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Perpetual rejects revised EQT takeover offer, citing undervaluation

Perpetual has rejected a revised takeover offer from EQT, saying the proposal undervalues the company. The decision keeps the bid contested and leaves EQT without an agreed path to control.

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The storyAI-written · 1 min read

Perpetual rejected a revised takeover offer from EQT on September 21, citing undervaluation as the reason for turning down the proposal.

The rejection follows an earlier offer that was revised but still failed to secure Perpetual’s acceptance. The development leaves the proposed transaction unresolved rather than moving it into an agreed takeover process.

For EQT, the mechanism is a potential acquisition of Perpetual: acceptance would have advanced EQT’s effort to gain control, while the rejection preserves the target’s ability to resist or seek different terms. EQT reported FY2025 revenue of $8.6B, up 63.9% year over year, with a 23.6% net margin and $3.31 diluted EPS.

The central uncertainty is valuation. Perpetual’s board has rejected the revised proposal, but the terms of the offer and the company’s next response are not established here.

The next developments to watch are any change in EQT’s offer, Perpetual’s response and whether the parties reach an agreement or the proposal ends without a transaction.

The read · Sep 21

Perpetual rejected EQT’s revised takeover offer, calling the proposal undervalued.

The rejection removes an agreed transaction path and leaves EQT’s acquisition effort dependent on a higher offer or renewed negotiations. EQT’s FY2025 revenue was $8.6B, up 63.9% year over year, with a 23.6% net margin and $3.31 diluted EPS, but those figures do not establish whether the revised bid can be improved or accepted.

What could change this view

A higher EQT offer or a renewed Perpetual recommendation could reverse the current impasse.

CoverageSource: Investing.com · Published here MON, SEP 21 · 3:30 AM ET · the only report in this recordHow this is decided →

Named in the readEQT -0.7%1D EOD · SEP 18
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▲ The case it holds

EQT’s 63.9% FY2025 revenue growth and 23.6% net margin could support continued pursuit of the acquisition if management sees strategic value in Perpetual.

▼ The case it breaks

Perpetual’s rejection on valuation leaves EQT without agreement, and the proposal could fail if the parties cannot bridge the price gap.

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