IR Magazine

IR Magazine Forum & Awards – India
IR trends and best practices

Friday, June 14, 2019

Sofitel Mumbai BKC, Mumbai, India

About the event

The IR Magazine Forum & Awards – India is must-attend for those wanting to keep up to date with the latest in the world of investor relations. The 2019 event aimed to recognise, promote and set benchmarks of IR excellence across the region.

The forum: More than 100 CFOs, IR professionals and advisors spanning multiple industries and cap sizes shared their experiences and teachings on the key issues impacting public companies and their investors. Over a series of panel discussions, interactive roundtables and keynote talks from both international and domestic investors, analysts and heads of IR, delegates learned how to adjust their IR program at a time when elections, policies and global trends are shifting the framework of capital markets and communication.

Delegates attending the forum had the opportunity to understand what the buyside and the sell-side really want, hear from award-winning IR Officers about how they redesign investor relations in a changing environment and discover effective ways of managing the news flow and ensuring good corporate governance for the benefit of their company and shareholders alike.

The awards: A networking drinks reception and awards ceremony, which recognized those leading the way in IR excellence in India, concluded the event and we are pleased to announce our winners for 2019 here! Interested in submitting an entry in 2020? Register your interest here to be the first to know when the entry form is open.

Forum – Agenda

Want to stay up-to-date with trends impacting IR, understand global best practices, hear from leading international and domestic investors or talk through the latest challenges with other investor relations professionals?

Whatever challenges you’re facing today, it will be covered as part of the event, see the discussion topics below, and click on each session for more detailed information.

View the latest agenda as a pdf here

  • 08:15 AM
    Registration and breakfast

  • 09:00 AM
    Welcome to the IR Magazine Forum & Awards

    Anand MS, co-founder, The Investor Relations Society of India
    Laurie Havelock, editor-at-large, IR Magazine

  • 09:10 AM
    Keynote address: The current state of the capital markets in India

    In this keynote address, we look at the forces impacting public companies in India, focusing on the social, economic and political trends that are changing equities and examine what it means for the investor relations function.

    • Economic & investor outlook: What impact will the election result have on the economy, investor confidence, Indian equities and investor relations?
    • Seizing the governance opportunity: The rise in ESG investing in India and why governance is under the microscope
    • The increased importance of good investor relations practices in volatile times

    Anuj Sonpal, Founder and chief executive officer, Valorem Advisors

  • 09:20 AM
    Redesigning investor relations practices to succeed in a changing environment

    Equity investing is rapidly transforming: capital markets are increasingly global, more funds flow into passive vehicles, there is more direct interaction with investors than ever before and corporate access models are adjusting. We assemble winners from the IR Magazine Awards – India 2018 who will share how they are adapting their IR programs to remain competitive and current in a changing investment environment.

    • Learn how companies are adapting their international investor targeting and engagement efforts to respond to the impact Mifid II has had on corporate access and research globally
    • Global exchange-traded funds (ETFs) are estimated to represent more than $7.6 tn in assets under management by 2020 and the Indian ETF market has seen exponential growth in recent years. Discuss the skills and knowledge IR should develop given the increased acceptance of passive investing
    • How to provide a tailor-made level of service for investors while satisfying growing demand for direct interaction from the buy side

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Deepak Balwani, associate vice president of IR, Deepak Fertilisers and Petrochemicals Corporation
    Pulkit Bhandari, head of group corporate finance, RPG Enterprises
    Sandeep Mahindroo, head of IR, VP and financial controller, Infosys

    IR Magazine Award 2018 All speakers on this session were winners at the IR Magazine Awards India 2018 – so you can hear directly from award winning IR professionals.

  • 10:00 AM
    Refreshment break and networking

  • 10:30 AM
    Attracting foreign institutional investors: Q&A with a leading global asset manager

    APG Asset Management is a leading Dutch pension fund that invests globally across multiple asset classes. Hear directly from its head of EMEA and India equities to get insight into how the investment process works across multiple regions and how IROs in India can increase their appeal to global investors.

