Project Appraisal Concepts Guide

Project Appraisal Concepts,
Methods and Techniques
Your Company Name

Outline
Project Introduction
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Market Feasibility
Project Particulars
Techno-Environmental Aspects
Financial Analysis
Project Conclusion & Proposal
2

Project Introduction (Option 1 of 2)
Introduction
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audience's attention.
Organization Structure
Milestones Achieved
01
02
03
3

Project Introduction
(Option 2 of 2)
Introduction Organization
Structure
Milestones
Achieved
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your audience's attention.
4

Project Name
XYZ Framework
Brief About Promoters
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attention.
Expected Outcomes
attention.
attention.
Project
Fund $ 5M Project
Duration
01 Sep’17-
31 Aug’18
Project Brief/ Summary:
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Objectives:
Sector:
Nature of Industry:
Introduction
5

Organization Chart
Name
Managing Director
Name
Executive Director
Name
Head
Projects
Name
Head
Employee
Relations & Admin
Name
Head
Q4
Name
Head
Customer Relations
Name
Production
Name
Head
Bending
Name
Head
Materials
Name
Head
Business Strategy
Name
Head
Quality Control
Name
Head
Finance
Name
CEO
6

Milestones Achieved
FY16
FY18
FY19
FY17Highlight 1
Highlight 2
Highlight 3
Highlight 4
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attention.
attention.
7

Market feasibility
Demand Statistics
Competitive Analysis
SWOT Analysis
Marketing & Promotional Arrangements
Key Trends In The Industry
8

Key Trends In The Industry
Focus
• Focused business
model for the
aftermarket
Meet Channels
Needs
• Help the Channel
Customers Succeed
Differentiated
Capabilities
• Make Investments
over time in know
how, Skills,
Processes & IT
required for
differentiated
Capabilities
Best Cost
• Help the Cost
through
Footprint, Scale,
Etc.
End-Customer
Centric
• Know the end
customer-deep,
differentiated insight
• Fast, Flexible response
to changing Needs
Sustainable
Business Model
• Sustainable
Business Model:
Lead or go Niche
• Create Structural
Leverage where
appropriate
(Consolidate and/or
Heighten barriers to
Entry)
Key Trends
9

DemandStatistics
0
10
20
30
40
50
60
70
2015 2016 2017 2018
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10

Comparison-Based On Criteria
Criteria
Revenue Profit Market Share Main Activity
Number of
Employee
Product Quality
Competitor A Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Competitor B Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Competitor D Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here Your Text Here
11

Competitor Comparison Template
0.8
0.36
1.8
3.8
3.8
0.4
0.4
0.8
1.9
2.8
0 1 2 3 4
Competitor A
Competitor B
Competitor C
Competitor D
Competitor E
Profit
Revenue
12

0.8
0.36
1.8
3.8 3.8
0.4 0.4
0.8
1.9
2.8
0
1
2
3
4
Competitor A Competitor B Competitor C Competitor D Competitor E
Revenue Profit
CompetitorComparison
Template
13

Competitor Market Share & Sales Revenues
14
5
5
3
0
7
5
20
20
10
20
12
20
12
15
20
30
20
30
12
40
27
6
20
50
0
5
10
15
20
25
30
35
40
45
50
55
1 2 3 4
Own business Competitor 1 Competitor 2 Competitor 3 Competitor5 other
($,,%)
YourFigures

Classification-Market Attractiveness & Market Share
15
My Business
Competitor 1
Competitor 2
Competitor 3
Competitor 4
Competitor 5
Other
LowHigh
Weak Strong
MarketAttractiveness
Global Market Share

SWOT Analysis (Option 1 Of 2)
Strengths
• Existing players like TIME,
Career Launcher (CL) and
IMS have 17 – 30+ years of
experience in coaching
students. This creates an
automatic brand value for
them in the market.
• Ease of scaling across towns
due to strong visibility among
students pan- India and
having strong financial
backing as well.
Weaknesses
• Apart from TIME, none of
the two players – IMS and
CL is present across all 3
towns
• All the 3 institutes have no
specific coaching modules
for the BCA entrance
exams as well as entrance
to Polytechnics. IMS also
lacks modules for Hotel
Management.
Opportunities
• All the 3 cities require more
organized and proper
managed coaching facility
on the lines of TIME, CL
and IMS
• Online teaching to
complement classroom
teaching
• Free career counseling
facility for students
Threats
• Time is already covering
almost all major features of
the new proposed portfolio
of services
• All 3 existing players have
the capability to expand their
portfolio to add new features
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16

