Bajaj Consumer Care Ltd.: Discounted Cash Flow (DCF) Valuation

內容大綱
In July 2017, a financial analyst from an Indian investment bank was assigned the task of identifying a suitable company from the fast-moving consumer goods (FMCG) sector for the bank’s portfolio. The bank wanted to expand its investment portfolio from the mobile Internet, information technology, health care, financial technology, and e-commerce sectors into the FMCG sector. After researching three significant players in the personal care segment and comparing these companies’ key ratios, the analyst determined that one of them, Bajaj Consumer Care Ltd., was a suitable candidate for valuation. Now, he had to perform a buy-side valuation of the company using the discounted cash flow technique to determine whether Bajaj Consumer Care Ltd. would be the right fit for his company’s investment plans.
學習目標
The case can be used in undergraduate- and graduate-level classes on corporate finance, business valuation, mergers and acquisitions, or financial modelling. The case lists the various inputs needed to conduct a discounted cash flow valuation, including revenue, expenses, capital expenditures, working capital, and cost of capital. The case provides data on the past trends for these inputs and on management’s future expectations for growth, which can be used to predict the company’s future performance. After working through the case and assignment questions, students will be able to do the following:<ul><li>Build a framework for economic, industry, and company analysis.</li><li>Use Porter’s Five Forces model to conduct an industry analysis.</li><li>Build a financial forecast for income statement, balance sheet, and cash flow, based on various qualitative and quantitative inputs.</li><li>Estimate a firm’s value using the discounted cash flow approach.</li></ul>
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