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How to Read Annual Report of any Company [+Worksheet] | Learn & Understand Annual Report Analysis

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The annual report helps existing and potential investors understand the financial state of a company. The annual report includes a wealth of information such as an overview of the business, industry dynamics, key performance indicators, business risks, financial information etc. However a company's annual report is also quite bulky often going into hundreds of pages. So in this video, I shall help you understand how to read the annual report of any company and make sense of it. The focus here will be filter-out the most relevant information that can quickly and effectively paint the right picture of the company
👉 The worksheet I use for analysing annual reports and for organizing the information is available on this link (the worksheet is downloadable) : docs.google.co...
👉 Video Chapters:
00:00 What is an Annual Report?
01:40 1. Corporate Information
03:55 2. Management Communication
07:45 3. Statutory Reports
13:18 4. Financial Statements
16:10 How to Analyse an Annual Report?
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#annualreport #financialstatements #analysisoffinancialstatements
Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented

Опубликовано:

15 авг 2024

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Комментарии : 157

@Husain_bohra 3 месяца назад

This video makes me aware of how hard it is to read annual reports of a company compared to getting a benifit on a very low investment amount i want to invest.

@krushanharkishan Год назад

The video every investor should see 👍

@shankarnath Год назад

Glad you liked it

@ramyasri6093 Год назад

Well said

@mayanktiwari2498 Год назад

So insightful video Shankar! Being CFA candidate myself i find this video very thoughtfully put up.

@shankarnath Год назад

Thank you very much

@imjituchauhan Год назад

As a beginner, I m studying only profit and loss statements, but after this video now I m more focused on company reports. Thank you for helping us with our investor journey. 😎

@shankarnath Год назад

All the best, Jitu. Happy to play a small part in your investing journey

@imjituchauhan Год назад

@@shankarnath I send you request for access excel sheet

@shankarnath Год назад

The sheet is downloadable. Please simply download it.

@imjituchauhan Год назад

@@shankarnath got it thank you

@thesidguy 7 месяцев назад

wow, you first bifurcated the report and then explained all of those and drew out the plan on how you can use it practical manner, thannks

@shankarnath 7 месяцев назад

Most welcome, I've glad you liked it

@mshreyas8345 Год назад

Hi Shankar. A really good video. As a teen myself, I am constantly overwhelmed by the pages and I don’t understand what to read. Thankfully I have some courses that teach me this stuff, your video helped me conceptualise this well. Great content, would say the best video on the channel so far.

@shankarnath Год назад

Thank you Shreyas. Do the hard stuff .. everything else will look really easy

@mshreyas8345 Год назад

@@shankarnath Definitely agree

@aniketkamble989 Год назад

This video will definitely reduce my fear about reading annual reports.. thank you.

@shankarnath Год назад

Glad it was helpful!

@jayadevtn1987 Год назад

Thank you for explaining the details and also on how to do. Feel much more confident and will try to read and understand going forward .

@shankarnath Год назад

Most welcome. Yes, please give it a shot .. the first 3-4 times might be a bit hard but once one gets used to it, it becomes a lot easier & enjoyable

@EMPIRE_TRADERS Год назад

Excellent learning. Thank you so much for enlighten me.

@shankarnath Год назад

My pleasure, Imran. Glad you found it useful

@rajeshbhosale2008 Год назад

Thanks for rekindling my desire and also changing my approach toward reading the company's annual report. 👍 Thanks, Shankar!

@shankarnath Год назад

My pleasure! Glad you found it informative and actionable

@tirthpatel4642 3 месяца назад

One of the best videos on ur channel...keep make more such videos on the processes, research aspect and technicalities of investing....keep it up!!

@shankarnath 3 месяца назад

Thank you 🙌

@abhipillai3699 Год назад

Too good.. Exceptional sir...

@shankarnath Год назад

Thank you!

@nilanjannag2805 Год назад

Though I am an investor in Stock Market for last 25 years with good gain ,but if I get to know your guidance for last 20 years , I may retire now with a smiling face

@shankarnath Год назад

Hello Nilanjan ji - I am confident of one prediction which in my head gives me a lot of peace & smiles i.e. the Indian market will grow by 12.2% every year. And that number is my golden number because it means whatever I invest in equities today will be 10 times in the next 20 years. Afterall 1.122^20 = 10 I explained this in my thumbrule video (ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-rfScEFtcx3s.html). Hope you have watched it esp. from 6min 46secs onwards Wishing you and us all the very best for the future.

