Vivendi: Update on the Spin-Off Project and Holding of the Canal+ and Havas Capital Markets Days
November 18 2024 - 3:18AM
Business Wire
Regulatory News:
Vivendi (Paris:VIV) has called on its shareholders to vote on
the separation from Vivendi of Canal+, Havas and Louis Hachette
Group (the company bringing together the 66.53% investment in
Lagardère and 100% of Prisma Media) at a Combined General
Shareholders’ Meeting to be held on December 9, 2024.
- Canal+ will organize a Capital Markets Day on November 18,
2024, during which the strategy and ambitions of this company
will be outlined in light of the admission to trading of its
ordinary shares on the London Stock Exchange planned on December
16, 2024. The prospectus of this transaction, approved by the UK's
Financial Conduct Authority (FCA) on October 30, 2024, as well as a
summary in French, are available on www.canalplusgroup.com. Canal+
published a supplementary prospectus on November 15, 2024. The
Supplementary Prospectus incorporates by reference MultiChoice’s
consolidated interim financial statements for the six months ended
30 September 2024, and also includes information on a contemplated
extension in the scope of responsibilities of two members of the
Management Board; updated UK tax disclosure following the UK Autumn
Budget; and the following trend information. Canal+ expects revenue
growth for the financial year ending 31 December 2024 to be broadly
in line with that of the year ended 31 December 2023. Canal+’s
revenues for the year ending 31 December 2025 are expected to grow
organically but this growth will be negatively affected and
slightly more than offset by (i) the anticipated end of
broadcasting of its French free to air channel C8 and (ii) the
termination of sublicensing contracts and of onerous third-party
content contracts in France. In the medium term and at constant
scope of consolidation, revenues are expected to grow moderately.
In the medium term Canal+ expects Adjusted EBIT (EBITA)1 margin at
constant scope of consolidation to continue to improve moderately
as a result of cost optimisation, operating leverage and the
expected transition to profitability of newly-integrated assets
transferred from Vivendi. Cash flow from operations (“CFFO”) is
projected by Canal+ to return in 2025 to a level similar to that of
2023 after an exceptional low level of CFFO in 2024, negatively
impacted by working capital effects in the second half of 2024, due
to an exceptional concentration of payments following recent
content contract renewals and signatures and potential
non-recurring payments in respect of proposed tax adjustments. The
potential finalisation of the pending MultiChoice control
acquisition would significantly impact the financial profile of the
Group in the medium-term in Africa and overall, adding a revenue
growth engine while providing potential significant cost
synergies.
- Havas will hold a Capital Markets Day on November 19,
2024, the admission to trading of the Havas NV shares on
Euronext Amsterdam being also planned for December 16, 2024. The
prospectus of this transaction, approved by the Dutch Authority for
the Financial Markets (AFM), as well as a French summary, are
available on www.havas.com. Change in Havas' organic net revenue is
expected to be between -1.0% and 0% for the year ending December
31, 2024 (compared to the same period of 2023). For the year ended
December 31, 2025, Havas is targeting net revenue growth on an
organic basis in excess of 2.0% (compared to the same period of
2024). For the year ending December 31, 2024, adjusted EBIT is
expected to be in excess of €330 million, reflecting management of
operating expenses, with net cash and cash equivalents (excluding
lease liabilities and earn-out and buy-out obligations) of around
€150 million as of such date. For the year ended December 31, 2025,
Havas is targeting an adjusted EBIT margin ranging between 12.5%
and 13.5%. Additional information can be found on the prospectus
available on www.havas.com. Subject to any needs that may arise,
Havas will seek to implement a dividend policy that is consistent
with its growth and cash generating profile, while maintaining its
ability to finance its development. It will target the delivery of
a regular return on capital to its shareholders by means of a
yearly dividend payment that is expected to represent in 2025
around 40% of net income, Group share, for the 2024 financial
year.
- The information document of Louis Hachette Group
relating to the admission to trading of its shares on Euronext
Growth (Paris) was published on its website
www.louishachettegroup.com. As to the distribution of dividends,
Louis Hachette Group’s objective is to maximize value creation for
its shareholders by gradually deleveraging the Lagardère Group and
implementing steady dividend distributions to shareholders, while
preserving its ability to pursue growth opportunities in line with
its strategic objectives. In 2025, Louis Hachette Group aims at
distributing a minimum of 85% of the dividend received by the
company (as controlling shareholder of Lagardère and sole
shareholder of Prisma Media).
- Vivendi, which will remain listed on Euronext Paris,
released its information document on its website www.vivendi.com,
together with a French summary. The document specifically states
that Vivendi aims at improving its attractiveness and reserves the
right to pay extraordinary dividends when deemed appropriate. The
Management Board will submit to the Supervisory Board a dividend
ensuring a return2 of approximately 1.5% with respect to fiscal
year 2024 to be proposed to a Shareholders’ Meeting to be convened
in 2025. Vivendi has prepared unaudited illustrative financial
information, included in its already published information
document, that presents, from an economic perspective, its
statement of earnings and statement of financial position,
reflecting the anticipated loss of control of Canal+, Havas as well
as Lagardère and Prisma Media following the proposed spin-off.
To attend these Capital Markets Days or follow them through a
live broadcast on the Internet, please contact the relevant
companies.
About Vivendi
Vivendi is a global leader in content, media and communications.
