annual-report-FY2020

117 MAHINDRA & MAHINDRA LTD. INTEGRATED ANNUAL REPORT 2019-20 IV. SHAREHOLDING PATTERN (Equity Share Capital Break-up as percentage of Total Equity) i) Category-wise Shareholding: Category of Shareholders No. of Shares held at the beginning of the year [As on 1 st April, 2019] No. of Shares held at the end of the year [As on 31 st March, 2020] % Change during the year Demat Physical Total % of Total Shares Demat Physical Total % of Total Shares A. Promoters (1) Indian a) Individual/ HUF 7331574 0 7331574 0.59 7331574 0 7331574 0.59 0.00 b) Central Govt 0 0 0 0 0 0 0 0 0.00 c) State Govt(s) 0 0 0 0 0 0 0 0 0.00 d) Bodies Corp. 142256772 0 142256772 11.44 142256772 0 142256772 11.44 0.00 e) Banks / FI 0 0 0 0 0 0 0 0 0.00 f) Any other i) M&M Beneft Trust – Bharat N Doshi, A. K. Nanda – Trustees 103670428 0 103670428 8.34 84470428 0 84470428 6.80 -1.54 ii) Anand Mahindra Family Trust @ 0 0 0 0 0 0 0 0 0.00 iii) Mahindra Family Trust – I @ 0 0 0 0 0 0 0 0 0.00 iv) Yuthica Mahindra Family Trust# 0 0 0 0 0 0 0 0 0.00 Sub-total (A)(1) 253258774 0 253258774 20.37 234058774 0 234058774 18.83 -1.54 (2) Foreign a) NRIs – Individuals 895344 0 895344 0.07 845344 0 845344 0.07 0.00* b) Others – Individuals 0 0 0 0 0 0 0 0 0.00 c) Bodies Corp. 0 0 0 0 0 0 0 0 0.00 d) Banks / FI 0 0 0 0 0 0 0 0 0.00 e) Any other 0 0 0 0 0 0 0 0 0.00 Sub-total (A)(2) 895344 0 895344 0.07 845344 0 845344 0.07 0.00 Total Shareholding of Promoter (A)=(A)(1)+(A)(2) 254154118 0 254154118 20.44 234904118 0 234904118 18.90 -1.54 B. Public Shareholding 1. Institutions a) Mutual Funds/ UTI 123941673 0 123941673 9.97 123016353 0 123016353 9.90 -0.07 b) Banks / FI 2998541 65808 3064349 0.25 3554873 63728 3618601 0.29 0.04 c) Central Govt 1328413 0 1328413 0.11 1167646 0 1167646 0.10 -0.01 d) State Govt(s) 0 884264 884264 0.07 0 884264 884264 0.07 0.00 e) Venture Capital Funds 0 0 0 0 0 0 0 0 0.00 f) Insurance Companies 149453165 0 149453165 12.02 163710744 0 163710744 13.17 1.15 g) FIIs 2961261 64 2961325 0.24 469145 64 469209 0.04 -0.20 h) Foreign Venture Capital Funds 0 0 0 0 0 0 0 0 0.00 i) Others (specify) i) Foreign Portfolio – Corp $ 366881916 0 366881916 29.51 399662761 0 399662761 32.15 2.64 ii) Foreign Portfolio Investors $ 0 0 0 0 0 0 0 0 0.00 iii) Alternate Investment Funds 389484 0 389484 0.03 3043656 0 3043656 0.24 0.21 iv) Qualifed Institutional Buyer 106 0 106 0.00 38672176 0 38672176 3.11 3.11 Sub-total (B)(1) 647954559 950136 648904695 52.20 733297354 948056 734245410 59.07 6.87 @ Prudential Management & Services Private Limited (PMSL) is a member of the Promoter and Promoter Group of the Company. The erstwhile shareholders of PMSL who held 50% of its paid-up share capital settled the shares held by them into ‘Anand Mahindra Family Trust’ and ‘Mahindra Family Trust – I’, resulting in an indirect acquisition of voting rights of the Company. # Mr. Keshub Mahindra jointly with Ms. Sudha Mahindra settled part of their shareholding in PMSL constituting 5% of the paid-up share capital of PMSL, into ‘Yuthica Mahindra Family Trust’ resulting into indirect transfer of voting rights held by PMSL in the Company. $ Depositories have re-grouped all Foreign Portfolio Investors in single category of Foreign Portfolio - Corp. Hence, NIL holding is reflecting in category of Foreign Portfolio Investors as at the end of the year. * Rounded off upto two decimals.