
Learn equity basics: ownership corresponds to shares and voting rights, with majority and minority shareholders shaping company decisions. Discover how profits, dividends, price appreciation, and losses affect shareholders.
This lecture explains listing a company on public exchanges, highlighting the two major Indian exchanges BSE and NSE, and how listings enable trading and transparency for investors.
The lecture compares changing prices to individual valuations in markets and explains how market cap and free float govern the Nifty 50 index, emphasizing liquidity and representativeness.
Master Excel basics from opening and saving workbooks to copying, pasting, and using basic functions and formatting tools, then explore intermediate lookups, data tools, and macros for financial modeling.
Learn how to work with relative and absolute cell references in Excel, using dollar signs to fix values, copy-paste behavior, and basic formatting to build reliable financial models.
Explore the if function as a logical tool for financial modeling, using true or false tests, and combining and/or conditions to calculate bonuses, salaries, and conditional outcomes.
Explore calculating present value, future value, and net present value using discount rates, cash flows, and IRR concepts, with basics versus Excel formulas.
Explore how macros accelerate financial modeling by recording formatting and present value calculations at 15, 18, 20, and 25 percent, and by building quick access macro buttons.
Learn to build a financial model from the ground up by identifying data sources, mastering profit and loss, balance sheet, and cash flow, and forecasting with company and sector analysis.
Explain the P&L account as a measure of corporate performance, detailing revenue, expenses, accrual and matching concepts, operating and non-operating income, finance costs, depreciation, taxes, and net profit after tax.
Explore deferred tax and timing differences between accounting books and income tax, including current tax and how depreciation and research and development expenses create future tax assets or liabilities.
Master ratio analysis by turning P&L and balance sheet figures into meaningful business insights. Explore liquidity, solvency, activity, and profitability ratios and their role in evaluating financial health.
Explore how activity ratios assess a firm's operating efficiency, turning receivables, inventory, and payables into cash and sales, with emphasis on turnover, days outstanding, and working capital.
Perform competitor analysis by examining two steel competitors, build financial statements, and assess risk, solvency, liquidity, efficiency, and leverage across three businesses to forecast competitive positions.
Forecast sales volumes by linking industry growth to company growth, estimate units and selling price for the next three years, and apply historical relationships to project revenue.
Forecast sales by extracting division volumes from the annual report, calculate industry and company growth, set volume growth assumptions, estimate selling prices, and derive three-year revenue projections.
Forecast the profit and loss statement by applying sales-based percentages to each line item, averaging margins, and linking to the balance sheet while calculating taxes, depreciation, and finance costs.
Develop a fixed asset and debt schedule to forecast the balance sheet, using capex, depreciation, and percentage-of-sales to set opening and closing assets and financing costs.
Develop a debt schedule and balance sheet adjustments by linking cash flow, forecasting free cash flow, and analyzing minimum liquidity to plan debt repayment and financing costs.
The final model is attached for reference. Kindly do not use this & claim own work. The purpose of this is to help you out in case you are stuck somewhere. The excel sheet is the property of CA Devang Maheshwari & the excel has been tagged from behind. Any authorized us is prohibited & can be traced easily
Do you want to get into Investment banking/Equity Research/Portfolio Management i.e into Core Finance ?
Are you about to graduate from university and start looking for your first job?
Are you a young professional looking to establish yourself in your new position in Finance Domain ?
Would you like to become your team's go-to person when it comes to Financial Modeling in Excel?
If you answered yes to any of these, then this is the right course for you!
CA Devang Maheshwari (The Instructor) of this course has extensive experience in Financial Modeling:
Worked as Senior Analyst in ICICI Securities & Purnartha Investment Advisory thus making & updating models all day
Experience in making financial Modeling for various clients at Job work
Handled more than 400 Cr during the Job tenure
Learn the basics of Financial Modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues.
A comprehensive guide to Financial Modeling in Excel:
Become an Excel expert (From Basics to Pro)
Learn how to build sound Financial Models and stand out among your colleagues
Gain an in-depth understanding of the mechanics of Company Valuation using various methods like DCF/Relative Valuations/DDM
Gain in depth understanding of how to make Financial Statements & also How to forecast it
Portfolio Management
Fundamental Analysis
Report Writing
Sector Analysis
COVERS ALL TYPES OF VALUATION METHODS
Be prepared from day one for your Investment Banking, Financial Advisory or Consulting career
What we offer:
Well-designed and easy-to-understand videos FOCUSED ON INDIAN LISTED COMPANY
Detailed explanations with comprehensible case studies based on real situations
Downloadable course materials
25 hrs of intensive training
By completing this course, you will:
Be able to work comfortably with Microsoft Excel and many of its advanced features
Become one of the top Excel users in your team
Be able to build a P&L statement from a raw data extraction
Be able to build a cash flow statement
Know how to value a company using different valuation methods
Know how to calculate WACC & forecast financials in real life situations
Be able to build a valuation model from scratch
Know how to create a model with multiple scenarios
Know how to manage a portfolio
Know how to write a research report
About the course:
No significant previous experience is needed to understand the course properly and benefit from its content
Unlimited access to all course materials for lifetime
Emphasis on learning by doing
Our goal is to take your Microsoft Excel and Financial Modeling skills to the next level
Make an investment that will be highly rewarded in career prospects, positive feedback, and personal growth.
This course is suitable for graduates who aspire to become investment bankers as it includes a well-structured DCF model and goes through the theoretical concepts behind it. Moreover, it will encourage you to be more confident when coping with daily tasks and will give you the edge when the firm must decide whether to take you on for a full-time position.
People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills.
Go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now!
Who this course is for:
Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc.
Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills
Thank You
CA Devang Maheshwari