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| Investment Analysis |
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| The Indian stock market continues to be a preferred destination for hedge funds and other large investors focusing on emerging markets. While large and blue chip stocks receive considerable analyst interest, small and mid cap companies are typically ignored. More than 80% of Indian companies with market capitalization between US$ 10 – 100 Mio do not get any analyst coverage i.e. attractive investment opportunities within this band fly under the radar of most Financial Institutional Investors (FIIs). KTA works with FIIs to prepare a comprehensive investment due diligence report on such growth and value stocks. |
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| Industry landscape |
| Customer segments |
| Summary of key issues and catalysts |
| Comprehensive financial review |
| Conducting channel interviews (with users, former employees, industry experts) to understand product performance, trends and future expectations |
| Regulatory environment |
| Promoter background and other business interests |
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| Research on new markets and growth opportunities |
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| Identifying new markets and growth prospects |
| Studying new product trends |
| Estimating addressable market size and growth rates |
| Creating company profiles |
| Acquisition screening |
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| Financial & Industry Benchmarking |
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| Prepare weekly newsletters and updates tracking emerging trends, competitive activity |
| Y-o-Y comparisons by product, geography |
| Performance relative to industry peers |
| Analyzing impact of non-recurring charges, foreign currency translation and other accounting adjustments |
| Impact of macro-economic events |
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| Financial Modeling |
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| Preparing ready to use “finished quality” financial models (DCF, multiple based) |
| Revenue, margin broken down by product or division |
| Sensitivity analysis / scenarios |
| Regular model updates |
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| Who will find our services helpful? |
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| A hedge fund or an investment manager who is tracking multiple companies and industries and wants to be current on all relevant financial data and news information that impacts the stock price of his portfolio companies or the investment outlook of their underlying industries. |
| A CFO or the investor relations team at a corporate looking for an edge while preparing for earning calls during a short time frame – growth comparisons, earnings with respect to industry peers, multiple analysis, accounting adjustments etc. |
| The strategy or business development team at a corporate contemplating its next growth opportunity, a new product launch, an acquisition or simply looking to keep informed of competition and industry news. |
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