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The assignment requires students to conduct a fundamental analysis of a publicly listed company, covering both qualitative and quantitative aspects, including company overview, management analysis, financial metrics, and industry trends. Students must provide a clear investment recommendation based on their findings, supported by data from the last five years. The final report is due between April 30 and May 4, 2025, with a presentation on May 6, 2025.

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6 views

Assignment

The assignment requires students to conduct a fundamental analysis of a publicly listed company, covering both qualitative and quantitative aspects, including company overview, management analysis, financial metrics, and industry trends. Students must provide a clear investment recommendation based on their findings, supported by data from the last five years. The final report is due between April 30 and May 4, 2025, with a presentation on May 6, 2025.

Uploaded by

kartiktripathi123456
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Assignment Title

Fundamental Analysis of a Publicly Listed Company

Objective:
To enable students to practically apply the concepts of fundamental analysis by evaluating a publicly traded
company's financial and non-financial indicators and making an investment recommendation based on their
findings.
Assignment Guidelines:
1. Company Selection:
• Each student must select one publicly listed company (e.g., from NSE/BSE).
2. Areas to Cover in the Analysis:
A. Company Overview
• Business model
• Product lines and services
• Competitive positioning
B. Qualitative Analysis
• Management Analysis: Key people, leadership experience
• Corporate Governance
• SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats)
• ESG/CSR Initiatives (if applicable)
C. Quantitative Analysis (Core of the Assignment)
Financial Metric Details/Formula
Revenue Growth Year-on-year % increase
Net Profit Margin Net Profit / Revenue
EPS (Earnings Per Share) Net Profit / No. of Shares
P/E Ratio Market Price / EPS
ROE (Return on Equity) Net Income / Shareholder Equity
Debt to Equity Ratio Total Debt / Shareholder Equity
Current Ratio Current Assets / Current Liabilities
Free Cash Flow Cash from Operations - Capital Expenditure
➡ Use data from the last 5 years to analyze trends.
D. Industry & Macro Analysis
• Sectoral trends
• Economic indicators (GDP, inflation, interest rates)
• Government policies affecting the company
3. Valuation (Optional/Advanced Section):
• Use Intrinsic Valuation Models such as:
▪ Discounted Cash Flow (DCF)
▪ Relative valuation using P/E or EV/EBITDA
4. Price of share in the stock exchange
Market price of the share Last 5 years in BSE and NSE both.
5. Dividend Declaration
Last five year dividend declaration percentage (If any)
6. Stake of the Stakeholders:
a. Promoters
b. FII
c. DII
d. Others
6. Final Recommendation:
• Based on the analysis, provide a clear recommendation:
a. Buy
b. Hold
c. Sell
• Justify with both qualitative and quantitative findings
Suggested Sources for Data:
• Company annual reports
• Financial websites: Moneycontrol, Screener.in, Yahoo Finance, TickerTape, Investing.com
• Business news portals: Economic Times, Livemint, Bloomberg
Submission Format:
• Report format (Word or PDF)
• Date of Submission: 30st April 2025 To 4th May 2025
• Date of Presentation: 6th May 2025
Learning Outcomes:
• Understand how to Analyze financial statements
• Link macro and microeconomic factors to stock valuation
• Gain confidence in making investment decisions
• Enhance research and analytical thinking skills

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