jpl;l mwpf;if ( khjphpg; gbtk;)

PROFORMA FOR PRELIMINARY PROJECT REPORT

1. mwpKfk;
Identification Particulars/Introduction :

njhopy;KidNthhpd; ngah; kw;Wk; tpyhrk;

Promoter (s) Name & Address

Jtq;fg;gltpUf;Fk; epWtdj;jpd; ngah;

Name of the Proposed Organization

Njh;T nra;ag;gl;l ,lk; kw;Wk; tpyhrk;

Location of the proposed unit and address

cw;gj;jp nra;a Njh;e;njLj;j nghUspd; ngah;

Product (s) to be manufactured

jpl;lj;jpw;fhd nkhj;j KjyPL

Total Investment (Rs.)

Own :
Loan Amount:

epWtdj;jpd; tif : Rachpik epWtdk;/

Type of Organization gq;Fjhuh; epWtdk;/
$l;LwT mikg;
mikg;G/kw;kw;wit
Sole Proprietorship/Partnership/Co-
Operative Society/Others
 -2-

2. njhopy;KidNthh; gw;wpa tptuq;fs; :

Details of the Promoter(s)/Entrepreneur:

ngah; kw;Wk; fbjj; njhlh;gpw;fhf tpyhrk;

Name & Address for Communication

ve;j tFg;gpid rhh;e;jth; (jaT nra;J Fwpg;gplTk;)

Do you belong to SC/ST/OBC/Others (Please Specify)

taJ /gpwe;
gpwe;j Njjp
Age/Date of Birth

fy;tpj; jFjp gs;sp/gy;

sp gy;fiy/epWtdk;
sp iy epWtdk; Kf;fpa ghlk; Njh;thd
Educational Qualification School/University/Institute Major Subject Mz;L
10tJ Kjy; Year of Passing
From 10th Std.,

rpwg;Gg; gapw;rp (VNjDk; epWtdk; fhyk;

fhyk; rhjid gpw Fwpg;G
,Ug;gpd;)
Special Training, if any Institute Duration Achievement Remarks

Njh;T nra;ag;gl;l
njhopypy; Kd;
mDgtk;,
Work Experience (Past and
Present)
 -3-
3. jpl;lj;jpd; tptuk;:
Details of the proposed project

thpir vz; cw;gj;jp Nrit nghUspd; ngah;

Sl.No Item. Product/Service activity

4. re;ij tha;g;G :
Market Potential :

cw;gj;jp nghUspd; Njit kw;Wk; re;ij tha;g;Gf;fisg; gw;wp gFj;J Muha;eJ

;
mwpf;if (xU gf;f mstpy; ,g;gbtj;Jld; ,izf;fTk;)
Estimate the demand and availability of the product
(A detailed market survey report is to be enclosed)

5. cw;gj;jp / Nrit gw;wpa tpsf;fq;fs; :

Description of the Product or Service :

6. Fwp itf;Fk; thbf;ifahsh;fs;

Identification of the Customers :

7. jahhpg;Gfs; (my;yJ) mspf;Fk; Nritfshy; epiwT

epiwT ngWk; thbf;ifahsh;
Njitfs;:

Needs Satisfied by the Product or Service :

 -4-

8. Nghl;bahsh;fs; milahsk; (Kjd;ik Nghl;bahsh;fs;)

Identification of the Competition (Major competitors):

Nghl;bapd; gyk; / gytPdk;

Strengths/Weakness of the competition:
gyk; gytPdk;
Strength Weakness

9. cq;fs; jahhpg;G/epWtdj;
epWtdj;jpd; epiw/Fiwfs;
epiw Fiwfs;
Advantages and disadvantages of the product and your company

tpiy
Price

juk; /
Quality
cw;gj;jp epiwT xg;ge;j tpguk;
tpguk;
Terms of Delivery
gz jPh;T Kiw
Payment Methods
thbf;ifahsh; Nrit
Customer Service

,ju jftyfs;
Others

10. thbf;ifahsh;fSf;F ePq;fs; toq;Fk; nra;jp

Message to be communicated to the Customers::
 -5-
11. re;ijg;gLj;jy; kw;Wk; tpw;gid toptiffs; :
Marketing and means of commercialization:
Njit/mspg;
Njit mspg;G epytuk;
Present demand & supply

Nghl;b epytuk;
Competition

Fwp itf;Fk; thbf;ifahsh;

Target Clients

re;ijg;gLj;j jpl;lk; (USP)

(
Marketing Strategy (USP)

12. cw;gj;jp KiwfSk;

KiwfSk;, njhopy; EZf;fq;fSk; :
Method of manufacture and technical details :

cw;gj;jp Kiw Attach separate sheet incorporating a

Production Methods process flow-sheet, indicating sequence
of operations.
ju eph;zak; kw;Wk; fl;Lg;ghL
Quality Control/Standards

Mz;L cw;gj;jp ,yf;F: msT Quantity

Target Production per annum (Nos) Kgs.
kjpg;G Value
&. Rs.

