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Sanjeev Gupta's GFG Alliance: An Empire on the Edge?

Sanjeev Gupta's GFG Alliance: An Empire on the Edge?
photo: Denis Charlet/AFP/Getty Images, Financial Times/Sanjeev Gupta's GFG Alliance: An Empire on the Edge?
31 / 10 / 2023

Sanjeev Gupta, the head of the GFG Alliance, is currently wrestling with a multitude of pressing concerns that have put his business empire in jeopardy. From insolvency claims at his Romanian steelworks, Liberty Galați, to unpaid invoices from suppliers spanning across his operations, the trouble seems unending. Adding to the mix is the collapse of his primary lender, Greensill Capital, in 2021 and a looming investigation by the UK's Serious Fraud Office, probing the complex financial links between the two entities. While these challenges already sound formidable, Gupta's acquisition decisions and personal choices, such as his prolonged absence from the UK, further complicate the narrative.

At this crossroads, the business magnate's ability to restore faith and maneuver through these multifaceted problems remains under the global spotlight. Amid the allegations, Gupta's operational choices have also raised eyebrows. For instance, while suppliers like Uni Steel highlight unpaid debts, GFG's recent acquisition of the Dunaferr steel mill in Hungary comes into question. The contrasting optics of unpaid debts and new acquisitions have certainly fueled concerns.

The Gupta-Greensill saga sheds further light on these complications. Gupta's narrative portrays Lex Greensill, the company's founder, as someone who often minimized the weight of formal loan agreements, hinting at an unwritten mutual understanding.

Moreover, 2022 saw French law enforcement ramping up their scrutiny of Gupta's business endeavors. The GFG Alliance's Paris headquarters, along with a former metalworks, became the subject of raids. This move echoed the preceding year's developments where charges of "corporate asset misuse" and "money laundering" triggered the Paris Prosecutor's intervention, mirroring the UK's earlier investigative foray.

Outside of business, Gupta's personal decisions have also drawn attention. Despite substantial property investments in London and Sydney, he has predominantly operated from Dubai for the past two years, a choice he justifies based on geographical convenience for his operations.

However, his prolonged absence from the UK, especially given the ongoing Serious Fraud Office investigation, has sparked speculations. With significant challenges ahead, Gupta's return to the UK after a noticeable hiatus, possibly for an interview with the SFO, signals critical times for his business operations.

As the financial drama unfolds, even entities like LIBERTY Ostrava, a steel plant in the Czech Republic, face scrutiny. Union leaders at the plant are voicing concerns over potential "liquidation" and demand more transparency from Gupta regarding the company's plans.

With Gupta's empire facing financial strain, investigative scrutiny, and mounting debts, the path ahead promises to be difficult.

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