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Program Agenda

Excel Refresher
  • Reducing the use of mouse
  • Cell freezing and referencing
  • Sorting and filtering the data along with advance filters
  • Adding, deleting, hiding, unhiding rows and columns
  • Changing the width of row/ column
  • Simple excel formulas such as sum, product, paste special, concatenate, etc
  • Conditional formatting
  • V lookup/H lookup
  • Match function
  • Index function
  • Transpose function
  • Computation of CAGR
  • Pivot Tables
  • Usage of IF, Sumif, countif, sumifs, counta, etc
  • Sumproduct function
  • Trace precedents and dependents
  • Calculation of IR
  • Combination of multiple functions such as Vlookup+Match, Index+Match, etc
  • Offset function
  • Data Table
  • Goal seek
  • Sensitivity analysis
  • Scenario Manager
  • Developer tab
  • Indirect function for summarizing data from different sheets
  • Creation of dashboards to present the data in a professional manner
  • Different types of charts and where to use them
  • Formatting the charts
  • Name manager
  • Then vs Now interactive chart
Financial Modelling
  • What is a good financial model
  • Tips to avoid modelling errors
  • Model building
  • Building assumptions and rationale behind them
  • Building dynamic business models from data provided
  • Building financial statements
  • Fixed assets and depreciation
  • Working capital
  • Capital structure
  • NPV and IRR and which one is better
  • Presentation and summarization of model from investor perspective
  • XIRR and MIRR functions
  • Computation of WACC using CAPM approach
  • Computation of FCFF and FCFE
  • Using data table and scenario manager, etc to take decisions
  • Manufacturing model
  • Real estate model
  • Infrastructure modelling
  • Hospitality Modelling
  • Different techniques of valuation
  • Discount rate
  • Enterprise value
  • Free cash flow to firm (FCFF)
  • Free cash flow to equity (FCFE)
  • Beta
  • Relative valuation
  • Why different companies in same sector trade at different multiples
  • How relevance of multiples change as per industry
Comparable company multiple method
  • How to select peers
  • Computing the multiples
  • How to use comparable multiples for computing WACC
  • Computing the valuation using the above method
Comparable Transaction multiple method
  • Analysing the recent deals in the market and how to use them for creating meaningful transaction comp analysis
  • Difference between comparable companies multiple method and comparable transaction multiple method
  • Computing the valuation using the above method
Discounted Cash Flow method
  • Computing debt free cash flows from the projections
  • Terminal value
  • Computation of WACC and factoring the risk related to the company
  • Different ways to compute terminal value and where to use which way
  • Computation of valuation using discounted cash flow method
Case Study: Valuation for
  • Financial Industry
  • Other Industries