Biocon to merge biologics unit in $5.5 billion deal

Biocon Ltd announced that it will fully integrate Biocon Biologics Ltd as a wholly owned subsidiary in a deal valuing the biologics arm at $5.5 billion. The company will buy the remaining shares held by Serum Institute Life Sciences, Tata Capital Growth Fund II and Activ Pine LLP through a share swap of 70.28 Biocon shares for every 100 Biocon Biologics shares, priced at ₹405.78 each. It will also acquire Viatris’ (Mylan Inc.) residual stake for $815 million, with $400 million paid in cash and the rest via a share swap of 61.70 Biocon shares per 100 Biocon Biologics shares.

The merger, expected to close by 31 March 2026, follows a strategic review launched in May 2025. Biocon said full integration provides the most value-accretive path, avoiding the suppressed valuations that a public listing might face. To fund the cash payout to Viatris, the board has approved raising up to ₹4,500 crore through a QIP.

The merger is expected to strengthen Biocon’s balance sheet, further reduce its debt-to-Ebitda ratio, and improve cash flows. Leadership changes will follow integration, with Shreehas Tambe becoming CEO and MD of the combined entity and Kedar Upadhye taking over as CFO.

By Purbalee Dutta

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