Corporate Presentation. Perception Transformation

Transcription

1 Corporate Presentation 1

2 SGA provides communication consultancy solutions for credible Indian growth companies seeking to correct a mismatch between their fundamentals and their perception Over 55 Client Companies with Total Market Capitalisation of USD ~12 billion SGA awarded Top IR Agency for Best Investor Communication Practice 2015 by Poll of over 3,000 Investors and Analysts 2

3 About Us We are a value-driven and values-led Investor communication consultancy The firm provides an effective complement of Investor Relations, Investor Communications through Annual Reports, Financial Public Relations, Strategic-cum-Corporate Financial Advisory as well as Potential Listing Services The firm is driven by a team of experienced professionals with proven credentials With a keen emphasis on relations, SGA aspires to become the most preferred partner for organisations looking to create sustainable value 3

4 Successful IR Approach Analyse sector and company Devise multitiered global strategy Value Creation Plan Assess Market Views on Sector & Company Implemented by-function Internal Plan Identify & Define key levers for Value creation 4

5 Our Core Capabilities Global Perspective Unique Insights GLOCAL Relationship Network In-depth Analysis 360 Value Creation Plan Track Record SGA's idea of forging relationships revolves around the idea of aligning of corporate goals to create long-term sustainable value 5

6 Procedural Commitment Interfaces on behalf of clients helping liberate management time Available 24x7, making it possible for its Clients as well as Market Participants to solve issues in minutes, even with just a phone call Creates structured communication methodologies for its clients, resulting in coherence and consistency Helps in positioning a company distinctively in the minds of the investor community Keeps investors and analysts updated on quarterly corporate performances and provides explanations for deviations, if any Makes SGA a Trusted consultancy and advisory Partner 6

7 Our Practices 1 Investor Relations 2 Investor Communications 3 Financial Public Relations 4 Strategic Advisory 5 Potential Listing 6 Corporate Finance Advisory 7

8 Investor Relations Building the Investment Idea Marketing idea through Research Coverage Investor Base Expansion Perception Management Communication & Messaging including PR strategy Value Unlocking 8

9 Investor Communications Creative Solutions for: Annual Reports Brochures Presentations Branding Web and Digital Marketing Sustained Communication 9

10 Corporate Communications Financial Public Relations Crisis Management Activation & Experiential PR Event Management Media Management Brand Building 10

11 As-is of Company versus sector leaders Strategic Advisory Review of Business Plans Identification of key gaps and opportunities Conversion of goals in measurable objectives Formulation of strategic roadmaps Value Creation 11

12 Potential Listing Corporate strategy review 360 degree engagement on process Building the fact-book Communication and positioning strategy Enterprise Valuation Analysis Making the company capital market ready Successful Listing - Value Unlocking 12

13 Capital structure philosophy Raising Funds Across the Globe Debt Markets Equity Markets Evaluating M&A / Investment Opportunities Corporate Finance Advisory Identify opportunities in Global and domestic market In-depth analysis of synergies with target Company Financing and closure Value Enhancements 13

14 Leadership Team A Chartered Accountant by profession, Mr. Shah has more than 30 years of experience across diverse functions as corporate finance, capital markets, investor relations, business strategy and planning. Samir Shah Founder & CEO He Founded Strategic Growth Advisors in year 2010, prior to that he was : Head Corporate Finance and Investor Relationships, Suzlon Energy Limited Professional relationship spanning longer than a decade Equity capital markets: private equity, IPO, GDR Managing global investor relations Part of the Global M&A Transactions and Group Finance Strategy Debt syndication from domestic and international banks Executive Vice President at a Private Equity Firm A firm closely associated with Hirco /Hiranandani Group on Investments Advisory and Strategic fundraising Vice President at a Leading Stock Broking Company Involved in business development and planning and bank financing Vice President at a NBFC Fundraising, leasing, hire purchase financing, working capital financing, merchant banking, diversification in the realm of wind power generation and stock broking Managed legal and regulatory matters, credit ratings, among others 14

