Think Equity Think QGLP Contest

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Presentation transcript:

Think Equity Think QGLP Contest Application Form For more details & clarifications, email thinkQGLP@motilaloswal.com

Terms & Conditions By filling up this Application Form, you agree to abide by the following terms & conditions: Participation in the “Think Equity, Think QGLP” contest is open to any student currently pursuing MBA or equivalent degree at any Indian business school. Only one team (three members) entry per business school will be accepted. Every business school will need to internally screen entries and select the best team to participate in the contest. Motilal Oswal AMC will not be responsible for selection process followed and the team selected by the respective business schools. All applications will need to submitted strictly in the format annexed here in subsequent slides. Email your application to thinkQGLP@motilaloswal.com along with the financial model in Excel The last date for submission of entries is Thursday, 7 September 2017. From all the entries received, an internal team of Motilal Oswal chaired by Mr Raamdeo Agrawal, Chairman, Motilal Oswal AMC will shortlist the 10 best entries to participate in the contest finals to be held on Monday, 2nd October 2017, at IIM Ahmedabad’s ‘The Red Brick Summit’. All team members of the qualifying 10 entries will be provided accommodation at IIM Ahmedabad for the night of 1 October 2017. All other costs including airfare, conveyance and sundries will need to be borne by the participant schools. The qualifying finalists will need to present their ideas to a three-member jury, Chaired by Mr Raamdeo Agrawal. Based on the presentation, the jury will finally select the top three winners. The prizes are: Winner – INR 500,000/-, First runner-up – INR 200,000/- and Second runner-up – INR 100,000/-. All 10 finalists will be given Certificate of Appreciation personally signed by the judges. All material submitted by participants as part of this contest may be used by the Motilal Oswal Group in the manner it deems fit. In all matters related to the contest the decision of Motilal Oswal Group will be final and binding on all participants.

Terms & Conditions IMPORTANT: Details related to the stock idea submitted – The stock should be listed on the BSE and/or NSE, with a minimum market capitalization of INR 1,000 crores as on the date of application. Recommended stock should ideally offer three year return CAGR of 25% or higher. Application should include earnings projections for at least three years. Judges will look for sync between the ‘narrative’ (investment argument) and ‘numbers’ (financials). For more details and clarification, email thinkQGLP@motilaloswal.com

Jury members – Brief profile Mr Raamdeo Agrawal Mr Raamdeo Agrawal is the co-founder and Joint Managing Director of Motilal Oswal Financial Services Limited and Chairman of Motilal Oswal Asset Management Company (MOAMC). A Chartered Accountant, he is a pioneer of equity research in India and has been authoring the annual Motilal Oswal Wealth Creation Study for the last 21 years. Under his Chairmanship, MOAMC assets under management have grown rapidly to the current level of over INR 25,000 crores. Mr Ramesh Damani Ramesh Damani is a member of the Bombay Stock Exchange since 1989. He is a graduate of H. R. College, Mumbai, and an MBA from California State University. He serves as the Chairman of Avenue Supermarts Ltd (known as D-Mart), and is also an independent director on the board of APTECH Ltd. He has hosted several shows for CNBC-TV18, among them, Wizards of Dalal Street, Oriental & Occidental and RD 360. He is a frequent commentator on financial issues on various business channels. Mr Utpal Sheth Mr Utpal Sheth is CEO and Senior Partner at Rare Group, a proprietary asset management firm with AUM exceeding US$ 1 billion. A CFA and a Cost Accountant, Mr Sheth has a trail-blazing track record in equity research and asset management. He has co-authored a book “India’s Money Monarchs”, and is also a visiting faculty for capital market related courses at various institutes including Narsee Monjee Institute of Management Studies and UTI Institute of Capital Markets.

Institute & Screening Authority Details Name of Institute _____________________________________________ Address of Institute _____________________________________________ _____________________________________________ Screening Authority Details Name _____________________________________________ Designation _____________________________________________ Phone _____________________________________________ Email _____________________________________________ Declaration I hereby confirm that I have screened this Application Form and shortlisted it as the final entry from our Institute to the “Motilal Oswal Think Equity Think QGLP” contest.

Team Details Name of Institute _____________________________________________ Team Member #1 Name : _______________________________________________ Mobile : _______________________________________________ Email : _______________________________________________ Team Member #2 Team Member #3

<Name of company presented>

Brief company background [Please limit this section to 10 bullet points] Point 1 Point 2 Point 3 Point 4 Point 5 Point 6 Point 7 Point 8 Point 9 Point 10

QGLP Analysis

“QGLP – Quality, Growth, Longevity, reasonable Price” QGLP in a nutshell “QGLP – Quality, Growth, Longevity, reasonable Price” Quality of business x Quality of management Point 1 Point 2 Point 3 Point 4 Point 5 Growth in earnings Point 1 Point 2 Point 3 Point 4 Point 5 QGLP Price Point 1 Point 2 Point 3 Point 4 Point 5 Longevity – of both Q & G Point 1 Point 2 Point 3 Point 4 Point 5

Q – Quality Quality of Business . [This section cannot exceed TWO slides, including exhibits] Quality of Business .

Q – Quality Quality of Management . [This section cannot exceed TWO slides, including exhibits] Quality of Management .

G – Growth [This section cannot exceed TWO slides, including exhibits] .

L – Longevity [This section cannot exceed TWO slides, including exhibits] .

P – Price [This section cannot exceed TWO slides, including exhibits] .

Financial Summary [This section cannot exceed TWO slides, including exhibits Projections of at least 3 years into the future is mandatory] .

Conclusions & Investment View [This section cannot exceed ONE slide, including exhibits] . For more details & clarifications, email thinkQGLP@motilaloswal.com