SWOT Analysis (Option 2 Of 2)
• Existing players like TIME,
Career Launcher (CL) and IMS
have 17 – 30+ years of
experience in coaching
students. This creates an
automatic brand value for them
in the market.
• Ease of scaling across towns
due to strong visibility among
students pan- India and having
strong financial backing as well.
Strengths
• Apart from TIME, none of the
two players – IMS and CL is
present across all 3 towns
• All the 3 institutes have no
specific coaching modules for
the BCA entrance exams as
well as entrance to
Polytechnics. IMS also lacks
modules for Hotel
Management.
Weaknesses
• All the 3 cities require more
organized and proper managed
coaching facility on the lines of
TIME, CL and IMS
• Online teaching to complement
classroom teaching
• Free career counseling facility
for students
Opportunities
• Time is already covering almost
all major features of the new
proposed portfolio of services
• All 3 existing players have the
capability to expand their
portfolio to add new features
Threats
S W O T
17

Social Media
Email MarketingAnalytics &
Reporting
Paid
Advertising
Blog
Website Design
Search Engine
Optimizing
Marketing
Strategy
Marketing&
Promotional
Arrangements
18

Facebook
15th March
Blog
30th March
You Tube
15th April
Twitter
30th April
Instagram
15th May
Snapchat
30th May
Chat
15th June
LinkedIn
30th June
Social Media Plan (Option 1 of 2)
19

Facebook
15th March
Blogger
30th March
You Tube
15th April
Twitter
30th April
Instagram
15th May
Snap Chat
30th May
Chat
15th June
LinkedIn
30th June
20

Project
Particulars
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Project
Description This slide is 100%
Proposed
Services
This slide is 100%
Infrastructure
Facilities
Business
Model
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21

Description
Project
Description
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22

Secondary
Research
attention.
Financial
Analysis
attention.
BIG Data
Analytics
attention.
Market
Research
attention.
Mergers &
Acquisition
attention.
Proposed
Services
23

Infrastructure
Facilities
Option 2
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Option 1
Option 3
24

Business Model
User Acquisition
From:
• Advertising
• Email
• Distribution partners
Gather User
information
Includes:
• A/c types
• Spending pattern
• Credit history
• Demographics & preferences
Intelligent
Suggestions
Based on:
• History
• Usage
• Spending habits
• Current market deals
User switches =
Referral fee
Fee types:
• Bank A/c
• Credit card
• Cell phone carrier
• ISP
• Loan
Company XX makes money when users make money rather than relying on creating value through added service
Future
Potential:
Advertising
Premium
targeted ads
High quality user
data
Large expected
user base High profit potential
25

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Environmental &
Legal Aspects
Technical
Feasibility
Techno-
Environmental
Feasibility
26

Present Scenario
New Developments
Competing Technologies
Labor Requirements
Technical
Feasibility
27

Present
Scenario
attention.
New
Development
attention.
Competing
Technologies
attention.
Labor
Requirements
attention.
28

Environmental & Legal Aspects
Environmental
Aspects
Minimize usage of paper
Ensured disposal of E-waste as
and when batches pass out
Increase social interaction
amongst students from various
backgrounds & localities
Corporate
Governance
Transparency of processes n
explanation to students
Integrity and responsibility in
providing career counselling
CSR initiative – 50 % discount
to 1st 2 toppers in intelligence-
assessment entrance exams in
each course
Legal
Procedures
Provision of free and
compulsory education to all
children up to the age of
fourteen years
State Governments and Local
Authorities are expected to
provide facilities for instruction
in the mother tongue at the
primary stage of education
29

Modes Of Finance
Financial Statement Analysis
Financial Projections Cost Of The Project
Break Even Analysis
Key Financial Ratios
Financial
Analysis
30

USD 1 MM
Fixed Cost
USD 2 MM
Variable Cost
USD 3.2 MM
Total Cost
The working capital requirement consists of a cushion for fixed investments of 1
quarter and a buffer of variable costs of 2 months
Fixed costs include investments in equipment setup costs for premises, legal and
auditing expenses, staff salary and others
Variable costs consists of electricity charges, costs of promotion, cost of study
materials and salary of faculty members
Cost Of
The
Project
31

