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Workshop – Financial Modelling & Valuation

Preparing financial models and arriving at the appropriate valuation of companies are the most sought after skills in the financial world. However, financial forecasting – the most critical aspect of any financial model – requires practitioner to understand operating environment for a business. Objective evaluation of the business and economic environment along with competitive dynamics is key to making rights calls on a company’s expected performance.

In this work-shop, we will explain a detailed practical approach to financial modelling & equity valuation through a unique blend of modules on financial concepts and real world know-how. This workshop is designed to encourage students to develop critical thinking abilities that will help them solve challenging problems in valuation and develop skills that will help prepare them for career as financial analyst in investment banks, private equities and other financial institutions.

The workshop will have many real world case studies to illustrate how macro environment, competitive dynamics and business strategies influences a company’s valuation. The workshop will focus on interaction and active participation from program participants.

 

The key learning from this work-shop would be:  

·         Step-by-step financial modelling process guidelines

·         Discussion on various analytical frameworks and theoretical concepts through illustrative examples

·         Identification of key business drivers for an effective fundamental analysis 

·         Preparing valuation model from scratch

o    Prepare financial spreadsheet to conduct historical fundamental analysis

o    Project income statements with assumptions based on business understanding

·         Valuing a company using DCF method

·         Valuing a company using multiples and comparable firms

·         Avoiding common mistakes in valuation

 

Who should attend this work-shop?

This work-shop is for any one desirous of enhancing their skills and adopt global best practices in financial modelling. To benefit from this program a basic understanding of financial concepts is desired but not necessary. Following set of students will find it useful:

·         Professionals working with financial institutions and consulting firms

·         Students in MBA Colleges

·         MBA (or Masters) in Finance

·         Charted Accountants

·         CFA and FRM Candidates

·         Graduates / Post Graduates (Engineering, Science, Commerce, Economics)

·         Investors who wants to learn about fundamental equity analysis

Day 1


9.30 AM – 11.00 AM | Session 1: Introduction to Financial Modelling

  • Introduction to the world of financial modelling & valuation
  • Key approaches to valuation: DCF, dividend discount and multiples (PE, EV/EBITDA, PEG, NAV etc.) methods
  • Key documents to study – where to look for information and extract relevant information
  • Organizing historical financials & profitability metrics
  • Key components of a financial model

11.15 AM – 12.45 PM | Session 2: Analysis Framework

  • Understanding the Value Drivers framework
  • Value Drivers – analyzing revenue drivers
  • Value Drivers – analyzing cost drivers
  • Value Drivers – analyzing balance sheet drivers

12.45 PM – 1.30 PM: Lunch Break


1.30 PM – 3.00 PM | Session 3: Financial Analysis Framework

  • Income statement – understanding historical revenue and cost performance
  • Balance sheet – understanding key balance sheet levers; liquidity and capital structure analysis
  • Cash flows – understanding cash flow and working capital cycle
  • Key operational ratios, DuPont analysis, common size analysis

3.00 PM – 3.30 PM: Tea Break


3.30 PM – 5.00 PM | Session 4: Financial Projections – I

  • Creating structure/layout framework
  • Revenue projections
  • Cost & profitability projections

 


 Day 2


9.30 AM – 11.00 AM | Session 5: Financial Projections – II

  • Working capital cycle & forecasting
  • Capital investments, depreciation and fixed asset schedule
  • Creating cash flows statements for forecast period

11.15 AM – 12.45 PM | Session 6: Discounted Cash Flows (DCF) Method

  • DCF – Free cash flow calculation to the firm and the equity holders
  • DCF – WACC and Cost of Equity calculation
  • DCF – Understanding the terminal value; Estimating the terminal growth rate
  • DCF – Arriving at the intrinsic value of the company and value per share
  • DCF – Sensitivity and scenario analysis

12.45 PM – 1.30 PM: Lunch Break


 1.30 PM – 3.00 PM | Session 7: Relative Valuation

  • Techniques of relative valuation

o    Price multiples

o    Enterprise value multiples

  • Identifying comparable companies
  • Identifying the suitable valuation multiple to be used
  • Applying the right multiple and calculating value per share

3.00 PM – 3.30 PM: Tea Break


3.30 PM – 5.30 PM | Session 8: Valuing A Telecom Company – Workshop Activity

  • Group Activity & Discussion
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Ati Ranjan

Founder & Chairman

Ati has nearly 14 years of experience in investment research and business strategy. As Head of Investment Research (IR) at Aranca, a leading global research firm, Ati worked with scores of financial institutions. During his 11+ years’ stint at Aranca, Ati was instrumental in growing the IR team 8-fold and has represented Aranca in various print and digital media platforms. Ati is also working as consultant to various start-ups to help them refine their business plan and run financial feasibility of establishing and running a business.