13. epiyahd %yjdq;fs; s; / %jyPLfs;

Fixed Capital
i. epyk; kw;Wk; fl;blk;
Land and Building

gug;gsT (Area)
( )m2 kjpg;G (Value)
( Rs. Remarks

epyk; (Land)

fl;blk; (Building)
(
 -6-
ii. ,ae;jpu rhjdq;fs;

thpir tptuk; vz; tpiy nkhj;j tpw;gidahshpd;

vz;. Description zpf; Price.Unit kjpg;
kjpg;G ngaUk; KfthpAk;
S.No. if Rs. Total Name/Address of
Nos. Value Suppliers
requir Rs/
ed

Total (A)

tptuk; vz;zpf;if tpiy nkhj;j kjpg;G

ghpNrhjid cgfuzq;fs;
Testing Equipments
kpd;rhjdq;fs; s; kw;Wk;
,aq;jpuq;fs; epWTk; nryT
(,ae;jpu tpiyapy; 10
rjtPjk;)
Electricals, Erection &
Commissioning Chages @ 10%
of Machinery cost
mr;R kw;Wk; fUtpfs;
Moulds, dies and fixtures
mYtyfr; rhjdq;fs;
Furniture, Office Equipments
Total (B)) nkhj;jk; (B)

Total (A+B) nkhj;jk; (A+B)

 -7-

iii. gpw nrytpdq;fs; :

Other Expenses:

Kd; gzKk; itg;Gj; njhifAk;

Non-refundable advances & deposits
vjph;ghuhj nrytpdq;fs;
Contingency Expenses
Others gpw
Total (3) nkhj;jk;

iv. epiyahd nkhj;j KjyPL

Fixed Capital
1.epyk;
1.epyk; kw;Wk; fl;blk;
Land and Building
2. ,ae;jpur; rhjdq;fs;
Machineries/Equipments
3. gpw nryTfs;
Other Expenses
Total nkhj;jk;

v. eilKiw %yjdj;jpw;fhd kjpg;gPL

Estimation of Working Capital

thpir nghUl;fs; fhy msT msT kjpg;G

vz; Item Duration Quantity (&.)
S.No Value
(Rs)
1. Raw Materials Stock
%y nghUl;fs; ,Ug;G
2. Semi-finished Goods Stock
Kw;Wg;ngwhj cw;gj;jp
nghUspd; ,Ug;G
3 Finished Goods Stock
Kw;Wg;ngw;w cw;gj;jp
nghUspd
nghUspd ,Ug;G
4. Production expenses (Utilities
+ Wages + Other Expenses)
cw;gj;jp nryTfs;
Total
(nkhj;jk;)
 -8-

Vi . jpl;lj;jpw;fhd nkhj;j KjyPL (&)

Cost of the Project (Rs.
epiyahd KjyPL
Fixed Capital 13(iv)
eilKiw %yjdk;
Working Capital 13( v)
cw;gj;jp njhlq;Ftjw;F Kd;ghd
nrytpdq;fs;
Pre-operative Expenses
nkhj;jk;
Total

14. KjyPLfSf;fhd Mjhuq;fs; (& )

Sources of Finance : (Rs. )

thpir tptuq;fs; kjpg;G Fwpg;Gfs;

vz; Particulars Value (Rs. ) Remarks
1. f hy fld;
Term Loan (90% of Fixed Capital)
2. eilKiw %yjdk;
Working Capital Loan
3. nrhe;j KjyPL
Own Investment
(10% of sum of fixed+working capital)
4 khdpak;
Subsidy
5. kw;w
Any other

15. cw;gj;
gj;jp jpl;lk;
Production Programme :
Ntiy ehl;fs; / Mz;Lfs;
No. of Working days / Annum 300
Ntiy Neuk; / ehs; xd;wpw;F
No. of Working shifts (8hrs) / day / Shift
 -9-

16. cw;gj;jp nfhs;sT (Mz;Lf;F)

Installed Capacity (annual)

17. gad;ghl;L nfhs;ssT

Utilised Capacity (%)
tUlk;-1 tUlk;-2 tUlk;-3 tUlk;-4 tUlk;-5
Year-I Year-II Year-III Year-IV Year-V
t.vz; nghUs; tiffs; cw;gj;jp msTMz;
msTMz;Lf;F gad;ghl;L nfhs;ssT
S.No Items (S)) Quantity Produced/Yr Capacity Utilisation (%)

18. Mz;L tpw;gid :

Annual Sales :

nghUl;fs; msT tpiy (&) nkhj;jk;

Item/Product Unit (MT/Kg./Ltr) Unit Price Total (Rs)
(Rs.)
 -10-

19. fr;rhg; nghUs;fs; (tUlhe;jpu Njit)

Raw Matreials (per Year)
t.vz; tptuk; tUlhe;jpu Njit
S.No Item Total Annual Requirements tpw;gidahsphpd;
idahsphpd;
ngaUk;
msT kjpg;
kjpg;G
KfthpAk;
Quantity Value

nkhj;jk; Total Rs.

