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Apollo Outbids Castlelake with £5.7bn EasyJet Offer, Sparking Takeover Battle

American private equity firm Apollo has submitted a higher bid of £5.7bn for EasyJet, challenging an earlier offer from Castlelake. This move signals a potential bidding war for the budget airline, which has seen its shares fall recently.

  • Apollo has offered £5.7bn for EasyJet, surpassing Castlelake's £5.2bn bid.
  • EasyJet's board is 'minded to accept' Apollo's offer, seeing it as a superior outcome for shareholders.
  • The airline's valuation has been impacted by rising jet fuel costs following geopolitical events.
  • Apollo will need to address EU ownership rules requiring European majority control for airlines.
  • The potential takeover marks a significant shift for the airline founded by Stelios Haji-Ioannou.

The UK's aviation sector is set for a thrilling showdown after private equity giant Apollo tabled an eye-catching £5.7bn bid for EasyJet, outbidding Castlelake and sparking a potential takeover battle that could see the airline's shares soar to 715p each. This significant offer represents a 24% premium on Castlelake's revised £4.6bn proposal, underscoring the escalating stakes in the fight for control of Europe's fifth-largest airline.

EasyJet's board has indicated it is prepared to accept Apollo's offer – contingent on formal confirmation of the terms – describing it as a 'superior outcome' for shareholders. The airline's robust balance sheet and ambitious profit targets have made it an attractive target for buyout firms, despite its recent share price decline by over a third.

The conflict in Iran, which more than doubled kerosene prices, had already put EasyJet under pressure, exacerbating the broader decline in airline stock values. Prior to Castlelake's initial £3bn approach last month, EasyJet's shares had fallen significantly, rendering it an attractive proposition for investors despite its sound financial footing.

Castlelake's revised £5.2bn offer, though higher than initially anticipated, now faces stiff competition from Apollo's more competitive bid. The Minneapolis-based asset manager will need to navigate EU ownership regulations, which dictate that European airlines must maintain majority European ownership – a hurdle Apollo is willing to overcome with 'all necessary steps'.

The £5.7bn offer represents a substantial valuation for EasyJet, marking a significant moment in the airline's 25-year history under founder Stelios Haji-Ioannou. The potential acquisition has far-reaching implications for the UK aviation sector and will be closely watched by investors as the takeover battle unfolds.

Why this matters: This story highlights the intense competition for major UK companies and how global events can impact their value. A change in ownership could influence EasyJet's future strategy and operations.

What this means for you: What this means for you: While there are no immediate direct impacts, a change in ownership for EasyJet could potentially influence future ticket prices, routes, or services offered by the airline in the long term. Your consumer rights remain protected under UK law regardless of ownership.

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