Macquarie pays $8b for car finance firm

Macquarie Group has struck a huge deal with ANZ to almost double its car financing assets and boosted its half year profit forecast beyond $1 billion.

Macquarie Group is forking out $8.2 billion for a major car leasing and finance business from ANZ, and seeking financial support from shareholders to fund the deal.

The investment bank has also flagged a big rise in half year profit to over $1 billion, but lowered its expectations for the following six months.

ANZ's Esanda dealer finance portfolio has lending assets worth $7.8 billion, which will almost double Macquarie's total motor vehicle finance portfolio to $17 billion.

The massive deal will be paid for with existing funding, third party finance and a capital raising.

Institutional investors will raise $400 million in a placement of new Macquarie shares, while retail shareholders will be offered a share purchase plan after October 30.

"Macquarie has been a longstanding supporter of the motor vehicle industry and we look forward to continuing to support the Esanda dealers and their retail customers," chief executive Nicholas Moore said.

The company has also altered its profit forecasts due to stronger than expected trading conditions and performance fees from a transaction that was settled earlier than expected.

Macquarie expects profit in the six months to September to be up 55 per cent on the same period a year ago, up from its earlier forecast of a 40 per cent rise, indicating a profit of $1.05 billion.

But in the six months to March, profit is expected to be lower than the $926 million achieved in the same period a year earlier, a downgrade from its earlier forecast of a similar result.

Shareholders will also receive a smaller proportion of Macquarie's profit over the six months to September, with a partly franked dividend of about $1.60 per share representing a 50 per cent profit payout ratio, below its target range of 60-80 per cent.

Future dividends are expected to return to that target range, Macquarie said.

Macquarie shares are in a trading halt pending the completion of its share placement to institutional investors.


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Source: AAP


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