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Assignment Ratio

The assignment focuses on financial modeling and ratio analysis, requiring students to analyze a publicly listed company's financial statements and develop a structured financial model. Students will perform ratio analysis, create a dynamic Excel model with historical and projected data, and present their findings in a professional report. The assignment aims to enhance students' understanding of corporate financial health and decision-making, with a total of 60 marks available for assessment.

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karandhingra145
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5 views

Assignment Ratio

The assignment focuses on financial modeling and ratio analysis, requiring students to analyze a publicly listed company's financial statements and develop a structured financial model. Students will perform ratio analysis, create a dynamic Excel model with historical and projected data, and present their findings in a professional report. The assignment aims to enhance students' understanding of corporate financial health and decision-making, with a total of 60 marks available for assessment.

Uploaded by

karandhingra145
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Assignment Title: Financial Modeling & Ratio Analysis

Course: Financial Modeling


Total Marks: 60
Submission Deadline: 16.04.2025

Objective:

The objective of this assignment is to equip students with hands-on experience in financial
modeling by analyzing a company’s financial statements, performing ratio analysis, and
developing a structured financial model. This exercise will strengthen their understanding of
corporate financial health and decision-making.

Learning Outcomes:

Upon successful completion of this assignment, students will be able to:

1. Extract and interpret financial data from Screener.in.


2. Perform ratio analysis to evaluate a company’s financial performance.
3. Develop a dynamic financial model in Excel.
4. Analyze key financial metrics and make strategic recommendations.
5. Present findings in a structured and professional manner.

Assignment Guidelines:

1. Data Extraction:

 Select any publicly listed company and download its financial statements from
Screener.in (Balance Sheet, Profit & Loss, Cash Flow Statement).
 Ensure that you select a company with sufficient historical financial data for
meaningful analysis.
 Students should not have a common Company. All students to have different
company.

2. Ratio Analysis:

Students must calculate and analyze the following financial ratios:

 Liquidity Ratios: Current Ratio, Quick Ratio


 Profitability Ratios: Net Profit Margin, Return on Equity (ROE), Return on Assets
(ROA)
 Efficiency Ratios: Inventory Turnover, Asset Turnover Ratio
 Leverage Ratios: Debt-to-Equity Ratio, Interest Coverage Ratio
 Valuation Ratios: Price-to-Earnings (P/E) Ratio, Price-to-Book (P/B) Ratio

For each ratio, students should:


 Explain its significance.
 Compare it with industry benchmarks or competitors.
 Interpret the company's financial health based on the analysis.

3. Financial Model Development:

 Create a dynamic financial model in Excel.


 The model should include:
o Historical financial data (at least 3-5 years).
o Projected financial statements for the next 3 years based on reasonable
assumptions.
o Key ratio calculations linked to the financial statements.
o Scenario analysis (Best-case, Base-case, Worst-case).

4. Reference Video:

Students can refer to the YouTube tutorial on financial modeling:


https://www.youtube.com/watch?v=t93qZunzHd8&t=1456s

5. Report Submission:

 The final submission should include:


o Excel model with financial projections and ratio analysis.
o A professional report (PDF/Word) summarizing:
 Company background
 Key ratio findings and interpretations
 Assumptions for financial projections
 Insights from scenario analysis
 Final recommendations
 Submit the assignment on [Insert Submission Platform].

Assessment Rubric:

Needs Not
Excellent (10 Good (7 Satisfactory
Criteria Improvement Attempted
Marks) Marks) (5 Marks)
(3 Marks) (0 Marks)
Company data Poor data
Financial Mostly accurate Some missing
accurately selection or No data
Data data with minor or inaccurate
extracted with incomplete extracted.
Extraction omissions. data.
relevant details. extraction.
All required
Most ratios Some ratios Attempted but
ratios calculated No ratio
Ratio calculated with missing or incomplete or
with detailed analysis
Analysis reasonable weak incorrect
explanations performed.
interpretations. explanations. analysis.
and insights.
Financial Well-structured Functional Basic model Poorly No model
Model model with model with with limited structured created.
dynamic
some minor
projections, projections model with
formula errors
Development clear formulas, and weak incorrect
or missing
and assumptions. formulas.
elements.
assumptions.
Effectively
implemented Limited Incorrect or
Attempted but No scenario
Scenario with clear scenarios with incomplete
lacks depth in analysis
Analysis assumptions weak scenario
analysis. performed.
and impact justifications. analysis.
assessment.
Professionally Basic report Poorly
Well-organized
Report structured, clear with missing formatted,
with minor No report
Quality & findings, well- elements or lacks clarity,
formatting submitted.
Presentation formatted tables unclear missing key
issues.
and graphs. explanations. sections.

Total Marks: 60

Submission Instructions:

1. Upload your Excel model and PDF/Word report to ERP.


2. Ensure all data sources, tables, and charts are properly included.
3. Late submissions will incur a penalty unless prior approval is granted.

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