Breakingviews - Saipem takes baby step towards sounder footing

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Breakingviews - Saipem takes baby step towards sounder footing
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Saipem boss Francesco Caio finally has some positive news for investors. The loss-making Italian energy-services company agreed on Wednesday to sell its onshore drilling business to British rival KCA Deutag for $550 million plus 10% of the enlarged group. That equity stake lifts the division’s price tag to around 600 million euros, Bestinver analysts reckon, above a mooted 500 million euros. At roughly 5.4 times next year’s forecast EBITDA of 110 million euros, the valuation is well ahead of Saipem’s 4.4 times multiple, Refinitiv data show.

for $550 million plus 10% of the enlarged group. That equity stake lifts the division’s price tag to around 600 million euros, Bestinver analysts reckon, above a mooted 500 million euros. At roughly 5.4 times next year’s forecast EBITDA of 110 million euros, the valuation is well ahead of Saipem’s 4.4 times multiple, Refinitiv data show.

, ahead of a crucial cash call. The company, now worth just 1.2 billion euros, is about to launch a 2 billion euro capital increase after large writedowns on the value of its contracts plunged it into the red. The disposal is a first step towards ensuring the whip-round goes smoothly.

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