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在接下来的3个月内，你将会听到一些重大收购:VC Sehgal

在接下来的3个月内，你将会听到一些重大收购:VC Sehgal

经过长达30个月的马拉松式尽职调查，Samvardhana Motherson Group董事长塞加尔终于敲定了在日本的第一笔交易，正式成为并购忍者。作为第29次收购，该集团最近收购了其镜像业务(法雷奥SE的子公司)Ichikoh Industries的100%股权，估计估值为30亿卢比。Sehgal表示，尽管此次收购规模不大，但对该公司来说具有战略意义，因为它有助于加强其在日本和中国等关键市场的影响力。此次收购发生在其与马瑞利(Marelli)未能达成交易后不久。到2025年，该公司要实现360亿美元的收入目标还有很长的路要走。在接受Nabeel A Khan的独家采访时，Sehgal谈到了实现这一目标的直接步骤。编辑摘录:

纳比尔·阿·汗 ETAuto
更新日期:2022年10月14日，美国东部时间14:13
问:这是首次在日本收购，你认为主要的优势是什么?

这是一个非常有趣的问题。我们相信一高在日本是一家非常伟大的公司。我们刚刚接受了一种合作的价值，他们对照明很感兴趣。这是照明和镜子，以及其他东西。于是我们商议了一下，他们保留了照明部分，我们买下了镜子业务。

我们在日本有制造厂，但这是我们在日本的第一次收购，所以非常特别。从第一天起，它就开始盈利，这是这次收购的一个很好的部分。虽然这是一个小的收购，但它给我们在日本的一个重要立足点。有了这一点，我们将更加适应日本的法律、人民和政策。我们几乎从日本人那里学到了一切。现在，他们将更全面地成为我们团队的一员。这很有趣。

这不仅是第一次在日本被收购，而且从第一天起就是一个盈利的实体～

问:有报道称贵公司正在竞相收购马瑞利，这将帮助贵公司实现营收目标。但你的合作伙伴KKR进行了独立收购，他们收购了这家公司，你怎么看?

为我们的人民设定一个目标是很重要的。如果它发生了，对我们是有好处的。如果没有发生，对我们来说是很好的。所以我们不会把自己的观点强加于人。我们都决定一起去，但没有去。但他们更喜欢独自去。没有摩擦，我们为他们感到高兴。未来的可能性永远是开放的。

我们被收购的请求淹没了，在接下来的三个月内，你会听到很多公司的收购～

问:我们多久才能知道近期可能发生的另一项收购?

许多事情正在发生。你知道，现在的人们非常聪明。所以如果我给你一个小小的提示，它就会变成一件爆炸性的事情。然后大多数公司都公开上市了。所以我们必须小心。

但我们接到了大量收购请求。在接下来的三个月里，你会听到很多公司的诞生。我们已经跟踪一高收购交易两年半了，一直保持低调，守口如瓶。最后，当我们达成一致的时候，我们握了握手，然后就开始了。所以我认为，在这个信息如此丰富的世界上，每一条信息都可以在你的指尖得到。但可以肯定的是，有很多收购即将发生。

Samvardhana Motherson集团董事长V C Sehgal说，在新冠肺炎期间，欧盟和美国政府在我们还没来得及要求之前就给了我们钱
Samvardhana Motherson集团董事长V C Sehgal说，在新冠肺炎期间，欧盟和美国政府在我们还没来得及要求之前就给了我们钱

问:我尊重这些信息的敏感性。如果我没看错的话，通过这些收购，你们将能够实现360亿美元的目标。

你看，这种事情是自然发生的。我们刚收购了金奈的一家公司。这是一部分戴姆勒巴拉特奔驰．我们接管了他们的业务作为贷款豁免部分。我们已经在做这种生意了。现在我们已经收购了这家公司，我们拥有资产和一切。小型收购发生得非常快，因为我们无法派遣庞大的团队到公司去调查他们的工作。由于新冠肺炎疫情，不同国家出现了大量封锁，交易也被搁置。
印度工厂将成为沙特工厂的母厂～

我认为很明显，现在人们旅行更多了。这些国家开放的速度很快，我认为这将使大型交易有机地发生。

在印度和北美等市场肯定有很大的增长。欧洲因为战争而出现了一些弱点，中国也因为新冠病毒而出现了一些弱点。我认为这两个市场很快就会开放。他们已经解决了各自的问题。一旦他们这么做了，游戏就交给我们了。

问:欧洲的能源危机笼罩着巨大的阴云;你觉得有什么立竿见影的解决办法吗?

