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Service Station / Fuel Retail Model - 3-Year P&L, FCFE Valuation & KPI Dashboard – Excel XLSX
Excel (XLSX)
BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT
- Models a forecourt the way the industry does: litres x cents-per-litre margin, kept separate from shop gross profit.
- Three-year P&L with Year 1 monthly, so seasonality and ramp-up are visible.
- FCFE capitalisation valuation and a KPI dashboard built in.
VALUATION EXCEL DESCRIPTION
The Service Station / Fuel Retail Model captures how a forecourt actually makes money: fuel sold by volume at a cents-per-litre margin, and a convenience shop earning a gross-profit rate on its own sales, sitting on top of a shared operating-cost base. It is built for operators, buyers and lenders assessing a single site.
What the model does: it builds a three-year profit and loss, with Year 1 modelled month by month so seasonality and ramp-up are visible, then rolls into annual Years 2 and 3. Fuel gross profit is driven by litres × cents-per-litre, kept deliberately separate from shop gross profit (sales × GP%), because the two behave differently and blending them hides the story. Below the gross line sit staff, rent, utilities and the other running costs. The model then capitalises free cash flow to equity into an indicative business valuation, and surfaces the KPIs a forecourt is judged on.
Main features: fuel volume and cpl margin build; shop GP modelled independently; a 3-year P&L with a monthly Year 1; an FCFE capitalisation valuation; a KPI dashboard; and sensitivity analysis on the drivers that matter most – fuel volume, cpl margin and shop GP. 520 live formulas, recalc-verified with zero formula errors.
How to work with it: change only the blue input cells; yellow-filled cells are the key drivers. Fuel volumes are in litres and margins in cents per litre – relabel units if your market differs. A worked example is preloaded so you can see the mechanics before entering your own site.
Why you need it: petrol-station economics are specific, and a generic P&L template won't separate fuel from shop or value the business properly. This one is fully unlocked, every formula visible, with a plain-English guide and honest notes on the cover. Currency-agnostic; treat $ as your currency. For analysis only, not investment advice.
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Source: Best Practices in Valuation, Integrated Financial Model Excel: Service Station / Fuel Retail Model - 3-Year P&L, FCFE Valuation & KPI Dashboard Excel (XLSX) Spreadsheet, g59076599o70