15 Leadership Team Payal has more than 13 years of experience in the realms of corporate finance, capital markets, business research and investor relations. She has a Baccalaureate in Management; she has passed the CFA Level II examination. Payal has been associated with SGA since inception. As a COO, she is responsible for entire gamut of Investor Relations of all Clients in various Industry Segments like Banking, Manufacturing, Infrastructure, Logistics, Media & Entertainment etc. Payal Dave Group COO Prior to joining SGA since inception: Assistant Vice President B&K Securities A part of the Institutional Equities Team Worked closely with leading Institutional Investors in India and abroad Senior Associate Research, Morgan Stanley Worked with the top-ranking European Banking research team over the five years Added value by analysing underlying strengths of financial institutions Has undergone training in Intensive Bank Analysis by Fitch Ratings Contributed to flagship publications of Morgan Stanley - Structured Credit Insights, Bank Capital A-Z (pens down analysis of various Banking Regulations on different tiers of Capital issued by Banks) Executive Corporate Finance, Yash Birla Group Part of the Group Strategy Team - Analyzed proposals for new lines of business Review plans of all Group Companies Solely managed the fixed income deposit scheme of Birla Power Solutions Limited 15

16 IR Practice Jigar is an MBA with over 10 years of experience in the areas of investor relations and corporate finance. He joined SGA in December 2011 and currently manages client relationships with a team of over 8 professionals. Prior to SGA : Manager Investor Relations - Reliance Infrastructure Formulation and Implementation of Investor Relations Plan Responsible for Research Coverage by Leading Research Houses and Investor Interactions Tracking and Analyzing Peer Groups of Various Industries Helped in Corporate Strategic Planning Jigar Kavaiya Group Account Head, IR Practice Assistant Manager Investor Relations - Suzlon Energy Part of the Global Investor Relations Management Team One Point Contact for Sell Side Analysts Preparation of Consolidated Financial Model, Investor Presentation and Communications Financial Analyst - Seagal Financial Services Analyzing Capital Market Data for Global Companies Tracking and Analyzing Peer Group Performance of Global Companies 16

17 IR Practice Shogun is a Masters in Commerce with over 10 years of experience in investor relations. He joined SGA in May 2014 and currently manages client relationships with a team of over 8 professionals. Prior to SGA : Associate, Investor Relations - Aarnine Financial Markets Advisory LLP Covering Petrochemical, Infrastructure & Real Estate companies Responsible for Research Coverage by Leading Research Houses and Investor Interactions Business Modelling, Analysis & preparation of collaterals Associate, Investor Relations - Orbit Corporation Limited Shogun Jain Group Account Head, IR Practice Handled Investor Relations for the Company One Point Contact for Sell Side Analysts & Institutional Investors Member of the team which handled the QIP fund raise Junior Associate - Edelweiss Securities Limited Member of the Institutional Equity Desk 17

18 IR Practice Ruchi is a qualified MMS (Finance) with over 8 years of experience. She joined SGA in August 2014 and she handles Investor Relations Activities for the Client Companies in various sectors. Prior to SGA : Analyst, Investor Relations - VEL Research & Analytics Manage Investor Relations function for Corporates Conduct Extensive Valuations exercise, Result Analysis, IR Audit, Competitor Analysis and Perception Studies Equity Research Analyst - B&K Securities Ruchi Rudra Account Manager, IR Practice Sell Side Equity Research Analyst with expertise on large & Mid-Cap Companies in FMCG Sector Risk Associate - Edelweiss Capital Quantifying, Monitoring & Reporting Financial & Operational Risk for Proprietary trading and Asset Management arm Automated daily processes leading to 60% reduction in Processing time and training new joinees 18