@ibrahimnuh7920 6 месяцев назад

Thank you sir!!! you are the best!!! All Loves from Indonesia

@shankarnath 6 месяцев назад

You're most welcome!

@besthealthadvice Год назад

This is some crazy Information Shankar Nath. I am also planning a make a video on How to Read the Annual Report of any Company. Will take some tips from this Great Video as a reference 😂😂

@sandhyamoney1011 Год назад

Will Look forward for your Video

@shankarnath Год назад

Thanks Ganesh, look forward to watching your video soon

@-vaibhav312 Год назад

Best information and direction vs all click bait videos worth saving and watching each year before reviewing annual reports

@shankarnath Год назад

Happy you found it useful, Vaibhav

@sakibpadinarayil6757 6 месяцев назад

Thanks a lot Shankar Sir for sharing ur knowledge....very informative...it's always a pleasure to watch ur videos.... there is so much to learn. Thank you

@shankarnath 6 месяцев назад

Thank you. Glad my work is helping you in your financial journey

@ShadowsGaloreTV Год назад

This video is a document of significant importance. Very well done!

@shankarnath Год назад

Thank you very much

@krishherein 6 месяцев назад

This is exactly what i was looking for, thank you so much for the great knowledge that you have share din this video!! I will try to apply this knowledge in coming yearly report.

@shankarnath 6 месяцев назад

You are so welcome! Best of luck with your forthcoming review

@PiyushSharma-mo9qo Год назад

much needed video sir...please make a whole series about annual reports cash flow statements and other tools for fundamental analysis

@PiyushSharma-mo9qo Год назад

addition of excel sheet was also very helpful sir.. please keep educating us more❤

@shankarnath Год назад

Thanks for your suggestion!

@vikram0607 Год назад

Highly recommended sir

@hemanthkaja Год назад

I have to appreciate for all the effort you have made for providing this content. Thank you very much

@shankarnath Год назад

Most welcome Hemanth ji. Glad you found it useful

@nabeelyahiya Год назад

Thank you for such a wonderful video

@shankarnath Год назад

You are so welcome!

@akhilgupta6673 Год назад

Thanks for this wonderful video sir

@shankarnath Год назад

Most welcome, glad you liked it Akhil

@ramyasri6093 Год назад

Excellent one sir. As u said it takes much time to check especially the qualitative aspects ( researching about KMP Etc .) Hopefully i could learn to complete this analysis in 200 min atleast in future

@shankarnath Год назад

Thank you. Generally, I try to answer the key questions (the ones in the worksheet) and if that's to my liking, I dive deeper into the quality of management, prior corporate governance allegations, family control etc. So layer 1 then layer 2. Everyone has their own way ofcourse, and after reading 5-6 annual reports it becomes clear to each person how they want to structure their reading.

@cssrinivasan650 Год назад

Very crisp and informative. Thanks

@shankarnath Год назад

You are most welcome!

@tothepointperspectives Год назад

Awesome video...thanks for bringing such valuable content everytime!

@shankarnath Год назад

My pleasure!

@MridulSharma21 Год назад

This video was a fantastic watch. Really loved your way of explaining things. Thank you gurudev!!

@shankarnath Год назад

My pleasure. Glad you liked it and found it useful

@santoshbadal1111 Год назад

Shankar sir is one of the best teacher. All videos are valuable. Keep educating us sir. Last request to make a video on reading financial statements. It would be easier novice investor like me to learn it from You sir.

@shankarnath Год назад

Thank you very much for your kind words and suggestion

@mohitsingha1809 7 месяцев назад

Thanks for this excellent analysis of how to read a financial statement, it is concise and gives one a great basis to do a thorough job in a specified time. Till now, I mainly concentrated on the MD&A and financials, the contingent liabilities sections in the Notes to accounts as well as the flags thrown up by the auditors. Your explanation is just great, and I would request you to guide me to some videos showing the mechanics of analyzing the financials. Kindly help if possible. Regards, Mohit Singha.

@shankarnath 7 месяцев назад

Most welcome and thank you for the kind words, Mohit ji. And thanks for your topic suggestion.

@kishannageshshanbhag9514 3 месяца назад

Amazing Video Sir!!!!!

@shankarnath 3 месяца назад

Glad you liked it!

@Maji1984 Год назад

Thank you so much for the clarity you provided and thanks for sharing the sheet....

