6 Comments
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Sougata Ghosh's avatar

This is very useful. Thank you for sharing, Vivek. Wanted to know how it works? Like the factors behind the WACC or the capital allocation grading.

Vivek Bothra's avatar

Thanks ,An upcoming post with an detailed example coming soon

Vivek Bothra's avatar

We can go with either results would work but vary slightly

Sougata Ghosh's avatar

ok, thank you for patiently answering my queries and making this great tool!

Sougata Ghosh's avatar

Thank you for sharing the detailed notes. It's very helpful. wrt to WACC, I see that you have taken ERP @6%. I was checking Aswath Damodaran's latest post on ERP, in which he has taken India's ERP as 7.08%. Do you think it might make sense to take at 7.08% than the current 6%? Or do you think the 1% differential is fine and let it be?

Here's the link to Damodaran's post: https://aswathdamodaran.substack.com/p/data-update-4-for-2026-a-risk-journey and

https://substackcdn.com/image/fetch/$s_!vs2M!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6d01af92-c6d6-4611-a7e0-c24380780ee0_5052x6556.heic