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Project Report for Bank Loan: Mudra & PMEGP (Excel) – Excel template preview
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Project Report for Bank Loan: Mudra & PMEGP (Excel)

Make the project report a bank asks for with a business loan: project cost, own contribution and loan, 5-year projections, repayment schedule, DSCR and break-even, all calculated from a few inputs.

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Perfect for
New business owners applying for Mudra or PMEGP loansSmall manufacturers and shop owners expanding with a term loanCA and loan consultants preparing reports for clients
What you get2 × .xlsx (blank + sample)
Works withMicrosoft Excel · Google Sheets · WPS Office
DeliveryInstant download
LicencePersonal & own-business use
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A loan officer reads hundreds of project reports. The ones that move fast are clear, realistic and show the loan can be repaid. This workbook builds that report from your own numbers instead of a copied template.

What it does

  • Project cost from your item list, split into fixed assets, pre-operative expenses and working capital
  • Means of finance: own contribution and bank loan from the percentage you set
  • 5-year projected profit and loss with sales growth, raw material %, wages, rent, power, other costs, depreciation and interest
  • Repayment schedule year by year from the EMI, rate and tenure
  • DSCR and break-even with a plain verdict: comfortable, borderline or weak

Who it suits

Anyone applying for a Mudra, PMEGP, CGTMSE-backed or regular MSME term loan: bakeries, shops, workshops, salons, clinics, small manufacturing units and service businesses.

What's inside

Everything you get

01

Settings

Loan terms and year-1 assumptions

02

Project Cost

Item list with heads and quotation amounts

03

Projections

Means of finance, 5-year P&L, DSCR, break-even

04

Repayment

Yearly interest, principal and balance

Files in your download

  • XLSXProject_Report_Bank_Loan.xlsx18 KB
  • XLSXProject_Report_Bank_Loan_SAMPLE.xlsx18 KB
How to use

Start in 5 simple steps

A step-by-step guide is also included inside your download.

  1. 1

    Fill Settings

    Business, loan and costs

  2. 2

    List project items

    From quotations

  3. 3

    Check DSCR

    Aim for 1.5 or more

  4. 4

    Adjust if weak

    Own contribution, tenure, costs

  5. 5

    Print and attach

    With the bank's forms

FAQ

Questions about this product

Will the bank accept this report?

It gives the figures banks look for: project cost, means of finance, projections, repayment and DSCR. Many banks also have their own application forms; attach this report with them.

Does it work for PMEGP?

Yes. Set the own contribution as per your category and the project cost. Check the current PMEGP subsidy and contribution rules on the KVIC portal; the sheet does not calculate subsidy.

What is DSCR?

Debt service coverage ratio: cash available (profit + depreciation + interest) divided by what you must pay the bank (principal + interest). Above 1.5 is comfortable.

Can I change the number of years?

The projections cover 5 years, which suits most MSME term loans. Tenure up to 5 years is calculated exactly.

Is a CA still needed?

For large loans banks may ask for a CA-certified report. This file gives you and your CA a solid, ready base.

How do I get the files after payment?

A download button appears on screen right after payment, and the link is emailed to you. You can also download again any time from My account.

Can I use it on my phone?

Yes. It works with Microsoft Excel, Google Sheets, WPS Office. Free mobile apps are enough.

What if something does not work?

Write to us within 7 days with your order number. We will fix it, send a working file, or refund you.

Our promiseEvery file is tested before launch. If something doesn't work, we fix it or refund you within 7 days. Refund policy
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₹196₹899