Saturday, July 08, 2006

KPMG Wins Key Valuation of Airbus Stake

It appears that KPMG has won a surprise high profile valuation engagement for valuing BAE System's 20% stake in Airbus. BAE will be exercising its put option to sell its share to the 80% holder EADS, which would make EADS the sole shareowner of Airbus.

BAE was apparently dissatisfied with a Pound 2.75 billion valuation calculated by Rotschilds.

This puts KPMG in a sticky spot of justifying a higher valuation for its client BAE but being also fair to other stakeholders in a high profile situation. Given that there are only a few other aircraft makers in the world, such as Boeing and Embraer, the list of key peers is quite limited. The outcome of the valuation, expected in about a month will be very interesting.

We will watch to see if they actually beat the Rotschild valuation, and how everyone will react to this new number.