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ADJUDICATION ORDER NO. - BS/AO-12/2008

ORDER UNDER RULE 5 OF THE SECURITIES AND EXCHANGE BOARD OF INDIA (PROCEDURE FOR HOLDING INQUIRY AND IMPOSING PENALTIES BY ADJUDICATING OFFICER) RULES, 1995 IN THE MATTER OF ADJUDICATION PROCEEDINGS AGAINST  ADC TELECOMMUNICATIONS, INC.

      Securities and Exchange Board of India (hereinafter referred to as ‘SEBI’) vide order dated January 10, 2005 initiated adjudication proceedings against ADC Telecommunications, Inc. (hereinafter referred to as ADC/ acquirer) and I was appointed as the adjudicating officer to inquire into and adjudge under Section 15I read with Section 15HB of the Securities and Exchange Board of India Act, 1992 (hereinafter referred to as the ‘SEBI Act’), the violation of Regulation 22(7) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 1997 (hereinafter referred as Takeover Regulations) alleged to have been committed by the acquirer in the indirect acquisition of shares and control of Krone Communication Limited (hereinafter referred to as the Target company).

FACTS OF THE CASE

1.           KCL is stated to be a joint venture between KRONE GmbH, a company incorporated under the laws of Germany (hereinafter referred to as KRONE) and Karnataka State Electronics Development Corporation Limited. ADC entered into a share purchase agreement (SPA) with GenTek Holding Corporation (GenTek) on May 18, 2004 to acquire 100% equity of KRONE a wholly owned subsidiary of GenTek. In turn, KRONE held 2,346,000 shares of KCL, constituting 51% of the voting equity capital of KCL.

 

2.           As the aforesaid constituted indirect acquisition of shares and control of the target company, the acquirer and Persons acting in concert made a public announcement on August 9, 2004 in terms of Takeover Regulations to acquire 23% of shares capital of the target company and accordingly filed Letter of Offer before Securities and Exchange Board of India (SEBI) through the merchant banker.  

3.           During the course of scrutiny of this filing, it was observed that PAC replaced two of its nominee directors on the board of Target Company with two new directors namely Shri Gokul Hemmady and Shri Micheal Day on July 24, 2004, i.e. after the signing of the Share purchase agreement (SPA). It is alleged that since the completion of the open offer formalities pertaining to KCL were not completed as on July 24, 2004, the acquirer or PAC were not entitled to be appointed on the board of directors of the target company, i.e., KCL in terms of Regulation 22(7) read with 2(1) (f) of Takeover Regulation. In view of the alleged violation of Regulation 22(7), adjudication proceedings were initiated against the acquisition.

NOTICE AND REPLY

4.           A Show Cause Notice A&E/BS/45033/2005 dated July 15, 2005 (hereinafter referred to as SCN) was issued to the acquirer in terms of the provisions of Rule 4 of SEBI (Procedure for Holding Inquiry and Imposing penalties by Adjudicating Officers) Rules, 1995 (hereinafter referred to as the Rules), requiring the acquirer to show cause as to why an inquiry should not be held for the violation alleged to have been committed by it.

5.           The acquirer vide its letter dated August 23, 2005 requested for extension of time to reply to the SCN. Subsequently, vide letter dated September 8, 2005, the acquirer filed the reply to the SCN.

6.           Considering the circumstances of the case and reply of the acquirer it was felt that an inquiry should be held in the matter and accordingly notice of hearing dated September 16, 2005 were issued to the acquirer, advising it to attend the hearing scheduled on September 26, 2005.

7.           The acquirer vide its letter dated September 20, 2005 requested for adjournment of hearing. Considering the request of adjournment, it was granted another opportunity of hearing on September 28, 2005.  On September 28, 2005 Shri Anil T Agarwal, authorized representative of the acquirer attended the hearing and made submissions. Subsequently acquirer made additional submissions vide its letter dated October 7, 2005.

