fm project guidelines

8/10/2019 FM Project Guidelines

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TOPIC FOR PROJECT PRESENTATION

Project on :

- Analysis of Financial Statements,- Evaluation of investment plans based on

future projections,


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ABOUT THE PROJECT This would be a group project,

Project would be divided group of around 4 in each

team, Each group has to work with reference to one listed

company (turnover exceeding Rs 1000 crores)

While each group may have the option to choose a

company, they have to ensure there is no duplication inthe selection of a company between two groups,

Each group would get in touch with the CR (section B)who would maintain a list of company chosen by eachgroup ( once a group chooses a company, that company

gets blocked and is not available for any other grouplater)end date for making he choice:30thOct,

CR shall pass on the group with the list of companieschosen to the undersigned faculty for review,- by 31st

Oct,


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PROJECT MILESTONE - 11. An introductory chapter covering:

A write up about the industry to which thecompany belongs -

how the industry has been performing over the

years in terms of growth and other macroeconomic indicators, (get authentic data in

terms of industry size and growth over the

years),

What are the external factors influencing thegrowth of the industry, consumer behavior, and

market share,

A brief about the major players in the industry,


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PROJECT MILESTONE -2

2. Financial Statement analysis of the company:

Analyze the profit & loss, Balance Sheet, and forthe last 5 years from the annual report. (tabulate

the data in the excel formsource annual report)

Analyze the financial health with the help of

calculation of different categories of ratios along

with movement of share prices; calculations to be

done in excel with formulas,

Write up on the interpretation of the ratios interms of the companys performance over the last

5 years; ( this should be in word document)


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3. Comparative analysis with competitors:

Compare data on key ratio data with the

closest or similar rivals in the industry and

also the average for the industry,

An analysis interpreting and highlighting the

strengths, weaknesses in comparison to its

closest peer in the industry,

Concluding paragraph highlighting theoutlook for the company in the near future

from an investors perspective,


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PROJECT MILESTONE -44.Outlook in terms of future growth and

investment:

Make an estimation of the immediateinvestment plans for future growth,

Assumption of sourcing of the funds for

investment,

Make an assumption on other keyassumptions, growth, revenue,cost etc.

Based on assumptions work out an estimateof the future profits likely to be earned bythe company, ( 5 years profit & lossprojections),


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5.Appraisal of the investment based on

projections:

Analyze the different methods and evaluate

the investment (ARR, Payback, NPV, IRR),

Assess the cost of capital based on the

capital structure as the discount rates,

Summarize your recommendation based on

the investment appraisal as to whether theinvestment would be financially viable,


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6.Final project presentation

On completion of the project, each group

would be required to make brief

presentation on the entire project ( not

exceeding 10 slides),


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OTHER GUIDELINES

Project evaluationweight age shall be 20%,

The total Project is divided into differentmilestones,

There would be a review process with each

group at the end of the each milestone, Each group can proceed to the next stage only

after satisfactory completion of the earliermilestone and obtaining clearance to go aheadto the next stage,

Schedule for reviews have to be adhered tostrictly by each group,


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PROJECT MILESTONESEND REVIEW DATES

Selection of the company by group: Oct 30th

Last date for review of Milestone 1: Nov 8th

Last date for review of Milestone 2: Nov15th

Last date for review of Milestone 3: Nov22nd

Last date for review of Milestone 4: Nov29th

Last date for review of Milestone 5: Dec 6th

Milestone 6presentation by groups: Dec 13th

The above dates indicated are the end dates;respective groups are advised to get their review

done before the end dates as stipulated


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Composition of the Group

Group 1: 15061,15066,15204,15210,15215

Group 2: 15062,15067,15206,15211,15216

Group 3: 15063,15201,15207,15212

Group 4: 15064, 15202,15208,15213

Group 5: 15065, 15203,15209,15214


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Composition of the Group

Group 5: 15217,15222,15227,15301,15307

Group 6: 15218,15223,15228,15302,15308

Group 7: 15219,15224,15229,15303

Group 8: 15220, 15225,15230,15304

Group 9: 15221, 15226,15232,15305


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fm project guidelines

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