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  • 7/21/2019 Bajaj Auto - English (30 Pages)

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    A FIELD STUDY ON FINANCIAL PERFORMANCE ANALYSIS

    BAJAJ AUTOA Project Report submitte to RANI DUR!A"ATI UNI"ERSITY # JABALPUR i$ t%e p&rti&' (u'(i'me$t

    t%e Re)uireme$t For t%e De*ree o(

    Bachelor of Business Administration

    SUBMITTED By

    RATNESH SINGH

    B.B.A.Si+t% semesterSi'icob,te -&t$i De*ree Co''e*e # -&t$i .M/P/0

    U$er t%e *ui&$ce o(

    Mr ! "AN#A$ SA#SARIA

    SILICOBYTE -ATNI DE!REE COLLE!E OF PROFESSIONAL STUDIES# -ATNI .M/P

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    %&NTENTS

    %&NTENTS

    Topics P&*e No/

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    1/PRINCIPAL2S CERTIFICATE 3

    4/SELF CERTIFICATE 5

    6/!UIDE CERTIFICATE 7

    8/COMPANYCERTIFICATE 11

    3/AC-NO9LED!MENT 16

    :/COMPANAY PROFILE 18

    5/BALANCE S;EET 1:

    45

    1?/Di@ie$ 45

    11/S%&re %o'i$* 45

    14/C&pit&' structure 4or u$ert&e$ b, me &$ it is $ot submitte to &$, ot%e

    u$i@ersit, or I$stitute (or t%e &>&r o( &$, De*ree= Dip'om&=Certi(ic&te

    or pub'is%e &$, time be(ore/

    P'&ce -ATNI Si*$&ture

    D&te RATNES; SIN!;

    GUIDE %ERTI)I%ATE

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    !UIDE CERTIFICATE

    T%is is to certi(ie t%&t t%e Project Report Tit'e

    A stu, o$ Fi$&$ci&' Per(orm&$ce A$&',sis

    Submitte i$ p&rti&' (u'(i'me$t o( e*ree o(

    Bachelor of Business Administration

    To

    RANI DURGE*ATI UNI*ERSIT+,$ABA'"UR

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    T%rou*% Si'icob,te -&t$i De*ree Co''e*e o( pro(essio$&' Stuies %&s bee$ m&e b, MR

    RATNES; SIN!; Si+t% B/B/A/ is &$ &ut%e$tic >or c&rrie out u$er m, *ui&$ce/ T%em&tter emboie i$ t%is Project Report %&s $ot bee$ submitte e&r'ier (or t%e &>&r o( &$,

    e*ree or ip'om& to t%e best o( m, $o>'e*e &$ be'ie(/

    DATE PROJECT !UIDE

    %&M"AN+%ERTI)I%ATE

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    BAJAJ AUTI P"T/LTD/ IN -ATNI

    TO 9;OMSOE"ER IT CONCERN

    T;IS IS TO CERTIFY MRRATNES; SIN!;#STUDENT OF SIT; SEM/ B/B/A/ OF

    SILICOBYTE -ATNI DE!REE COLLE!E OF PROFESSIONAL STUDIES# -ATNI ;A

    DONE FINANCIAL ANALYSIS OF FIRM FOR T;E 4??

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    DATE BAJAJ AUTO

    A%#N&-'EDGEMENTS

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    A%#N&-'EDGEMENTS

    At t%e out set # I >is% to e+press m, si$cere t%&$s to &'mi*%t, (or s%o>eri$* %is

    b'essi$* o$ me to e@e'op t%is Project/

    I &m eep', i$ebte to t%e Mr PARAS JAIN .Diretor0# Si'icob,te -&t$i De*re

    Co''e*e o( Pro(essio$&' Stuies # (or e$&b'i$* me to o t%is Project/

    I &m eep', i$ebte to t%e Pri$cip&' Mrs RIS;U A!RA9AL # Pri$cip&' 0#Si'icob,te -&t$i De*ree Co''e*e o( Pro(essio$&' Stuies # (or e$&b'i$* me to o t%

    Project/

    I >ou' 'ie to &c$o>'e*e m, si$cere t%&$s to Mr PAN-AJ SA-SARIA # 0#

    Si'icob,te -&t$i De*ree Co''e*e o( Pro(essio$&' Stuies # -&t$i (or %er e+ce''e$t

    *ui&$ce &$ super@isio$ (or t%e comp'etio$ o( t%is Project/ Success(u'',/

    I e+press m, si$cere t%&$s to Mr D/L/!UPTA -&t$i (or &ccori$* permissio$to c&rr, out t%is stu, i$ %is esteeme or*&$i&tio$/

    L&st but $ot t%e 'e&st I >is% to t%&$ m, &'>&,s be'ie@e me &$ %&@e (&it% me i$

    >%&te@er I >is%e to o /

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    RATNES; SIN!