8.           The acquirer made the following submissions with regard to the alleged violations as stated above:

a.      The KCL is a joint venture between KRONE GmbH, a company incorporated under the laws of Germany and having its registered office at Beeskowdamm 3-11, Berlin, D-14167 Germany and Karnataka State Electronics Development Corporation Limited (KEONICS) and each party is vested with the ability to appoint directors on the Board of KCL as stated in the Articles of Association of the KCL.

b.      The acquirer on May 18, 2004 via a Share Purchase Agreement indirectly acquired control over KCL by virtue of indirect acquisition from GenTek Holding Corporation (“Gen Tek”) the entire equity Capital of KRONE GmbH (now known as Krone BmbH), a German corporation which held 2,346,000 equity shares of face value of Rs.10 each in KCL representing 51% of the voting equity capital of KCL. 

c.       This acquisition by the acquirer was part of a global acquisition pursuant to which, the acquirer acquired from GenTek, the equity and assets of several companies and businesses involved in the manufacture, sale and distribution of telecommunications related products that are located in different countries (“Global Acquisition”).  Pursuant to the Global Acquisition the acquirer acquired all the outstanding shares of KRONE GmbH.  By acquiring KRONE GmbH, the acquirer also acquired indirectly all interests held by KRONE GmbH in other companies, including KCL.

d.     The above indirect acquisition of control over KCL was completed on May 18, 2004 via a Share Purchase Agreement as amended executed between the acquirer and GenTek and others on March 25, 2004. 

e.      There was no Memorandum of Understanding executed between the parties for acquisition of control in KCL by the acquirer prior to the above mentioned Share Purchase Agreement.

f.        The acquirer made a public announcement on August 9, 2004 pursuant to and in compliance with the Takeovers Regulations and later made a public offer as required under the Takeovers Regulations.

g.      The appointment of  Mr.Gokul Hemmady on the Board of KCL on July 24, 2004 was made by KCL to fill the vacancy caused by the resignation of Mr.Phil Hewes, nominee Director of KRONE GmbH.  KCL being a joint venture between KRONE GmbH and KEONICS each party is vested with the ability to appoint directors on the Board of KCL as stated in its Articles of Association. 

h.      In order that KCL is able to carry on its activities in the ordinary course of its business whilst complying with its Articles of Association, the appointment of Mr. Hemmady as a director was necessary and accordingly carried out by KCL. 

i.        There was no change in the extent of control that KRONE GmbH had over the Target Company as a result of this appointment.  Copy of the letter dated June 23, 2004 from KRONE GmbH nominating Mr.Gokul Hemmady to the Board of KCL and copy of the board resolution of KCL replacing Mr.Phill Hewes with Mr. Gokul Hemmady as nominee director of KRONE GmbH are annexed as Annexure 1 and 2 to the reply.

j.        Mr. Michael H. Day was appointed as Alternate Director to Mr. Gokual Hemmady on July 24, 2004.  A copy of the resolution appointing Mr.Michael H. Day as Alternate Director is annexed herewith as Annexure 3 to the reply.

k.      Mr.Michael Day’s appointment was in any case as an alternate director to Mr.Gokul Hemmady (original director) and as per the Companies Act, 1956 provisions the alternate director vacates his office as soon as the original Director enters the State where the meetings of the Board are held.  The concept of an alternate director helps the board to function effectively and is resorted to take care of a situation when the original director is not in a position to attend the meetings of the board of a company.  An alternate director is in a way a substitute for the original director and by such an appointment no new office of Director is created by his appointment.

l.        We have complied with the relevant provisions of the Takeover Regulations. The acquirer required control over KCL indirectly as a result of Global Acquisition by virtue of acquisition of KRONE GmbH outside India.

m.   According to Regulation 14(4) of the Takeover Regulations “Timing of the Public Announcement of Offer” in case of indirect acquisition or change in control, a public announcement shall be made by the acquirer within three months of consummation of such acquisition or change in control or restructuring of the parent of the company holding shares of or control over the target company in India.

n.      In terms of the Regulation 14(4) of the Takeover Regulations the acquirer made the Public Announcement on August 9, 2004 within three months of acquisition of control of KCL in India on May 18, 2004.

o.      Regulation 22(7) of the Takeover Regulations provides that during the offer period, the acquirer or persons acting in concert with him shall not be entitled to be appointed on the board of directors of the target company. 

p.     From the scheme and purpose of the Regulations it can be said that an acquirer without having made a public offer should not appoint a nominee on the board of a target company and where the appointment of a director to the board is out of replacement of an existing director of a person acting in concert, this restriction is not intended. 

q.      Mr.Hemmady was a replacement of an existing nominee director (Phil Hewes) on the board of KCL and not a new appointment to the board of KCL by the acquirer in view of the acquisition of indirect control by the acquirer over KCL.  The appointment was made by KCL without impacting the overall board membership enjoyed by KRONE GmbH and, thereby, without acquiring any additional rights/control or prejudicing any shareholders’ interest.  KRONE GmbH maintained status quo in terms of its effective representation on the Board of KCL and did not disturb the level playing field (for instance, for any competitive bids).

