Feedback on SEBI report on disclosure pertaining to analyst meets, investor meets, conference calls ~ Shareholder Awareness Program

Shareholder Awareness Program

Welcome to our blog, our objective is to bring positive change in quality of corporate governance in Indian companies by starting shareholder activism in India!

We will be also sharing experiences on AGM, stock reports and management quality reports.

(click here to download presentation on Shareholder activism)

Feedback on SEBI report on disclosure pertaining to analyst meets, investor meets, conference calls

 

Feedback on SEBI report on disclosure pertaining to analyst meets, investor meets, conference calls

 


 Article published as on Monday, 14th December 2020, at 10:00 am

This article is regarding feedback of the the sebi circular dated 20th November, 2020

Report on disclosure pertaining to analyst meets, investor meets and conference calls.

 

Here is the link to that report, (click here)

 

The main objective of these recommendations are to remove information asymmetry created due to preferential treatment given to large and institutional investors leaving minority shareholders at a disadvantage.

 

Now I would explain why this recommendations are very important and how could they bring a level playing field for minority shareholders with an example of my experience at the AGM of M&M ltd in 2019.

 

First here is the summary of the recommendations made in the report:

 

Summary of the recommendations

In view of the aforementioned discussion, following are the recommendations to be included

along with the current regulatory requirements specified under SEBI (LoDR) Regulations,

2015:

1.

Audio/video recordings shall be made available on the website of the listed entity and

respective  stock  exchanges  immediately  after  the  post-earnings  conference

call/quarterly call, before the next trading day or within twenty-four hours from the

occurrence of event or information, as required under the Reg 30 of SEBI (LoDR)

Regulations, 2015, whichever is earlier. 

2.

Written transcripts of such calls should be made available on the website of the listed

entity and respective stock exchanges within five working days after the earning call. 

3.

Listed  company  shall  make  available  audio/video  recordings  and  the  written

transcripts on their websites for a period of atleast eight years in addition to the details

disseminated on respective stock exchanges.

4.

Listed companies can decide as to whether conference calls are open to everyone to

attend or limit such calls to their existing shareholders.

5.

Listed companies to provide number of one-to-one meetings with select investors as

part of corporate governance report submitted by them to stock exchanges on a

quarterly basis along with affirmation that no UPSI was shared by any official of the

company in such meetings. Company shall maintain a record of all such one-to-one

meetings, as the same could be required for future reference. The data should be

preserved for a period of atleast eight years.

 

 

Coming back to my experience at M&M AGM.

 

I attended the AGM in 2019, 7th August  

 

Around 3 p.m. the meet started.

 

I was young so I was just seated and observing the proceedings of the AGM, after the formalities such as speech by chairman and the company secretary and the voting procedure, came the question and answer session.

 

Many speakers raised their queries and questions.... One such person was Ronald Fernandez 

 

(I remember his name because of the drama and also I have seen him many times as he actively attends the AGM)

 

He came forward to the place for speaker, after his speech he requested Mr. Anand Mahindra for a meeting with him for just 5-10 minutes.

 

Anand Mahindra denied,

Ronald Fernandez still tried ask for a meet and went back to his seat.

 

End of the story, I remember this Simple incident here we can see how the management ignores and puts minority shareholders at disadvantage.

 

Management denies meet with small and minority investors but if we check the announcements on BSE, we could see numerous analyst/investor meets...

 

Well this definitely seems unjust for small shareholders.

 

So is the management to be blamed? 

 

From the point of view of management.

 

Even if they meet 100 minority shareholders who have investment worth say 1 lac on average it will amount to only rupees 1 crore....

 

Whereas if they meet a fund manager with AUM of 10,000 crores and if they decide to invest even 1% of the fund into the company it amounts to 100 crore...

 

So from the point of view of management they may not be wrong in discriminating minority v/s large shareholders.

 

But for minority shareholders the problem still persists: this is where these new recommendations could help bring a level playing field for minority shareholder.

 

I have suggested 2 things.

 

In point 4 the conference calls should be made open to everyone but on listen only mode. It’s up to the management whether they want to allow everyone or give priority to just shareholders for interactions and asking questions.

 

In point 5 I have suggested that the one on one investor/analyst meets should be audio and video recorded (failure to do so should lead to case of insider trading and both management and investor should be penalised) 

 

Such compliance will ensure transparency and accountability, also force companies to avoid one on one meets 

(Which put minority shareholders at disadvantage)

Which will lead to more questions and interactions on conference calls which will benefit all stakeholder.

 

I have sent my above mentioned views on comments to them.

 

The report is open for public comments till 21st December.

 

You could also send in your comments at this mail id: consultationcmd2@sebi.gov.in



Previous
Next Post »