Wednesday, September 04, 2013

Narayana Murthy’s second innings at Infosys …. Message for corporates.


The return of Narayana Murthy (NM)   to Infosys has evoked mixed response from analysts, stakeholders and general public. While a section welcomed his return as Infosys , which was moving in southward direction during the period from August 2011 when NM  retired from Infosys, and therefore was badly in need of a savior,  another section has  made certain remarks based on his announcement at the time of retirement a couple of years back that neither he nor any of his family members would be at the helm of Infosys.
It should be noted that , it was the Board of Infosys which recalled NM to head the organization and  put Infosys on the growth path . Everyone knows that it is NM the founder of Infosys  who was  responsible for the outstanding growth it has recorded  in the 20 years between 1981 and 2002 when he was its CEO. While he continued thereafter as Infosys’ chairman and Chief Mentor  and only in  August 2011  he disengaged himself from Infosys , his only connection with it being a shareholder , along with his family members of substantial quantum , , none of his family members holding any  position either in employment or in management of Infosys
Ever since NM’s retired from Infosys, it has been witnessing troubled days ,what with  drop in volume of revenue and profits. More than these monetary indicators , the management was in a confused state; the team consisting of capable professionals – both the board and the operating team -lacked direction and the absence of the magic touch of NM became evidently visible with sliding  growth and thus disappointing its stakeholders
With the return of NM to the organization which NM fondly founded and nurtured for the 25 years . Infosys is expected  to be rebuilt in 3 years time . To quote NM ”  The challenge is daunting and the task of rebuilding a desirable Infosys will take at least 36 months. In the process, there will be some tough decisions resulting in pain as we move forward, ….during the last two years, the focus got blurred on winning highly-competitive, large revenue-yielding outsourcing projects. The strategy is to focus on opportunities from consulting-led end-to-end solutions, leveraging technology for higher margins, developing intellectual property-(IP) based solutions to delink revenues from effort,
It is not an exaggerated statement if we say “Narayanamurthy” is synonymous with   “Infosys”. In fact , Infosys may consider adopting the brand “Narayanamurthy Infosys,”to take further advantage of the value attached to the phrase !!! 

The lesson for  promoters of corporates in India from this  is –promoters  have  to be actively involved in the management of every company., regardless of the battery of professionals the promoters may utilise for the company’s business . These days the promoters possess the knowledge in the business of  the companies promoted by them ,  know-how and the skills required for running a business and managing a company. Thus Promoters do not depend on executives ; rather the  executives  assist the Promoters in achieving the goals set by the Promoters for the company . Gone are the days when the Promoters were merely passive  investors with focus on return on investments made by them  in a venture ,leaving the entire management to the executives ,hired by the company. However, today the scene has completely changed . with Promoters , well versed all spheres of management of a corporate set up and the knowledge in the line of business ,although they may not be professionally qualified in the line of business of the company they own.
True, in the current scenario where corporate entities have been widely held through listing of the shares in the company and the PE investors taking a considerable chunk , the role of Promoters  has undergone significant changes .over the years. Yet, companies (listed companies included) which are led by the Promoters occupying an Executive  position in the Board have seen remarkable  growth with clear direction and guidance for the operating team from the Promoter led board. There could be certain exceptional cases where the promoters caused  the downfall of the company they promoted but the % of such failures on account of the mismanagement by promoters  is very small.
If the promoters are serious about the continued growth of the company promoted by them they should ensure the managerial personnel at the helm of the affairs  is from the promoter family , as the laid back style of management of promoters , allowing professionals outside the promoter family to manage the company has only seen the downfall of such companies. The reason is simple . The seriousness and the involvement of the promoters which is the foundation for the health of a company cannot be matched by any person outside the promoter family . Also,  in professionally run companies, the tug of war among the professional managers , their desire to reach the pinnacle of the management by any means (in most cases it would be through elimination of fellow managers) , their attitude to become responsible for all areas in the management of a company even though they may not have the required knowledge or experience in   certain fields,  all result in affecting the company in the areas of finance,  marketing ,technology, quality  and most important – the standing and reputation of the company in the market. . The secret for success of any company lies in the ability of the promoters remaining as the head of the organisation and making best use of the professionals in achieving the company’s goal . As saying goes, professionals are good servants but bad masters – they need good masters to get the best out of them . it is also to  be noted that majority of the professionals will always have an eye on greener pastures and only towards that , would work for the improvement of a company one serves ( to publicise his contribution to the present employer- for the attention of the future employer) unlike   the promoter who is willing to pledge his personal assets , when required for the benefit of his company  

While the intention is not to make disparaging statements about professional managers , there are  many a case of corporates run by professional managers which have slid into red  is an  eye opener, for the promoters – a message for them on what they should not do. Even lending institutions, investors and technology partners, consider companies headed by promoters as preferred entities for alliance which should not be overlooked by the promoters. The umpteen cases of successful revival of  sick companies with active involvement of promoters is a simple example – for the promoters to be in control of their company.




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