Canal+ Group is a major player in the creation and distribution of
cinema and audiovisual content on all continents. With Lagardère,
Vivendi is the world’s third-largest book publisher for the general
public and educational markets, and a leading global player in
travel retail. Havas is one of the largest global communications
groups with a presence in more than 100 countries. Vivendi is also
active in the magazine business (Prisma Media) and in video games
(Gameloft). As a committed group, Vivendi contributes to building
more open, inclusive, and responsible societies by supporting
diverse and inventive creative works, promoting broader access to
culture, education, and its industries, and increasing awareness of
21st century challenges and opportunities. In December 2023,
Vivendi launched the study of a split project where Canal+ Group,
Havas and Louis Hachette Group, the company grouping the assets in
publishing and distribution, would become independent entities
listed on the stock market. A Shareholders’ General Meeting to be
held on December 9, 2024, will vote on the project.
www.vivendi.com.
Important disclaimers
Shareholders are invited to refer to the prospectuses relating
to the admission of Canal+ SA shares to trading on the London Stock
Exchange and of Havas NV shares to trading on Euronext Amsterdam,
as well as the information document relating to the admission of
Louis Hachette Group shares to trading on Euronext Growth, in order
to fully understand the potential risks and benefits associated
with holding shares in these three companies. These documents are
available to investors free of charge on the respective websites of
Canal+, Havas and Louis Hachette Group. Shareholders are reminded
that the approval of a prospectus or information document by a
competent authority should not be understood as an endorsement of
the company's shares to be admitted to trading on the market in
question. Shareholders are also invited to refer to Vivendi SE's
voluntary information document in order to fully understand the
potential risks and benefits associated with holding Vivendi shares
after the completion of the spin-off of the group. In particular,
shareholders are strongly advised to read the sections of these
prospectuses and information documents describing the risk factors
relating to the issuer and to the shares for which admission to
trading may be sought. They are also advised to read the
descriptions of shareholders' rights in these documents, so that
they can assess the rights they will have as shareholders of Havas
N.V., a Dutch company whose shares will be admitted to trading on a
Dutch regulated market (Euronext Amsterdam), of Canal+, a French
company whose shares will be admitted to trading on a non-EU market
(the London Stock Exchange) and of Louis Hachette Group, a French
company whose shares will be admitted to trading on Euronext
Growth.
This press release is for informational purposes only and does
not constitute an offer or invitation to sell, buy, or subscribe
for Vivendi SE, Canal+ SA, Havas NV or Louis Hachette Group SA
securities, or the solicitation of any vote or approval in any
jurisdiction in connection with the transactions described herein
or otherwise, nor shall there be any sale, issuance or transfer of
securities in any jurisdiction in contravention of applicable law.
The present press release should not under any circumstances be
construed as a recommendation to readers.
This press release is not a prospectus or other offering
document for the purposes of Regulation (EU) 2017/1129 of June 14,
2017 (as amended, the “Prospectus Regulation”) or Regulation (EU)
2017/1129 as it forms part of UK domestic law by virtue of the
European Union (Withdrawal) Act 2018, as amended (the “UK
Prospectus Regulation”), and the allocation of shares of Canal+ SA,
Havas NV and Louis Hachette Group SA to Vivendi SE shareholders as
part of the transactions described in this press release is
expected to be carried out in circumstances that do not constitute
“an offer of securities to the public” within the meaning of the
Prospectus Regulation or the UK Prospectus Regulations.
The securities of Vivendi SE, Canal+ SA, Havas NV, Louis
Hachette Group SA have not been and will not be registered under
the U.S. Securities Act of 1933 (as amended, the “U.S. Securities
Act”) or the U.S. Investment Company Act of 1940 (as amended, the
“U. S. Investment Company Act“), and neither Vivendi SE, Canal+ SA,
Havas NV nor Louis Hachette Group SA intends to make a public
offering of securities in the United States or to U.S. persons
(”U.S. Persons” within the meaning of Regulation S). This press
release does not constitute an offer of securities for sale in the
United States or to U.S. Persons under the U.S. Securities Act.
The distribution of this press release may be restricted,
limited, or prohibited by law in certain jurisdictions, and persons
into whose possession this press release, any document or other
information referred to herein comes should inform themselves about
the existence of such restrictions, limitations, or prohibitions,
and observe any such restrictions. Any failure to do so may
constitute a violation of the applicable securities law and
regulations in those jurisdictions.
This press release is directed solely to persons in the United
Kingdom who (i) have professional experience in matters relating to
investments, such persons falling within the definition of
“investment professionals” in Article 19(5) of the Financial
Services and Markets Act 2000 (Financial Promotion) Order 2005, as
amended (the “Financial Promotion Order”) or (ii) are persons
falling within Article 49(2)(a) to (d) of the Financial Promotion
Order or, (iii) other persons to whom an invitation or inducement
to engage in investment activity (within the meaning of Article 21
of the Financial Services and Markets Act 2000) may lawfully be
communicated or caused to be communicated (all such persons
together being referred to as “relevant persons”). This press
release is directed only to relevant persons and must not be relied
on by persons who are not relevant persons.
Investors and security holders may obtain free copies of the
documents filed by Vivendi with the French Financial Markets
Authority (AMF) (www.amf-france.org) or directly from Vivendi.
Unsponsored ADRs. Vivendi does not sponsor an American
Depositary Receipt (ADR) facility in respect of its shares. Any ADR
facility currently in existence is “unsponsored” and has no ties
whatsoever to Vivendi. Vivendi disclaims any liability in respect
of any such facility.
This document has been certified by Vivendi SE using the
blockchain and Nodle Connecting SDK’s Click solution to ensure its
authenticity. View this certificate of authenticity by logging in
to https://www.certification.vivendi.com or using a blockchain
explorer such as https://etherscan.io or
https://www.blockchain.com.
1 Excluding non-recurrent items.
2 The return is a percentage of the invested capital,
calculated by dividing the total amount of dividends paid by the
market capitalization.
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