Understanding the Business of the Company - The Key Aspects of Business

Each question must be answered

Sl No KPI

1 Basics

2 Company information

3 Write the names of the main products of the Company

3 Write the names of the main products of the Company

4 Competitor Overview

5 What are the major inputs in the company's product or service

6 What is the customer profile of the company?

7 What are the main HR policies of the company?

8 What is the company's sales and distribution structure ?

Understanding the Business of the Company - The Key Aspects of Business
Each question must be answered

Conceptual Guidance Company Information

Vision: To be successful in executing strategies

for clients and ensuring highest alpha in the
industry YOY. Consistency is what we strive with
longevity.
a. What is vision and mission of the company?
Mission: Become most successful Quant and
Trading company in the industry. Ensuring
availability of quant based app and complex
strategies at fingers tips on our platform.

b.Is the company a manufacturing or trading enterprise or in the service industry? Service industry
Demat,Education,Mutual fund and Insurance
c. If in service industry, what are the key services/provided by it to its customers?
services
d. Does the company sell directly at the retail level or to other business enterprises? Directly to Retail level
e. Does the company market under its own brand? Yes
f. Give the organization chart of the company. NA
a. What new products/services were launched in the last one year? Algorithm Product
b. What acquisitions / divestitures happened in last one year ? NA
c.Current constitution of the Board of Directors. NA
d.Who is the MD or CEO of the company? Mr.Varun Aggarwal
e.Who is the CFO of the company? NA
f.Share holding pattern of the company. NA

e.Has there been any change in the Top Management in last one year? No

a. Business Incubation No
b. Corporate Finance Yes
c. Tax Advisory No
d. Personal Finance Yes
a.Name the main competitors of the company ? Brokers like Motilal oswal,Anand Rathi Etc.
b. Market size / share of competitors within industry ? NA
Guiding Note: In case industry data is not provided use the data of key competitors who should
add up to represent the industry as a whole.

a. Name the most important materials consumed in production NA

b. What is the Material cost as a % of the sales/cost? NA

c. What is the manpower strength of the company? NA
d. What is the manpower cost as a % of the total sales/ total lost ? NA
a. Segmentation
b. Targeting NA
c. Positioning

a. Office discipline - attendance, work place cleanliness, dress code, holidays NA

b. tools for performance such as laptops, mobiles etc NA

c. Leave Rule NA

a. Does the company do stock transfers to other states? NA

b. Does the company sell through distributors? NA
c. Does the company sell through its own sales team? NA

d. How many sales persons are employed? NA

e. What is the polciy of the company in fixing the sale price? NA

f. Is there any incentive scheme for sales team? Mention the key features. NA
g. Name the taxes which your company has to pay. NA
Co. Name

Source of information

From Company's website

From Company Guide

From Company Guide

From Company Guide

 From Company Guide

From Company Guide

From Company Guide

On the basis of disscusion

with company employees

On the basis of disscusion

with company employees
 Understanding the Business Performance of the Company - The Key Performance Indicators - KPI

Each question must be answered with comments in the remarks column:

Sl No KPI Conceptual Guidance Current year

Note : Growth rate is one of the most important indicators of the company's performance. It reflects the growth in the existin
company over the previous year
Sales ( Rs Cr)
At what rate company is
1
growing? % Gr ( Sales current year over previous year)
Gross Income (Rs Cr)(excluding extraordinary and non related incomes) in the year
% Gr ( Gross income current year over previous year)

Note : Operating margin is the most important indicator of the profitability of a business. High Operating Margin reflects the fo
performance: a. Industry dominance; b. Customer preference ; c. R & D supremacy resulting in product quality above indust
Technical supremacy due to processes, machines, skill etc
OPERATING MARGIN is calculated as: Op Margin / Total operating income X 100
Operating Margin = Total Operating Income - Direct Expenses
What is the Operating
2 Margin of the Co in the last
three financial years Gross Operating Income
Less: Direct cost
Operating Margin (Value in Rs Cr)
Operating Margin - % of total operating income

What has been the Co's

The most important indicator of profits earned before interest and tax. It is calculated
3 EBITA in the last three
as: (Earnings before interest & tax / Total Operating Income X 100) %
financial years

The key indicator in the performance of the company to show what has been earned
Mention the EPS or Earning
4 for the equity shareholders or owners of the company. It is calculated as: Profits After
Per Share
Tax / No of Fully Paid Equity Shares an is represented as INR value.
 "Profit is an Opinion, Cash is Reality". The DSOs of a company are the best indicator of
What are the DSO or Days
5 its cash flow and liquidity. It is calculated as: Average Receivable les / Annual Sales X
Sales Outstanding
365 and is represented in number of days. A fall in DSO indicates improving liquidity.

Source of Documents including

Financial Statements and Annual
Reports - Registrar of Companies
(ON PAYMENT OF PRESCRIBED FEE
WHICH IS NOMINAL)
ors - KPI

Source of
previous yesr
information

e. It reflects the growth in the existing business of the

igh Operating Margin reflects the following aspects of

ting in product quality above industry standard & d.
es, skill etc
erating income X 100
ect Expenses