Equity Research case studies, worked step by step

Cases
100
Traced to a firm
30
Topics
12
Hard
30
Topic
All topicsStock pitch15Earnings and results9Forecasting and modelling10DCF and intrinsic value9Relative valuation7Financials6Sector economics9Forensic accounting9Industry structure and moats7Macro and commodity sensitivity7Capital allocation and corporate actions7Buy-side portfolio judgement5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–4 of 4 · filtered from 100Clear filters
  1. 049Two-hour written test: build a first view on an unfamiliar industry from a data pack on Kestrova Cold Chain. Industry capacity is 40 million tonnes growing 12%, Kestrova's share is 3% and its utilisation 65%. Write five questions you would ask and a first forecast.Forecasting and modellingCoreResearch KPO and GCCBuy-side equity research
  2. 065Ruvanta Steel Tubes lifts capacity from 1.0 to 1.6 million tonnes after a two-year build costing Rs 1,200 crore. With the new capacity running at 60%, 75% and 85% in its first three years, forecast volumes and asset turns.Forecasting and modellingCoreSell-side equity researchIndian brokerage research
  3. 078Build next year's revenue for a quick commerce company growing from 400 to 700 dark stores, where each new store takes six months to reach 1,500 orders a day.Forecasting and modellingCoreSell-side equity researchIndian brokerage research
  4. 090Build bear, base and bull EBITDA for a diagnostics chain where test volumes grow 5%, 10% or 15%, 55% of costs are fixed and today's margin is 24%. Which scenario does the price reflect?Forecasting and modellingCoreSell-side equity researchResearch KPO and GCC

Company names and figures are illustrative.