How to create a Financial Report - PPT Templates
•
22 likes•29,811 views
Create a structured and coherent PowerPoint presentation of your company’s key figures and relevant financial information. The new Financial Report template contains data-driven charts, and a large selection of tables and infographics for your financial reports. Take advantage of our various design templates and visualize your data. Download now: https://www.presentationload.com/financial-report-oxid.html Content: - basics and tips - portrait and text combinations - data-driven diagrams and graphs - financial icons - maps with location symbols - slides to outline business activities - flat design graphics - timelines
Recommended
Recommended
More Related Content
More from PresentationLoad
More from PresentationLoad (20)
Recently uploaded
Recently uploaded (20)
How to create a Financial Report - PPT Templates
- 1. PREMIUM POWERPOINT SLIDES Financial Report
- 3. BASICS
- 4. “We’re drowning in information and starving for knowledge.” Rutherford D. Rogers (Former Library Director, Yale University)
- 5. FINANCIAL STATEMENTS Balance Sheet A list of company assets, liabilities, and equity Income Statement An overview of the company’s operational performance for the given period Cash Flow Changes in cash flow during the accounting period Data collection of company’s financial performance, current conditions, and cash flow Download at www.PresentationLoad.com
- 6. BASICS Financial Report Preparation Create Balance Sheet Create Income Statement Create Cash Flow Statement PART 1 PART 2 PART 3 PART 4
- 7. 03/02/2015 12/04/2015 22/07/2015 17/01/2016 23/07/2016 DATE Balance Balance Balance Balance Balance DETAILS 22 32 55 102 235 DEBIT 33 56 231 235 236 CREDIT 2354 2356 1556 4689 4655 BALANCE BASICS – PREPARATION Financial Report PART 1 - PREPARATION First specify the time period covered by the financial report. Most financial reports are given quarterly or annually. Some companies prepare them monthly.
- 8. BASICS – PREPARATION Financial Report PART 1 - PREPARATION Check all your financial documents. Your financial report is only useful if the underlying accounting data is accurate and complete. Make sure that All accounts payable and receivable have been processed. All inventory purchases and product sales have been documented. All liabilities not fulfilled by the deadline are taken into account.
- 9. BASICS – BALANCE SHEET Financial Report FINANCIAL REPORT TARGET 2017 RESULTS 2016 OUTLOOK 2018 Gross Margin 40% - 42% Gross Margin 41.5% Gross Margin 42.4% Operating Profit 8% - 9% Operating Profit 8% Operating Profit 9% Capital Expenditure approx. $100 MILLION Capital Expenditure approx. $90 MILLION Capital Expenditure approx. $120 MILLION Gross Borrowings SIGNFICANT DECLINE Gross Borrowings Decrease $400 MILLION Gross Borrowings SIGNIFICANT DECLINE PART 2 - CREATING THE BALANCE SHEET The balance sheet includes assets on one side, and equity and liabilities on the other. According to the balance sheet, assets and liabilities are always equal. An income statement is then drafted for a specific period of time.
- 10. Financial Report Current Assets Investments Intangible Assets Other Current Liabilities + Long-Term Liabilities Balance = Assets - Liabilities DETERMINE ASSETS DETERMINE LIABILITIES CALCULATE BALANCE SHEET STEP1 STEP2 STEP3 BASICS – BALANCE SHEET
- 11. Financial Report ASSETS LIABILITIES • Mortgages • Consumer loans • Loans to companies • Loans to government agencies • Etc. • Shares, corporate bonds • Government bonds • Interbank debt claims • Etc. • Real Estate • Derivatives • Goodwill • Etc. • Share capital • Etc. • Deposits • Customer deposits • Certificates of deposits • Financial instruments • Bonds • Etc. Loans Liquid Assets Other Assets Equity Borrowed Capital BASICS – BALANCE SHEET
- 12. INCOME STATEMENT ($ IN MILLIONS) Total Revenue 10,000 Expenses 2,000 Gross Income 98,000 Operating Expenses Salary 5,000 Rent 5,000 Total Operating Expenses 10,000 Interest Expenses 10,000 Taxes 15,000 Net Income 63,000 BASICS – INCOME STATEMENT Financial Report INCOME STATEMENT ($ IN MILLIONS) PART 3 - CREATE AN INCOME STATEMENT An income statement is a comparison of a company’s expenses and income during a specific period of time. It is used to determine a company’s financial performance.