    Baa Auto 'td

    Type Public

    Fu!"e" 1945

    He#"$u#%&e%' Pu!e( I!"i#

    )ey pepleR#*ul B#+#+,-*#i%.#!/(R#+i

    B#+#+,#!#i! i%ec&%/

    Ree!ue R' 81063 billi! ,2005/ %

    132billi!

    e& i!c.e R' 11016 billi!

    .plyee' 10(250 ,2006:07/

    ;eb'i&e

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    1960 I! 1970( i& %lle" u& i&' 100(000&* e*icle I! 1977( i& .#!#e" & p%"uce #!" 'ell 100(000e*icle' i! # 'i!le =i!#!ci#l ye#% I! 1985( i& '%&e" p%"uci! #& ;#lu+ i! Au%#!#b#" I! 1986( i.#!#e" & p%"uce #!" 'ell 500(000 e*icle' i! # 'i!le =i!#!ci#l ye#% I! 1995( i& %lle" u& i&' &e.illi!&* e*icle #!" p%"uce" #!" 'l" 1 .illi! e*icle' i! # ye#%

    Acc%"i! & &*e #u&*%' = Globality: Competing with Everyone from Everywhere for EverythingB#+#+ *#' %

    D- 125 T:i ,P%!u!ce" @cee" 125 T:i/

    2008 : B#+#+ i'ce% 135 T:i : 'p%& ,p%#"e = e@i'&i! 135 ."el/

    Spinos and acquisitionsT*e "e.e%e% = B#+#+ Au& L&" i!& &*%ee 'ep#%#&e c%p%#&e e!&i&ie'EB#+#+ Fi!'e% L&" ,BFL/(B#+#+ Au& L&" ,BAL/( #!" B#+#+ Hl"i!' #!" I!e'&.e!& L&" ,BHIL/E

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    p%"uc&' i! I!"i# #!" '.e &*e% u&*e#'& A'i#! !#&i!' B#+#+ '#i" i& i' pe! & ?i! # .#+%i&y'?e i! )T #!" i' #l' l?i! #& &*e% ?ee% pp%&u!i&ie' O! &*e 8&* = #!u#%y 2008(#!#i! i%ec&% R#+i B#+#+ c!=i%.e" &*e cll#b%#&i! #!" #!!u!ce" *i' i!&e!&i! &%#"u#lly i!c%e#'e B#+#+>' '?e i! )T & 25

    Balance sheet/Rs .IN %R&RE 0

    M&r G ?7

    Sources o( (u$s

    O' =u!"

    $ui&y '*#%e c#pil 3660

    *#%e #pplic#&i! .!ey :

    P%e=e%e!ce '*#%e c#pil :

    Re'e%e' 'u%plu' 1(05214

    Lo&$ (u$s

    ecu%e" l#!' 79012

    !'ecu%e" l#!' 82128

    Tl2(70014

    Uses o( (u$s

    )i1ed assets

    G%'' blc? 5787

    Le'' %e#lu#&i! %e'e%e :

    Le'' #ccu.ul#&e" "ep%eci#&i! 3767

    e& blc? 2020

    -#pil

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    I!e'&.e!&' 27391

    Net curre$t &ssets

    -u%%e!& #''e&'( l#!' #"#!ce' 3(74821

    Le'' cu%%e!& li#bili&ie' p%i'i!' 1(34217

    Tl !e& cu%%e!& #''e&' 2(40604

    i'cell#!eu' e@pe!'e' !&

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    -u%%e!& %#&i J -u%%e!& #''e&' -u%%e!& li#bili&ie'

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    ,2/ li$ui" %#&i : T*e &e%. li$ui"i&y %e=e%' & &*e #bili&y = # c.p#!y & p#y i&' '*%&:&e%.bli#&i! #' #!"

