Equity Research & Financial Modeling

•Financial Modeling is used in various business activities by Investment Banks, Equity   Research firms, Credit Rating Agencies, Private Equity/ Venture Capitalist,   Banks, Consultancy Firms, Corporate Finance Teams.

•Essence of Financial Modeling is in translating Business Strategy & Operations in   realistic numbers considering the impact of Economic, Sectoral &   Competitive scenarios

•Financial Modeling requires expertise in Accounting, Economics, Sector Knowledge,   Analytics, Excel, Business Strategy

•Equity   Research firms provide detailed research & insights into an economy, sector, company which forms basis of   investment decisions

• Intro to Equity Research & Financial Modeling

• Economic Analysis & Sectoral Dynamics

• Financial Statement Analysis

• Modeling Drivers - Approaches & Methods

• Building Projections - Revenue & Cost Models, Capex, Loan & Working Capital Forecasting

• Forecasting P&L / CashFlow / Balance Sheet

• Valuation Techniques - DCF, EV/EBITDA, PE Ratio

• Sector Specific Valuations / SOTP Valuation 

• Management Dashboards – Sensitivity / Gravity / Football Field Analysis

• Extensive hands on learning

• Industry case studies from Power, Telecom, Auto, E-Commerce industry