我想通过你们的频道解释一下，当两年半前我们遇到冠状病毒问题时，我们从欧盟内外的欧洲政府以及美国政府那里得到了巨大的帮助。我相信，尽管有能源危机和其他问题，那里的政府与行业同步，他们知道正在发生什么。我敢肯定，由于这个问题，会有一些东西被提供给行业作为救济。

我觉得他们很负责任，我们还没来得及问，就把钱存入了我们的账户。保护他们的工作对他们来说是非常重要的。所以我很放心。他们可能到处都缺。但请相信我，他们是非常负责任的政府。

母信集团的目标是从非汽车业务中获得90亿美元的收入～


问:我看到Motherson的股价受到了打击。你对此有何看法?

他们可以把它打倒。但是你知道，Khushboo到最后aayegi na(香味最终会散发出来)。你无法控制母亲的善良，它会显现出来，人们一定会意识到它。


问:你们也在考虑拓展新市场，比如沙特等。你能给我们详细讲讲吗?

是的，这很有趣。我们接到了沙特阿拉伯汽车公司的订单。他们想让我们在沙特阿拉伯生产。我们去了那里，和政府开了个会。他们的行动和认真态度给我们留下了深刻的印象。

汽车公司已经给我们下了订单。我们得到了这个。但我认为沙特阿拉伯缺少一种生态系统。沙特阿拉伯的政府也希望沙特人民接受培训，参与到这项新活动中来。

我们发现这非常令人兴奋。Motherson将与政府合作，确保我们能够为汽车制造创造一个生态系统。那将包括我们所擅长的所有领域，塑料、金属、线束等。我认为母亲去处女地是一个很好的机会。

再过一个季度，芯片危机就会完全过去～

问:你们希望在沙特进行什么样的投资?另外，你会利用你在阿联酋的影响力吗?

阿联酋肯定会提供帮助的。母必有母国。沙特阿拉伯王国与印度关系非常密切。因此，印度植物将成为母体植物。但他们制造这些汽车所需的所有技术都将由我们转让，如果需要的话，也会从欧洲转让。

在阿联酋，我们已经有大约2500名员工。这使得我们很容易支持沙特，而不会大幅增加我们的成本。

在工具室建立工业设计中心，制造和装配中心需要大量的投资。所以我们谈论的是3亿到4亿美元之间的投资。但沙特政府本身将参与其中。所以这是一个非常有凝聚力的方式来完成这个项目。

另一件令人兴奋的事情是，这将发生在KAEC (阿卜杜拉国王经济城它位于苏伊士运河的山上。这也是一个很好的预兆，因为这里的公司可以向欧洲出口，船只可以在7到8天内到达那里。所以，我们对此非常兴奋。在我们的下一个五年计划中，你会看到沙特是一个中心，阿联酋也是，因为我们在那里非常努力。

母信集团将在沙特阿拉伯投资约4亿美元～

问:除了汽车行业，你们在医疗保健、国防和航空航天领域的多元化努力进展如何?给我们一些指导。

在360亿美元的五年目标中，我们预计260亿美元来自汽车行业，90亿美元来自新渠道，主要是航空航天和国防。我们也在谈论医疗设备、软件、服务和物流。虽然每个部门都有自己的发展轨迹，但我们对医疗设备非常感兴趣。

我们相信，我们集团的所有技能，从设计到产品到完整的组装，都对航空航天行业非常有吸引力，因为它们的能力非常相似。

最重要的是，我们的业务遍及41个国家。我们到处都有制造厂。如果你把单个的分支放在一起，你会发现这是我们正在做的部门的一个非常有价值的延伸。

我认为目标是非常明确的。到2025年，我们必须从这些领域获得90亿美元。但我不想抢走我们人民的风头。12月，我们将由整个部门对我们的五年计划进行大型报告。所以我不想抢了他们的风头。

随着巨大的产能被创造出来，电子产品市场可能会出现一些供过于求的情况～

问:我只是想了解移动领域正在发生的转变，一种新的移动形式。你对此有何看法?

我认为，作为这个市场的主要供应商，我们不会在2030年或2040年之前进入长期阶段，我告诉我的团队，你们应该专注于5年。人们真正下单和下注的时间是5年。

作为供应商，我们必须完全满足客户的需求。所以我们不用太担心。它可能是电的，氢的，或者是左的，右的，中的。无论接到什么命令，我们都会照做。

问:芯片短缺已经使半导体行业陷入困境两年多了，你认为我们现在已经脱离困境了吗?