Modes Of
Finance
Additional investments during the expansion phase’s i.e.
phase 2 and phase 3 will be raised solely through retained
earnings and means of equity. No debt is planned to be raised
for the expansion phases
The cost of the project would be raised at a proposed
debt equity ratio of 1.27:1
A sum of $ 0.75 MM will be raised by the 5
promoters in equal investments of $ 0.15 MM each
A term loan of $ 0.95 MM will be taken as
long term debt from bank
The estimated repayment period for the
term loan will be 5 years
32

Income Statement Overview
2,022
3,184
3,476
4,621
6,168
19%
22%
23%
17%
19%
2%
9%
10%
5%
7%
0%
5%
10%
15%
20%
25%
30%
0$
2000$
4000$
6000$
8000$
FY13 FY14 FY15 FY16 FY17
Profit MarginRevenue Operating Profit Margin
33

Balance Sheet - KPIs
Current
Assets
Total
Assets
Current
Liabilities
Total
Liabilities
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
10%
CAGR
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
5%
CAGR
Your Text Here
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
15%
CAGR
Your Text Here
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
20%
CAGR
Your Text Here
34
Your Text Here

Financial Projections – P&L
Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Mar-23
Net Sales 1,703.1 2,022.0 3,184.5 3,476.6 4,632.6 6,421.4 8,542.4 11,451.0 14,418.8 18,109.4 20,979.0
Expenses
Cost of Goods Sold 1,282.5 1,374.7 2,028.2 2,200.4 2,859.0 4,148.2 5,467.2 7,271.4 9,156.0 11,499.5 13,321.7
Employee Benefit Expense 92.1 128.4 155.6 226.5 280.5 321.1 507.2 583.9 675.3 875.4 962.3
Other Expenses 71.2 167.3 265.6 299.7 552.9 570.1 728.9 939.7 1,162.5 1,429.8 1,667.8
EBITDA 261.3 361.6 746.9 781.8 971.7 1,409.1 1,868.5 2,687.8 3,459.5 4,342.0 5,067.7
% EBITDA 15.3% 17.8% 23.4% 22.3% 20.8% 21.9% 21.8% 23.4% 23.9% 23.9% 24.1%
Financing cost 66.9 128.8 198.1 273.9 293.0 305.3 361.9 423.0 500.6 646.0 786.3
Profit After Tax 162.0 187.7 350.0 337.7 409.5 691.5 972.9 1,614.7 2,109.5 2,361.8 2,742.3
% PAT 9.5% 9.2% 11.0% 9.6% 8.8% 10.7% 11.4% 14.1% 14.6% 13.0% 13.0%
Income Statement (USD MM)
35

Financial Projections – Balance Sheet
Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 Mar-22 Mar-23
Shareholders‘ Equity 529.8 1,067.8 1,294.6 1,632.4 1,856.0 3,247.5 4,220.4 5,835.2 7,944.6 10,306.4 13,048.6
Non–current Liabilities 535.0 548.2 513.5 989.0 1,155.0 1,033.3 829.1 744.2 569.8 1,285.4 1,283.5
Short–term Borrowings 439.8 622.7 720.6 1,603.8 1,681.6 2,139.6 2,835.0 3,813.4 4,797.6 5,982.1 6,897.9
Trade Payables 352.9 508.9 760.4 433.7 682.6 852.4 1,123.4 1,494.1 1,881.4 2,362.9 2,737.3
Current Liabilities 820.1 1,285.0 1,785.5 2,438.1 3,258.5 4,097.1 5,434.9 7,287.5 9,170.6 11,472.5 13,252.3
Total Liabilities 1,760.4 2,678.1 3,316.3 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0 27,219.1
Total Fixed Assets 803.2 1,034.6 1,159.5 1,751.3 2,073.3 2,734.8 2,726.7 2,848.2 2,943.7 4,462.7 4,693.7
Inventories 341.3 731.3 771.3 1,215.8 1,355.2 2,120.6 2,754.6 3,649.3 4,569.9 5,730.8 6,627.5
Trade Receivables 477.6 605.1 996.1 1,061.3 1,713.1 2,068.3 2,742.9 3,657.9 4,596.4 5,752.4 6,637.4
Cash and Bank Balances 33.0 89.5 132.2 258.8 264.4 375.5 1,018.9 2,288.3 3,948.9 5,287.4 7,542.8
Short–term Loans & Advances 75.8 169.1 76.9 131.6 290.6 325.8 387.1 456.4 530.7 623.2 702.2
Current Assets 930.5 1,595.1 1,978.8 2,747.8 3,624.0 4,890.9 6,904.1 10,052.5 13,646.5 17,394.5 21,510.6
Total Assets 1,760.4 2,678.1 3,316.3 4,730.4 5,904.1 8,012.6 10,119.1 13,501.5 17,319.7 22,699.0 27,219.1
Balance Sheet (USD MM)
36