- 13. BASICS – INCOME STATEMENT Financial Report Current Assets Investments Intangible Assets Other General expenses Expenditure on employees Marketing and advertising Gross income – operating expenses = Net income CALCULATE GROSS INCOME DETERMINE OPERATING EXPENSES CALCULATE BALANCE SHEET STEP1 STEP2 STEP3
- 14. INCOME STATEMENT ($ IN MILLIONS) Total Revenue 10,000 Expenses 2,000 Gross Income 98,000 Operating Expenses Salary 5,000 Rent 5,000 Total Operating Expenses 10,000 Interest Expenses 10,000 Taxes 15,000 Net Income 63,000 BASICS – CASH FLOW STATEMENT Financial Report CASH FLOW STATEMENT PART 4 - CREATE CASH FLOW STATEMENT Cash Flow is an economic measure of the money flowing in and out of a company during a specific period. When more money is flowing in, it is called positive. When more money is flowing out, it is called negative.
- 15. Financial Report Depreciation Net change in liabilities Net change in receivables For example, purchase of machinery or equipment Profit from sale of property Profit from issuing common shares Dividend pay out Long-term loan repayment DETERMINE OPERATING EXPENSES INVESTMENT ACTIVITIES PROFIT FROM FINANCIAL ACTIVITIES STEP1 STEP2 STEP3 BASICS – CASH FLOW STATEMENT
- 16. BASICS – CASH FLOW STATEMENT Financial Report Main Components of a Cash Flow Statement +/- Differences between profit and operating cash flow = Operating Cash Flow - Investments in assets + Sale of assets = Cash Flow from Investing Activities - Financing costs + Proceeds from financing = Financing Cash Flow Total Cash Flow = Transfer to balance sheet CASHINFLOW CASHOUTFLOWCASH
- 17. FINANCIAL REPORT POWERPOINT TEMPLATE Download at www.PresentationLoad.com
- 18. CHAIRMAN’S STATEMENT Foreword “Increasing revenue is our main objective.“ This is a placeholder text. This text can be replaced with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it’s possible to replace it by selecting different options. JANE DOE CHAIRMAN OF THE BOARD (COB)
- 19. STATEMENT FROM THE BOARD OF DIRECTORS Foreword LUIS DOE Job Description MARTADOE Job Description PETRADOE Job Description PEDRODOE Job Description DANA DOE Job Description MARK DOE Job Description This is a placeholder text. This text can be replaced with your own text. This is a placeholder text. This text can be replaced with your own text. This is a placeholder text. This text can be replaced with your own text. This is a placeholder text. This text can be replaced with your own text. This is a placeholder text. This text can be replaced with your own text. This is a placeholder text. This text can be replaced with your own text.
- 20. This is a placeholder text. This text can be replaced with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. This text can be replaced with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. For replacing the placeholder text you need to click on the placeholder text and insert your own text. Your inserted text will retain the same style and format as the placeholder text. DISCLAIMER Financial Report
- 21. HIGHLIGHTS Financial Report This is a placeholder text. This text can be replaced with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. For replacing the placeholder text you need to click on the placeholder text and insert your own text. Your inserted text will retain the same style and format as the placeholder text. For replacing the placeholder text you need to click on the placeholder text and insert your own text. OPERATIONS FINANCIALS
- 22. HIGHLIGHTS Financial Report $3.12 million $100 million $100 million $200 million $400 million $350 million OPERATING AND FINANCIAL HIGHLIGHTS 9% 2% 7% 10% 45% 11% PRODUCTION SALES REVENUE EBITDAX NET PROFIT AFTER TAX UNDERLYING NET PROFIT AFTER TAX OPERATING CASH FLOW
- 23. HIGHLIGHTS Financial Report PRODUCTION SALES REVENUE EBITDAX NET PROFIT AFTER TAX UNDERLYING NET PROFIT AFTER TAX OPERATING CASH FLOW $3.12 million $100 million $100 million $200 million $400 million $350 million 9% 2% 7% 10% 45% 11%
- 24. HIGHLIGHTS Financial Report EARNINGS BY BUSINESS 6515 10 10 Placeholder 1 Placeholder 2 Placeholder 3 Placeholder 4 EQUITY RATIO 15 20 25 30 35 REVENUE BY BUSINESS 0 5 10 15 20 25 30 35 40 45 Text 1 Text 2 Text 3 Text 4 Placeho… $ in millions $ in millions The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text.
- 25. SUMMARY Financial Report THIS TEXT CAN BE REPLACED WITHYOUR OWN TEXT. 15 20 25 30 35 This text can be replaced with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. 25 % 75 % Description 1 Text Category 1 Category 2 Category 3 Category 4 Description 1 Description 2 Description 3 This text can be replaced with your own text.