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    P%p%ie%y %#&i J proprietor2s (u$sTot&' t&$*ib'e &ssets

    .c0 ACTI"ITY RATIOS T%ese r&tios e@&'u&te t%e use o( t%e tot&' resources o( t%e busi$ess

    co$cer$ &'o$* >it% t%e use o( t%e compo$e$ts o( tot&' &ssets / T%e, &re i$te$e to me&suret%e e((ecti@e$ess o( t%e &ssets m&$&*eme$t t%e e((icie$c, >it% >%ic% t%e &ssets &re use >ou'

    be re('ecte i$ t%e spee &$ r&piit, >it% >%ic% t%e &ssets &re co$@erte i$to s&'es/ T%e

    *re&ter t%e r&te o( tur$o@er# t%e more e((icie$t t%e m&$&*eme$t >ou' be .E/*/0 stoc tur$o@e

    r&tio# (i+e &ssets tur$o@er r&tios etcH//

    .10 stoc tur$o@er r&tio T%is r&tio i$ic&tes >%et%er i$@estme$t is e((icie$t', use or $ot it

    e+p'&i$s >%et%er i$@estme$t i$ >it% i$ proper 'imits or $ot/ It &'so me&sures t%e e((ecti@e$es

    o( t%e comp&$, s&'es e((orts t%e r&tio is c&'cu'&te &s (o''o>s/

    stoc tur$o@er r&tio Cost o( *oos so'

    A@er&*e stoc

    .40 Fi+e &ssets tur$o@er r&tio T%e r&tio i$ic&tes t%e e+te$t to >%ic% t%e i$@estme$ts i$

    (i+e &ssets co$tribute to>&rs s&'es/ I( comp&re >it% & per@ious ,e&r/ It i$ic&tes >%et%er

    t%e i$@estme$t i$(i+e &ssets %&s bee$ juious or $ot t%e r&tio is c&'cu'&te &s (o''o>s/

    Fi+e &ssets tur$o@er r&tio Net s&'es

    Fi+e &ssets

    .60 9ori$* c&pit&' tur$o@er r&tio >ori$* c&pit&' tur$o@er r&tio i$ic&tes t%e @e'ocit, o(

    uti'i&tio$ o( $et >ori$* c&pit&'/ T%is r&tio i$ic&tes t%e $umber o( times t%e >ori$* c&pit

    is tur$e o@er i$ t%e course o( & ,e&r/ It is & *oo me&sure o@ertr&i$* &$ u$ertr&i$*/

    9ori$* c&pit&' tur$o@er r&tio Net s&'es

    Net >ori$* c&pit&'

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    .80 Retur$ o$ tot&' &ssets pro(it&bi'it, c&$ be me&sure i$ terms o( re'&tio$s%ip bet>ee$ $e

    pro(it &$ tot&' &ssets/ It me&sures t%e pro(it&bi'it, o( i$@estme$t/ T%e o@er&'' pro(it&bi'it, c&

    be $o>$ b, &pp',i$* t%is r&tio/

    Retur$ o$ tot&' &ssets Net pro(it + 1?? Tot&' &ssets

    .D0 PROFITABILITY RATIOS T%e pro(it&bi'it, r&tios o( & busi$ess co$cer$ c&$ be

    me&sure b, t%e pro(it&bi'it, r&tios/ T%ese r&tios %i*%'i*%t t%e e$ resu't o( busi$ess &cti@itie

    b, >%ic% &'o$e t%e o@er &'' e((icie$c, o( & busi$ess u$it c&$ be ju*e# .E/*/0 *ross r&tios# Net

    pro(it r&tio/

    .10 !ross pro(it r&tio T%is r&tio e+presses t%e re'&tio$s%ip bet>ee$ *ross pro(it &$ s&'es/ Ii$ic&te t%e e((icie$c, o( prouctio$ or tr&i$* oper&tio$/ A %i*% *ross pro(it r&tio is & *oo

    m&$&*eme$t &s it imp'ies t%&t cost o( prouctio$ is re'&ti@e', 'o>/

    !ross pro(it r&tio !ross pro(it + 1??

    Net s&'es

    .40 Net pro(it r&tio Net pro(it r&tio re'&tio$s%ip bet>ee$ $et pro(it .&(ter t&+es0 &$ s&'es/ I

    is etermi$e b, i@ii$* t%e $et i$come &(ter t&+ to t%e s&'es (or t%e perio me&sures t%e

    pro(it per rupee o( s&'es/

    Net pro(it r&tio Net pro(it + 1??

    Net s&'es

    .60 EPENSES RATIO T%is r&tio est&b'is%es re'&tio$s%ip bet>ee$ @&rious i$irect e+pe$s

    to $et s&'es/

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    .&0 ADMINISTRATI"E EPENSES RATIO

    Ami$istr&ti@e e+pe$ses r&tio Ami$istr&ti@e e+pe$ses + 1??

