The Pilkington judgment: The Court of Justice clarifies the criteria for setting fines for cartels

Introduction
Article 23(2) of Regulation (EC) 1/2003 and the European Commission’s Setting Fines Guidelines[1] lay down the criteria for the determination of fines for the infringement of the EU Competition rules. Not astonishingly, one of the most often debated issues in competition litigation is whether the Commission has correctly applied those criteria, particularly in relation to cartel cases where the amounts of penalties may be hefty. In the judgment recently handed down in Pilkington[2],a follow-on case of the Commission’s cartel decision in Car Glass[3], the Court of Justice of the EU (CJEU) clarified which turnover of cartelists and which exchange rate to convert such turnover into euro should be used for the purpose of calculating the competition fines. The applicants, a numbers of firms belonging to the Pilkington group (thereinafter the Pilkington group), contended that the Commission, and later the General Court of the EU (GC) that upheld the Commission infringement decision, had misapplied the relevant rules in Article 23(2) of Regulation (EC) 1/2003 and in the Setting Fines Guidelines. The CJEU, however, rejected the ground of appeals submitted by the applicants taking the view that the amount of the fine levied and the methodology followed by the Commission to arrive at that amount were correct.
The facts of the case
In 2008 the Commission closed the antitrust investigation opened in Car Glass finding that the Pilkington group, together with other manufacturers, cartelized the market for automotive glass parts. More precisely, the members of the cartel agreed to divide up the market and exchange sensitive commercial information among them with the view to crystallize their market positions. The cartel took place over the March 1998-September 2002 period. The Commission imposed on the cartelists fines totalling up to about EUR 1.35 billion. This was one of the highest fines ever imposed in the context of the enforcement of Article 101 TFEU. Incidentally, it may be worth noting that the Commission started the investigation against the cartel on the basis of the facts reported by an anonymous whistleblower.
The Pilkington group was given a fine of EUR 370 million, later reduced by the Commission to EUR 357 million to correct certain calculation errors previously made. Notwithstanding that, and unsurprisingly, the Pilkington group challenged the decision of the Commission before the General Court of the EU (GC). In support, the Pilkington group pleaded, amongst other things, that the Commission had wrongly determined the amounts of the fines because it had misapplied the relevant criteria for the calculation of fines. By a judgment made on 17 December 2014[4], the GC rejected all the pleas of the Pilkington group that appealed that judgment before the CJEU. The grounds of appeal submitted the Pilkington group before the CJEU can be bogged down to the question whether the setting fine methodology employed by the Commission in Car Glass was inadequate.
The judgment of the CJEU
Point 13 of the 2006 Fining Guidelines lays down that the basic amount of a competition fine is to be determined by the Commission by reference to the values of the condemned undertaking’s sales of goods or services to which the competition infringement directly or indirectly relates. By the first ground of appeal, the Pilkington group raised the question as to whether the principle in point 13 of the 2006 Fining Guidelines implied a causal connection between the cartel arrangement and the individual sales contributing to the turnover of the cartelists to be taken into account. The Pilkington group was of the view that this was so. Accordingly, the applicants argued that the Commission had to disregard the sales unconnected to the collusive agreements such as the sales made by the cartelists pursuant to the contracts concluded before the implementation of the cartel and that were not re-negotiated during the infringement period. Importantly, had the Commission not taken into account the revenues generated by those sale, the fines imposed on the Pilkington group would have been EUR 49 million lower.
The CJEU stressed that the rationale underlying the principle in point 13 of the 2006 Fining Guidelines is that the amount of the fines should reflect the economic significance of the competition breach and the size of the infringer. Therefore, it would be contrary to this objective if the principle in point 13 were interpreted narrowly and applied only to the revenues generated by the sales actually covered by the cartel arrangement. In the view of the CJEU, the GC correctly included the sales contested by the Pilkington group in the value of sales to be considered for the purpose of setting the basic quantum of the fine in accordance with point 13 of the 2006 Fining Guidelines. In fact, taking the contested sales into account ‘was justified in view of the scope of cartel, its mode of operation and its overall objective of stabilizing market shares, with the result that it was not necessary to collude on each supply contract in order to achieve that objective’[5]. The overall objective of the cartel was to allocate the supplies of automotive glass among the cartelists with regard to existing and new contracts. The allocation arrangement covered all the activities of the cartelists on the relevant markets. Therefore, also the sales resulting from contracts made before the infringement period and not renegotiated during that period fell within the scope of the cartel. As a result, pursuant to the principle set out in point 13 of the 2006 Fining Guidelines, the revenues generated by those sales had to be considered when setting the basic amount of competition fines.
