NOVARTINDBSENovartis India LtdHighNeutral
Announced Fri, 6 Mar · 12:05 IST

Axis Capital Ltd ("Manager to the Open Offer") has submitted to BSE a copy of Draft Letter of Offer to the public shareholders of Novartis India Ltd ("Target Company").

Listed Co AcquisitionOpen Offer TriggeredStrategic Transactions View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Axis Capital (Manager to the Open Offer) has submitted the Draft Letter of Offer for an open offer to public shareholders of Novartis India Ltd, triggered by parent company Novartis AG (Switzerland) selling its stake to a consortium of three acquirers: WaveRise Investments (Mauritius), ChrysCapital Fund X, and Two Infinity Partners, along with two PACs (ChrysCapital X LLC and OceanEdge Investments). The offer is for up to 64,19,608 equity shares (26% of voting share capital) at INR 860.64 per share, implying a maximum consideration of roughly Rs 552 crore. The public announcement was made on February 19, 2026, and the detailed public statement was published on February 26, 2026. The tendering period is scheduled from April 21, 2026 to May 5, 2026, with payment expected by May 19, 2026. The offer is unconditional and not a competing offer.

Likely market impact

Public shareholders can tender their shares at INR 860.64 between April 21 and May 5, 2026; the offer price typically acts as a floor for the stock until the tendering window closes. The change of ownership from global pharma major Novartis AG to a ChrysCapital-led consortium may bring strategic and operational shifts for the listed entity going forward.