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Egon Vavrek, Head of EMEA and India equities, APG Asset Management

  • 11:00 AM
    Investor relations best practices: A series of interactive discussions between IROs (Click for more information)

    Participate in roundtable discussions with your IR peers. Choose three discussion topics, share best practices and debate the big issues facing IR. The session will conclude with a summary discussion from the roundtable leaders.

    • Becoming more accessible and engaging a wider investor audience by enhancing your digital investor relations offering
      Nishant Baranwal, Director of development and policy research and head of investor relations, Jindal Steel
    • Shareholder analysis: Understanding the shareholders you currently have and creating a plan for the shareholders you want to have
      Saket Somani, Co-founder and managing director, Churchgate Partners
    • Developments in corporate governance policy: What IR and the C-suite need to know
      Nimesh Kampani, Head of Investor Relations, Kotak
    • Implementing integrated reporting: Where to begin?
      Vrushali Gaud, Advisor, The International Integrated Reporting Council
    • Actionable ways to positively differentiate your company when reporting and earnings call best practice
      Goutam Chakraborty, Head of investor relations, Jindal Stainless
    • Small and mid-cap IR clinic: Increasing analyst coverage, attracting the right investors and cap-specific advice for small and mid-cap companies
      Ajay Bagri, Vice president of investor relations, Sembcorp Energy India
    • The future of corporate access, targeting and roadshows: How to maximize your time on the road
      Deepika Gupta Padhi, Head of investor relations, pnb Housing
    • The role of IR in preparing for, preventing and managing a company crisis
      Umang Khurana, Head of investor relations, Hero MotoCorp
    • Measuring success in your IR program
      Anuj Sonpal, Founder and chief executive officer, Valorem Advisors
  • 12:00 PM
    Networking lunch

  • 13:00 PM
    Q&A with the buy side and the sell-side: The evolution of investor expectations for public companies

    Hear from a panel of foreign portfolio investors, local mutual funds and pension funds to learn more about the changing expectations investors have for IR.

    • Discover examples of IR best practice, from India and beyond. Benchmark your activities and discover new ways to communicate with the buy side
    • Companies in India are continually challenged by a lack of liquidity. How can IR help make it easier for investors to build a position in their company?
    • How should IR act during volatile periods for the stock exchange?
    • Hear examples about when IR has gone wrong, and understand how you can avoid similar issues

    Moderator: Ashwin Bajaj, head of investor relations, Adani Energy Companies
    Bharat Iyer, Head of equities and managing director, JP Morgan
    Harish Krishnan, Senior vice president and equity fund manager, Kotak AMC

  • 14:00 PM
    Communicating strategy, purpose and value to a wider audience: Integrated reporting in action

    Learn how to approach a more holistic form of reporting that can be used to develop and showcase long-term business strategy to your management, shareholders and potential investors.

    • Go beyond compliance: Understand the value that an integrated report can provide and set relevant objectives
    • Learn how to enhance decision-making, break down internal silos and enhance reputation through your reporting
    • Maximize the return on your efforts by integrating a communication strategy that ensures your report is widely read by a variety of stakeholders and shareholders

    Arvind Agrawal, Founder and CEO, AICL

  • 14:30 PM
    ESG part one: The next frontier for investor relations

    Over the last year, ESG has had some milestone developments in India: the country’s first asset management company became a signatory to the United Nations Principles for Responsible Investment and the first ESG fund was launched. The increase in domestic investors integrating ESG criteria into their investment decisions, coupled with the rapid growth of ESG globally, means investor relations professionals need to develop their understanding and communication of ESG risk factors now more than ever before.

    • Leveraging a focus on ESG to engage long-term investors
    • Proven methods for implementing reporting on extra financial information
    • The role of ESG indexes and ratings agencies and the importance of disclosure to provide an accurate representation of ESG risks and opportunities

    Moderator: Gaurav Kapur, Head of India policy, ACCA
    Abhay Laijawala, managing director, Avendus Capital Markets Alternate Strategies

  • 15:00 PM
    Afternoon break

  • 15:10 PM
    ESG part two: Transparency, news flow management, false news and governance

    Governance issues continue to dominate business headlines and, in an era of hyper-transparency, social media and false news continue to influence investment decisions. IR has a pivotal role in ensuring good governance practices and protecting shareholder value.