Summary Financials – Revenue, EBITDA, PAT
1,703 2,022
3,184 3,477
4,633
6,421
8,542
425 657
1,168 1,308 1,805
2,300
3,105
24.9%
32.3%
36.5% 37.3%
38.7%
35.7% 36.2%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
0
2,000
4,000
6,000
8,000
10,000
12,000
FY10 FY11 FY12 FY13 FY14 FY15E FY16E
Revenue Gross Profit Gross Profit Margin
1a. Revenue & Gross Profit (USD MM)
162 188
350 338
409
692
973
9.5% 9.2%
11.0%
9.6%
8.8%
10.7% 11.4%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
0
400
800
1,200
1,600
PAT PAT%
CAGR: 34%
1c. PAT and PAT Margin (USD MM)
261
362
747 782
972
1,409
1,868
15.3%
17.8%
23.4%
22.3%
20.8%
21.9%
21.8%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
0
400
800
1,200
1,600
2,000
EBITDA EBITDA %
1b. EBITDA and EBITDA Margin (USD MM)
Comments on growth/decline in financial
statements and ratios
37

Summary Financials – WC Analysis, ROCE, ROE
Working Capital Analysis
(USD MM)
ROCE And ROE
341
731 771
1,216
1,355
2,121
2,755
478
605
996 1,061
1,713
2,068
2,743
(353)
(509) (760)
(434)
(683) (852)
(1,123)
51 16
(227) (345)
(691) (839)
(1,123)
109
123
93
120
126
119
123
(13)
7
27
47
67
87
107
127
(2,000)
(1,000)
0
1,000
2,000
3,000
4,000
5,000
6,000
Inventories Trade Receivables Trade Payables Other Net Current Assets NWC Days
21.0%
18.9%
33.5%
24.6%
22.0%
25.9% 25.7%
47.0%
30.0%
37.6%
29.1% 29.3% 31.6%
28.9%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
ROCE ROE
Comments on growth/decline in financial statements and ratios Comments on growth/decline in financial statements and ratios
38

Revenue Split – By Quarter and Geography
Revenue Split by Quarter
(USD MM)
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
FY10 FY11 FY12 FY13 FY14 FY15E
Q1 Q2 Q3 Q4
33.7%
24.9%
25.4%
16.0%
36.4%
30.3%
21.4%
11.9%
34.9%
20.4%
22.7%
22.0%
36.4%
21.3%
27.6%
14.7%
30.6%
30.1%
32.6%
6.7%
31.6%
35.3%
19.7%
13.5%
Comments
Revenue Split by Geography
(USD MM)
2,703
3,122
4,284
4,777
5,921
6,821
1,000
2,000
3,000
4,000
5,000
6,000
7,000
FY10 FY11 FY12 FY13 FY14 FY15E
Domestic Exports Total
33.2%
20.1%
8.9%
35.7%
73.7%
32.5%66.8%
79.9%
91.1% 64.3%
26.3%
67.5%
Comments
39

Revenue Split – By Product And Segment
6,800
7,572
9,561
10,983
9,910
1,460
3,241
2,350
2,864 3,049
345 444 336
910 719
1,382 1,380
1,562 1,334
1,650
9,987
12,637
13,808
16,092
15,328
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
Carbon steel Alloy steel Stainless steel Fitting Total
Revenue by Product
(USD MM)
Comments
123 123
141
155
173168 157
203 212
311
285
180
401
336
639
559
561
579
522
829
0
100
200
300
400
500
600
700
800
900
Segment 1 Segment 4 Segment 2 Segment 3
Revenue by Segment
(USD MM)
Comments
40

