Think Equity Think QGLP Contest 2018 MOTILAL OSWAL Think Equity Think QGLP Contest 2018 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 2018” is open to students currently pursuing MBA or equivalent degree at any Indian business school. Only one entry (3-member team) per business school will be accepted. If there are entries from more than one team, the business school will need to internally screen the entries and select the best team to participate in the contest. Motilal Oswal AMC will not be responsible for screening process followed and the team selected by the respective business schools. All applications will need to be submitted strictly in the format annexed here in subsequent slides. Email your Application Form along with the financial model in Excel to thinkQGLP@motilaloswal.com. The last date for submission of entries is Monday, 10 September 2018. All the entries received will be assessed by an internal team of Motilal Oswal led by Mr Raamdeo Agrawal, Chairman, Motilal Oswal AMC. The 10 best entries will qualify for the contest finals to be held on Tuesday, 2nd October 2018, at IIM Ahmedabad’s ‘The Red Brick Summit’. Team members of the qualifying 10 entries will be provided accommodation in Ahmedabad for the night of 1st October 2018. All other costs including airfare, conveyance and sundries will need to be borne by the team members or participant schools. The qualifying finalists will need to present their stock pitch 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 300,000/-, Second runner-up – INR 150,000/-, and 7 qualifiers INR 50,000/- each. Each finalist will receive a Certificate of Appreciation. 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 pitch submitted – The stock should be listed on the BSE and/or NSE, with a minimum market capitalization of INR 3,000 crores as on the date of application. The pitched stock should ideally offer 3-year return CAGR of 25% or higher. The final submission should include — 1. This Application Form duly completed; and 2. An Excel file carrying the financial model with earnings projections for at least 3 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 Ltd 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 22 years. Under his Chairmanship, MOAMC’s assets under management have grown rapidly to the current level of nearly INR 40,000 crores. Mr Sandeep Kothari Mr Sandeep Kothari is Portfolio Advisor to Fidelity’s FF India Focus Fund. A qualified Chartered Accountant, Mr Kothari has a long stint of over 15 years with Fidelity, starting in 2002 as an Investment Analyst. He has total equity market experience of over 25 years, including stints with Credit Lyonnais as Senior Investment Analyst and with CLSA India as Global Pharma Analyst. He is an avid marathon runner, and has participated in marathons both in India and abroad. Mr Rajeev Thakkar Mr Rajeev Thakkar is currently the Chief Investment Officer and Director at PPFAS Mutual Fund. He is a strong believer in the school of Value Investing, and is heavily influenced by Warren Buffett and Charlie Munger's approach. He is a regular contributor to Mint newspaper and has also appeared on business channels such as Bloomberg India TV and ET Now. He is a qualified Chartered Accountant, Cost Accountant and CFA Charter holder.

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, 2018” contest.

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

<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 is mandatory] .

Risks & Concerns [This section cannot exceed ONE slide] .

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