IR Magazine

IR Magazine Forum & Awards
India

Friday, June 15, 2018

Sofitel Mumbai BKC, Mumbai, India

About the event

The IR Magazine Forum & Awards – India was our first IR event in India designed for CFOs, IROs and advisors from publicly listed companies. Spanning multiple industries, this one-day event focused on key issues affecting the evolution of shareholder communication. We had over 80 IR professionals joining us to discuss how we can improve the quality of IR in the region. The forum was followed by networking drinks and a short awards ceremony which recognised those leading the way in IR excellence. View photos from our successful event below and get in touch if you would like to get involved with the event next year!

Agenda

International and regional presenters spoke on the following topics.

  • 08:30 AM
    Registration, networking and refreshments

  • 09:15 AM
    Welcome to the forum: Opening remarks

    Anand Manu, co-founder, The Investor Relations Society of India

  • 09:30 AM
    Global trends and impact on IR in India: Macroeconomic and regulatory briefing

    • Developing trends: Regulatory changes, geopolitics, exchange rates, security issues, and more
    • What to expect in the next 12 months: How to effectively communicate factors driving your stock, and how this can limit portfolio risk for investors and reduce exposure to certain macroeconomic factors
    • Key drivers that cause investors to adjust portfolios or analysts to adjust earnings forecasts

    Moderator: Laurie Havelock, journalist, IR Magazine
    Ritesh Kumar Singh, chief economist, Raymond Group
    Dharmakirti Joshi, chief economist, CRISIL

  • 10:00 AM
    Senior management’s view of the IR function: Changing perceptions

    • Where does IR fit into the wider company strategy? What makes for good IR?
    • How are IR efforts measured by the c-suite? What should the KPIs be for benchmarking success?
    • Getting management in smaller companies to better understand the importance of the IR function
    • Convincing the c-suite to invest time, money and resources on investor road shows and meeting
    • Using the help of management to cultivate trust and confidence of lenders, investors and shareholders

    Moderator: Laurie Havelock, journalist, IR Magazine

    Arvind Bothra, head of investor relations, Lupin

    Anuj Sonpal, Founder and chief executive officer, Valorem Advisors

  • 10:30 AM
    Coffee break

  • 11:00 AM
    Crisis management and effective communication: Role of IR during uncertainty

    • What to do and what not to while addressing shareholder concerns
    • Monitoring the market and keeping senior management updated in real time
    • When to make market announcements? What are investors and analysts looking for?
    • Minimizing short-term impact and lowering risk of long-term damage
    • Building confidence and learnings to better manage future situations
    • Making social media work for you – taking the good with the bad

    Moderator: Laurie Havelock, Journalist, IR Magazine
    Deepika Gupta Padhi, Head of investor relations, PNB housing
    Nimesh Kampani, Head of investor relations, Kotak mahindra bank
    Abhishek Nalwaya, Head of investor relations, Reliance capital

  • 12:00 PM
    Investor Intelligence: Q&A with the investors, panel with the buy side

    • What the buy-side likes (and what it doesn’t) What do fund managers find useful?
    • Attracting foreign investment: what resources and strategies are needed?
    • What impact will Mifid II have in India and globally?
    • Making the most of sell-side relationships for conferences and non-deal roadshows
    • How do economic and political changes from around the globe influence investors?
    • How the changing dynamics of paid research and corporate access will pan out

    Moderator: Ashwin Bajaj, Executive Director, Churchgate Partners
    Manyak Gulgulia, equity portfolio manager, South Indian Bank
    Frantz Moudoute, portfolio manager, Matchpoint investment management
    Girish Patil, senior equity trader, Birla Sun Life Asset Management
    Nilesh Shah, chief investment officer, Kotak Asset Management Company

  • 13:00 PM
    Lunch

  • 14:15 PM
    ESG and IR reporting best practices: How should IROs better integrate ESG activity?

    • Integrating ESG into established IR practice effectively – coping with the surge in investors’ interest
    • Building confidence and knowledge in the area to respond effectively to ESG-related questions
    • Applying standard IR disciplines to sustainability and corporate governance issues
    • Focussing on key issues that have the potential to impact long-term value creation for the business
    • Exploring cost-effective ways of communication including hosting an annual webcast around sustainability performance for analysts and investors

    Moderator: Laurie Havelock, journalist, IR Magazine
    Rohan Chalsani, senior associate, Canada Pension Plan Investment Board
    Nalin Kumar, chief investment officer, Srei Alternative Investment Managers
    Sriram Ramachandran, senior vice president of corporate finance, investor relations and special projects, Mahindra & Mahindra

  • 15:00 PM
    Investor relations best practice: Lessons from successful heads of IR

    • Increasing liquidity and broadening investor base: Effective targeting methodologies
    • Tips on managing NDRs and expectations of retail investors: What kind of events do investors prefer?
    • Analyst coverage: using brokers to successfully target appropriate investors
    • Doing more with limited resources: How can smaller companies effectively apply IR principles
    • Understanding how to identify and manage Unpublished Price Sensitive Information (UPSI)

    Moderator: Laurie Havelock, journalist, IR Magazine
    Ajay Bagri, head of investor relations and forex, Tata Power Company
    Pritesh Vinay, vice president of corporate finance and group investor relations, JSW Steel

  • 16:00 PM
    Awards presentation ceremony and networking drinks reception

  • 18:00 PM
    Event concludes

Speakers


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Awards by nomination

We were delighted to host an awards ceremony following our forum to recognise those leading the way in IR excellence. We offered companies and individuals the opportunity to nominate themselves, free of charge, for the below categories. Click on the category names to find out more about the short list, runners up and winners. Congratulations to all nominees!

Best investor meetings

Best investor meetings

Did you hold an investor day, site visit or other investor event that marked your company out from the crowd?

Nominees

  • Bharti Airtel

    3rd place

  • Hindustan Unilever

  • Infosys

    2nd place

  • Khadim India

  • Larsen & Toubro Infotech

  • RPG Group

    WINNER

  • SOM Distilleries And Breweries

  • Vedanta

Best investor relations officer (large cap)

Best investor relations officer (large cap)

This category is for individual IROs whose knowledge of their company and sector, whose ability to build relationships with members of the investment community, and whose transparency, accessibility and responsiveness sets them apart.

Nominees

  • Gagan Borana, Alkem Laboratories

  • Aparna Vyas Garg, Bharti Airtel

  • Surabhi Chandna, Bharti Infratel

    3rd place

  • Conrad D'Souza, Housing Development Finance Corporation

  • Sandeep Mahindroo, Infosys

    WINNER

  • Nimesh Kampani, Kotak Mahindra Bank

    2nd place

  • Arnob Mondal, Larsen & Toubro

  • Deepika Gupta Padhi, PNB Housing Finance

Best investor relations officer (small to mid-cap)

Best investor relations officer (small to mid-cap)

This category is for individual IROs whose knowledge of their company and sector, whose ability to build relationships with members of the investment community, and whose transparency, accessibility and responsiveness sets them apart.

Nominees

  • Pulkit Bhandari, CEAT

  • Kaleeswaran Arunachalam, Future Lifestyle Fashions

  • Mayur Maniyar, Godrej Properties

  • Piyush Pankaj, GTPL Hathway

  • Nitin Mohta, Larsen & Toubro Infotech

  • Deepak Balwani, Minda Corporation

    WINNER

  • Varun Parwal, The Phoenix Mills

  • Ankit Arora, Westlife Development

Best investor relations team (large cap)

Best investor relations team (large cap)

Best performance by an IR team, which can include a CFO, CEO or other C-suite professional who contributes to the IR function of your company.

Nominees

  • Biocon

  • Hindustan Unilever

  • Infosys

    WINNER

  • Kotak Mahindra Bank

    2nd place

  • PNB Housing Finance

    3rd place

  • Vedanta

Best investor relations team (small to mid-cap)

Best investor relations team (small to mid-cap)

Best performance by an IR team, which can include a CFO, CEO or other C-suite professional who contributes to the IR function of your company.

Nominees

  • CEAT

    WINNER

  • GMR Group

  • Larsen & Toubro Infotech

  • Mindtree

    Joint 2nd place

  • Motilal Oswal Financial Services

    Joint 2nd place

  • Time Technoplast

  • Westlife Development

Candice de Monts-Petit

Deputy editor, IR Magazine

S Naren

Executive director & chief investment officer, ICICI Prudential Asset Management Company

Kawaljeet Saluja

Senior executive director & head of research, Kotak Institutional Equities

Nilesh Shah

CEO, Kotak Mutual Fund

Who can enter?

Investor relations officers and in-house investor relations teams at any publicly listed company domiciled in India can be entered. Entries can be submitted directly by an individual or company nominating themselves, or by a vendor/service provider on behalf of a nominee.

There are no restrictions on the number of categories a company or individual can be entered into. Multiple entries may also be submitted into the same category, but make clear who is being nominated.

How will my entry be judged?

The judging panel is made up of investment professionals and IR Magazine editorial team members. Keep checking our website for updates. The judging process is made up of two simple phases:

Phase 1: Judges are sent all submissions for review. They are asked to score the entries for each category based on the criteria. The judges scores will then be collated and averaged, which will form the initial short lists.

Phase 2: For the second phase, judges come together to discuss, with renewed scrutiny, those entries that have made it through to the shortlist. This final stage will determine the winners in each category.

The judges scores will not be shared with nominees, however, comments may be published in articles or reports after the event. The judges are not required to make comments against every submission.

We will inform short listed companies and individuals from late April by telephone and email.

For more information, please read the FAQ section on the nomination form or contact Lauren Wilson, senior events manager at [email protected]

Sponsors

Venue

Venue
Sofitel Mumbai BKC
C 57 Bandra Kurla Complex
Bandra East Maharashtra
400 051 Mumbai
India

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