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WE TRANSFORM PERCEPTION. WE CREATE VALUE. 1 Years of Experience IR CR PR Investor Communication Powerhouse Clients To t a l Market Capitalisation of clients under IR practice

SGA. October 2021

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Page 1: SGA. October 2021

WE TRANSFORM PERCEPTION. WE CREATE VALUE.1

Years of Exper ience

IR CR PR

I n v e s t o r C o m m u n i c a t i o n P o w e r h o u s e

C l i e n t s

To t a l M a r k e t C a p i t a l i s a t i o n

o f c l i e n t s u n d e r I R p r a c t i c e

Page 2: SGA. October 2021

WE TRANSFORM PERCEPTION. WE CREATE VALUE.2

Capital market advisory for credible Indian growthcompanies seeking to correct a mismatch betweentheir fundamentals and their perceptions

Value driven – Value led

Effective complement of Investor Relations (IR), Public Relations (PR) and Corporate Reporting (CR) through customised Communication

Enhances corporate governance through transparency and consistency in communication

Sustainable value creation

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Global Perspective

Unique Insights

GLOCALRelationship Network

In-depth Analysis

Track Record

360°Communication

Plan

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WE TRANSFORM PERCEPTION. WE CREATE VALUE.4

Interface on behalf of clients helping liberate management time

Available 24x7, making it possible for clientsas well as market participants to solve issues quickly

Structured communication methodologiesfor clients, resulting in coherence and consistency

Positioning a company distinctively in the mind of the investor community

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Analyse sector and company

Devise multi-tieredstrategy

Assess market views on sector & company

Implement internal & external plan

for execution

Comprehensive Planning & Execution

Identify & define key levers for value creation

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• Market news― Domestic and International

• Social media tracking

• System and processing fortracking efforts Live

• Various softwares to track andupdate documents

• Customized plan based on perception gap

• Mapping the right audience for each client

• Advising on corporate actions

• Managing rumours through official communications

• Clear and transparent communication with all stakeholders

MARKET INTELLIGENCE

CUSTOMISED SOLUTIONS

SYSTEMS & PROCESSES

CRISIS MANAGEMENT

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Industry LeadershipBest Practices and Processes

Knowledge and Expertise

Brand and ReputationStrong SeniorManagement Team

Over 325 Years of Cumulative Experience

Multi Dimensional Experience Across Sector325

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IR - Value Unlocking

Building the “Investment Idea”

Marketing the idea through research coverage

Investor base expansion

Perception management

Communication & messaging

5000+NETWORKconnections

100000+hours ofINTERACTIONS

PLANT andBRANCH VISITS

LARGE formatANALYST MEETS

Target Audience for Clients:Foreign Institutional Investors, Domestic Institutional Investors, Private Equity, Insurance Funds, Portfolio Management Services, Ultra-HNI, HNIs and Family Offices

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IR - Value Unlocking

2019: IR Magazine London – India Forum Awards

• Balkrishna Industries Ltd was awarded for best Investor meetings (Mid cap)

• Music Broadcast Limited was winner of best Investor meetings (Small cap)

2017: IR Society Awards

• Va Tech Wabag was winner of “best Investor communication practice – Small cap”

2014: Research Bytes Investor Communication

2015: Awarded as Top IR Agency for BestInvestor Communication Practice

• Navin Fluorine International Ltd was awarded for best Stand-out Investor Relations Practices

AMBER ENTERPRISES

NAVIN FLUORINE INTERNATIONAL

PARAG MILK FOODS PNB HOUSING FINANCE

2019: IR Magazine London –India Forum Awards

“Certificate of excellence” was awarded to

GREENLAM INDUSTRIES

HIKAL MINDA INDUSTRIES

NOCIL

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Our Clients - Wealth Creation Study 2020

NAVIN FLUORINE INTERNATIONAL

3rd Fastest Wealth Creator in 2015 – 202065th Biggest Wealth Creator in 2015 – 2020

• Starting of Our Engagement: September 2013• Marketcap on our Engagement: Rs. 169 Crs• Marketcap as on 30-Sep-21: Rs. 18,235 Crs

Motilal Oswal 25th Annual Wealth Creation Study 2020

MINDA INDUSTRIES

• Starting of Our Engagement : September 2013• Marketcap on our Engagement : Rs. 213 Crs• Marketcap as on 30-Sep-21: Rs. 21,009 Crs

4th Fastest Wealth Creator in 2015 – 202069th Biggest Wealth Creator in 2015 – 2020

BALKRISHNA INDUSTRIES

• Starting of Our Engagement : September 2010• Marketcap on our Engagement: Rs. 1,439 Crs• Marketcap as on 30-Sep-21: Rs. 49,980 Crs

12th Fastest Wealth Creator in 2015 – 202046th Biggest Wealth Creator in 2015 – 2020

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CR - Creative Storytelling

Annual report development

Integrated reporting

ESG Reports

Other offerings include:

Presentations

Year-end stationaries

Logo

Print / magazine ads

Digital

Brochures

Sustainability reports

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CR - Creative Storytelling

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CR - Creative Storytelling

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CR - Digital Innovations

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CR - Awards & Accolades

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PR - Strategic Communication

