annual report - arconclave.com · management discussion & analysis 6 corporate governance 7...
TRANSCRIPT
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Benchmark study of the Sensex Companies’
Annual Report
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Objectives
Findings
Conclusions
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Objectives
Findings
Conclusions
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AR Monitor: Objectives
Best from Indian Sensex Companies
Annual Report on Annual Reports
Learnings
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Rank Company Country Rating
1 FORTUM Finland A+
2 ELECTROLUX Sweden A+
3 AIR LIQUIDE France A+
4 DANONE France A+
5 AKZONOBEL Netherlands A+
6 LAND SECURITIES UK A
7 BASF Germany A
8 SASOL South Africa A
9 SAS Sweden A
10 MICHELIN France A
Annual Report on Annual Reports
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Indian ARs in ‘AR on ARs’
Highest Ever Indian Rank = 133
Just 4 in Top 300
Top 100 possible?
Top 10 possible?
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AR Monitor: Companies Analysed
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Objectives
Findings
Conclusions
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Objectives
Findings
Conclusions
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
Management Discussion & Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
Glossary
11
AR Monitor: Aspects Analysed
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
Report Length: Number of Pages
140-160 pages – the ideal length of AR!
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
Good Index: Global Examples
Index & Sub-index enhances navigation
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
FH: Number of Parameters
Place Highlights early, use graphs
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
FH: Number of Graphs
Performance in a Nut-shell
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
FH: 5 most-used parameters
What’s not shown gets more obvious
Parameters No. of reporting
Companies Revenue or Sales 29 Profit After Tax (PAT) 29 Earnings Per Share 26 Dividend Per Share 24 EBIDTA 20
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
EM: Number of Messages
Only 25 ARs had EM
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
EM: What got covered
Topics discussed No. of Companies Thanking shareholder 19 Operational highlights 18 Strategic review 18 Financial performance 17 Sustainability 12 Economy 12 Industry 10 Future target 2
Tata Motors analysed peer group
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
Ideal Theme
Brief and with visuals
‘What an Idea Sir Ji’
‘Thanda matlab Coca Cola’
‘Hum main hai Hero’
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
Theme: Tata Steel
Sustainability (theme) deeply ingrained
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Report Length
1
Index
2
Financial Highlights
3
Executive Message
4
Theme
5
Theme: Dr. Reddy’s
Cover theme and design sustained through
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Management Discussion & Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
MDA: the core of AR
Strategy, Financial Review & Risk Management
Items prescribed by Clause 49 No. of MDAs
Industry Structure & Developments 29
Financial & Operational Performance 28
Segment/Product wise performance 25
Risks & Concerns 23
Internal control systems, adequacy 22
Material developments in HR 22
Future Outlook 17
Opportunities & Threats 14
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Management Discussion & Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
MDA: Tata Consultancy Services
Flab free MDA
Business Strategy, Brands, Technology, HR
29 risk mitigations
8 years performance
Captain’s view amply reflected
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
CGR: Number of Committees
4 ARs reported less than 3 Committees
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
CGR: Dr. Reddy’s
BOD, Management Council, CGR, Shareholders info
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
BRR: Tata Steel
Doing precedes reporting, photographs engage.
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
BRR: Wipro
Mapped to NVG, backed with assurance
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
CI: Number of Headers
Visiting card of the company
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
CFS: No. of Notes to Accounts
PSUs scored higher
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
Significant Accounting Policies
A Consolidated View for the Shareholders
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Management Discussion &Analysis
6
Corporate Governance
7
Business Responsibility
8
Corporate Information
9
Consolidated Financial Statements
10
Number of Items
Glossary
11
Only 5 ARs had Glossary
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Objectives
Findings
Conclusions
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Objectives
Findings
Conclusions
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India’s Best from Sensex ARs
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India’s Best from Sensex ARs
Synthetic AR will most likely be in Global Top 50!
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Thank You