Ati Ranjan founded MyAbhyaas in 2016 with an aim to arming students and professionals with practical know-how to make them competitive and employable. Ati is a firm believer in knowledge as the key enabler and is working on democratizing learning leveraging technology and the power of Internet.

During his stint in Aranca, Ati has personally trained 700+ analysts on core investment research capabilities, including identification of value drivers, financial projections, DCF and relative valuation, investment note storyboarding etc.

An Economics graduate and an MBA in Finance, Ati is an avid runner and regularly participates in various marathon. A voracious reader, Ati also finds time to watch movies and go on trek regularly.

Amol has nearly 12 years of experience working as lead analyst and manager for equity research with global financial institutions. Amol has extensively covered Banking, Retail, Shipping and Renewable Energy sectors and has excellent knowledge of all aspects of equity research – including fundamental analysis for stock picking, financial projections, DCF and relative valuation, investment note storyboarding etc.

Amol is passionate about training and has trained 200+ analysts on fundamental equity research over the last 10 years. Many of his trainees are now working as senior investment research professionals across global financial institutions in India, brokerages and research firms.

Amol is an MBA in Finance and a B. Tech in Electronics.

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Amol Shembekar

Manager – Investment Research
Crisil India Limited
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Rohit Nagraj

Manager – Investment Research
Aranca Limited

Rohit has 11 years of fundamental equity research experience and 4 years of experience in specialty chemical plant operations. He is primarily an Oil and Gas sector specialist with additional experience in covering agrochemicals, chemicals, infra and pharmaceuticals sectors. Rohit is well recognized for stock pickings from long term and trading perspective.

Rohit featured in Asiamoney and Institutional Investor rankings (voted by clients) among top analysts in India for Oil & Gas sector.

Rohit is an MBA in Finance from K. J. Somaiya Institute and a B. Tech in Chemical Engineering from LIT Nagpur.

Heera Panna Shopping Centre,
Panchkutir Ganesh Nagar,
Powai, Mumbai,
Maharashtra,
India

Standard Fee: INR 8,000 + Service tax (15%) + Transaction Charges

Student Fee @ 50% off i.e. INR 4,000 + 15% Service Tax + Transaction Charges (Please use Discount Code MBA40)

For more queries call us at 91-90040-89006 or write at ruchi.varpe@myabhyaas.com   

 

https://in.explara.com/e/workshop-i-financial-modelling–valuation

 

Please attach a note with details of the Cheque: Name of the delegate(s), College, Batch, Contact No., E-mail ID

 

You can also directly deposit cash, submit cheque or transfer online to our YES Bank a/c:

Account name: MYABHYAAS EDUCATION SERVICES PRIVATE LIMITED

Account no: 016483800001854

Branch Name: BORIVALI, MUMBAI

IFSC Code: YESB0000164

 

Refund and Substitution Policy:

  • Participants will not get any refunds for cancellations made within 3 days of the workshop.
  • Participants who have confirmed and do not attend, are liable to pay the full course fee without any refunds or discounts
  • Cancellation fee of 50% will be applicable 7 days prior to the workshop.
  • Cancellation fee of 25% will be applicable up to 21 days prior to the workshop.
  • Participants’ substitutions within a company are permitted. Yet, the request must be received 1 day ahead of the workshop/training date. Please send all such request by email to ruchi.varpe@myabhyaas.com
  • MyAbhyaas reserves the right to amend content, expert, venue & date(s) of the workshop
  • Participants will be refunded the registration fee in full in case the workshop gets cancelled.
  • MyAbhyaas assumes no liability for any costs including transportation, hotel accommodation or any other costs incurred by participants in the event of cancellation

Contact Us

Phone: +91-96195-02101
Email: info@myabhyaas.com


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