    S&'es

    .b0 SELLIN! DISTRIBUTION EPENESE RATIO

    Se''i$* Distributio$ e+pe$ses r&tio Se''i$* Distributio$ e+pe$ses + 1??

    s&'es

    "ro2t loss account /Rs .IN %R&RE 0

    M&r G ?7

    I$come

    Ope%#&i! i!c.e 50951

    E+pe$ses

    #&e%i#l c!'u.e" :

    #!u=#c&u%i! e@pe!'e' :

    Pe%'!!el e@pe!'e' 7333

    elli! e@pe!'e' 8355

    A".i!'&%#&ie e@pe!'e' 21872

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    @pe!'e' c#pili'e" :

    -'& = '#le' 37560

    Ope%#&i! p%=i& 13391

    O&*e% %ecu%%i! i!c.e 8232

    A"+u'&e" PBIT 21623

    Fi!#!ci#l e@pe!'e' 16435

    ep%eci#&i! 557

    O&*e%

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    Share holdin6/Rs .IN %R&RE 0

    S%&re %o'i$* p&tter$ &s o$ 61=14=4

    ??7

    F#ce #lue 1000

    No/ O(

    S%&res

    K

    ;o'i$*

    P%.&e%>' *l"i!

    I!"i#! P%.&e%' 17973556 4911

    ub &l 17973556 4911

    ! p%.&e%>' *l"i!

    I!'&i&u&i!#l i!e'&%'

    B#!?' Fi! I!'& #!"I!'u%#!ce

    800 :

    FII>' 7384495 2018

    ub &l 9431847 2577

    O&*e% i!e'&%' 11

    P%i#&e -%p%#&e B"ie' 2350686 642

    RI>'O-B>'F%ei! O&*e%' 1899953 519

    i%ecc&%'.plyee' 92334 025

    O&*e%' 561883 154

    ub &l 4904856 1340

    Ge!e%#l public 4285817 1171

    G%#!" &l 36596076 10000

    %a7ital structure/Rs .IN %R&RE 0

    From

    Ye&r

    To

    Ye&r

    C'&ss O(

    S%&re

    Aut%orie

    C&pit&'

    Issue

    C&pit&'

    P&i Up

    S%&res .Nos0

    P&i Up F&ce

    "&'ue

    P&i Up

    C&pit&'

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    2008 2009$ui&y*#%e

    5000 3660 36596076 10 3660

    Ratios

    M&r G ?7

    Per s%&re r&tios

    ii"e!" pe% '*#%e 200

    Ope%#&i! p%=i& pe% '*#%e ,R'/ 3659

    B? #lue ,e@cl %e %e'/ pe% '*#%e ,R'/ 29750

    B? #lue ,i!cl %e %e'/ pe% '*#%e ,R'/ 29750

    e& pe%#&i! i!c.e pe% '*#%e ,R'/ 13923

    F%ee %e'e%e' pe% '*#%e ,R'/ 25449

    G%'' p%=i& .#%i! ,/ 2518

    e& p%=i& .#%i! ,/ 573

    -u%%e!& %#&i 279

    -u%%e!& %#&i ,i!c '& l#!'/ 121

    uic? %#&i 120

    I!e!&%y &u%!e% %#&i :

    L! &e%. "eb& $ui&y 038

    Fi@e" #''e&' &u%!e% %#&i 999

    Outlook

    i!ce 1986( &*e%e i' # &ec*!ic#l &ie:up = B#+#+ Au& L&"

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    c%#=&e" !e< &ec*!lie' =% .%e &*#! *u!"%e" ye#%' T*e &ec*!lie' = )HI *#e %e"e=i!e" 'p#ce 'y'&e.

    #i%c%#=&'( +e& e!i!e'( '*ip'( lc.&ie( e!e%y pl#!&'( #u&.#&i! 'y'&e.( c!'&%uc&i! .#c*i!e%y( #!" = cu%

