Module 3 ยท Reading Financial Statements

The balance sheet

6 min read

The balance sheet shows what a company owns (assets), owes (liabilities) and the owners' stake (equity).

The balance sheet is a snapshot of a company's financial position at a point in time. Assets are what it owns; liabilities are what it owes; equity is what belongs to shareholders.

The accounting identity is simple: Assets = Liabilities + Equity. If a company owes more than it can handle, it is financially fragile.

Key things to check: how much debt it carries, how much cash it holds, and whether its assets are growing. A strong balance sheet can survive tough times.

Example: TCS

TCS has a famously strong balance sheet with little debt and large cash reserves, giving it resilience and the freedom to return cash to shareholders.

Glossary terms

Check your understanding

The balance sheet identity is:

Reflection

Why might a company with very high debt be risky even if it is profitable right now?

Educational content. Not investment advice.