Key Financial Ratios
Return on
Equity
10%
Return on
Investment
10%
Return on
Assets
10%
Q2 FY18
Return on
Assets
10%
Q1 FY18
Ratio Return
Q1 FY18
(Price-to-Earnings)
P/E Ratio
10
Debt to Equity
Ratio
10
Current
Ratio
10
(Price-to-Earnings)
P/E Ratio
10 Q2 FY18
41

Break Even Analysis
Coaching Students
per centre
40 50 60 70 75 80
Gross Revenue 400,000 500,000 600,000 700,000 750,000 800,000
Variable Expenses 170,000 180,000 240,000 260,000 270,000 280,000
Contribution 230,000 320,000 360,000 440,000 480,000 520,000
Fixed Expenses 475,000 475,000 475,000 475,000 475,000 475,000
PAT -245,000 -155,000 -115,000 -35,000 5,000 45,000
Break Even Point Break Even
Break Even Point
75 Coaching
Students per Centre
42

Project
Conclusion &
Proposal
Work plan- implementation
schedule
Goals of funding
Proposal to banker
43

Work Plan – Implementation Schedule
2017
2018
2020
2021
2016
2019
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
Your Text Here
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
44

Goals Of Funding
Customer Base is projected to
reach 1 MM users
Annual Production will reach
XX metric tonnes
Geographic diversification
will reduce the associated risk
Increased Cash burn rate will
help in addition of new
customers at a faster rate
Add few data
points which
will support the
implications of
after-effects of
funding
Market Share will
increase by
13%
Revenue will
increase by
80%
Operating cost
will reduce by
50%
Employees headcount will reach - 5000
Production Capacity
will increase by
20%
45

Proposal To Banker
Term loan proposal for the bankers
Amount of
Term Loan
$5.5 M
Repayment
Period
10 Years
Interest Rate
12%
or lower
Repayment
Schedule
####
Security
Offered
$7.5M
(House Property)
46

Balance Sheet - KPIs
Current Assets
Total Assets
Current Liabilities
Total Liabilities
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
10%
CAGR
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
5%
CAGR
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
15%
CAGR
50
60
65
72
Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18
20%
CAGR
47

Coffee
Break
We back in 10 min
48

Donut Pie Chart
20%
08%
15%
26%
18%
Product 01
Product 02
Product 03
Product 04
Product 05
50

95%
0
10
20
30
40
50
60
70
80
90
100
FY '12 FY '13 FY '14 FY '15 FY '16 FY '17 FY '18
SalesInPercentage(%)
This graph/chart is linked to excel, and changes automatically
based on data. Just left click on it and select “Edit Data”.
Product 01
Product 02
Area
Chart
51

Line Chart
0
10
20
30
40
50
60
70
80
FY' 11 FY' 12 FY' 13 FY' 14 FY' 15 FY' 16 FY' 17 FY' 18
Salesinpercentage(%)
Financial Years
Product 02Product 01
52

Our MissionThis slide is 100% editable. Adapt it to
attention.
54

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and should be replaced by your
own image. Just right click and
replace image.
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Our Team
55

About
Us
Values Client
Preferred by Many
Target Audiences
56

Awareness
Quality
Success
Our Goal
57

Comparison
Male
30%
80%
60%in
70%
Female
50%
90%
25%in
75%
vs
58

Financial
This slide is 100%
20,000
Minimum
This slide is 100%
25,000
Medium
This slide is 100%
35,000
Maximum
59

Quotes
It’s not just about being better.
It’s about being different. You
need to give people a reason to
choose your business.
-Tom Abbott
60

Dashboard
Low
30
Medium
50
High
70
61

Timeline
This slide is 100%
This slide is 100%
attention.
This slide is 100%
This slide is 100%
This slide is 100%
2014
2015
2016 2018
2017 2019
62

Location
USA Map
28%
In North Carolina
attention.
65%
In Texas
attention.
15%
In Idaho
attention.
63

Target
attention.
attention.
attention.
attention.
01
0203
04
64

Mind Map
01
02
04
03
65

Bulb Or Idea
01
0304
0205
to your needs an capture your
66

Magnifying Glass
40%
30%
20%
10%
67

Magnifying
Glass
68

Thank You
Address:
# Street number, city, state
Contact Numbers:
0123456789
Email Address:
emailaddress123@gmail.com
69

Project Appraisal Concepts Guide

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