    *i* %eli#bili&y &I!'pi%i! -!=i"e!ce(> &*e li!e( *#' buil" up c!=i"e!ce( &*%u* e@ci&e.e!& e!i!ee%i!( !& !ly & ".e'

    c!'u.e%' bu& #l' i!&e%!#&i!#lly 'bli'*e" +u'& ei*& "ec#"e' b#c? i! 1926 by #.!#l#l B#+#+( &*e c.p#!y *

    bee! e'&e" #lue> 'e.e!& = &*e .&%cycle .#%?e& I& i!c%p%#&e' # *i* "e%ee = p

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    B#+#+ Pl#&i!#

    B#+#+ i'ce%110cc

    B#+#+ i'ce%T:i 125cc

    B#+#+ i'ce%135cc T:i

    B#+#+ D- 125 T:i

    B#+#+ i'ce%T:i 135cc

    B#+#+ Pul'#%150 Ti

    B#+#+ Pul'#%180 Ti

    B#+#+ Pul'#%200 Ti

    B#+#+ Pul'#% 220 T:Fi

    B#+#+ Ae!e%

    Upcomin Models

    B#+#+ !ic

    B#+#+ i'ce% 150

    B#+#+ D- 125 'p%i!&

    !iscontinued Models

    B#+#+ u!!y

    B#+#+ -*e?

    B#+#+ -ub

    B#+#+ upe%

    B#+#+ #==i%e

    B#+#+ ;#e

    B#+#+ Lee!"

    B#+#+ B%#

    http://en.wikipedia.org/wiki/Bajaj_Platinahttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_XCDhttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_Pulsarhttp://en.wikipedia.org/wiki/Bajaj_Pulsarhttp://en.wikipedia.org/wiki/Bajaj_Pulsarhttp://en.wikipedia.org/wiki/Bajaj_Pulsar_220_DTS-Fihttp://en.wikipedia.org/wiki/Bajaj_Avengerhttp://en.wikipedia.org/w/index.php?title=Bajaj_Sonic&action=edit&redlink=1http://en.wikipedia.org/w/index.php?title=Bajaj_Discover_150&action=edit&redlink=1http://en.wikipedia.org/wiki/Bajaj_XCD_125_sprinthttp://en.wikipedia.org/wiki/Bajaj_Sunnyhttp://en.wikipedia.org/wiki/Bajaj_Chetakhttp://en.wikipedia.org/wiki/Bajaj_Cubhttp://en.wikipedia.org/w/index.php?title=Bajaj_Super&action=edit&redlink=1http://en.wikipedia.org/wiki/Bajaj_Saffirehttp://en.wikipedia.org/wiki/Bajaj_Wavehttp://en.wikipedia.org/wiki/Bajaj_Legendhttp://en.wikipedia.org/w/index.php?title=Bajaj_Bravo&action=edit&redlink=1http://en.wikipedia.org/wiki/Bajaj_Platinahttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_XCDhttp://en.wikipedia.org/wiki/Bajaj_Discoverhttp://en.wikipedia.org/wiki/Bajaj_Pulsarhttp://en.wikipedia.org/wiki/Bajaj_Pulsarhttp://en.wikipedia.org/wiki/Bajaj_Pulsarhttp://en.wikipedia.org/wiki/Bajaj_Pulsar_220_DTS-Fihttp://en.wikipedia.org/wiki/Bajaj_Avengerhttp://en.wikipedia.org/w/index.php?title=Bajaj_Sonic&action=edit&redlink=1http://en.wikipedia.org/w/index.php?title=Bajaj_Discover_150&action=edit&redlink=1http://en.wikipedia.org/wiki/Bajaj_XCD_125_sprinthttp://en.wikipedia.org/wiki/Bajaj_Sunnyhttp://en.wikipedia.org/wiki/Bajaj_Chetakhttp://en.wikipedia.org/wiki/Bajaj_Cubhttp://en.wikipedia.org/w/index.php?title=Bajaj_Super&action=edit&redlink=1http://en.wikipedia.org/wiki/Bajaj_Saffirehttp://en.wikipedia.org/wiki/Bajaj_Wavehttp://en.wikipedia.org/wiki/Bajaj_Legendhttp://en.wikipedia.org/w/index.php?title=Bajaj_Bravo&action=edit&redlink=1
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    )#

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    B#+#+ ##%( ;#lu+ Au%#!#b#" 431136

    -*#?#! I!"u'&%i#l A%e#( -*#?#!( Pu!e 411501

    :.#il %#*ulb#+#+Sb#+#+#u&ci!;eb'i&e

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    BIB'&GRA"H+

    Date !

    A$$u&' Report o( BAJAJ AUTO# -ATNI

    Boo8s Referred !

    Fi$&$ci&' M&$&*eme$t # Fi$&$ci&' Co$t&' s,stem # Fi$&$ci&'

    Eco$omies

    S;AS;I -/ !UPTA R/-/ S;ARMA

    Assistance !

    Mr PAN-AJ SA-SARIA . Si'icob,te -&t$i De*ree Co''e*e o(

    Pro(essio$&' Stuies # -&t$i .M/P/0