Valuation: India’s First entity registered as Category I Merchant Banker and Registered Valuer (SFA) carrying out valuation
Our valuation services are undertaken through a dedicated Strategic Business Unit (SBU), with a focus on independent analysis, robust methodologies and defensible conclusions. We provide valuation services across a diverse range of financial, corporate and transaction-related requirements, combining financial expertise, commercial understanding and knowledge of applicable regulatory frameworks. We undertake valuation as:
With over a decade of establishment and cumulative experience of more than 75 years in valuation and related services, Sundae has established a strong track record of delivering over 500 valuation reports annually. We serve listed and unlisted companies, multinational corporations (MNCs), Fortune 500 companies, investors and financial institutions across India and internationally. Our valuation expertise spans a broad spectrum of corporate, transactional and regulatory requirements, including funding and investment transactions, inbound and outbound investments, SEBI and Income-tax compliance, employee stock option plans (ESOPs), mergers and acquisitions, and financial reporting.
Our approach is guided by the principles of independence, objectivity, transparency and professional integrity. Each assignment is approached on its specific merits, with due consideration to the purpose of valuation, applicable regulatory requirements, relevant financial and operational information, market dynamics and other factors that may materially influence value.
We strive to deliver well-reasoned valuation assessments supported by appropriate methodologies, critical analysis and comprehensive documentation, enabling our clients and stakeholders to make informed decisions in connection with corporate transactions, capital market activities and regulatory compliances.
Scope of Valuation Services
Depending on the nature and purpose of the assignment, our valuation practice may cover:
- Businesses, undertakings and equity interests;
- Equity shares and other securities;
- Preference shares and other preference instruments;
- Convertible and other securities with conversion or other embedded features;
- Securities carrying specific contractual, contingent or other rights;
- Intangible assets and other specified assets, where applicable;
- Valuations undertaken in connection with corporate and strategic transactions;
- Regulatory, statutory and transaction-specific valuation requirements; and
- Other valuation assignments within the scope of applicable professional and regulatory requirements.
The scope of each assignment is determined based on the purpose of valuation, valuation date, nature of the subject matter, applicable legal and regulatory framework, information available, rights and characteristics attached to the instrument or asset, and relevant market and economic conditions.
Our Philosophy
We recognise that valuation is an exercise requiring professional judgement and cannot be approached solely as the application of a predetermined formula. Valuation should be more than a number.Accordingly, our process typically involves understanding the purpose and context of the assignment, evaluating relevant financial and operational information, assessing the business and industry environment, considering applicable valuation approaches and methodologies, and evaluating the assumptions and parameters relevant to the valuation.
A meaningful valuation should provide a reasoned, transparent and well-supported assessment, with the assumptions, methodology and underlying analysis appropriately aligned with the purpose of the assignment.