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Integrated Financial Modelling

By Fearless Traders Categories: Zerodha
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About Course

18 chapters

An integrated financial model of a company breaks down the financials of a company to give you granular insights. A financial model includes assets, reserves, debt schedules, and valuation models. Learn all that and more in this module.

Course Content

1. Introduction to Financial Modelling
1.1 – Unusual approach We are all living in a very uncertain and unprecedented time. Covid 2nd wave has been brutally devastating and has caused a lot of pain and misery to humanity. I hope you ..

  • Introduction to Financial Modelling
    00:00

2. Excel workbook setup
2.1 – Selecting a company I never expected such a tremendously positive response for the previous chapter. I’m a bit overwhelmed, and I also get a sense that there are many expectations from this ..

3. Historical Data
3.1 – Annual Report recce Picking up from the previous chapter, now that we have our excel sheet set up, we will extract the data from the annual report to our blank excel sheet. The excel sheet at ..

4. Assumptions (Part 1)
4.1 – Model integrity I want to start this chapter by talking about a super important concept. I may have touched upon this topic earlier, but I would like to discuss it again with snapshots to emph ..

5. Assumptions (Part 2)
5.1 – Deferred tax A gentleman posted an interesting comment in the previous chapter. The company he chooses to model did not present the gross block data in the way the company we are dealing wi ..

6. Revenue model
6.1 – Common sense approach In the previous chapter, we built the Balance Sheet and P&L assumption. Within the P&L assumptions, we dealt with the revenue of the company as well. We did take ..

7. Asset Schedule (Part 1)
7.1 – Recap and way forward In the previous chapter, we looked at how a basic common sense approach can lead us to build a simple revenue model of a company. We made the revenue model using the help ..

8. Asset Schedule (Part 2)
8.1 – Hello depreciation We closed the previous chapter with our first balance sheet projection, i.e. the gross block. This chapter will complete the asset schedule and plug the numbers back to the ..

9. Debt Schedule
9.1 – Dealing with debt We dealt with fixed assets in the previous chapter. The fixed assets, as you realize, is the most oversized line item on the asset side of the balance sheet. In this chapter, ..

10. Reserves Schedule (Part 1)
10.1 – Share Capital So far in this module, we created a few schedules to help us understand the granular details in the financial statements. This chapter will learn how to build another schedule c ..

11. Reserves Schedule (Part 2)
11.1 – Move and Copy The last chapter helped us understand how to build a reserves schedule for a given company. We made the reserves schedule for Bata India Limited and, in the process, discussed t ..

12. Projections
12.1 – Milestone When building a financial model, there are two essential milestones. We will hit the first one in this chapter and the 2nd milestone in the next. Before we proceed, I’d like ..

13. Cash flow statement
13.1 – Indirect cashflow We are at a crucial juncture in our financial modeling journey. This chapter will derive the cash flow statements and plug that cash flow number into the balance sheet. Afte ..

14. Valuation (Part 1) – Overview
14.1 – Valuations basics We are at the last stage in our Financial Modelling journey. As the last step, we have to build a valuation model, which will sit within the integrated model that we are bui ..

15. Valuation (Part 2) – FCFF & FCFE
15.1 – Building blocks Picking up from the previous chapter, we discussed relative and absolute valuation concepts. At its core, three key inputs drive the absolute valuations – The cashflow Th ..

16. Valuation (Part 3) – Risk Premium & Tax Shield
16.1 – Market risk premium In the previous chapter, we discussed that the equity holders expect a higher return than the debt holders. The higher return (rate) is what we will use to discount the fr ..

17. Weighted average cost of capital and Terminal Growth
17.1 – Recap As far as the theoretical concept of valuation is concerned, we are now almost at the end of it. In this chapter, we will discuss two critical points, and then in the next chapter, we w ..

18. Discounted Cash Flow Analysis (DCF)
18.1 – Recap We started chapter 1 with an introduction to financial modeling. I did talk about how financial modeling is always taught to students in a classroom program. An attempt to explain finan ..

Student Ratings & Reviews

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JJ
Janardhan Jadhav
2 years ago
I found the course to be very informative and engaging. It gave me a solid foundation in stock market trading and I feel much more confident now in my ability to make informed investment decisions. I would definitely recommend this course to anyone who is interested in learning more about trading in the stock market.