Think Equity Think QGLP Contest 2019 3RD MOTILAL OSWAL Think Equity Think QGLP Contest 2019 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 “3rd Motilal Oswal Think Equity, Think QGLP Contest 2019” 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 the internal screening process followed by the respective business schools. All applications will need to be submitted strictly in the format annexed here in subsequent slides. The last date for submission of entries is Thursday, 5th September 2019. Submit your Application Form and financial model in Excel at www.motilaloswalmf.com/QGLPcontest/2019 (20th August onwards). 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, 1st October 2019, 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 30th September 2019. All other costs including airfare, conveyance and sundries will need to be borne by the team members or participant schools. The qualifying teams 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 winning teams. The prizes are: Winning team – INR 500,000/-, First runner-up – INR 300,000/-, Second runner-up – INR 150,000/-, and 7 other teams INR 50,000/- each. All finalists 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 return CAGR of 20% or higher over the next 3 years. The final submission should include — 1. This Application Form duly completed; and 2. An Excel file carrying the financial model with – (a) Past earnings, balance sheet and key ratios for at least 5 years (b) Projected earnings, balance sheet and key ratios 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 23 years. Under his Chairmanship, MOAMC’s assets under management have grown rapidly to the current level of over INR 35,000 crores. Mr R Srinivasan Mr R Srinivasan joined SBI Funds Management as a Senior Fund Manager in May 2009; he is now the Head of Equity and also directly manages a number of funds. He has 27 years experience in equities having worked with Future Capital Holdings, Principal PNB Asset Management, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others. Mr Srinivasan is a post graduate in Commerce and has an MFM degree from the University of Mumbai. Mr Pankaj Tibrewal Mr Pankaj Tibrewal is Senior Vice-President and Fund Manager with Kotak Mahindra Asset Management Company. He manages schemes such as Kotak Emerging Equity Fund, Kotak Small Cap Fund and Kotak Equity Hybrid Fund. He has been featured by Outlook Business as one of the top 10 fund managers in India for four consecutive years from 2016 to 2019. He is a commerce graduate from St Xavier's College, Kolkata, and also holds a Master’s degree in Finance from Manchester University.

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 “3rd Motilal Oswal Think Equity Think QGLP 2019” 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