    • How the IR community of India can proactively respond to the corporate governance challenge
    • Leveraging social media channels to counter unfairly negative perceptions. Measuring impact and obtaining the necessary resources to build IR’s social media presence
    • How to ensure compliance when communicating price-sensitive information across multiple channels: Innovative ways companies have engaged multiple audiences
    • What are your peers doing to effectively manage the news flow? How do they engage with active investors at a time of heightened scrutiny?

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Nitin Mohta, Head of IR & treasury investment, Larsen & Toubro Infotech
    Neha Agarawal, Director of corporate development, CMS Info Systems

  • 15:50 PM
    Closing keynote: Raising the profile for investor relations

    This closing keynote will focus on what lies ahead for the investor relations profession in India and discuss challenges and opportunities over the next 12 months. Specifically, we will share views on how IR can build its strategic influence.

    • The role of investor relations in steering the strategic direction of the company
    • Skills, knowledge and characteristics IROs should develop, and understanding the career path ahead
    • Future-proofing IR: How IR needs to change with the external environment

    Moderator: Laurie Havelock, Editor-at-large, IR Magazine
    Kailash Gupta, Chief financial officer, Inox Leisure

  • 16:00 PM
    IR Magazine Awards - India presentation ceremony and networking drinks reception

IR briefing pack: Articles on the latest Sebi governance reforms, IR best practice and a case studyDownload your free pack here

Forum – Speakers


Who attended?

Attendees are leading IR practitioners from across India, many of whom have been shortlisted in our IR Magazine Awards over the past two years. Each participant is someone with an established track record and a strategic IR role within his or her company.

The 2019 attendees included:

Job title Company name Job title Company name
Advisor IIRC Head of investor relations Raymond
Assistant manager, investor relations Raymond Head of investor relations Parag Milk Foods
Associate manager – investor relations Vedanta Head of investor relations Cipla
Associate vice president of investor relations Deepak Fertilisers & Petrochemicals Head of Investor Relations Kotak Mahindra Bank
AVP – strategy & investor relations Equitas Small Finance Bank Head of investor relations Motilal Oswal Financial Services
CFO Inox Leisure Head of investor relations Hindalco Industries
Chief investor relations officer Piramal Enterprises Head of investor relations Puranik Builders
Co-Founder IR Society of India Head of investor relations Schneider Electric Infrastructure
Company secretary and compliance officer, IR Precision Camshafts Head of IR & treasury investment Larsen & Toubro Infotech
Consultant Satyadeep Jain Equity Research Head of IR, VP and financial controller Infosys
Corporate planning & investor relations Bharti Infratel Head of policy ACCA
DGM – investor relations Vaibhav Global Head of strategy, IR, BI & analytics Equitas Small Finance Bank
DGM- corporate finance & IR Mahindra & Mahindra Investor relations IIFL
Director – corporate development CMS Info Systems Investor relations – senior manager Cyient
Director of development & head of IR Jindal Steel Investor relations manager Hindustan Unilever
Director of global emerging markets equities APG Asset Management IR and PR manager Independent Consultant
Duty manager – IR and M&A Sterlite Technologies Manager investor relations Motilal Oswal Financial Services
Equity portfolio manager & SVP Kotak Mutual Fund Manager, corporate finance Raymond
Executive assistant to MD & IR Oberoi Realty Managing director Avendus Capital Markets
Founder and CEO Valorem Advisors Managing director Churchgate Partners
GM – corporate finance Minda Industries Principal – investor relations Infosys
Head – Investor Relations and M&A Lupin Sales director Nasdaq
Head (IR, M&A and Corporate Venturing) Cyient Senior GM – accounts & finance Hikal
Head- Investor Relations Uflex Senior manager – CEO’s office Hikal
Head of group corporate finance RPG Enterprises Senior manager – investor relations Godrej Properties
Head of investor relations Mindtree SVP communications IIFL Wealth Management
Head of investor relations Adani Energy Companies Vice president and head of IR Hero MotoCorp
Head of investor relations PNB Housing Vice president of IR Sembcorp Energy India
Head of investor relations Jindal Stainless Vice president, finance & IR The Phoenix Mills

 

Awards – Categories

We are pleased to announce the winners of this year's awards!
Click here to view the entire list of winners and nominees.