我总是说，到9月的季度末，你应该会看到这个特别的问题得到某种解决。我认为80%-90%的危机已经结束。还有一些挑战，一些延误，一些事情正在发生。但我认为再过一个季度我们的情况就会好一些。但实际上电子产品的容量是非常巨大的。谁也不知道什么时候会发现过剩。但有一件事是肯定的，只要这种情况发生，你就会看到突然的供过于求，因为有太多的产能被投入其中。我相信他们一定有自己的想法。

//www.samalayucan.com/videos/motherson-group-to-invest-usd-400-million-in-the-kingdom-of-saudi-arabia/94830533

阅读更多:

Motherson在摩洛哥开设了新工厂

由母信董事长V C Sehgal主持落成，新工厂是母信模块和聚合物产品部门的一部分，将为乘用车和轻型商用车生产仪表板和门板等内部模块和组件。该公司在一份媒体新闻稿中表示，新网站将取代2010年成立的Motherson现有网站Tétouan。

Motherson收购日本一光工业(Ichikoh Industries)的镜面业务股份

此次交易包括一光在日本和中国的反光镜业务(汽车反光镜及相关产品的开发和制造)，主要服务于日本原始设备制造商。

关注并与我们联系，脸谱网，Linkedin，Youtube
Q. With this first-ever acquisition in Japan, what are the key advantages you expect?<\/b>

It's a really interesting one. We believe that Ichikoh is a very great company in Japan. We just took over by a collaborative value, and they're into lighting. And this one is lighting as well as mirrors, among other things. So we deliberated, and they kept the lighting portion, and we bought the mirror business.

We have manufacturing plants in Japan, but this is the first acquisition in Japan, so it's very special. It's profitable from day one and that's a good part of this acquisition. Though this is a small acquisition, it gives us an important foothold in Japan. And with this, we will become more comfortable with the Japanese laws, people, and policy. It is from the Japanese that we have learned almost everything. Now, they will be part of our team in a more comprehensive manner. So it's very interesting.

<\/div><\/div>
It's not only the first acquisition in Japan but also a profitable entity from day one~<\/cite><\/div><\/blockquote>
Q. This acquisition comes soon after the reports that you were in a race to acquire Marelli which would have helped you achieve your revenue target. That did not work out as your partner KKR went for an independent bid, and they acquired the company, how do you see this? <\/b>

It is important to set a target for our people. If it happens it is good for us. If it doesn't happen, it's very good for us. So we don't force our views on anybody. We both decided that we'd go together and it didn't happen. But they preferred to go alone. There is no friction, we are happy for them. And the possibility is always open in the future.

We are inundated with requests for takeovers, and within the next three months, you will hear a lot of companies happening~<\/cite><\/div><\/blockquote>
Q. How soon can we know about the alternative acquisition that may happen in the near future?<\/b>

Many things are happening. And you know, people are very intelligent now. So if I give you even a small hint, it becomes kind of an explosive thing. And then most companies are publicly listed. So we have to be careful.

But we are inundated with requests for takeovers. And within the next three months, you will hear a lot of companies happening. We've been following the Ichikoh acquisition for two and a half years, keeping it quiet, keeping the lid on it. And then finally, when we both came to an agreement, we shook hands, and it started. So I think in this world, which is so informative, every piece of information is available at your fingertips. But definitely, there are a lot of acquisitions round the corner.

<\/div><\/div>
\"
During Covid , the EU and American governments gave us money even before we could ask, says V C Sehgal, Chairman Samvardhana Motherson Group <\/span><\/figcaption><\/figure>
Q. I respect the sensitivity of the information. Do I read it correctly with these acquisitions you will be able to achieve the target of USD36 billion.<\/b>

See, this sort of thing just happens organically. We just took over a company in Chennai. It was a part of Daimler Bharat Benz<\/a>. We took over that as the loan waiver portion of their business. We were already doing that business. Now we have acquired the company, we own the assets and everything. Small acquisitions are happening very quickly because we cannot send huge teams to companies to look into their work. The deals were also on hold because there was a lot of blockade in different countries due to Covid.
Indian plants will be mother plants for Saudi Operations~<\/cite><\/div><\/blockquote>
I think it is very evident that people are traveling more now. And the speed with which the countries are opening up, I think it's going to allow the big deals also now to happen organically.

Definitely there's a lot of growth in markets like India and North America. There are some weaknesses in Europe because of the war, and in China, because of the Corona virus again. I think these two markets will be opening up very soon. They have sorted out their issues. And once they do this, the game is for us to take.

Q. There's a huge overcast of the energy crisis in Europe; do you see any immediate solution?<\/b>

Through your channel I would like to explain that when we had the Corona virus problem two and a half years ago, we got tremendous help from the European governments in the EU and outside the EU, and from the American governments. I'm sure that in spite of the energy crisis and such other issues, the government's over there are in sync with the industry, They are aware of what is happening. And I'm sure there will be things in the matter which will be given to the industry as relief because of this problem.

I think they are very responsible, even before we could ask, we got the money into our account. To safeguard their jobs is very important for them. So I rest assured. They might be lacking here and there. But believe me, they are very responsible governments.

Motherson Group aims to get USD 9 billion in revenue from a non-automotive business~<\/cite><\/div><\/blockquote>

Q. I see Motherson\u2019s stock prices taking a beating. What are your thoughts on that?<\/b>

They can beat it down whatever. But you know, Khushboo to finally aayegi na<\/i> (the aroma will eventually come out). You can't control the goodness of Motherson, it will come out, people will realize it definitely.