@shankarnath Год назад

My pleasure. Look forward to seeing you make the most of it

@RajeevKumar-cq6ui Год назад

Very well explained. Thanks for sharing.

@shankarnath Год назад

Glad you liked it

@dn9416 Год назад

Very useful information

@shankarnath Год назад

Glad you liked it

@sandeepgupta12 Год назад

As usual awesome

@shankarnath Год назад

Thank you!

@ej_whistleblower Год назад

Informative video! Really important analysis while selecting any stock. Once upon a time I downloaded few and ended up losing interest later. There is a need of a website/app where we can find a summary of annual financial statements. Provide some forensic investigation. There are many websites which covers quantitative analysis but misses out on qualitative.

@shankarnath Год назад

Glad you liked it!

@divyanshujetley6771 11 месяцев назад

Very informative. Thank you for the video.

@shankarnath 11 месяцев назад

Most welcome. Glad it was helpful!

@yashtv555 Год назад

great learnings thanks for sharing

@shankarnath Год назад

Thank you very much. Glad you liked it.

@chandrasekhar-jf8fc Год назад

Excellent video

@shankarnath Год назад

Thank you!

@RaoandRao_official Год назад

Thank you sir .Waited for this video from long time

@shankarnath Год назад

Most welcome

@mrinalsharma9310 8 месяцев назад

Love your page sir, thank you so much.

@shankarnath 8 месяцев назад

You are very welcome

@harikrishnanjavahar6718 Год назад

Really great 👍👍

@shankarnath Год назад

Thanks a lot

@IronMan-gz8tf Год назад

Very useful information sir thanks for sharing.

@shankarnath Год назад

Most welcome, glad you found it useful

@ramjigames Год назад

Wow... Lot of my daily learning hours going to be in your channel.

@shankarnath Год назад

Glad to hear that!

@ramjigames Год назад

@@shankarnath I wish u to be my Benjamin Graham

@debasisbhattacharyya3426 Год назад

Good one, kindly help with different business like Bank's AR,QSR AR etc.

@shankarnath Год назад

Thanks. I take up an industry every 3 weeks. Here's a playlist that you might find useful: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-V28LpTApAww.html

@rohanyadav3777 Год назад

Sir I am 19 years old from Bihar. Which books or articles or newsletters would you recommend me to learn about investing. I love the idea of money working for me to earn more money for me, and how investors help businesses to grow and those businesses help to increase employment for more people and ultimately help a nation to develop financially. I am interested in investing and business side of money.

@shankarnath Год назад

Hi Rohan, I have covered this in my video on 10 Commandments of Investing. That video's description has some essential reading material in it

@rohanyadav3777 Год назад

@@shankarnath thank you very much sir.

@shashiDodderi Год назад

This one is an excellent video, can you make one video on forensic audits?

@shankarnath Год назад

I'll try. Thank you for the suggestion & for your kind appreciation

@kalyanadhikary7903 Год назад

Excellent Sir

@shankarnath Год назад

Thanks 🙌

@RaoandRao_official Год назад

Can you make a video that has all the tools we can use to do the fundamental analysis make be kind of software that i can use to get the fundamental analysis to a summary point (ex-resomer can be used to make the summary of the annual report) same way to find the company details about the history , frauds, education & all kinds of informations to be found . You can also include all the tools that to be used.(i believe making something simpler is very important ) declutter ring is very important for any kind of research

@shankarnath Год назад

Thanks for the suggestion. I'll add it to my content queue!

@harisoma Год назад

Thanks

@shankarnath Год назад

Thank you very much, Hari. Glad to know you liked this piece of content. I'll be happier if you analyse a company/sector in the future & I can use it in one of my videos as a collaboration. If that appeals to you, then do email me your ideas.

@kamalashgovindaraj5245 Год назад

Neatly done 👌👏👏

@shankarnath Год назад

Thanks a lot 😊

@noobmaster-dm7tu Год назад

thank you again for a great video 15:50 i wanted to know what is meant by the "net worth" of a company? in accounting terms and intuitively

@shankarnath Год назад

Most welcome. Think of net worth like you as an individual. So you would generally calculate all your assets and subtract your loans. For a company, it is pretty similar. Per formula, you can either use: 1. Total assets minus Total liabilities .. or, 2. Shareholders Equity minus Reserves & Surplus You can find more details on the Internet

@noobmaster-dm7tu Год назад

@@shankarnath thank you

@arnabsaincom Год назад

Now this is good

@shankarnath Год назад

🙌

@harshgupta21 Год назад

Was easy for me to understand, thank you. Now I have a lot of work to do.

