Railroad Company Reduces Floating-Rate Risk

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Railroad Company Reduces Floating-Rate Risk

Kansas City Southern recently reduced its existing credit facility in an effort to decrease the company's exposure to floating interest rates, according to Paul Weyandt, treasurer. "We cannot justify being a railroad company and having over 50% floating-rate debt," Weyandt said, noting that most of the company's assets are long lived. The company replaced the bank debt with seven-year notes, so its interest-rate expense will increase. But the increased cost is worth it for the company, which removed some interest-rate risk from its income statement, he explained.

Kansas City Southern decreased the size of its overall credit by paying off its $92.5 million "A" term loan and reducing its "B" term loan from $247 million to $150 million. The $100 million revolving portion of the facility was unchanged. The move was done through an amendment and restatement because the fees were lower than for a new syndication, Weyandt noted. In exchange, the company completed a $200 million offering of seven-year notes with a coupon of 71/ 2% through Morgan Stanley.

In addition, the company was able to reduce pricing on its term loan by 75 basis points after paying down $85 million in debt last year and improving its credit ratios. The current market also offered Kansas City Southern the opportunity for aggressive pricing. "We knew that we could get a significant decrease in the spread over LIBOR because it was available in the marketplace," Weyandt said.

The "B" piece is now priced at LIBOR plus 2%, while pricing on the revolver remains at LIBOR plus 21/ 2%. There was no reduction to the price on the revolver because that move would have required 100% approval from its J.P. Morgan-led bank group, Weyandt explained. Instead, the company chose to loosen some of the terms and covenants, he noted.

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