MANINDSNSEMan Industries (India) Limited· Steel And Steel ProductsHighPositive
Announced Thu, 21 May · 18:45 IST

Man Industries (India) Limited has informed the Exchange regarding a press release dated May 21, 2026, titled "Press Release / Media Release for acquisition by Man International Steel Industries Company ( MISIC ), a wholly owned subsidiary of the Company.".

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MANINDS · price

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Price reaction · full curve 14 horizons · vs prior close
-1.2%1-day move
₹564.00
prior close
₹599.95
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AI summary

MAN Industries' Saudi subsidiary MISIC has acquired 100% of National Pipe Company Limited (NPC), a leading API-certified large-diameter pipe manufacturer based in Dhahran, Saudi Arabia. The all-cash deal worth USD 102 million (~INR 1,000 crore) brings 430,000 MTPA of capacity (250,000 MTPA HSAW + 180,000 MTPA LSAW pipes). NPC is debt-free, profitable with 24.8% EBITDA margins, and carries USD 83 million in cash/liquid assets against a net worth of USD 158.6 million. The acquisition was completed at an attractive 1.5x EV/EBITDA versus peer multiples of 7-9x, making it 0.7x P/BV and below book value. NPC has been a Saudi Aramco Approved Vendor for over two decades and brings an order book of USD 120 million. The transaction is EPS-accretive from Day 1 with expected payback in ~1.5 years.

Likely market impact

Positive for shareholders — MAN Industries gains immediate scale in the GCC region, a blue-chip client base including Saudi Aramco, and the acquisition is immediately earnings accretive at a bargain valuation. The company's combined India (1.2 mn MTPA) and Saudi (430,000 MTPA) capacity positions it among the largest line pipe manufacturers in the Middle East.