We had a record number of entries this year. More details on how the entries were judged can be found on the 'Judges' tab below.

Best engagement by an institutional investor

Best engagement by an institutional investor

We gave IR professionals the opportunity to nominate investors for a brand new category this year – best engagement by an institutional investor. For this award, we welcomed entries that recognised individuals who proactively seek to understand a company’s business model and regularly engage with IR and senior management. This category is unique as the winner is chosen by you – the investor relations community!

Nominees

  • Ajay Khandelwal, BOI AXA Mutual Fund

  • Kaushal Maroo, DSP Investment Managers

  • Janakiraman Rengaraju, Franklin Templeton Mutual Fund

  • Chirag Setalvad, HDFC Mutual Fund

  • Arpit Kapoor, IDFC Mutual Fund

  • Pankaj Tibrewal, Kotak Mutual Fund

    WINNER

  • Soumendra Nath Lahiri, L&T Mutual Fund

  • Samir Rachh, Reliance Mutual Fund

  • Sanjeev Patkar, SBI AIF part of SBI Mutual Fund

  • Krishna Kumar, Sundaram Mutual Fund

Best financial reporting (small to mid-cap)

Best financial reporting (small to mid-cap)

Are shareholders and analysts raving about the quality of your annual print or online report? Give us your vision of good reporting practice. Judges will be looking for a well-articulated equity story, ease of flow or navigation, state-of-the-art design and consistency/complementarity between different reports.

Nominees

  • CEAT

  • Everest Industries

  • Hikal

  • Hindustan Foods

  • IIFL Finance

  • KEC International

  • Minda Industries

  • Raymond

    WINNER

  • The Phoenix Mills

  • Zensar Technologies

Best financial reporting (large cap)

Best financial reporting (large cap)

Are shareholders and analysts raving about the quality of your annual print or online report? Give us your vision of good reporting practice. Judges will be looking for a well-articulated equity story, ease of flow or navigation, state-of-the-art design and consistency/complementarity between different reports.

Nominees

  • Cipla

  • Hindalco Industries

  • Hindustan Unilever

  • Infosys

  • Kotak Mahindra Bank

  • Mahindra & Mahindra

    WINNER

  • Piramal Enterprises

  • Tata Steel

  • Vedanta

Best investor meetings (small cap)

Best investor meetings (small cap)

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

Nominees

  • Amber Enterprises India

  • Equitas Holdings

  • Greenlam Industries

  • Music Broadcast

    WINNER

  • Navin Fluorine International

  • NOCIL

  • Raymond

  • Zensar Technologies

Best investor meetings (mid-cap)

Best investor meetings (mid-cap)

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

Nominees

  • Balkrishna Industries

    WINNER

  • IIFL Finance

  • Mindtree

  • RPG Group

  • Sterlite Technologies

  • The Phoenix Mills

Best investor meetings (large cap)

Best investor meetings (large cap)

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

Nominees

  • Bharti Airtel

  • Hindustan Unilever

    WINNER

  • Infosys

  • Lupin

  • Mahindra & Mahindra

  • Piramal Enterprises

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

  • Nishant Baranwal, Jindal Steel & Power

  • Rakesh Shinde, Motilal Oswal Financial Services

  • Deepika Gupta Padhi, PNB Housing Finance

  • J Mukund, Raymond

  • Pulkit Bhandari, RPG Group

  • Vineet Jain, Schneider Electric Infrastructure

  • Varun Parwal, The Phoenix Mills

    WINNER

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

  • Komal Sharan, Bharti Airtel

    WINNER

  • Aparna Vyas Garg, Bharti Airtel

  • Surabhi Chandna, Bharti Infratel

  • Naveen Bansal, Cipla

  • Conrad D'Souza, HDFC

  • Suman Hegde, Hindustan Unilever

  • Sandeep Mahindroo, Infosys

  • Nimesh Kampani, Kotak Mahindra Bank

  • Arvind Bothra, Lupin

Best investor relations team (small cap)

