Masterclass
Practice Drills: Building a Two Decade Capital Allocation Case Presentation
A hands-on drill course for CFOs, corporate development heads, pre and post IPO founders, and senior finance and strategy leaders. Working on one illustrative Indian listed company across FY2006 to FY2025, you will turn twenty years of annual reports into a consistent dataset, build a sources and uses ledger for every rupee generated and raised, split maintenance from growth capex, measure ROCE, ROIC and incremental returns by era against a cost of capital that moved with rates, post-audit acquisitions, expansions and payout decisions, and turn the whole analysis into a storyline and exhibit set that stands up to a board and to institutional investors.
Capital AllocationReturn on CapitalAcquisition Post-AuditPayout PolicyBoard Presentations
MODULES
6
DURATION
~4.6 hrs
TRACK
Corporate Finance
What You'll Master
How to turn twenty years of annual reports into one consistent dataset across Indian GAAP, the Ind AS transition, demergers and restatements
How to build a sources and uses ledger showing where every rupee of operating cash, debt and equity went over two decades
How to separate maintenance capex from growth capex and measure incremental return on capital for each five year era
How to set a cost of capital for each era and decompose shareholder returns into earnings growth, rerating and payouts
How to post-audit acquisitions, capacity expansions, dividends and buybacks against the case management made at the time
How to turn the analysis into a storyline and exhibit set that survives hard questions from a board and institutional investors
Access Level
PRO
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates
Curriculum Breakdown
Chapter 1: Setting Up the Drill
2 Lessons▶
The Drill Brief: Twenty Years of Capital Decisions and One Board Presentation12 min read
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Drill: Assembling Two Decades of Annual Reports Into One Consistent Dataset17 min read
Chapter 2: Drill 1, Where the Money Came From and Where It Went
3 Lessons🔒
Drill: Building the Twenty Year Sources and Uses Ledger18 min read
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Drill: Separating Maintenance Capex From Growth Capex16 min read
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Drill: Reconciling Cash Flows to the Balance Sheet Across Accounting Regimes17 min read
Chapter 3: Drill 2, Measuring the Return on Every Rupee
4 Lessons🔒
Drill: Computing ROCE and ROIC Year by Year Through the Cycle18 min read
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Drill: Setting a Cost of Capital for Each Era16 min read
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Drill: Measuring Incremental Returns on Capital by Five Year Era17 min read
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Drill: Decomposing Twenty Years of Shareholder Returns16 min read
Chapter 4: Drill 3, Grading the Big Bets
3 Lessons🔒
Drill: Post-Auditing Acquisitions Against the Original Deal Case20 min read
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Drill: Grading Capacity Expansions and Greenfield Projects18 min read
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Drill: Judging Dividends, Buybacks and Retained Cash17 min read
Chapter 5: Drill 4, Building the Presentation
3 Lessons🔒
Drill: Turning the Analysis Into a Board Storyline16 min read
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Drill: Designing the Ten Exhibits That Carry the Case17 min read
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Drill: Stress Testing the Case Against Board and Investor Questions16 min read
Chapter 6: Capstone
1 Lessons🔒
Capstone Drill: Presenting a Two Decade Capital Allocation Case for a New Company24 min read