8-KMaterial AgreementsFinancial EventsExhibits & Filings

ALTRIA GROUP, INC. 8-K Report, Material Agreement (May 18, 2005)

Filed May 18, 2005For Securities:MO

Summary

Altria Group, Inc. (MO), through its wholly-owned subsidiary Philip Morris International Inc. (PMI), has entered into a significant credit agreement. This agreement establishes a EUR 2.0 billion senior unsecured 5-year revolving credit facility and a EUR 2.5 billion senior unsecured 3-year term facility. These facilities, which are not guaranteed by Altria itself, are intended for general corporate purposes, notably including the acquisition of PT HM Sampoerna Tbk. The credit agreement includes standard covenants, such as an EBITDA to interest ratio requirement, and outlines customary events of default and remedies. On May 18, 2005, a PMI subsidiary, FTR Holding S.A., drew down the full EUR 2.5 billion from the term facility. Investors should note that this filing primarily details the terms of the financing arrangement rather than providing financial performance updates. The associated credit agreement contains standard clauses for such facilities and details the relationships between some lenders and Altria and its subsidiaries.

Key Highlights

  • 1Philip Morris International (PMI), a subsidiary of Altria, secured a EUR 2.0 billion revolving credit facility expiring May 2010.
  • 2PMI also secured a EUR 2.5 billion term loan facility expiring May 2008.
  • 3The facilities are unsecured and not guaranteed by Altria Group, Inc.
  • 4Proceeds from these facilities are earmarked for general corporate purposes, including the acquisition of PT HM Sampoerna Tbk.
  • 5FTR Holding S.A., a PMI subsidiary, drew down the full EUR 2.5 billion term loan on May 18, 2005.
  • 6The credit agreement includes financial covenants, such as a minimum EBITDA to interest ratio of 3.5 to 1.
  • 7Customary events of default and remedies are detailed within the agreement.

Frequently Asked Questions

This 8-K filing announces the entry into a material definitive agreement, specifically a credit agreement by Altria's subsidiary, Philip Morris International (PMI). It details the terms of new revolving and term credit facilities secured by PMI.

No, the credit facilities are not guaranteed by Altria Group, Inc. They are obligations of Philip Morris International (PMI) and its designated subsidiaries.

The facilities are intended for general corporate purposes of PMI, with a specific mention of funding the acquisition of PT HM Sampoerna Tbk.

A total of EUR 4.5 billion has been made available through two facilities: a EUR 2.0 billion revolving credit facility expiring on May 12, 2010, and a EUR 2.5 billion term facility expiring on May 12, 2008. The EUR 2.5 billion term facility was fully drawn on May 18, 2005.