Format for Financial Statements Analysis

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Name of the Company

Name of the Chairman/MD/CEO
Listed in: (stock exchange(s))
Brief company background (not more than one page)
Brief industry outlook (not more than one page)
Balance Sheet, P&L and Cash flows (Rs. Million) for last three years
Overall interpretation of each financial statement (Balance Sheet, P&L, and Cash
flows) - broad highlights on absolute numbers- without using any ratio. Spend
more space for analyzing cash flow statement.
8. Additional financial details (only those which are required to calculate various
ratios)
9. Generic Ratio Analyses
10. Trend analysis (using three year data)
11. Comparative Analysis: Compare the performance of the company with one of its
closest competitors.
12. Map the performance of the company with the competitors on (a) profitability vs.
sales growth, (b) efficiency vs. profitability, (c) liquidity vs. profitability, (d) sales
growth vs. market valuation (book/market), and (e) div pay out vs. capex.
13. Highlight any one or more indicator(s) which capture the industry characteristics.
14. Overall comments on the financial health.