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Tuesday, March 5, 2019

Building materials giant LafargeHolcim is exploring options for its business in the Philippines, including a potential sale, as the company seeks to further reduce debt by selling non-core assets, according to people with knowledge of the matter



Ireland's CRH entered the Philippines in 2015 through its €6.5 billion acquisition of assets globally from Holcim and Lafarge when they merged to form Europe's biggest cement maker.

Building materials giant LafargeHolcim is exploring options for its business in the Philippines, including a potential sale, as the company seeks to further reduce debt by selling non-core assets, according to people with knowledge of the matter.

LafargeHolcim's Philippines divestment is being considered as part of a broader strategic review of the company's Southeast Asia operations following the sale of its Indonesian business, sources said.

However, LafargeHolcim may keep the business if it decides it can't fetch an attractive enough price, the same sources claimed.

A spokesman for the company declined to comment.

The seller may seek to value the Philippines assets at around $2.5bn, though some suitors have indicated they think the business is worth less, the people said.

A rival seeking to purchase all of LafargeHolcim's plants in the country may face antitrust issues, which could make it more difficult to find a single buyer, they said.

If the business is sold, the next disposal candidate would be Malaysia.

LafargeHolcim has been divesting assets as part of a five-year turnaround plan, announcing in November that it will sell its Indonesian unit for $1.75bn including debt to PT Semen Indonesia.

Chief Executive Officer Jan Jenisch admitted last May that the company's Southeast Asia business has been "a bit more challenging" amid price pressure in markets such as the Philippines and Malaysia.

LafargeHolcim also revealed in November it has one or two more disposals coming up after the Indonesia sale. The company's cost-cutting plan is aimed at regaining firepower to make acquisitions, Jenisch told investors at the time.

Shares in the company's Manila-listed unit Holcim Philippines have fallen about 41pc over the past year.

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