r.       It is further submitted that the term “offer period” under Regulation 2(1)(f) of the Regulations “means the period between the date of entering into Memorandum of Understanding or the public announcement, as the case may be, and the date of completion of offer formalities relating to the offer made under these regulations”.

s.       In this regard, the term “Memorandum of Understanding” is not defined under the Takeover Regulations.  The term has also been used in Regulation 21(A) “Offer conditional upon level of acceptance” which is reproduced below:

“21A. (1) Subject to the provisions of sub-regulation (8) of Regulation 22, an acquirer or any person acting in concert with him may make an offer conditional as to the level of acceptance which may be less than twenty per cent :

Provided that where the public offer is in pursuance of a Memorandum of Understanding, the Memorandum of Understanding shall contain a condition to the effect that in case the desired level of acceptance is not received the acquirer shall not acquire any shares under the Memorandum of Understanding and shall rescind the offer.”

t.        It is submitted that the term “Memorandum of Understanding” was brought into the definition of “offer period” and Regulation 21(A) vide SEBI (Substantial Acquisition of Shares and Takeovers) (Second Amendment) Regulations, 2002 dated 9th September, 2002.  In absence of any definition of the term provided in the Regulations, it can be said that when both “offer period” and Regulation 21(A) are read together the term “Memorandum of Understanding” in “offer period” may be implied to be referring to the “Memorandum of Understanding” in Regulation 21(A) only. 

u.     This means that where an acquirer has entered into a Memorandum of Understanding for acquisition of shares in a target company on a condition to the effect that in case the desired level of acceptance is not received the acquirer shall not acquire any shares under the Memorandum of Understanding, the offer period in that case for the purposes of restriction on appointment of directors on the board of a target company starts from the date of the Memorandum of Understanding.  Where there is a consummation of acquisition of shares or control without any condition as to the level of acceptance of offer to be made by the acquirer, the offer period begins from the date of public announcement.

v.      In this regard it is submitted that the acquisition of control by the acquirer in KCL was pursuant to an agreement between the relevant parties and not under a ‘Memorandum of Understanding’ conditional upon the level of acceptance of the offer to be made by the acquirer under the Regulations, hence the offer period in case of the acquirer started only from the date of Public Announcement made by the acquirer i.e. from August 9, 2004.

w.    Even if the appointment of Mr.Gokul Hemmady is considered as an appointment by the acquirer or persons in concert after acquisition of indirect control of the KCL by the acquirer, the fact that the appointment has been made prior to the date of Public Announcement goes to show that the acquirer has complied with the Regulations by not appointing any person to the board of KCL after the start of the offer period on August 9, 2004.

x.      Without prejudice to the above, the alleged violation has neither given any disproportionate gain or unfair advantage to the acquirer or person acting in concert nor caused any loss to any investor/shareholder. The acquirer has not appointed any nominee to the board of the target company after the Public announcement and when informed by the SEBI that the appointment of Mr. Hemmaday and Mr. Day seemed to be in violation of the Regulation 22(7), the said persons recused themselves and refrained from participating in any discussion and the decision and the decision making of the board of the target company regarding all matters concerning the public offer.

 

CONSIDERATION OF EVIDENCE AND FINDINGS

9.           The issue for consideration in this present mater is whether the appointment of Shri Gokul Hemmady and Shri Micheal Day, as directors on the board of the target company, by the acquirer along with PAC, after entering into share purchase agreement amounts to violation of Regulation 22(7) of Takeover Regulation, 1997.

Regulation 22 (7) of Takeover Regulations, 1997

                               

"(7) During the offer period, the acquirer or persons acting in concert with him shall not be entitled to be appointed on the board of directors of the target company:

[Provided that in case of acquisition of shares or voting rights or control of a Public Sector Undertaking pursuant to a public announcement made under the proviso to sub-regulation (1) of regulation 14, the provisions of sub-regulation (8) of regulation 23 shall be applicable:]

 [Provided further that where the acquirer, other than the acquirer who has made an offer under regulation 21A, after assuming full acceptances, has deposited in the escrow account hundred per cent of the consideration payable in cash where the consideration payable is in cash and in the form of securities where the consideration payable is by way of issue, exchange or transfer of securities or combination thereof, he may be entitled to be appointed on the  Board of Directors of the target company after a period of twenty-one days from the date of public announcement.]

