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HELMA Eigenheimbau AG Capital/Financing Update 2013

Sep 6, 2013

5406_rns_2013-09-06_4c70f0f2-1038-4417-910e-973e66176d10.html

Capital/Financing Update

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Corporate | 6 September 2013 10:00

HELMA Eigenheimbau AG: Subscription for corporate bond possible from Monday, September 9, 2013

HELMA Eigenheimbau AG / Key word(s): Bond

06.09.2013 / 10:00


HELMA Eigenheimbau AG: Subscription for corporate bond possible from Monday, September 9, 2013

Lehrte, September 6, 2013 – The offer period for the corporate bond (ISIN: DE000A1X3HZ2) issued by HELMA Eigenheimbau AG, the specialist for individual solid construction houses and sustainable energy concepts, will start next Monday, September 9, 2013. The bond, with a five-year term and a volume of up to EUR 25 million, will carry an annual 5.875 % coupon. Its inclusion in the Open Market of Deutsche Börse AG (Regulated Unofficial Market of the Frankfurt Stock Exchange) in the Entry Standard segment for bonds is planned for September 19, 2013. HELMA Eigenheimbau AG was appraised with an investment-grade BBB rating in July 2013 by Creditreform Rating AG, and plans to utilise the issue proceeds exclusively for the Group’s further organic growth.

Subject to early closing, institutional investors have the opportunity to place the purchase orders directly with the Sole Global Coordinator and Bookrunner Steubing AG. Private investors from Germany, Luxembourg and Austria that are interested in the offering can subscribe directly through their house and custodian banks on the Frankfurt stock exchange in the period between September 9 and prospectively September 17, 2013, 12:00 hours.

The relevant listing prospectus can be downloaded from the websites of HELMA Eigenheimbau AG (www.helma.de/investor-relations/anleihe), the Frankfurt Stock Exchange (www.boerse-frankfurt.de) and the Luxembourg Stock Exchange (www.bourse.lu), or can be ordered in hard copy form from HELMA Eigenheimbau AG, Zum Meersefeld 4, 31275 Lehrte, Germany.

Key bond data

Issuer HELMA Eigenheimbau AG
Volume Up to EUR 25 million
ISIN / WKN DE000A1X3HZ2 / A1X3HZ
Corporate rating BBB (Investment grade; Creditreform Rating AG, July 2013)
Coupon 5.875 % p. a.
Issue price 100 %
Subscription period September 9, 2013 until September 17, 2013

(subject to early closing)
Value date September 19, 2013
Term 5 years: September 19, 2013 – September 19, 2018 (exclusive)
Coupon payment date Annually, retrospectively as of September 19 of each year (for the first time in 2014)
Repayment 100 %
Maturity date September 19, 2018
Denomination EUR 1,000
Minimum investment amount EUR 1,000
Status Unsubordinated, unsecured
Call right Issuer’s call right:

Early in the instance of a modification or addition to tax law regulations (tax gross-up, tax call)

Regularly from September 19, 2016 at 101% of nominal amount

Regularly from September 19, 2017 at 100.5% of nominal amount

Bondholders’ special call right, including in the case of:

Change of control

Cross default

Further reasons listed in the bond terms (please refer to the listing prospectus)
Covenants Payout ratio equivalent to 50% of unappropriated retained earnings
Stock exchange Open Market of the Deutsche Börse AG (Regulated Unofficial Market of the Frankfurt Stock Exchange) in the Entry Standard segment for corporate bonds
Sole Global Coordinator and Bookrunner Steubing AG

Investor relations contact:

Frank Ostermair / Linh Chung

Better Orange IR & HV AG

Tel.: +49 (0)89 / 8896906-25

E-mail: [email protected]

Gerrit Janssen, Management Board member/CFO

HELMA Eigenheimbau AG

Tel.: +49 (0)5132 / 8850-113

E-mail: [email protected]

Contact for transaction:

Thomas Kaufmann

Steubing AG

Tel.: +49 (0)69 / 29716-105

E-mail: [email protected]

Important note:

Securities transactions are connected with risks, especially with the risk of a total loss of invested capital. Before any investment decision you should consequently seek detailed personal advice that takes into account your personal asset and investment position, and not base your investment decision solely on this information. To this end, please consult your respective banking or broking institution. The reliability of purchasing securities can be connected with various preconditions – especially your nationality or citizenship. In this case, too, please seek corresponding advice before any investment decision.

This document represents neither an offer to sell, nor a solicitation of an offer to purchase or subscribe for, HELMA Eigenheimbau AG bonds. The offering of the issuer’s bonds occurs exclusively through and on the basis of the prospectus as approved by the Commission de Surveillance du Secteur Financier (‘CSSF’) of the Grand Duchy of Luxembourg on September 2, 2013, and as notified to the relevant authorities in Germany and Austria, and which can be downloaded from the websites of HELMA Eigenheimbau AG (www.helma.de/investor-relations/anleihe), the Frankfurt Stock Exchange (www.boerse-frankfurt.de) and the Luxembourg Stock Exchange (www.bourse.lu). Only the information contained in the prospectus is binding in connection with the offering.

This document cannot be conveyed to, or published in, the United States, Australia, Canada or Japan or in any other country in which the distribution or publication of this document would infringe the law. The bonds will not be registered either pursuant to the United States Securities Act of 1933 or with the authority of any US state, or pursuant to any applicable securities laws provisions of Australia, Canada or Japan, and cannot be offered or sold in the United States, or for the account of, or on behalf of, US persons or other persons resident in Australia, Canada, Japan or the United States. The bonds will not be offered publicly in the United States, Australia, Canada or Japan.

End of Corporate News


06.09.2013 Dissemination of a Corporate News, transmitted by DGAP – a company of EQS Group AG.

The issuer is solely responsible for the content of this announcement.

DGAP’s Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases.

Media archive at www.dgap-medientreff.de and www.dgap.de


Language: English
Company: HELMA Eigenheimbau AG
Zum Meersefeld 4
31275 Lehrte
Germany
Phone: +49 (0)5132/8850-0
Fax: +49 (0)5132/8850-111
E-mail: [email protected]
Internet: www.helma.de
ISIN: DE000A0EQ578, DE000A1X3HZ2
WKN: A0EQ57, A1X3HZ
Listed: Freiverkehr in Berlin, Düsseldorf, Hamburg, Stuttgart; Frankfurt in Open Market (Entry Standard)
End of News DGAP News-Service
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229310  06.09.2013