Thursday, March 6, 2014

DELISTING AND TRICKS OF THE TRADE

Whereas, it may adhere to every alphabet, every letter, of the written law (as it stands today), does the principle of offloading the promoter holding to FIIs with the solitary purpose of encroaching the minority shareholders' interest so as to deprive them of a fair price for their shareholding on delisting, carry out the spirit of law? This is a classic battle between following the law as it is written versus tenaciously and inexorably circumventing the spirit of the law.
 
The law which is being referred to over here is in the form of the Securities And Exchange Board Of India (Delisting Of Equity Shares) Regulations, 2009(hereinafter referred to as “Delisting Regulations”) issued by the Indian securities’market watchdog, the Securities and Exchange Board of India (“SEBI”). And, the principle of outwitting the inherent spirit of these regulations while strictly and duly not infringing letter of the law, thereby blatantly condescending upon what the Delisting Regulations integrally intend to achieve, is in relation to the Indian arm, AstraZeneca Pharma India Limited (“AstraZeneca”) of the British-Swedish pharmaceutical multinational company.
 
At this juncture, it is imperative to briefly recapitulate the facts of the case. AstraZeneca is a public limited company listed on the Bombay Stock Exchange (“BSE”) and the National Stock Exchange (“NSE”) engaged in the pharmaceutical business. As mentioned above, it is promoted by Astra Pharmaceuticals AB, Sweden which holds 75% stake in AstraZeneca. Prior to 2013, the promoter company holding in the company was 90% and the balance was held by the public at large. It subsequently reduced its stake from 90% to 75% in order to comply with fresh guidelines in the form of Securities Contracts (Regulations) (Amendment) Rules, 2010 which were issued by SEBI requiring that there shall be a minimum public shareholding of 25% in listed companies (Rule 19A read with Rule 19(2)(b) of the Securities Contracts (Regulations) Rules, 1957). The promoter company of AstraZeneca disposed 15.5% to 6 Foreign Institutional Investors (“FIIs”) via Offer for Sale (“OFS”) route in 2013 and the price at which such shares were sold must have been around Rs. 650 (the then market price of the company). Now, a couple of days back, the company announced to delist its shares from BSE and NSE.
 
Regulation 17 of the Delisting Regulations issued by SEBI requires that, for a company to delist the shareholding of the promoter company, post-offer, should reach 90% or the aggregate of pre-offer promoter company shareholding and 50% of the offer size; whichever is higher. Hence, in this case, AstraZeneca can successfully delist itself if it acquires all the shares from the FIIs which it had offloaded in the preceding year; thereby reaching the minimum threshold of 90%.
 
Here is where the archetypal “Trick of the Trade” comes into play- AstraZeneca had offloaded about 15.5% to FIIs only a year ago and suddenly a year after, it plans to delist its share. This move by AstraZeneca is anything but sudden and rather connived insidious well-laid out plan because, in order to reach the criterion of 90%, it will buy from the same FIIs that it had sold to. This is something which is called “Stock Warehousing” where the promoter company’s stock is held or “parked” by or in some other entity (FIIs, in this case) so that the promoter company can do away with the Indian Delisting Regulations when it re-acquires it from these entities.
 
This, in itself, provides two fold benefits:
 
1. The FIIs will offer their shares for sale to the promoter company of AstraZeneca at around Rs. 1300 (the current market price) which is double the price at which they had acquired the shares; so a win-situation for the FIIs since they will be able to exit at a hefty gain; and
 
2. The promoter company of AstraZeneca will not contravene any provisions of the Delisting Regulations yet it will get its own shares at a price which will determinably be lower than the price which it would have been otherwise “discovered” in the market, if the shares had been acquired from the outside shareholders and not the FIIs. Further, without shifting much of its resources to the outside shareholders, it de-regulates itself from the SEBI regime by delisting which would thus ensure greater control by the promoter company over the Indian operations with much lesser accountability. Hence, it is a win-situation for the promoter company as well.
 
Therefore, it can be deduced that it is a win-win situation for both the entities concerned. So, who loses? It is the minority outside shareholders who are deprived of their right to get fair valuation for their shares.
 
SEBI had amended its regulations in relation to the minimum public shareholding in case of listed equity shares of the same class and increased this requirement from 10% to 25%. The intrinsic inference for the same is that a reasonable minimum public shareholding increases the liquidity of the shares traded in the market, reduces the possibility of collusion by the promoters so as to maneuver the prices of shares to their advantage and ultimately leads to the discovery of a fair market price of the shares of the company so publicly listed. The role of a market, in general, inter alia,is to discover the fair market value of anything traded through it by striking a balance between the demand and supply and absolve the thing traded from any inequalities in the same.
 
Here, it is pertinent to note that AstraZeneca had already offered its shares for delisting way back in 2004 where the discovered price was Rs. 3000 whereas the floor price (the minimum price above which the bids from the shareholders were accepted) was Rs. 825. Hence, since the price so discovered through the market was so high, the delisting was off the table for AstraZeneca. Recently, in 2010, the promoter company again made a delisting proposal for which the maximum price set was Rs. 1152 per share. However, the special resolution to approve the same was lost on account of lack of requisite votes in favour of the same by the outside public shareholding. These two instances vehemently suggest that the company, fundamentally, is capable of commanding a high price for its share in the market since, in the first instance, the delisting process lapsed due to a much higher price than the floor price whereas in 2010, the resolution was lost due to the belief of the outside public shareholders that the value of the share of the company was higher than what had been set by the promoter company as the maximum price. Currently, in the previous few quarters, after showing a dismal financial performance, the gross revenue of the company has been on an upward trend and has transformed its loss making impasse into a profit making prospect. Thus, the value of share of AstraZeneca will command a higher price than what will be bought by the promoter company from the FIIs thereby forcing the outside shareholders to sell at a lower price than what would have been discovered if the shares were bought from them. This is precisely the reason why the promoter company “parked” its shares with the FIIs and re-acquiring the same from them at a much lower price than the would-be discovered price.

However, in the strictest sense, this transaction is within the four corners of the law and thus, cannot be touched upon as an illegal transaction. This does not seem rational since the spirit of the law which is to provide an exit opportunity to the outside shareholders at a fair price, has precociously yet clandestinely been averted. In this case, the shareholders are completely deprived of an opportunity of exiting at a price which the shareholders would have bargained for in the market and they will be forced to sell their shares at which the FIIs sell the shares to the promoter company.
 
Law, at more often instances than not, has ceased to be rational. Sometimes, it is draconically irrationalized by amending it only to serve the interests of the government (Re: Finance Act, 2012 to invalidate the ruling of the Supreme Court in the case of Vodafone) and sometimes, it is naively irrationalized when the Regulators fail to improve the law which aims at protecting the interests of the investors. Thus, as an investor, the question that I long to ask is- will the SEBI be proactive by coming up with better regulations to curb such practices or will it only be reactive by taking recourse to litigation so as to face such practices only once they have been culminated?

 
-Binoy Parikh

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