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42 Corporate Finance BRILLIANT’S
Financial Forecasting \$m`Z|{e`b \$moaH$mpñQ>¨J
A Financial forecast is an estimate of future EH$ \$m`Z|{e`b \$moaH$mñQ> ~mhar ~mOma, BH$moZm°{_H$
financial outcomes for a company or country B§{S>Ho$Q>g© VWm Hw$N> Eo{Vhm{gH$ S>mQ>m O¡go B§Q>Z©b AH$mC§qQ>J,
(for futures and currency markets), using data goëg S>mQ>m Am{X go S>mQ>m H$m Cn`moJ H$aHo$ EH$ H§$nZr `m
from external market, economic indicators and
some historical data like internal accounting, Xoe(^{dî` VWm H$a|gr _mH}$Q²>g Ho$ {bE) Ho$ {bE ^{dî`
sales data etc. Ho$ \$m`Z|{e`b n[aUm_m| H$m EH$ AZw_mZ h¡&
Financial Forecasting describes the \$m`Z|{e`b \$moaH$mpñQ>¨J à{H«$`m H$m dU©Z H$aVr h¡
process by which firms think about and {OgHo$ Ûmam g§ñWmE§ ^{dî` Ho$ ~mao _| {dMma H$aVr VWm
prepare for the future. The forecasting process V¡`ma ahVr h¢& \$moaH$mpñQ>¨J à{H«$`m BgHo$ bú` VWm
provides the means for a firm to express its àmW{_H$VmE§ ì`ŠV H$aZo VWm gw{ZpíMV H$aZo Ho$ {bE
goals and priorities and to ensure that they are Cnm` àXmZ H$aVr h¢ {H$ do Am§V[aH$ ê$n go g§JV h¢& `h
internally consistent. It also assists the firm in AgoQ> Amdí`H$VmAm| VWm EŠgQ>Z©b \$m`Z|qgJ H$s
identifying the asset requirements and needs Amdí`H$Vm H$s nhMmZ H$aZo _| ^r g§ñWm H$s ghm`Vm
for external financing. H$aVr h¡&
Unlike a financial plan or a budget a EH$ \$m`Z|{e`b ßbmZ Ho$ {dnarV EH$ \$m`Z|{e`b
financial forecast doesn't have to be used as a \$moaH$mñQ> H$m EH$ ßbmqZJ S>m°Š`y_§oQ> Ho$ ê$n _| Cn`moJ Zht
planning document. Outside analysts can use hmoVm h¡& ~mhar {díbofH$ AmZo dmbo dfm] _| H§$nZr H$s
a financial forecast to estimate a company's g\$bVm H$m AZw_mZ bJmZo Ho$ {bE \$m`Z|{e`b \$moaH$mñQ>
success in the coming year
H$m Cn`moJ H$a gH$Vo h¢&
Objectives of Forecasting \$moaH$mpñQ>¨J Ho$ CÔoí`
To reduce cost of responding to emerge- ^{dî` H$s KQ>ZmAm| H$m nydm©Zw_mZ H$aHo$ AmnmVH$mb
ncies by anticipating the future occurrences. H$m àË`wÎma XoZo H$s bmJV H$_ H$aZm&
Prepare to take advantage of future ^{dî` Ho$ Adgam§o H$m bm^ boZo Ho$ {bE V¡`ma ahZm&
opportunities.
Prepare contingency and emergency AmH$pñ_H$ VWm AmnmVH$mb `moOZmE§ ~ZmZm&
plans.
Prepare to deal with possible outcomes. g§^d n[aUm_m| na H$m`© H$aZo Ho$ {bE V¡`ma hmoZm&
Steps of Forecasting \$moaH$mpñQ>¨J Ho$ MaU
Step I Establish a base year. MaU I AmYma df© ñWm{nV H$a|&
Step II Assess revenue and expenditure MaU II amOñd VWm ì`` d¥{Õ àd¥{Îm`m| H$m AmH$bZ&
growth trends.
Step III Clearly specify underlying assump- MaU III {Z{X©ï> YmaUmAm| H$mo ñnï> ê$n go {ZYm©[aV H$aZm&
tions.
Step IV Select a forecasting method. MaU IV EH$ ’$moaH$mpñQ>¨J {d{Y H$m MwZmd&
Step V Assess the reliability and validity of MaU V YmaUmAm| H$m {ZYm©aU H$aZo Ho$ {bE Cn`moJ
the data used to determine assump- {H$`o OmZo dmbo S>mQ>m H$s {dídgZr`Vm VWm
tions. d¡YVm H$m AmH$bZ&