Positive sentiment for key Adani Group stocks.