BlackRock in talks for $45M private credit to Udaan as part of $160M rescue package

BlackRock is negotiating ~$45M in private credit toward a $160M financing for distressed Indian B2B e-commerce platform Udaan, blending equity, debt and conversion. The deal reportedly helped Udaan avert Singapore insolvency proceedings, with participants including Nomura, Temasek, DBS Bank and others.

— Source publishedWed, 15 Jul, 2026, 14:40 IST·First seen Wed, 15 Jul, 2026, 14:49 IST·Source The Hindu BusinessLine

What happened

BlackRock is in talks to provide ~$45M private credit to distressed Indian B2B e-commerce platform Udaan, part of a $160M rescue package combining equity, debt

Key facts

  • $45 million private credit
  • $160 million total financing
  • $17 million Goat Brand Labs debt
  • 75% notes held

Why this matters

A blended equity-debt rescue anchored by BlackRock, Nomura, Temasek and DBS creates a distressed-entry template and potential consolidation opening in Indian B2B commerce worth monitoring for acquisition or partnership angles.

What to watch

  • Final conversion price and dilution disclosure
  • Udaan GMV and take-rate quarterly trend post-financing
  • Follow-on funding request within 12-18 months
  • Executive or founder departures
  • Competitor consolidation signals in Indian B2B e-commerce
  • Udaan finalizes covenant terms and publicly frames raise as strategic growth capital, not rescue
  • Cost restructuring: category rationalization, layoffs, tighter credit to buyers
  • Down-round markdowns flow through to existing VC fund NAVs
  • BlackRock/Nomura seek board seats and information rights via debt covenants