The second ground of appeal focused on Article 23(2) of Regulation 1/2003, which lays down that competition fines cannot exceed the cap of 10% of the total turnover generated by the guilty firms in the business year before that in which the competition breach occurred. The Pilkington group objected to the methodology followed by the Commission that, in order to convert the Pilkington group’s turnover from pounds into euros, applied the average exchange rate calculated by the ECB over the April 2007-March 2008 period or the business year before that of the infringement decision. According to the Pilkington group, instead, the Commission should have applied the exchange rate at the date of the infringement decision. Importantly, the Pilkington group claimed that the fine imposed on it was about EUR 40 million higher than the 10% statutory cap calculated with the application of the pound/euro rate exchange of the date of 12 November 2008. In practice, the Pilkington group argued that Commission had to apply a ‘looking forward’ approach to identify the relevant exchange rate rather than the ‘looking back’ approach applied in Car Glass.
The CJEU started its analysis by pointing out that Article 23(2) of Regulation 1/2003 does not provide for any guidance on which exchange rate to apply to determine the 10% ceiling. The aim of the cap is to prevent the imposition of competition fines that infringers will be unable to pay. In that regard, the GC has correctly said that the cap in Article 23(2) should be determined by the reference to the economic reality emerging from the business year preceding the adoption of the infringement decision. Indeed, the turnover figure for that year was likely to be a suitable proxy of the financial capacity of the penalized firm at the point of time in which the competition breach was found. The method to assess the financial capability of an infringing firm on the basis of the average exchange rate in the business year before the infringement decision was more in line with the EU Competition law than the ‘looking forward’ approach based on the exchange rate at the date of the infringement decision. Therefore, the ‘looking back’ approach followed by the Commission and upheld by the GC was more likely to reflect the economic reality of the business year preceding the adoption of the infringement decision.
The CJEU also noted that the method applied by the Commission incorporated an exchange rate that was ascertainable before the date of the infringement decision. And, also the statutory cap of the fine could be determined in advance. That said, the CJEU rejected the arguments of the Pilkington group concerning the harmful consequences that monetary fluctuations might have on the calculation of the statutory ceiling of Article 23(2) of Regulation 1/2003 due to the exchange rate applied by the Commission. Indeed, it was the application of the average historical rates during the year before the competition breach that was more likely to mitigate or neutralise such harmful consequences. On the contrary, the exchange rate at the date of the infringement decision was less suitable to minimize those consequences. In addition, the currency risk was inherent in the activity of each firms whose accounts were kept in a currency other than euro. It could not be said that the currency fluctuations discriminated against firms with no-euro accounts in favour of the firms with euro accounts. Rather, the currency fluctuations were an element of chance to which the firms with non-euro accounts were exposed and from which advantages or disadvantages might come to them.
Finally, by the third ground of appeal, the Pilkington group argued that the Commission breached the principles of equal treatment and proportionality when it imposed on the Pilkington group a fine proportionally greater than those levied on the other cartelists with more diversified activities. The CJEU dismissed these arguments, too. It ruled that the principles of equal treatment and proportionality were not violated when ‘an undertaking, the activities of which are more focused than others on the sale of goods or services connected directly or indirectly to the infringement, may receive a fine which represents a proportion of its overall turnover that is greater than that represented by the fines imposed respectively on each other of the other undertakings’[6].
Because the setting fine methodology adopted by the Commission was not based on the overall turnover of the competition infringement, it followed that disparities between firms as to the ratio between overall turnover and fine amounts were not disallowed. Concurring with the GC, the CJEU highlighted that EU Competition Law did not require the Commission to make sure that the amounts of levied fines reflected the differences between the condemned firms as to their overall turnover. The disparities between undertakings as to the proportion of the quantum of the levied fine to the overall turnover of the firm did not constitute a sufficient justification for departing from the methodology adopted by the Commission and applied in the Car Glass case. Doing otherwise would result in conferring an advantage on the least diversified firms on the basis of criteria that were unconnected to the gravity and duration of the infringement. By the same token, the CJEU reminded that in order to set the amounts of fines, the Commission did not need to look at the economic situation of the firms, particularly at its financial capacity. If the Commission did so, the firms less adapted to market condition would be given an unfair competition advantage.
