ESG Market Pulse India

ESG Market Pulse Q2 2014

ESG India Dashboard is your tool to:

- Track Environmental, Social and Governance (ESG) related actions, news and disclosure of top listed and Indian businesses 

- Monitor key ESG Risks and Opportunities facing Indian Businesses

- Obtain ESG Snapshot of 8 high risk sectors – synopsis prevailing sectoral trends and its impact on company valuations

 

Download the ESG Market Pulse Q2 2014 (click here)

Provided as an industry resources by the ESG and  Responsible Investment Working Group of the Sustainable Business Leadership Forum. 

 


Key ESG Issues in the period include

- Regulatory announcements and actions were the most prevalent trend during the period; they ranged from companies facing the rap for not meeting tree plantation targets to several companies facing closure of their factories / mines / production units – these included Coca-cola, Adani Enterprises, BHEL, etc.

- Strikes and work stoppages continued, not only in the Automobile sector (Bajaj auto) but also other sectors – Asian Paints, Indian Oil

- The new govt, in its attempt to narrow the fiscal deficit, is exploring break-up and privatization of Coal India

 

ESG Market Movers for Q2 2014

Environment

-NDMC rose 4% on news of it getting nod for ore plant, slurry pipeline

-All the companies that announced major renewable energy projects saw their shares rising - NHPC shares rose 12% on news of new contract in solar with the Kerela Govt. 

Governance

-MSCI shares continued to fall over the period – the shares fell 3.29% as news of PWC report citing irregularities in related party transactions was released

Social

-Bajaj Auto’s shares fell 4.5% on the news of the union deferring its strike just as a tactical move of ahead of tribunal ruling

-Sun Pharma fell by 1.65% as the company came under the scrutiny of USFDA

-GlaxoSmithKline Consumer Healthcare’s shares rose 3.77% as the company announced that it is eyeing rural market

 


ESG Interactive 

Analyze the ESG data on India Inc on the interactive charts below (take your mouse over the charts for additional details). For requests on data to be analyzed please write to info@SustainabilityOutlook.in with the subject 'ES Working Group'


ESG Market Pulse Q1 2014

Download the ESG Market Pulse Q1 2014 (click here)

Key ESG issues in this period include

- Sanctions by US FDA on Indian Pharmaceutical units leading to loss of customer base and valuations for leading companies like Ranbaxy and Sun Pharma

- Work stoppages threatened operations for several companies including Bajaj Auto, Bank of India, Canara Bank, Punjab National Bank, Coal India, Ford, Toyota Kirloskar, and Bosch 

- The new CSR rule and the existence of a burgeoning rural market means several companies are wooing BOP Consumers and focussing introducing products and services for the same

 


Companies covered

The quarterly ESG tracker covers the following companies in India:

ABB Ltd.

ACC Ltd.

Adani Enterprises Ltd.

Adani Ports & SEZ Ltd.

Aditya Birla Nuvo Ltd.

Aegis Ltd.

Ambuja Cements Ltd.

Apeejay Surrendra Group

Apollo Hospitals Enterprise Ltd.

Apollo Tyres Ltd.

Asian Paints Ltd.

Axis Bank Ltd.

Ayurvet Ltd.

Bajaj Auto Ltd.

Bank of Baroda Ltd.

Bank of India

Bharat Heavy Electricals Ltd.

Bharat Petroleum Corp. (BPCL)

Bharti Airtel Ltd.

Bosch India

Cadila Healthcare Ltd.

Cairn India Ltd.

Canara Bank

Castrol India Ltd.

Chambal Fertilisers & Chemicals Ltd.

Chemplast Sanmar Ltd.

Cipla Ltd.

Coal India Ltd.

Colgate-Palmolive (India) Ltd.

Container Corporation of India Ltd.

Cummins India Ltd.

Dabur India Ltd.

Divis Laboratories Ltd.

DLF Ltd.

Dr Reddys Laboratories Ltd.

Dystar India

Eicher Motors Ltd.

Essar Shipping Ltd.

Essar Steel Ltd.

Ford India Ltd.

GAIL India Ltd.

GlaxoSmithKline Consumer Healthcare Ltd.

GlaxoSmithKline Pharmaceuticals Ltd.

Godrej Consumer Products Ltd.

Grasim Industries Ltd.

GVK Power  & Infrastructure Ltd

HCL Technologies Ltd.

HDFC Bank Ltd.

Hero Motocorp Ltd.

Hewlett Packard Ltd.

Hindalco Industries Ltd.

