Pratik Agrawal
Lead Analyst @Crisil Integral IQ
Signup · Get unlimited contacts
WORK HISTORY
Lead Analyst @Crisil Integral IQ
IN
Part of the investment team of a family office with focus on private and public equity investments across sectors• Presented investment ideas to the Investment Committee - The process includes initiation of stock coverage, industrial research, attending management calls, investment thesis and assessing downside risk.• Detailed financial model, understanding business model, assessing entry valuation based on listed public comps and private deals for similar companies• Evaluating potential target returns - making base case and downside case for potential investments• Attending management meeting and conference calls for companies under coverage.Keeping track of company & sector news and incorporating them in the model.• Maintained complex financial models for various sectors and region. The model included detailed financial statements analysis and forecasting, revenue modelling, analysis of key operating metric, reconciliation of GAAP to Non-GAAP, off-balance sheet adjustments, sensitivity analysis, DCF and Relative Valuation• Working knowledge of Bloomberg, Capital IQ and Visible alpha. Have updated various files and collected data using these tools for various projects - Automation of Stock Screener, Portfolio Performance Evolution, consensus and estimates• Experience in writing earnings notes and industrial outlook report.• Involved in team management - Allocation of work, reviewing their work, providing teedback, training of the team
EDUCATION
NL dalmia institute of Managemen Studies
Master of Business Administration - MBA
ABOUT PRATIK AGRAWAL
I have nearly a decade of expertise in buy-side equity research, focusing on private and public equity investments. The role involves presenting investment ideas to the Investment Committee, supported by detailed financial models, comprehensive industry research, and management interactions. Contributions include assessing valuation benchmarks, forecasting target returns, and integrating sector developments into actionable insights. Proficient in equity research, financial modeling, and advanced Excel applications, with a strong foundation in revenue modeling, DCF, and relative valuation. I have consistently delivered high-quality investment analysis through effective collaboration and the use of tools like Bloomberg, Capital IQ, and Visible Alpha.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.