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Practice Drills: Building a Board Level Capital Allocation Presentation

A hands-on drill course for CFOs, finance controllers, corporate development teams, and late-stage founders who have to take a capital allocation plan to a board and get it approved. Working with one sample NSE-listed manufacturer, you will size the five-year deployable cash envelope, estimate the hurdle rate, stress-test the plan against covenants and a downturn, then rank the competing uses on a common basis: capex projects, an acquisition, dividends, a buyback, and debt reduction. You will then turn the numbers into a board deck with a single clear recommendation, the approvals it needs under the Companies Act and SEBI rules, and a risk section that tells directors what would change the answer. The course closes with an independent-director Q&A drill and a complete board pack.

Capital AllocationHurdle Rate and WACCCapex PrioritisationDividends and BuybacksBoard Presentations
MODULES
5
DURATION
~3.5 hrs
TRACK
Corporate Finance

What You'll Master

How to size a five-year deployable cash envelope from free cash flow, balance sheet cash, and debt capacity
How to estimate a defensible hurdle rate for an Indian listed company and adjust it for project risk
How to stress-test an allocation plan against lender covenants and a downturn scenario
How to rank capex projects, an acquisition, dividends, buybacks, and deleveraging on one common basis
How the tax treatment of dividends and buybacks in India and SEBI buyback rules change the payout decision
How to structure a board deck around one recommendation, the options rejected, and the specific approvals sought
How to present risk and sensitivities so directors know exactly what would change the recommendation
How to prepare for the questions independent directors and the audit committee actually ask
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown