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. 2
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.

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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. 4
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.
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Team Details

Name of Institute _____________________________________________

Team Member #1
Name : _______________________________________________
Mobile : _______________________________________________
Email : _______________________________________________

Team Member #2
Name : _______________________________________________
Mobile : _______________________________________________
Email : _______________________________________________

Team Member #3
Name : _______________________________________________
Mobile : _______________________________________________
Email : ______________________________________________ 6
<Name of company presented>
Brief company background

[Please limit this section to 10 bullet points]

1. Point 1
2. Point 2
3. Point 3
4. Point 4
5. Point 5
6. Point 6
7. Point 7
8. Point 8
9. Point 9
10. Point 10

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QGLP Analysis
QGLP in a nutshell

“QGLP – Quality, Growth, Longevity, reasonable Price”

Quality of business x Quality of management Growth in earnings
• Point 1 • Point 1
• Point 2 • Point 2
• Point 3 • Point 3
• Point 4 • Point 4
• Point 5 • Point 5

QGLP
Price Longevity – of both Q & G
• Point 1 • Point 1
• Point 2 • Point 2
• Point 3 • Point 3
• Point 4 • Point 4
• Point 5 • Point 5

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Q – Quality
[This section cannot exceed TWO slides, including exhibits]

 Quality of Business
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Q – Quality
[This section cannot exceed TWO slides, including exhibits]

 Quality of Management
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G – Growth
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L – Longevity
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P – Price
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Financial Summary
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Projections of at least 3 years is mandatory]

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Risks & Concerns
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Conclusions & Investment View
[This section cannot exceed ONE slide, including exhibits]

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For more details & clarifications, email thinkQGLP@motilaloswal.com

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