Target Audience for Clients:Key Financials, Mainlines, Regionals, Online and Electronic Media

Financial PR

Media management

Digital media campaigns

Crisis management

Reputation management

MEDIAHOUSE CONNECT

5000+COVERAGEGENERATED

TIER 1,2,3Cities & PAN INDIA

200+

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PR - Awards & Accolades

Mr. Kevin Shah has won the “40 under 40” Award for PR and Corp Comm by Business World & exchange4media Group

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Founders

SAMIR SHAHFounder & MD

KEVIN SHAHCo-Founder & ED

A Chartered Accountant by profession, Mr. Shah has more than 36 years ofexperience across diverse functions as corporate finance capital markets,investor relations, business strategy and planning. He founded SGA in2010.

Prior engagements:Head – Corporate Finance and Investor Relations, Suzlon Energy Limited, Executive Vice President at a Private Equity Firm,Vice President at a Leading Stock Broking, Vice President at a NBFC

Prior engagements:Interned with S.R. Batliboi & Co., an associate member firm of Ernst & Young LLP

Kevin co-founded SGA and is focusing on developing the public relations practice of thefirm. He also overlooks investor relations & corporate reporting business. His expertiseis business development and he directly manages client relationships. Additionally, hemanages Client Relations Management (CRM) and controls, systems & processes. InNovember 2020, he won the 40 under 40 Award for PR and Corp Comm by BusinessWorld. He has over 10 years of experience.

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IR Practice - Leadership Team

SHOGUN JAINHead, IR Practice

JIGAR KAVAIYADeputy Head, IR Practice

Shogun is Masters in Commerce with over 15 of experience in CapitalMarkets and Investor Relations. He has been with SGA since 2014.

Prior engagements:Associate, Investor Relations - Aarnine Financial Markets Advisory LLP, Associate, Investor Relations - Orbit Corporation Limited,Junior Associate - Edelweiss Securities Limited

Jigar is an MBA with over 15 years of experience in the areas ofinvestor relations and corporate finance. He has been with SGA since2011.

Prior engagements:Manager Investor Relations - Reliance Infrastructure,Assistant Manager Investor Relations - Suzlon Energy,Financial Analyst - Seagal Financial Services

Over 25 member team comprising of account managers, business analysts & associates

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IR Practice - Management Team

VARUN DIVADKARGroup Account Head

SHIKHA PURIGroup Account Head

RAHUL AGARWALGroup Account Head

Varun is BA in Economics, MSc in Economics andInternational Financial Economics from Universityof Warwick UK He has over 11 years of experiencein Investor relations. He has been SGA since 2019.

Prior engagements:Account Manager - Citigate Dewe Rogerson, (CDR India)

Shikha is a qualified MBA (Finance) from ICFAIBusiness School with more than 11 years ofexperience in Investment Banking. She worked onexecution of mandates for M&A and PE Advisory.She joined SGA in September 2021.

Rahul is a qualified MBA (Finance)and BE (IT) with morethan 11 years of experience He was with SGA from Jan2017 to March 2019 and has re-joined after a stint of 1.5years with TATA Steel where he also manageddevelopment of ‘Shareholder Analysis System’ and ‘IRManagement’ at Group level.

Prior engagements:Assistant Director - Lodha Capital Markets Ltd Analyst – Credit Suisse Securities India Ltd

Prior engagements:Manager Financial Strategy & IR – Tata Steel Ltd Associate - Value Vision LtdAssociate - Centrum Capital Ltd Manager Finance - Dighi Port Ltd

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IR Practice - Management Team

Vijay is MBA Finance and B.Tech(Mechanical) with over more than12 years of experience in EquityMarkets. He joined SGA in April2021.

Prior engagements:Head Investor Relations - Intellect IR Senior Equity Research Analyst – KarvyStock BrokingEquity Research Analyst – Emkay Global Equity Research Analyst – B&K Securities Research Analyst – ICICI Securities

VIJAY GOEL

Account Manager

AKASHI MODI

Account Manager

Akashi is MS Finance from ICFAI andCFA Level II Candidate with overmore than 11 years of experience inthe area of Equity ResearchCorporate Financing. She joined SGAin May 2020.

Prior engagements:Assistant Manager - Equity Research -Guggenheim Transparent Value Pvt. Ltd

PARIN NARICHANIA

Account Manager

SHRIKANT SANGANI

Account Manager

Parin is MBA in Finance. He has over11 years of experience in InvestorRelations. He has been at SGA sinceMarch 2019.

Prior engagements:Associate Director (IR) - Gutenberg Communications LtdManager (IR) - Jindal Worldwide Ltd Account Director - Concept IR Pvt. LtdSenior Account Executive - Adfactors PR Pvt. Ltd

AMI PAREKH

Account Manager

Ami is BAFM & CFA Level II cleared.She has over 5 years experience asAnalyst. She joined SGA inDecember 2017.

Prior engagements:Equity Research Analyst - FiduciaryEuromax CapitalAnalyst – Nomura Securities India Pvt. Ltd

Shrikant has cleared CFA level 1exam from CFAI and Diploma inBusiness Finance from ICFAI. He hasover 10 years of experience inCorporate Finance, Treasury &Investor Relations. He has been atSGA since March 2017.

