Ekdum Bada Deal Hua Hai, Bhai!
Dekho, United Spirits jo Diageo ki company hai, unhone apna IPL team Royal Challengers Bengaluru (RCB) finally ₹16,660 Crore mein sell kar diya hai. Ye amount lagbhag $1.8 Billion dollars banta hai. Buyer koi ek nahi, balki ek bada group hai jisme Aditya Birla Group sabse aage hai. Unke saath Times of India Group, global investor Blackstone aur David Blitzer ka Bolt Ventures bhi shaamil hain. Ye valuation duniya bhar mein kisi sports franchise ke liye ekdum record-breaking hai, aur IPL ke liye bhi bahut badi deal hai. Is deal ko abhi BCCI aur CCI jaise regulators se approval chahiye. Aur pata hai, ye deal 2026 IPL season ke baad poori hone ki ummeed hai.
Diageo Ka Game Plan Kya Hai?
Diageo ko lag raha hai ki RCB unke core premium spirits business ke liye 'non-core' hai. Global level pe bhi wo aise hi 'non-core' assets ko sell kar rahe hain. United Spirits ke paas RCB 2008 se thi, aur Diageo iske saath 2012 mein £1.28 billion ($1.75 Billion) mein judaa tha. Ab wo cricket team se exit kar rahe hain taaki company ki financial flexibility badhe aur unka debt bhi kam ho. United Spirits ka P/E ratio 55.65 hai aur company ki market cap lagbhag ₹95,726.65 Crore ($11.5 Billion) hai.
Buying Consortium Ka Power!
Ab baat karte hain khareedne wale group ki. Aditya Birla Group toh India ki ek badi multinational company hai, jo 42 countries mein business karti hai aur $70 Billion ka annual revenue generate karti hai. Blackstone ek global investment leader hai aur sports business mein bhi unka experience hai. David Blitzer toh veteran sports investor hain, jinka US ki badi leagues mein bhi stake hai. Is super powerful group ke saath aane se RCB ko future mein kaafi fayda ho sakta hai.
Par IPL Market Ka Kya Scene Hai?
Ye deal aise time pe hui hai jab IPL market mein kuch naye challenges aa rahe hain. Franchise values toh bahut badhi hain, par media rights growth ab slow hone ka trend dikh raha hai. Ek report ke hisaab se, 2028-32 ke media rights $5.4 Billion par hi ruk sakte hain, aur league extend hone ke karan per game value kam ho sakti hai (94 matches honge). Franchises ki lagbhag 75% revenue media rights se aati hai, isliye unko ab sponsorship aur merchandise jaise dusre sources se zyada kamana padega. Rajasthan Royals bhi $1.63 Billion mein bikne ki khabar thi. Is $1.8 Billion ke deal price ko lekar kuch sawal bhi hain. Kya ye price bahut zyada hai, khaas kar jab media rights ki growth rukne wali ho? Franchises ka EBITDA margin 34% hai, iska matlab agar media rights ki value kam hui toh losses bhi bade ho sakte hain. Rajasthan Royals ke liye toh $1.1 se $1.4 Billion ki bids aayi thi. Ab dekhte hain ye consortium RCB ke fanbase aur global deals se kitna paisa bana pata hai, warna ye investment risky ho sakta hai.