Best investor relations team (small 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

  • Parag Milk Foods

  • Raymond

  • Schneider Electric Infrastructure

Best investor relations team (mid-cap)

Best investor relations team (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

  • Cyient

  • Escorts

  • Future Lifestyle Fashions

  • Godrej Properties

  • KEC International

  • Minda Industries

  • Motilal Oswal Financial Services

  • Oberoi Realty

    WINNER

  • PNB Housing Finance

  • The Phoenix Mills

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

  • Bharti Airtel

  • Cipla

  • Hindustan Unilever

  • Infosys

    WINNER

  • Kotak Mahindra Bank

  • Larsen & Toubro Infotech

  • Power Finance Corporation

  • Vedanta

Best use of media and technology

Best use of media and technology

Are you a tech-savvy IRO always looking out for cutting-edge technological solutions for IR? Describe the innovative ways you have incorporated video, audio, infographics or webcasts into your IR program. Judges will be looking for evidence of heightened investor and analyst engagement via these channels.

Nominees

  • Infosys

    WINNER

  • Larsen & Toubro Infotech

  • Mahindra & Mahindra

  • The Phoenix Mills

How will my entry be judged?

The judging panel is made up of investment professionals and IR Magazine editorial team members. The 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 category criteria. Scores are collated and averaged, which forms 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 and runners up, where applicable, 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.

For more information please contact [email protected]

S Naren

Executive director & CIO, ICICI Prudential Asset Management Company

Garnet Roach

Senior reporter, IR Magazine

Kawaljeet Saluja

Senior executive director & head of research, Kotak Institutional Equities

  • RPG Group

    Best investor meetings

  • Deepak Balwani, Minda Corporation

    Best investor relations officer (small to mid-cap)

  • Sandeep Mahindroo, Infosys

    Best investor relations officer (large cap)

  • CEAT

    Best investor relations team (small to mid-cap)

  • Infosys

    Best investor relations team (large cap)

Sponsors

2020 Sponsorship opportunities

Our events provide a unique opportunity to get in front of some of the most influential people in the Indian IR community. As a sponsor, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region.

Sponsoring the event will provide:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients
  • Exposure as the market leader in your chosen area by sponsoring the awards that best reflect your area of expertise

To find out more about the benefits of sponsoring in 2020 and the various packages available, email Sébastien Dutrieu or call on +44 77315 33165.

Past Event Attendees say

"This is indeed a highly reputed international platform which recognizes the extraordinary efforts of the IR industry across the globe and also provides a stimulus to IR professionals who are making serious efforts towards implementing IR strategies of a corporate"

Deepak Balwani, associate VP of IR, Deepak Fertilisers and Petrochemicals Corporation

"It was a wonderful experience to be part of the IR Magazine’s first event in India in 2018. The event was very well managed with strong attendance from multiple corporates. It was nice to hear interesting thoughts on how Investor Relations is evolving Globally and in India"

Pulkit Bhandari, head of group corporate finance, RPG Enterprises

"IR Magazine are a thought leader in the field of IR, organize events regularly which are well-attended and provide a great opportunity to IR practitioners to collectively brainstorm on common areas of interest and benefit from each other’s experience, thereby also helping in continuous evolution of the profession I would recommend the IR practitioners to be a part of this forum. "

Sandeep Mahindroo, head of IR, VP and financial controller, Infosys

"The forum was very well organized. The quality of speakers was really good."

Mayur Maniyar, senior manager, IR, Godrej Properties

"Exceptional participation from corporates. I was able to network with fellow IR professionals across industries."

Sunil Gujjar, senior manager, IR, Mindtree

"Excellent platform to meet IR professionals of other companies and share experience and views."

Subhra Das, principal, IR, Infosys

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