- 26. REGIONAL SALES ($ IN MILLIONS) 0 20 40 60 80 100 120 140 160 EUROPE ASIA SOUTHAMERICA NORDAMERICA 2016 2017 SALES BY REGION Financial Report REGIONAL DETAILS Text Placeholder Text Placeholder Text Placeholder Text Placeholder Text Placeholder
- 27. SALES BY REGION Financial Report 60%60% 60% 60% 60%60% 60%60% 60% 60% 60%60%
- 28. SUMMARY The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. KEY FIGURES $ in millions 2017 2016 2015 2014 Sales 200 180 160 140 EBITDA -5 2 5 10 EBITDA Margin -2 2 4 8 Employees 700 600 550 500 BREAKDOWN OF SALES BY MARKETS $ in millions 2017 2016 2015 2014 National 100 90 95 98 Export 30 25 20 15 Sales 130 115 115 113 % Export 23.08 21.74 17.39 13.27 No. of Countries 25 24 23 22 The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. Financial Report
- 29. CHARTS Financial Report EUROPE – Operating Profit (margin) 1.9 2 2016 2017 ASIA – PACIFIC Operating Profit (margin) 0.9 1.05 2016 2017 AMERICAS – Operating Profit (margin) 0.8 0.88 2016 2017+5.2% +16.6% +10 % $ in millions $ in millions$ in millions
- 30. SALES BREAKDOWN (IN %) BY REGION 40 15 14 15 48 20 18 16 50 22 21 20 EUROPE ASIA SOUTH AMERICA NORTH AMERICA 2018 2017 2016 SALES BREAKDOWN Summary REGIONAL DETAILS The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options.
- 31. FINANCIAL REPORT Total Cost and Final Margin TOTAL COST AND FINAL MARGIN 900 390 55 45 350 60 0 100 200 300 400 500 600 700 800 900 1000 TOTAL COST AND FINAL MARGIN 900 845 800 450 390 390 55 45 350 60 0 200 400 600 800 1000 Revenue Rebates Discounts Material Costs Labor Costs Margin $ in millions$ in millions
- 32. REVENUE BY SEGMENT CHARTS Financial Report DETAILS The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. $ in millions 0,2 0,3 0,1 0,1
- 33. CHARTS Financial Report REVENUE ($ in millions) 2017 2016 Net Revenue 15 13 Other Revenue 2 1 Further Revenue 3 2 TOTAL 20 16 75% 10% 15% Salary Interest Expenses Debits EXPENSES ($ in millions) 2017 2016 Salary 3 2 Interest Expenses 0.5 0.4 Debits 0.4 0.3 TOTAL 3.9 2.7 77% 13% 10% Net Revenue Other Revenue Further Revenue
- 34. CHARTS Financial Report DIVIDEND PER SHARE – DEVELOPMENT FROM 2011 TO 2017 10 12 14 16 18 20 22 2011 2012 2013 2014 2015 2016 2017 $ in millions
- 35. FINANCIAL METRICS Financial Report Revenue Net Profit Net Profit Depreciation Operating Income 198 266 348 1153 1187 956 348 355 255 420 666 718 76 94 84 2015 2016 2017 Description A Description B Description C Description D Description E 28 39 49 48 2014 2015 2016 2017 28 39 49 48 2010 2015 2016 2017 28 39 49 48 2010 2015 2016 2017 28 39 49 48 2014 2015 2016 2017 28 39 49 48 2010 2015 2016 2017 $150,000 $50,000 $5,000 $7,000 $60,000 Download at www.PresentationLoad.com
- 36. 2014 2015 2016 2017 2018 FINANCIAL METRICS Financial Report $ IN MILLIONS 2017 2016 Net Sales 600 500 Marketing and Sales -225 -200 Administration -40 -35 EBIT 85 80 EBITDA 150 150 EBITDA pre 170 160 Margin (% of sales) 25 22 COMMENTS The text demonstrates how your own text will look when you replace the placeholder with your own text. If you don’t want to use the style and size of the fonts as used in this placeholder it is possible to replace it by selecting different options. SHARE OF SALES SEGMENT 1 72% 28% Rest Segment 1 SALES FIGURES
- 37. OUTLOOK Financial Report ~ 5 ~ 7.5 DRIVERS Increasing industrialization in growth markets Increasing wealth in growth markets New applications and higher efficiency ca. 50% of capital expenditures invested in growth markets GrowthMarkets ExistingMarkets 122 153 299 134 165 243 167 176 207 178 167 199 0 100 200 300 400 500 600 2013 2014 2015 2016 2017 2018 ca. 50% of capital expenditures invested in growth markets 2016 2017 CAGR 2016 – 2017: 15 %
- 38. The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. The text demonstrates how your own text will look when you replace the placeholder with your own text. MILESTONE III The text demonstrates how your own text will look when you replace the placeholder with your own text. MILESTONE II MILESTONE I The text demonstrates how your own text will look when you replace the placeholder with your own text. OUTLOOK Financial Report
- 39. Click here to visit www.PresentationLoad.com DOWNLOAD POWERPOINT SLIDES