Summary
Philip Morris Companies Inc. (now Altria Group, Inc.) announced a significant strategic transaction on May 30, 2002, agreeing to merge its Miller Brewing Company subsidiary with South African Breweries plc (SAB). This merger will create SABMiller plc, which is set to become the world's second-largest brewer with pro forma revenues of approximately $9.3 billion. Philip Morris will retain a substantial 36% economic interest in the new entity, SABMiller, and will receive approximately $1.7 billion in cash from the assumption of Miller's debt. This cash infusion is earmarked to accelerate Philip Morris' share repurchase program for 2002. The transaction is strategically important for both parties, providing SABMiller with a significant foothold in the highly profitable U.S. beer market and a global footprint, while Philip Morris gains a substantial stake in a leading global beverage company. The deal is expected to be largely neutral to Philip Morris' earnings per share in the short term, with a one-time pre-tax gain of approximately $3 billion anticipated in the third quarter of 2002.
Key Highlights
- 1Philip Morris Companies Inc. to merge its Miller Brewing Company with South African Breweries plc to form SABMiller plc.
- 2The combined entity, SABMiller plc, will be the world's second-largest brewer with pro forma revenues of $9.3 billion.
- 3Philip Morris will hold a 36% economic interest in the new company, SABMiller plc.
- 4Philip Morris will receive approximately $1.7 billion in cash from the assumption of Miller Brewing Company's debt.
- 5The cash received will be used to accelerate Philip Morris' share repurchase program in 2002.
- 6The transaction is expected to result in a one-time pre-tax gain of approximately $3 billion for Philip Morris in Q3 2002.
- 7Philip Morris will receive three seats on the SABMiller Board of Directors and has agreed to a holding period for its shares until June 30, 2005.