Therefore, the CJEU dismissed all the grounds of appeal submitted by the Pilkington group, upholding the judgment of the GC. Then, the CJEU confirmed that the Commission correctly calculated the amounts of the fine imposed on the Pilkington group in the Car Glass decision.
Commentary
First, In Pilkington the CJEU constructed in a purposeful way the concept of the value of sales in point 13 of the 2006 Fining Guidelines. Embracing the narrow interpretation of sales advocated by the applicants would be contrary to the objective pursued by point 13 of the 2006 Fining Guidelines and would lower the deterrent effects of competition fines. In that regard, the CJEU took in great consideration the nature and objectives of cartels. Typically, most of cartels, included the one detected in Car Glass, have as purpose to crystallize the market shares of the participants. If the stabilization effect covers the whole activity of the cartelists, so the argument run, the Commission was right to consider all the sales made by the cartelists in the relevant markets affected by the collusion, including those made before the infringement period. Further arguments in favour of the approach taken by the Commission were identified by AG Kokott in the wide wording of point 13 of the 2006 Fining Guidelines. In her view, the reference to all goods or services supplied by the cartelist to which the infringement directly or indirectly relates supported an extensive interpretation of the concept of sales. She also said that to ascertain whether each sale made by the cartelist was connected to the anti-competitive agreement, as argued by the applicants, would require a disproportionate administrative effort from the acting competition authority.
Pilkington is good news for the Commission’s cartel enforcement policies. Taking into account also the sales made before the implementation of the cartel may boost the ensuing competition fines, thereby strengthening their deterrent effects. The reverse of the medal is, however, that infringers may see their competition fines increased due to revenues generated before the cartel was put in place to the detriment of legal certainty. Because the decisive argument in Pilkington for the extensive interpretation of the concept of sales was the wide scope of the cartel, it may be thought that the Commission will follow in future the same approach with regard to cartel having a similarly broad scope.
Second, Pilkington should be also carefully read by competition infringers with non-euro accounts. The risks of changes in exchange rates are inherent in the business environment where firms operate and constitute a business risk to which they are exposed. With regard to EU competition enforcement, such risks may arise when a firm is located in a country outside the euro area and has non-euro accounts. In such a scenario, the conversion of the competition fine from euro into the national currency of the infringer, on the basis of the exchange rate selected by the Commission, may result in an unexpected increase in the 10% cap of Article 23(2) of Regulation 1/2003. What Pilkington said was that currency risks were upward or downward risks for all businesses. Thus, the principles of equal treatment and legal uncertainty were not breached because the Commission chose to applied the average rate exchange observed during the business year before the infringement decision.
The exchange rate applied by the Commission looks to be more favourable for competition infringers from outside the euro-zone. As the exchange rate embraced a relatively long period of time, it was more likely to mitigate the negative repercussions that the changes in the euro/sterling exchange rate might have on the competition fine. In conclusion, currency rate fluctuations do not appear to be an effective defensive strategy for firms from outside the euro zone trying to mitigate their competition liabilities. More suitable strategies to deal with such currency risks are building reserves in euros, as required by good accounting practices, or entering into hedging contracts targeting the risks associated with the exchange rate between euro and national currencies.
Third, Pilkington dealt with the issue whether the cartelists whose business model is more centered on the cartelized markets were discriminated in comparison with the more diversified infringers as to the proportion between the overall turnover and the amounts of competition fines. Apparently, the CJEU acknowledged that the former might be discriminated, though it added that the discrimination was of no such magnitude to call for the amendment of the relevant setting fine rules.
This issue was addressed in a clearer way by the Opinion of the AG Kokott. She correctly pointed out that a firm that obtained a large share of profit from the cartelized products extracted a proportionally higher profit from the cartel than the other participants. Logically, that might result in the imposition of competition fines proportionally higher than those levied on the cartelists whose activities embraced a wider range of markets. In conclusion, less diversified firms should consider the regulatory risk of being levied proportionally higher competition fines than competitors in case they infringe competition in their core markets.
   



[1] Guidelines on the method of setting fines imposed pursuant to Article 23(2)(a) of Regulation 1/2003 OJ [2006] C 210/2. 
[2] C-101/15 P, Judgment of 7 September 2016, Pilkington Group and Others v European Commission, ECLI:EU:C:2016:631. 
[3] Commission decision of 12 November 2008, COMP/39.125, Car Glass.
[4] T-72,09, Pilkington Group and Others v European Commission, ECLI:EU:T:2014:1094.
[5] Para. 22 of the judgment.
[6] Point 64 of the judgment.

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