Financial Modeling Programme - July 2010 - Bangalore

Financial Modeling Programme - July 2010 - Bangalore


About The Event


Financial Modeling Programme– July 2010 - Bangalore

This Programme by ARC Academia –WST India, provides the delegates with an in-depth and practical overview of financial analysis and forecasting techniques. During the2 days training programme the delegates will learn:

Valuation of a company using different valuation techniques

Financial modeling techniques in excel

Forecasting the financial statements

Calculation and analysis of WACC and FCF

Basic Concepts

Introduction to MS Excel, Different Company Filings, Financial StatementAnalysis, MinorityInterest, Ratio Analysis, Enterprise Value, DilutedShares, TrailingTwelve Months

 Relative Valuation

 Choosing right set of peers, Adjusted / Clean numbers, EV Based Multiples, Trading Multiples, Application of multiples

Financial Modeling

Introductory Model,Projection of Financials,Free Cash Flows,Cost of Capital (WACC),Terminal Value,Intrinsic Value per share,Sensitivity Analysis

Basic Financial Concepts –Financial Statementsand Ratio Analysis

Format: 100% Excel

This is not an Accounting class, but rather, is a customized refresher to the basics of financial statements –income statement, balance sheet and cash flow statements. This is equally fit for people coming from non-commerce backgrounds. It starts with different types of company filings and ends up with learning the relevant sections to be used for analyzing a company. This session is must before one can move to valuation methodologies.

What Delegates learn

What are the different types of company filings in different countries (Annual or half yearly or quarterly) and how to analyse them

What all sources to be used for analyzing a company (investors presentations, earnings transcripts etc)

Key Items of financial statements like Revenues, Operating Profits (EBIT), EBITDA, Net Profits, Cash & Cash Equivalents, Total Debt etc

What are the operating metrics for a particular company like ARPU and No. of subscribers for a telecom company

Overview and explanation of major financial ratios including Return on Equity, Debt to Equity, Price to Earnings, Earnings Per Share

Can Debt to Equity ratio be calculated on market values and not book value

Why ‘Trailing TwelveMonths’ play an important role in analyzing a company

Excel Training (Basic and Advanced like V-lookup, array functions, pivot tables)


Relative Valuation –Analysis of Selected Publicly Trading Companies

Format: 100% Excel

Company Comparable Analysis/Trading Comps analysis is one of the most critical functions of any financial analyst. This method utilizes benchmark multiples based on publicly traded companies. It is important to note that trading multiples do not reflect control premiums or potential synergies from a buyer. Mastering this job is crucial to success in capital markets, whether you are in investment banking, equity research, or asset management. This excel-based hands-on teaches you to analyze and compare publicly traded companies from a relative valuation perspective, focusing on current market valuation and trading multiples.

What Delegateslearn

How to choose right set of peers; comparing ‘apples to apples’

Normalizing financials for extraordinary items, non-recurring and restructuring charges

What is Enterprise Value (EV) and how it is different from Equity Value

Can EV be negative; if yes then how do I value a company

Treasury Method of calculating diluted shares outstanding (dilution impact of ESOPs, Convertible bonds / debentures etc)

Analyzing multiples (Trading and market based) (e.g. why EV/EBITDA is preferred over P/E)

 Financial Modeling & DCF ValuationFormat: 100% Excel

Excel based Financial Modeling starts with creation of a top-down income statement projection model.Then,construct a basic discounted cash flow analys is on top of your projection model.This Excel-based class provides an on-academic,real-world,hands-on primer to the quantitative and technical aspects of financial modeling. The DCF approach is among the most scientific and theoretically précis evaluation methodologies because it relates specifically to the profitability and growth of the business being valued.

What Delegates learn

Preparation of a top down income statement based on historical numbers with data flowing to cash flow statement and balance sheet automatically

How to project financials for next 5 years of a company

How to calculate Free cash flows to firm

How to calculate Weighted average cost of capital (WACC) and CAPM (Capital Asset Pricing Model)

Calculation of Terminal Value

How to calculate Present value of forecasted numbers in excel

How to drive Intrinsic value per share; intrinsic value is not the target price per share

Sensitivity Analysis and why it is important


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