corporate presentation - sgapl | leading investor...
TRANSCRIPT
SGA provides communication consultancy solutions for credible Indian growth
companies seeking to correct a mismatch between their fundamentals
and their perception
Perception Transformation
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
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Perception Transformation
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
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Perception Transformation
Successful IR Approach
3600 Value Creation Plan
Analyse sector and company
Assess Market Views on Sector &
Company
Identify & Define key levers for
Value creation
Implemented by-function
Internal Plan
Devise multi-tiered global
strategy
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Perception Transformation
Our Core Capabilities
360° Value Creation Plan
In-depth Analysis
Unique Insights
Global Perspective
GLOCAL Relationship
Network
Track Record
SGA's idea of forging relationships revolves around the idea of aligning of corporate goals to create long-term sustainable value
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Perception Transformation
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
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Perception Transformation
Our Practices
Investor Communications
Investor Relations
Financial Public Relations
Strategic Advisory4
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Potential Listing
Corporate Finance Advisory6
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Perception Transformation
Investor Relations
▪ Building the “Investment Idea”
▪ Marketing idea through Research Coverage
▪ Investor Base Expansion
▪ Perception Management
▪ Communication & Messaging including PR strategy
Value Unlocking
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Perception Transformation
Investor Communications
Creative Solutions for:
▪ Annual Reports
▪ Brochures
▪ Presentations
▪ Branding
▪ Web and Digital Marketing
Sustained Communication
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Perception Transformation
Financial Public Relations
▪ Corporate Communications
▪ Crisis Management
▪ Activation & Experiential PR
▪ Event Management
▪ Media Management
Brand Building
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Perception Transformation
Strategic Advisory
▪ As-is of Company versus sector leaders
▪ Review of Business Plans
▪ Identification of key gaps and opportunities
▪ Conversion of goals in measurable objectives
▪ Formulation of strategic roadmaps
Value Creation
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Perception Transformation
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
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Perception Transformation
Corporate Finance Advisory
▪ Capital structure philosophy
▪ Raising Funds – Across the Globe
– Debt Markets
– Equity Markets
▪ Evaluating M&A / Investment Opportunities
– Identify opportunities in Global and domestic market
– In-depth analysis of synergies with target Company
– Financing and closure
Value Enhancements
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Perception Transformation
Leadership TeamA Chartered Accountant by profession, Mr. Shah has more than 30 years of experience across diversefunctions as corporate finance, capital markets, investor relations, business strategy and planning.
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
Samir Shah
Founder & CEO
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Perception Transformation
Leadership TeamPayal has more than 13 years of experience in the realms of corporate finance, capital markets, businessresearch and investor relations. She has a Baccalaureate in Management; she has passed the CFA – Level IIexamination. 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 IndustrySegments like Banking, Manufacturing, Infrastructure, Logistics, Media & Entertainment etc.
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
Payal Dave
Group COO
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Perception Transformation
IR PracticeJigar is an MBA with over 10 years of experience in the areas of investor relations and corporate finance. Hejoined SGA in December 2011 and currently manages client relationships with a team of over8 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
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
Jigar Kavaiya
Group Account Head,
IR Practice
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Perception Transformation
IR PracticeShogun is a Masters in Commerce with over 10 years of experience in investor relations. He joined SGA inMay 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
▪ 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
Shogun Jain
Group Account Head,
IR Practice
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Perception Transformation
IR PracticeRuchi is a qualified MMS (Finance) with over 8 years of experience. She joined SGA in August 2014 and shehandles 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 PerceptionStudies
Equity Research Analyst - B&K Securities
▪ 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 AssetManagement arm
▪ Automated daily processes leading to 60% reduction in Processing time and training new joinees
Ruchi Rudra
Account Manager,
IR Practice
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Perception Transformation19
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 varioussectors.
Prior to SGA :
Research Analyst at K R Choksey
➢ Tracking Auto & Auto Ancillary and FMCG sectors
➢ Building valuation models
Neha ShroffAccount Manager,
IR Practice
IR Practice
Perception Transformation
PR PracticeIndranil is a qualified MBA in Financial Services from Manipal University having 23 years of experience inStrategic 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
▪ 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
Indranil Ghosh
CEO, Public Relations
Practice
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Perception Transformation
AR PracticeChintan is a qualified MBA with specialisation in finance and marketing. He has over 11 years of experiencein the field of Annual Report Positioning and Communications.
He also has knowhow on interactive web solutions and digital marketing. This facilitates clients to get anextra 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
▪ Provided digital media advisory for web interactive solutions like website development, mobileapplications 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
Chintan Kotak
CEO, Annual Reports
Practice
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Perception Transformation
AR PracticePossesses 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 todeliver a perfect amalgamation between the content and creatives. He has successfully handled big ticketclients across varied industries and exhibits detailed production knowhow with the ability to excel in fast-paced and time-sensitive environment. He has successfully exhibited projects across range ofcommunications 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 Annualreports, 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
Debabrata Dutta
COO, Annual Reports
Practice
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Perception Transformation
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 Indianmember firm for Ernst & Young Global.
▪ Rahul Agarwal, Business Analyst
Rahul is a qualified MBA (Finance) and BE (IT) with more than 5 years of experience. He has worked 4 years withDighi Port Ltd as Manager Finance & 1 year with Centrum Capital Ltd as Associate in the Real Estate, Ports andHealthcare Sector
▪ Sanghamitra Karak, Business Analyst
Sanghamitra is PGPM – Finance from ICFAI with more than 4 years of experience. She has worked with UFOMovies 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 anEquity 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 2years in DB Corp. Ltd. as Dy. Manager – IR
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Perception Transformation
▪ Rohan Adhiya, Business Analyst
Rohan Adhiya is a MBA with over 3 years experience in Equity Research. He has worked with Indsec Securities for2 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 withReliance 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 IntegreonManaged Solutions, Royal Bank of Scotland and Ashika Broking
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Our Team
Perception Transformation
Our Team
▪ Samantha Francis, Associate
Samantha recently qualified as Chartered Accountant. She has done articleship from Deloitte Touche TohmatsuIndia 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 3years 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.
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Perception Transformation
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 TreasuryExecutive in Corporate Finance Department of Siemens Ltd for over 2 years and prior to that in FOREX and TradeFinance 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. Hehas 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.
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Perception Transformation
Clients Across Sectors
Auto Ancillary Real Estate
Logistics
Renewable Energy
Retail & Luxury
Media & Entertainment
Industrial
Chemicals
Infrastructure
Buildings Material
Pharmaceuticals
Textiles
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Construction
Perception Transformation
Awards & AccoladesAwarded 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
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Perception Transformation
Awards & Accolades
Our client, Va Tech Wabag was Winner of “Best Investor Communication Practice – Small Cap” for the year 2013-14
Mr. Samir Shah receiving the award from Mr. Anant Goenka, MD, CeatLimited
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Perception Transformation
Contact Us
Name Ms. Payal Dave – Group COO
Email [email protected]
Phone +91 22 6114 6679 / +91 98199 16314
Company Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285
402, Pressman House, Near Orchid Hotel,70A, Nehru Road, Vile Parle (East)Mumbai – 400 099
Website www.sgapl.net
January’17
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