19 Neha is a qualified MBA and CFA (USA) with 5 years experience. She joined SGA in 2014 and handles Investor Relations Activities for the Client Companies in various sectors. Prior to SGA : Research Analyst at K R Choksey Tracking Auto & Auto Ancillary and FMCG sectors Building valuation models IR Practice Neha Shroff Account Manager, IR Practice 19

20 PR Practice Indranil is a qualified MBA in Financial Services from Manipal University having 23 years of experience in Strategic Leadership Roles across various sectors. He has managed Brands and Businesses across India & South Asia. He has worked in multiple roles in various organizations over the years. Prior to Associating with SGA: Consultant Business & Strategic Management, Marketing & Communication Management Advisory, business consulting, planning, strategy and execution in areas of Strategic Management, Strategy Development, Marketing and Business Management, Change Management and Brand & Communications across USA and UAE Markets Senior Vice President & General Manager - Fleishman Hillard Indranil Ghosh CEO, Public Relations Practice Communications Consulting, Strategic Communications, Advisory & Counsel in Corporate, Strategic and Brand PR, Financial PR and Investor Relations Director (Practice Head Corporate, Strategic & Financial PR and Investor Relations) - Perfect Relations Pvt. Ltd. Set up the Corporate and Financial Communications Consulting practice for the firm Sales Director India - PR Newswire LLC Set up of the business in India and South Asia for the Company 20

21 AR Practice Chintan is a qualified MBA with specialisation in finance and marketing. He has over 11 years of experience in the field of Annual Report Positioning and Communications. He also has knowhow on interactive web solutions and digital marketing. This facilitates clients to get an extra edge to reach out to their potential target audience. Prior to Associating with SGA : Co-Founded Adsvita Communique in 2015 To offer services like Designing and Printing Annual Report, Brochures, Presentations Also offers Digital Media marketing services including Branding & Digital Profiling Business Analyst and Development Manager at one of the leading IT Company Chintan Kotak CEO, Annual Reports Practice Provided digital media advisory for web interactive solutions like website development, mobile applications and other rich interactive media Headed the digital marketing team Research Associate and Senior Research Consultant at two of the India s leading AR agencies Developed investor communication collaterals, with Annual Report as a core focus Provided positioning strategies to the corporates through in-depth research and management interactions Drafted communication story based on the inputs provided by the Management Managed and co-ordinated with the creative team for end-to-end deliveries, ensuring smooth and timely execution 21

22 Debabrata Dutta COO, Annual Reports Practice AR Practice Possesses over 30 years of experience as a Graphic Designer and Production Manager. His innovative graphic artistry combined with out-of-box design concepts and methodology allows him to deliver a perfect amalgamation between the content and creatives. He has successfully handled big ticket clients across varied industries and exhibits detailed production knowhow with the ability to excel in fastpaced and time-sensitive environment. He has successfully exhibited projects across range of communications like annual reports, brochures, coffee table books, flyers, ads, hoardings and many more. Prior to Associating with SGA : Co-Founded Adsvita Communique in 2015 To offer services like Designing and Printing Annual Report, Brochures, Presentations Also offers Digital Media marketing services including Branding & Digital Profiling Senior Graphic Designer and Production Manager at a leading PR Company Managed designing and production of various communication collaterals ranging from Annual reports, Presentation, Brochures, Packaging and Ads Advisory for Fabrication and Printing processes Senior Production Manager at two of the India s leading AR agencies Led a team of production manager Managed art-working and production process for annual reports and brochures System Operator and Graphic Designer at various designing agencies Assisted in designing and pre-printing process DTP operations 22

