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Commentary & Deal Flow

PX TALK: IHO Verwaltungs E800m equiv sr sec PIK toggle notes, EUR 5NC2 5.75%a, US$ 7NC3 7.50%a, pxg today

HYC European Market: Deal Flow - GeneralHYC US Market: Deal Flow - General

IHO Verwaltungs GmbH (IHOVER) approx EUR800m equivalent (EUR/US$) 144A/Reg S sr sec PIK toggle notes 2-part. Expect Ba2/BB-/BB. Security package: 56.8% of Schaeffler shares, 33.0% of Continental shares, and 33.0% of AMOVIO shares. Via DB sole EUR physical books (B&D)/BNP sole US$ physical books (B&D)/BofA/Citi jt books. No reg rights. List Lux. NY law. CoC at 101.  

- EUR TBD  due 2031 (5y). NC2 (MWC B+50bp) (50%,25%,par). Equity claw: 2y 40%. Special call: 10% per year the first 2 years at 103. Denoms: 100kx1k. The first two and last interest payments will be in cash. Coupon steps up 75bp if PIK. IPT: low-mid 6s. Price talk: 5.75% area.

- US$ TBD due 2033 (7y). NC3 (MWC T+50bp) (50%,25%,par). Equity claw: 2y 40%. Special call: 10% per year the first 2 years at 103. The first two and last interest payments will be in cash. Coupon steps up 75bp if PIK. IPT: high 7s. Price talk: 7.50% area.

Roadshow (small group meetings) 04/15-16 (investor call at 10am NYT/3pm UKT 04/15). Books close at 3pm UKT / 10am NYT 04/16. Pricing 04/16 NY afternoon. UOP: redeem its EUR800m 8.75% sr sec notes due 05/15/28 (callable 05/15/26 at 102.188), pay down EUUR100m drawn on its revolver. Biz: Holding and finance company owned by the Schaeffler family (ownership interests include auto parts manufacturers IHO Holdings Schaeffler AG (69.2%), Continental AG (36.0%), and AUMOVIO SE (fka Vitesco Technologies AG) (36%)). HQ: Herzogenaurach, Germany.

Netroadshow direct link: www.netroadshow.com/nrs/home/#!/?show=b9209d8f. Entry code: IHOH2026.