Business Plan

NOTE: This is not an approved template by any faculty. I just used it in

my presentation and it worked.
I accept no responsibility if it is not approved by the faculty to whom
you present your plan.

All the best!

Contents

1)Introduction & Milestones of existing business

2)Financial X-Ray
3)Needs X-Ray
4)Industry X-Ray
5)Product Customer Market X-Ray
6)Vision
7)Goals & Growth Strategy
8)Role Plan
Introduction of existing business in brief
Introduction of existing business in brief
Glimpses of our Facility
Milestones
Milestones
Financial X-Ray
• Sales Trend & CAGR
• P&l, BS
• Market Share
• RoE-M/E/L
• BEP
• 10x Profits

Note: All figures mentioned are in Crores (cr)

Sales & Profit (Summary + Analysis)
1
Year Sales CM Fixed PBT Sales Price Real
Cost CAGR CAGR CAGR 0.9

0.8

0.7

0.6

0.5

Sales (cr)
0.4

0.3

0.2

0.1

0
18-19 19-20 20-21 21-22 22-23 23-24

Year
Sales CM PBT
 Balance Sheet (Summary + Analysis)

Year 18-19 19-20 20-21 21-22 22-23 23-24 12

Fixed Assets
10
Current Assets
OWNED

Investments 8

Total
To Promoter 6

cr
To Bank
OWED

4
Lender/ Vendor /
Current Liability
2
Working Capital

0
18-19 19-20 20-21 21-22 22-23 23-24

FY

Assets/Liabilities WC
BEP: Break Even Point (Summary + Analysis)

Year 18-19 19-20 20-21 21-22 22-23 23-24

MoS
Fixed Cost
12
CM %

BEP = FC/CM% 10
MOS % =
(Rev-BP)/Rev
8

0
18-19 19-20 20-21 21-22 22-23 23-24

MoS
RoE: Return on Equity

Year 18-19 19-20 20-21 21-22 22-23 23-24

RoE
PAT
12
Equity

Revenue 10

Total Assets
8
Margin
PAT / Revenue 6
Efficiency
Revenue / Total 4
Assets
Leverage 2
Total Assets /
Equity 0
18-19 19-20 20-21 21-22 22-23 23-24
RoE = PAT /
Equity (M*E*L) RoE
Product-wise % breakup of sales
Product Category 20-21 21-22 22-23 23-24
Customer Category-wise breakup of sales
Industry
20-21 21-22 22-23 23-24 Average
Category Average

0.5
0.5
0.8
1.0
3.3 1.2

9.8 25.3

Series1
10.0

16.3 19.3
Sales required for 10x profits

10x
Head 23-24 Ratio Ratio Explanation
Profit
Sales

Variable Cost

CM

Fixed Cost

PBT

Tax

PAT
NEED X-Ray
• Owner Notations:
• Lender
• MH: Must Have (ज़रूरत)
• Customer
• LH: Like to Have (चाहत)
• Vendor
• DM: Doesn’t Matter (चल हट)
• Manpower

We have
We do not have
Needs of Owner / Lender

Need Lender Owner

Like to Have Must Have
Must Have Like to Have
Like to Have Like to Have
Doesn’t Matter Like to Have
Doesn’t Matter Must Have
Needs of Customer

Need
Must Have Like to Have Doesn’t Matter
Like to Have Must Have Like to Have
Like to Have Like to Have Must Have
Like to Have Like to Have Like to Have
Doesn’t Matter Must Have Must Have
Doesn’t Matter Like to Have Like to Have
Must Have Like to have Doesn’t Matter

(to get technical (to get big projects)

specs approval)
Needs of Major Vendors

Need Status
Like to have
Must have
Like to have
Like to have
Needs of Manpower

Need Senior Middle Lower

Doesn’t Matter Like to Have Must Have
Like to Have Must Have Like to Have
Like to Have Like to Have Doesn’t Matter
Must Have Like to Have Like to Have
Like to Have Must Have Doesn’t Matter
Doesn’t Matter Must Have Like to Have
Like to Have Like to Have Doesn’t Matter
Must Have Must Have Doesn’t Matter
Like to Have Must Have Like to Have
Like to Have Must Have Like to Have
Industry Analysis + Porter's Five Forces

• P: Potential of Market
• C: Competition (+ Threat of substitutes + New entrants)
• C: Customer Segments (Bargaining power of customers)
• V: Vendor (Bargaining power of vendors)
• R: Regulation
Potential for Growth

ve
Customer

ve
Competition

ve
Vendors

ve
Regulation

Neutral
PCM (Product – Customer - Market)
X-Ray

According to:
• Rt: Return
• P: Potential
• C: Capability
• R: Risks
Criteria's.
Product Segment
Category Return Potential Our Capability Risks
(Market growth)
High High High Medium

High High Medium High

Medium High Medium Medium

Medium High Low High

Medium High Low Medium

Medium Medium Medium High

Here, I have assumed that:


Return means margin per sale.

Potential means the available market and its growth in the next 5 years.

Our capability includes the technical and manufacturing capability for that particular segment and the necessary certifications.

Risks include the initial investment, competition in the market and the various problems that can be encountered in the business.
Customer Segment
Category Return Potential Our Capability Risks
(Market Growth)
Medium High Medium Low
High Medium High Low

High High High Medium

Medium Low Low Medium

High High High Low

High High Low High

Medium Medium Medium Medium

High Medium Medium Medium

Medium Medium Medium Medium

High Low High Low

Medium Medium High Low

Vision (लक्ष्य)
• S:
• M
• A
• R
• T

Vision Statement:

“”
Goals (COPM) & Key Growth Strategy
C: Customer
O: Operations
P: People
M: Money
Role Plan
Thank You