23 Our Team Kevin Shah, Business Analyst Kevin is CA Final Candidate. Prior to joining us in 2014, he has done his CA internship with S. R. Batliboi, an Indian member firm for Ernst & Young Global. RahulAgarwal, Business Analyst Rahul is a qualified MBA (Finance) and BE (IT) with more than 5 years of experience. He has worked 4 years with Dighi Port Ltd as Manager Finance & 1 year with Centrum Capital Ltd as Associate in the Real Estate, Ports and Healthcare Sector Sanghamitra Karak, Business Analyst Sanghamitra is PGPM Finance from ICFAI with more than 4 years of experience. She has worked with UFO Movies as Assistant Manager Investor Relations and Team Leader with J P Morgan Chase & Co. Deven Dhruva, Business Analyst Deven is a Chartered Accountant and CFA Level III Candidate. He has 2 years experience in Capital Markets as an Equity Analyst Hina Agarwal, Business Analyst Hina is a B.Tech and MBA. She has over 4 years of experience in Investor Relations and Finance, out of which 2 years in DB Corp. Ltd. as Dy. Manager IR 23

24 Our Team Rohan Adhiya, Business Analyst Rohan Adhiya is a MBA with over 3 years experience in Equity Research. He has worked with Indsec Securities for 2 years and Datamatics Financial Services Ltd. Sameer Pardikar, Business Analyst Sameer is a qualified BE. & MMS (Finance) with more than 9 years of experience. He has worked 4 years with Reliance Communication in Credit Risk Analytics and 5 years with B&K Securities as an Equity Research Analyst Payal Sheth, Business Analyst Payal is a Chartered Accountant. Prior joining us in February 2016, she has done articleship from D.Kothary & Co. in the IDT and Audit division Chanchal Bachhawat, Business Analyst Chanchal is a B.Tech and CFA with over 8 years of experience. She has earlier worked for Analyst with Integreon Managed Solutions, Royal Bank of Scotland and Ashika Broking 24

25 Our Team Samantha Francis, Associate Samantha recently qualified as Chartered Accountant. She has done articleship from Deloitte Touche Tohmatsu India Pvt. Ltd. Vishal Nair, Associate Vishal is a qualified Chartered Accountant. He has done articleship from Sharp & Tannan and Vidyadhar & Co. Viraj Shah, Associate Viraj is a fresh qualified Chartered Accountant. He has done his articleship from Rajni Shah & Associates for 3 years and worked with Vipul & Manish Associates for over 1.5 years Pratik Shah, Associate Pratik is a Final CA candidate with 1 year experience with a sub-broker. 25

26 Our Team Shrikant Sangani, Associate Shrikant is DBF from ICFAI and CFA Level 1 and has a total 7 work experience. He was working as Treasury Executive in Corporate Finance Department of Siemens Ltd for over 2 years and prior to that in FOREX and Trade Finance for period of 5 years experience. Shreyans Jain, Associate Shreyans is a qualified Chartered Accountant with working Knowledge in IR consulting at Ad Valorem Advisors. He has done his articleship from Adamji Peerdhoy & Co., Chartered Accountancy Komal Mehta, Manager Accounts & Administration Komal has a master s degree in commerce with over 8 years of experience in accounting, and back office support. She has been with SGA for over 6 years handling back office operations and database management. 26

27 Clients Across Sectors Buildings Material Logistics Infrastructure Industrial Construction Renewable Energy Pharmaceuticals Chemicals Media & Entertainment Auto Ancillary Real Estate Retail & Luxury Textiles 27

28 Awards & Accolades Awarded as Top IR Agency for Best Investor Communication Practice 2015 Mr. Sudhir Arya, Executive Director (Finance) NTPC Limited and Mr. Sunil Kakar, CFO, IDFC Bank Limited handed over the Award to Mr. Samir Shah, Managing Director and Ms. Payal Dave, Group COO of SGA 28

29 Awards & Accolades Our client, Va Tech Wabag was Winner of Best Investor Communication Practice Small Cap for the year Mr. Samir Shah receiving the award from Mr. Anant Goenka, MD, Ceat Limited 29

30 Contact Us Name Ms. Payal Dave Group COO Phone / Company Strategic Growth Advisors Private Limited CIN No. U74140MH2010PTC , Pressman House, Near Orchid Hotel, 70A, Nehru Road, Vile Parle (East) Mumbai Website January 17 30