Group

Industry
Company
Members
1.
2.
3.
4.
5.
A brief understanding or origin and evolution of the industry
Global Production volume, value
Industry Production volume , value ( in Billion USD / INR)
Production / service delivery process
Structure of the industry and the structure of the market
Industry size and market size ( in Billion INR and in Million/ Billion USD )
Key players in the industry their size and relative position
Raw material used in the industry production / demand details,
availability, possible substitutes etc
Type and profile of suppliers
Past and projected growth rate basis for the same
Growth drivers
Key products / services product evolution, stages in life cycle
Type and profile of customers segments
Productivity, profitability and cost structure ( inter-firm comparisons ) :
ROCE, ROE, Operating margins, Net profit margins, Raw material as % of
sales, Labour as % of sales, Power and fuel as % of sales and any other
parameter that is relevant to the industry under study
Promoter group details :
Promoter groups business interests
Group turnover ( In Millions / Billions) :
Chairman
MD / CEO
Divisions / structure of the company and senior leadership
Production to supply path across the industry various distribution systems
followed by players in the industry
Details of production, capacity availability, utilization level
Technology and quality standards followed by industry players.
Key financial data ( Rs in Million / Billion)
FYE 2012
FYE 2013
FYE 2014
Industry Avg
2014
Share capital
Tangible NW
Long Term debt
Short term debt
Debt/equity
TOL/TNW
Current Ratio

Turnover
Operating PM
Net Profit Margin
Return on equity
Inventory Turnover
Receivable collection
period
Key operational data (use relevant parameters like APRU / MOU for telecom, ARR
for Hotels etc)
FYE 2012
FYE 2013
FYE 2014
Industry Avg
2014
Product portfolio and portfolio analysis
Market segment targeted by the company
Buyer profile what drives demand , trend of demand drivers
positioning strategies
Positioning map
Unique selling proposition, how and why customers buy the product / avail the
service.
Branding and its importance in the industry
Product pricing strategies in vogue in the industry and the strategy adopted by
the company for pricing its products
Raw material price movements, and ability of the firm to pass on price changes to
customers

Labour availability and price trend for the last 3 years

Power availability and price trend

Any other critical resource that affects the business of the firm ( for example
distribution cost trend for FMCG company, Logistics for Cement etc)
Distribution systems in the company
Various promotion/ communication strategies used by the industry and the
company , branding and importance of branding in the industry and the company

Regulations that affect the industry and the company

Determinants of future profitability

Future outlook , resource requirement for growth

Basic valuation of the company