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Commentary & Deal Flow

IPT: Benteler Intl E975m 5NC2 sr sec, EUR525m mid-high 9s, $500m high 10s

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

Benteler International AG (BENTLR) EUR975m equivalent (EUR/US$) 144A/Reg S sr sec notes 2-part. Ba3/BB- (stable/stable). Via JPM (B&D)/GS/MS jt glocos/Commerz/Unicredit jt books. Erste as co-manager. JPM/GS/MS are jt physical books on the EUR tranche, JPM is physical books on the US$ tranche. No reg rights. List ISE. NY law.

- EUR525m sr sec notes due 2028 (5y). NC2 (MWC B+50bp) (50%,25%,par). Equity claw: 2y 40%. IPT: mid-high 9s. IPT: mid-to-high 9s.

- US$500m sr sec notes due 2028 (5y). NC2 (MWC T+50bp) (50%,25%,par). Equity claw: 2y 40%. IPT: 10.75-11%. IPT: high 10s.

Roadshow 04/24-26 (investor call at 3:30pm UKT / 10:30am NYT 04/24). UOP: along with EUR810m sr sec term loan A, to repay EUR1.886bn debt (mostly bank debt and EUR488m promissory notes). Biz: designs and manufactures components and modules for the global automotive industry as well as steel tube products for the industrial, automotive and energy sectors. Owned by the Benteler family. HQ: Salzburg, Austria.