Q. You are also looking at some of the expansion into a new market, like Saudi, etc, Can you tell us more about it? <\/b>

Yeah, that's very interesting. We were getting orders from car companies in Saudi Arabia. They want us to manufacture in Saudi Arabia. We went there and we had a meeting with the government. We were very impressed by the action and the kind of seriousness with which they were going.

The car companies have already given us the order. So we've got that. But I think there is an ecosystem, which is missing in Saudi Arabia. The government of Saudi Arabia also wants the Saudi people to get trained and come to this new activity.

And we find that very exciting. Motherson will work together with the government to make sure that we can create an ecosystem for the manufacturing of cars. That would be in all the areas in which we are specializing, in plastics, metals, wiring harnesses, etc. I think it's a great shot for Motherson to go to a virgin country.

After one more quarter chip crisis will be completely behind us~<\/cite><\/div><\/blockquote>
Q. What kind of investment are you looking at in Saudi Arabia? And also, are you going to leverage your presence in the UAE?<\/b>

UAE definitely will help even otherwise. Motherson always has a mother country. Kingdom Saudi Arabia is very close to India. So the Indian plants will be the mother plants. But all the technology required for them to manufacture these cars will be transferred by us, and also from Europe, if need be.

In UAE we already have about 2500 people. That makes it very easy for us to support Saudi without increasing our costs in a big way.

Setting up industry in the tool room design centres, manufacturing and assembly centres requires a lot of investment. So we're talking about investing between USD 300 million and USD 400 million. But the Saudi government itself will participate in this. So it's a very cohesive way of approaching this project.

The other exciting thing is that it will happen in KAEC (King Abdullah Economic City<\/a>) which is on the Mount of the Suez Canal. It also augurs very well, because the companies here can export to Europe, ships can be there in seven or eight days. So, we are really excited over this. In the next five-year plan that we will have, you will see Saudi as a centre, and UAE also because we are working very hard there.

Motherson Group to invest about USD 400 million in Kingdom of Saudi Arabia~<\/cite><\/div><\/blockquote>
Q. Talking beyond automotive, how is your efforts in diversifying into health care, defence, and aerospace going on? Give us some guidance.<\/b>

In the five-year target of USD 36 billion, we expect USD 26 billion to come from automotive and USD 9 billion from new avenues, which are primarily as you said aerospace and defence. We are talking also about medical devices, software and services and logistics. While every division is moving on its own trajectory, we are very excited about the medical devices.

We believe that all the skill sets that we have in our group, right from designing to product to complete assembly, are very attractive to the aerospace industry as the capabilities are very similar.

And most importantly, we are in 41 countries. We have manufacturing plants everywhere. If you put the single branches together, you will see it's a very worthwhile extension of our divisions that we are doing.

I think the target is very clear. From these sectors we have to have USD 9 billion by 2025. But I wouldn't want to take the thunder away from our people. In December, we are going to have the big presentations of our five-year plan by the entire divisions. So I wouldn't want to steal the thunder from them.

There may be some glut in the electronics market as huge capacity has been created~<\/cite><\/div><\/blockquote>
Q. So, just want to understand the transition that is happening in the mobility space, a new form of mobility. How do you see this? <\/b>

I think as main suppliers in this market, we refrain from getting into the long term by 2030 or 2040, I tell my team that you should be focused on five years. It is for five years that people will actually place their orders and put their bets.

As suppliers, we have to do exactly what the customer wants. So we don't worry about it too much. It is going to be electric, hydrogen, or going to be the left, right, centre. Whatever order comes to us, we will give that.

Q. Chip shortage has kept the industry in trouble for over two years, do you think we are out of the woods now?<\/b>

I've always said that by the September quarter-end, you should see this particular thing come to some kind of solution. I think 80%-90% of the crisis is over. There are still some challenges, some delays, and some things are happening. But I think maybe one more quarter then we should be in a better position. But really the kind of capacity for electronics is very huge. One really doesn't know when it will be finding to be in excess. But one thing is for sure whenever that happens, you will see a sudden glut because so much capacity has been put into it. I'm sure they must be having their thoughts about that.

\/\/www.samalayucan.com\/videos\/motherson-group-to-invest-usd-400-million-in-the-kingdom-of-saudi-arabia\/94830533<\/a>

Read More:
<\/a><\/figure>

Motherson opens new facility in Morocco<\/a><\/h2>

Inaugurated by V C Sehgal, Chairman, Motherson, the new facility is a part of Motherson\u2019s Modules and Polymer Products division and will produce interior modules and components like instrument panels and door panels for passenger vehicles and light commercial vehicles. It replaces Motherson\u2019s existing T\u00e9touan site which was established in 2010, the company said in a media release.<\/p><\/div>

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