10.      In this regard it is noted that the mandate of Regulation 22(7) clearly specifies that during the offer period, the acquirer or persons acting in concert with him shall not be entitled to be appointed on the board of directors of the target company. The term “offer period” is defined under Regulation 2(1)(f) of the Takeover Regulations.

Regulation 2 (1) (f) of Takeover Regulations, 1997

"[(f) "offer period" means the period between the date of entering into Memorandum of Understanding or the public announcement, as the case may be and the date of completion of offer formalities relating to the offer made under these regulations]" 

11.      In the present case, Shri Gokul Hemmady and Shri Micheal Day were appointed as directors on the board of KCL on July 24, 2004. The acquirer has contended that the appointment of  Mr. Gokul Hemmady on the Board of KCL on July 24, 2004 was made by KCL to fill the vacancy caused by the resignation of Mr.Phil Hewes, nominee Director of KRONE GmbH.  As submitted by the acquirer, KCL being a joint venture between KRONE GmbH and KEONICS each party is vested with the ability to appoint directors on the Board of KCL as stated in its Articles of Association.  The acquirer has further submitted that there was no change in the extent of control that KRONE GmbH had over KCL as a result of this appointment. As regard the appointment of Mr. Michael H. Day, he was appointed as Alternate Director to Mr. Gokual Hemmady on July 24, 2004. In this context it is pertinent to clarify that Regulation 22(7) prohibits the appointment of directors in the circumstances stated in the regulation and makes no distinction between new appointment and replacement as such.

12.      The acquirer has also contended that as Memorandum of Understanding was not signed between the parties, the offer period as contemplated under Regulation 22(7) of Takeover regulation will be reckoned from the date of public announcement and not from the date of Share purchase agreement.  Further the acquirer has made an attempt to derive the meaning of MOU from Regulation 21A of the Takeover Regulations and has contended that MOU is applicable only in cases of Offer Conditional upon level of acceptance as mandated under Regulation 21A of the Takeover Regulations. It is noted in this context that the acquirer has tried to distinguish between agreement between the parties and MOU however both the terms appear to convey the same meaning.

13.      At this juncture it is also pertinent to understand the rationale for providing such restriction on appointment of directors in terms of Regulation 22(7). The rationale of imposing the said restriction can be seen from the report of committee dated May 7, 2002 headed by Justice P.N. Bhagwati which is stated as follows:

The committee was informed that certain restrictions placed by Regulations like induction of directors etc. during offer period are circumvented by inducting directors on or after the date of MOU but before Public Announcement. The committee felt that the intention of the Regulation while placing such restrictions is to ensure that the acquirers do not take control of the company till all formalities are completed. In the light of the above, the committee recommends that ‘offer period’ may be reckoned to be from the date of the MOU, if any, to the date of completion of all formalities.

Meaning thereby the said restriction is placed by Regulation 22(7) with a view to prevent the acquirer from taking control over the target company before completion of all formalities related to takeover. Such control can be misused to the detriment of the target company and its shareholders.

14.      In the case of indirect acquisition the offer period starts with the date of public announcement. In regard it is noted that the indirect acquisition was completed on May 18, 2004. Subsequently the public announcement was made by the acquirer on August 09, 2004. In this regard it is pertinent to note that the appointment of directors was made on July 24, 2004 i.e. prior to the date of public announcement. Now in this instant case, considering the facts of the case, the submissions put forth by the acquirer and all material available on record, it is noted that after the appointment of said directors by PAC, when SEBI informed that appointment of the directors seemed to be in violation of Regulation 22(7), the said persons rescued themselves and refrained from participating in any discussion and decision making of the Board of the target company regarding all matters concerning the public offer. It is evident from the minutes of the meeting that the concerned directors have not participated in any manner concerning the offer. Further there is no change in the extent of control that PAC or acquirer had over the target company as a result of this appointment.

15.      Further, as the appointment of director was made prior to the public announcement it cannot be held that the appointment was made during the offer period in violation of the provisions of Regulation 22(7) of the Takeover Regulations. In view of the same the violation of Regulation 22(7) by acquirer has not been established and hence the adjudication proceeding against the acquirer is disposed of.

16.      In terms of the provisions of Rule 6 of the SEBI (Procedure for Holding Inquiry and Imposing Penalties by Adjudicating Officer) Rules 1995, copies of this order are sent to ADC Telecommunications, Inc. and to the Securities and Exchange Board of India.   

 

Place: Mumbai                                                   Biju. S

DATE: March 31, 2008                                      Adjudicating Officer