Hindustan Coca-Cola Beverages Pvt. Ltd

Hindustan Construction Company Ltd.

Hindustan Construction Company Ltd.

Hindustan Petroleum Corporation Ltd.

Hindustan Unilever Ltd.

Hindustan Zinc Ltd.

ICICI Bank Ltd.

IDEA Cellular Ltd.

IDFC Ltd.

Indian Hotels Company Ltd.

Indian Oil Corporation Ltd.

IndusInd Bank Ltd.

Infosys Ltd.

ITC Ltd.

Jacobs Engineering India Pvt. Ltd.

Jain Irrigation Systems Ltd.

Jain Irrigation Systems Ltd.

Jaiprakash Associates Ltd.

Jindal Stainless Ltd.

Jindal Steel and Power Ltd.

JSW Steel

JSW Steel Ltd.

Jubilant Life Sciences Ltd.

Kansai Nerolac Paints Ltd.

Kirloskar Brothers Ltd.

Kirloskar Oil Engines Ltd. (KOEL)

Kotak Mahindra Bank

Larsen & Toubro Finance Ltd.

Larsen & Toubro Ltd.

Lupin Ltd.

Mahindra & Mahindra Ltd.

Mahindra & Mahindra Ltd.

Mahindra Lifespace Developers Ltd.

Marico Ltd.

Maruti Suzuki India Ltd.

Moser Baer India Ltd.

Motherson Sumi Systems Ltd.

MSPL Ltd.

Multi Commodity Exchange of India Ltd

National Aluminum Company Ltd.

Nestle India Ltd.

New Delhi Power Ltd. (NDPL)

NHPC Ltd.

NMDC Ltd.

Oil and Natural Gas Corporation

Oil India Ltd.

Oracle Fin Serv

Oracle Financial Services Software Ltd 

Panasonic Appliances India Company Ltd.

Pepsico India Holdings Private Ltd.

Pidilite Industries Ltd.

Polyplex Corporation Ltd.

Power Finance Corporation Ltd.

Power Grid Corporation of India Ltd.

Punjab National Bank

Ranbaxy Laboratories Ltd.

Reckitt Benckiser India Ltd.

Reliance Communications Ltd.

Reliance Industries Ltd.

Reliance Infrastructure Ltd.

Reliance Power Ltd.

Rural Electrification Corporation Ltd.

Sesa Sterlite Ltd.

Shree Cement Ltd.

Shriram Transport Finance Company Ltd.

Siemens Ltd.

Sree Santhosh Garments (SSG)

SRF Ltd.

State Bank of India

Steel Authority of India Ltd.

Sterlite Industries Ltd.

Sun Pharmaceutical Industries Ltd.

Sun TV Network Ltd.

Tata Chemicals Ltd.

Tata Consultancy Services Ltd.

Tata Metaliks Ltd.

Tata Motors Ltd.

Tata Power Company Ltd.

Tata Steel Ltd.

Tech Mahindra Ltd.

Tetra Pak India Pvt Ltd.

Tinplate Company of India

Titan Company Ltd.

Toyota Kirloskar Motor Pvt Ltd

Toyota Kirloskar Motor Pvt Ltd

Transport Corporation of India Ltd.

UltraTech Cement Ltd.

UltraTech Cement Ltd.

United Breweries Ltd.

United Spirits Ltd.

Vodafone India Ltd.

Wipro Ltd.

Yes Bank Ltd.

Zee Entertainment Enterprises Ltd.


ESG Information and Resources

This information is courtesy, the working group under the Sustainable Business Leadership Forum to drive the adoption of Environmental & Social measurement and disclosure in Corporate India. The working group has engaged the following key partners: IICA-GIZ Initiative (Indian Institute of Corporate Affairs and GIZ, cKinetics, Impact Investing Policy Collaborative (convened by InSight at Pacific Community Ventures, in partnership with IRI at Harvard University).  

Keeping in mind the existing need of businesses, investors and other stakeholders, the Responsible Investment working group has been formulated with the following objectives:

• Develop ESG Information Instruments: These instruments will inform the SBLF working group, investors as well as the market at large on the ESG performance of Indian businesses. 

• Develop an ESG Information Enabler by constructing an ESG guide for investors on how they can access and utilize ESG data

 

For additional resources: http://sblf.sustainabilityoutlook.in/about-the-forum/sustainability-disc...

To learn more about the ongoing work, please contact Sustainability Outlook (Info@SustainabilityOutlook.inwith the subject ES Working Group