Prior engagements:Executive - Treasury & Corporate Finance - Siemens LtdManager - NSP ForexTeam Member - JP Morgan

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CR Practice - Leadership Team

CHINTAN KOTAKCEO, Corporate Reporting Practice

Chintan is a qualified MBA with specialization in finance and marketing. He hasover 15 years of experience in the field of annual report positioning andcommunications. He is also officially certified for <IR> from KPMG. He also hasknowhow on interactive web solutions and digital marketing.

Prior engagements:Business Analyst and Development Manager at one of the leading IT Company,Research Associate and Senior Research Consultant at two of the India’s leading AR agencies

DEBABRATA DUTTACOO, Corporate Reporting Practice

Debabrata possesses over 30 years of experience as a graphic designer and production manager. Hisinnovative 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 bigticket clients across varied industries and has detailed production knowhow. He has successfullyexhibited projects like annual reports, brochures, coffee table books, flyers ads, hoardings and manymore projects across range of communications like annual reports, brochures, coffee table books, flyers,ads hoardings and many more.

Over 20 member team comprising content strategists, editors, brand visualizers, client relationship managers & typesetters

Prior engagements:Senior Graphic Designer and Production Manager at a leading PR Company, Senior Production Manager at two of the India’s leading AR agencies, System Operator and Graphic Designer at various designing agencies

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PR Practice - Leadership Team

PURVI SHAHHead, PR Practice

Purvi is an experienced Public Relation expert, with 20 years in the industry,Her strengths include planning, executing campaigns and pre-empting possiblehindrances to turn around campaigns into media successes. Purvi completedher diploma in software engineering to explore her talent and fueled her hobbywith a degree in psychology and sociology.

Prior engagements:Worked with Adfactors PR Pvt. Ltd. & Concept PR

Over 15 member team comprising PR, social media and content expertise

NEHA JOHNAVP, PR Practice

Neha is PR and corporate communication professional, she joined SGAPR in March 2020. Prior to joining SGA,she was working with Axis Securities as a Corporate Communication Manager. With over five years ofexperience, she has also worked with Adfactors PR, Edelman and Ogilvy Public Relations. She has worked withover 40 clients across sectors including Nike, Levis, L&T Infotech, L&T Technology Services, NarayanaHrudalaya, GJC, GJEPC, Shriram Group of Companies, Metropolis Healthcare, Bank of India, SIDBI, HarvardBusiness School as well as key IPO projects like HDFC Life Insurance, ICICI Lombard, SBI Life Insurance, AU SmallFinance Bank, Bandhan Bank to name a few. She done her MBA in marketing and BMM in advertising.

Prior engagements:Axis Securities, Adfactors PR, Edelman India, Ogilvy Public Relations

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Brand & Design Practice

Dr. NAMRATA RUPANIHead, Brand & Design Practice

Dr. Namrata Rupani is an accomplished dentist and commercial photographer. Four yearsago, she set up an integrated company, Capture Life, which includes all her three businessverticals: the dental clinic, photography service, and a fine art prints service. Her workincludes photography, videos, 100+ coffee table albums, legacy books & flash books. Herwork has been displayed at various exhibitions, including being commissioned by L&T todocument the making of the Metro Rail in India, having exhibited on for FICCI onInternational Ladies Day, and more recently a Solo Photography exhibition by the GoetheZentrum, Hyderabad, which was titled “Stories in Stone” – a depiction of old architecturefrom all over India. She ventured into the Fine Art Print business as well under the samename to make fine art prints and provide design and print solutions for various clients fromall over India. Namrata as a speaker at TEDx Nalsar University in 2016 shared her viewsabout just how far photography can travel from going beyond a passion to being able toconnect with hundreds of people through a powerful form of art and expression.

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International Business

DHAVAL VAKILDirector, Strategic Growth Advisors (UK) Ltd.

Dhaval joined SGA team in January 2020 and will lead our expansion in the Internationalmarket. He is a qualified Chartered Accountant and CFA holder (ICFAI) with over 15 years ofall-round experience in investor relations, fundraising, M&A and corporate finance. Hecomes on board with a proven track record of leading IPO processes, setting highly adaptiveIR strategies, increasing research coverage, building credibility and investor pipeline forbusinesses worth up to €10bn. In his previous roles, he has spearheaded multiple global debtand equity offerings for Indian and European publicly listed and private equity ownedbusinesses and also led many global M&A activities.

Prior engagements:Vice President – Capital Markets and M&A, Senvion SAGeneral Manager – Corporate Finance and Investor Relations, Suzlon EnergyLtd. Head – Investor Relations, Adani Enterprises Ltd.

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International Business

Contact Us

@

Shogun JainHead, IR Practice

Strategic Growth Advisors Private LimitedCIN No. U74140MH2010PTC204285

402, Pressman House, Near Orchid Hotel, 70A, Nehru Road,Vile Parle (East), Mumbai – 400 099India

Website: www.sgapl.net

Mobile: +91 77383 77756Email: [email protected]