20. cw;gj;jpf;fhd ,ju nghUl;fs; (tUlhe;jpu Njit )

Utilities (Per annum)
thpir tptuq;fs; tUlhe;jpu Njit tUlhe;jpu nkhj;j Fwpg;G
vz; Particulars Annual nryT Remarks
Requirement Total Annual
Expenses
1. kpd; rhuk;
Electricity
2. jz;zPh;
Water
3. epyf;fhp/vhp
hp vhp vz;nza;
Coal/Oil
nkhj;jk; Total (Rs.)

21. gzpahsh; NjitfSk;

NjitfSk;/Cjpa tptuq;fSk; (tUlhe;jpu nryT)
Man Power requirements & wage details (per annum)
thpir tptuq;fs; vz;zpf;if khj rk;gsk; nkhj;j $ypAk;
$ypAk;
vz; Particulars Nos. Salary/Month/ rk;gsKk;(&)
Employee (tUlhe;jpu nryT)
Total wages & Salaries
(Rs.)
 -11-

22. ,ju nrytpdq;fs; (tUlj;jpw;F)

Other Expenses (Per annuam)
thlif
Rent
eph;
eph;thfr;
hfr; nryTfs;
Administrative Expenses-Postage,Stationery,
etc
tpw;gid kw;Wk; Gzuikg;G nryTfs; nryTfs
Sales Expenditures including advertising and
Publicity
gOJ kw;Wk; Gzuikg;G nryTfs;
Repairs and Maintenance
Nghf;Ftuj;J nryTfs;
Transport Expenses
thpAk;, fhg;gPLk;
Taxes & Insurance
kw;wit
Others
nkhj;jk; Total (Rs.)

23. jpl;l ,yhgf; fzf;fha;T

Project Profitability Analysis :
thpir tptuk; kjpg;G (&. )
vz; Description (Value) Rs.
1. tpw;gid tUkhdk; /Sales Revenue
2. cw;gj;jpr; nryTfs; / Manufacturing Expenses
(Raw materials +Utilities+Salaries & Wages)
3. tpw;gid nryTfs;/ Selling & Distribution Expenses
4 eph;thf nryTfs;/Administrative Expenses
5 tl;b / Interest
6. Nja;khdk;
hdk; / Depreciation
7. epfu ,yhgk;
Gross profit (1 minus (2+3+4+5+6)
8. tUkhd thp (Income Tax)
9. nkhj;j ,yhgk; / Net Profit ( 7-8 )
 -12-
12-
24. Kf;fpa tpfpjq;fs; :
Important Ratios :
1 epfu ,yhgk; rjtPjk; Mz;L epfu yhgk; x 100 Net Profitsx100
Profitability Ratio Mz;L nkhj;j tpw;gid Annual Sales
2. jpUk;Gk; KjyPL Mz;L epfu tUkhdk; x 100 Net Profits x 100
Retrun on Investment ------------------------------
%yjdk; Capital Employed

3. fld; gq;F fld; Debt

rjtPjk; rk gq;F
Equity
Debt / Equity Ratio
thpf;F gpwF epfu yhgk; + Nja;khdk; tl;b)xU tUlj;jpw;F
------------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------------
fld; Nrit mstPL
4. (jtizfs; + tl;b) xU tUlj;jpw;F
Debt / Service
Net profits after tax + Depreciation + Interest) for one year
Coverage
-----------------------------------------------------------------------------------------
(Instalments + Interest) for one year
5 jw;Nghija tpfpjk; elg;G nrhj;J Current Assets
Current Ratio
elg;G fld; Current Liabilities

6. rkgq;F jpUk;gg; thpf;F gpwF epfu yhgk; x 100 NPAT x 100

ngWjy;
rkgq;F Equity
Return on Equity
epiyahd gq;fspg;G Fixed Expenses
7 yhg el;lkpy;yh
rktpfpjk; vjph;ghh;j;j gq;fspg;G Expected Contributions

vjph;ghh;j;j gq;fspg;G = tpw;gid tUtha;-NtWghLk;

Percentage of Break nryTfs;
Even Expected Contribution =Income from Sales – Variable Expenses.
$Ljy; tptuk; (VNjDk; ,Ug;gpd;)
(L)Supplementary Details, if any
nrhe;j tPL, epyk;, gpw itj;Js;sh;Phfsh?
(I)nrhe; f
; sh?
Do you own house/Property etc
flDf;F <L nfhLf;f jahuhf cs;sPuh?
(2)flDf;
Are you prepared to offer security for the loan, if insisted by the Bank / Financial
Institution?
Njjp
Njjp :
Date :

,lk; : Nkk;ghl;lhsh; ifnahg;gk;. /Mq;Mq;fPfhpf;fg;gl;l ifnahg;gk

Place : Signature of the Promoter/Authorize Signatory