@shankarnath Год назад

Most welcome, Harsh. Glad it helped!

@muiseec Год назад

Great content, worth the wait...

@shankarnath Год назад

Thanks

@swetachaturvedi3621 Год назад

Informative

@tejasd1980 Год назад

Nice video...

@shankarnath Год назад

Thanks!

@muditagarwal7012 Год назад

Hello Sir,Can you please also do a video on how to prform technical and fundamental analysis of a company

@shankarnath Год назад

Hello Mudit, I'll add it to my content queue. Thx for the suggestion

@saradbratamishra6948 Год назад

Sir plz tell about index fund.. Specifically MSCI, NASDAQ, MIDCAP, SMALLCAP and NIFTY 500 index fund.. Pls compare their returns, volatility and risk in 10-20 year time horizon with respect to Sensex 30 or nifty 50 index fund.. It's a sincere request sir, pls do it, I do blindly trust your effort and experiment..

@shankarnath Год назад

Thank you for your suggestion. I will add it to my content queue

@gokulsrilakula2071 Год назад

got to know your way of researching the annual results😀

@shankarnath Год назад

🙌

@viveksingla4095 Год назад

Hi Shankar, can you please include investing in unlisted companies via platforms like leadoff in your topics and platforms for like Tyke for investing in Startups

@shankarnath Год назад

Hi Vivek .. it's a good idea. I'll add it to my content queue and work on it over the next 1-2 months. This is something I wanted to do aswell.

@shaikakber4717 Год назад

❤

@Manju123456789manju Год назад

good

@shankarnath Год назад

Thanks

@RaoandRao_official Год назад

Sir you have explained how to read the annual report but the real problem how to pick a stock out of 5000 stocks .how to filter out which one is good to be analyzed .how can i make some kind of criteria before filtering out.can you make a video about this ? thank you

@shankarnath Год назад

Hello, many such criteria have been discussed earlier. Kindly refer to my video on a) Peter Lynch, b) Magic Formula stocks, c) Coffee Can investing and d) the sector analysis videos involving Cement, Life Insurance & Hotels.

@RaoandRao_official Год назад

@@shankarnath but we would like to know your way of doing it ☺️

@shankarnath Год назад

I don't reinvent the wheel and prefer using parts of what these techniques teach.

@RaoandRao_official Год назад

@@shankarnath got it sir. Thank you

@shilpagupta2557 Год назад

Bible to analyzing annual reports

@shankarnath Год назад

Glad you liked it.

@CosmicKey-dj3gx Год назад

Hi Sir, don’t you think in today’s time investor presentations are more relevant as they are available quarterly and generally when an annual report comes out the company has already completed their first quarter of the next financial year, so I believe its a lagging indicator

@shankarnath Год назад

In my view both documents are important. Ofcourse an investor should know the differences between the two. The benefit of a quarterly report is that it has more recent information while that of an annual report is it's detailing. Investors should also recognize the 3 advantages of the annual report over quarterly statements: a) as I said, there is more information b) quarterly statements are more like marketing materials as compared to annual reports c) financial statements presented in annual reports are audited while that might not be the case with investor presentations I think it's not a matter of choice i.e. go for X or Y. Both have their place.

@CosmicKey-dj3gx Год назад

@@shankarnath Thank you for taking the time to respond to my comment. You are doing a great job sir. It would be immensely helpful if you continue doing sector wise analysis like the one you did for cement.

@hemanshudureja6941 Год назад

Sir can you make a video on lum sum investment.

@shankarnath Год назад

Hi. What are the points you want to understand in that video? A little context would help

@hemanshudureja6941 Год назад

@@shankarnath thanks for replying. Points like 1. Which is better lum sum or increase in amount in current SIP. 2. Lum sum in mutual fund or lum sum in nifty ETF. 3. Should I invest in a dip(5%) or wait for a major correction like more then 15%. 4. How much of lum sum amount should one invest at a time. 5. Is it a good idea to lum sum in mutual fund or one need to have good stock skills for lum sum in equity. I'm new (less than one year ) in equity investment. so, sorry don't have much to comment.

@davidmccabe4041 6 месяцев назад

I have been studying annual reports for over 50 years. Your introduction should have made clear which countries you based your talk...different countries have different requirements. David mccabe dublin ireland chartered accountant