Financial Analysis case studies, worked step by step

Cases
100
Traced to a firm
63
Topics
14
Hard
30
Topic
All topicsCredit analysis and lending14Budgeting, variance and reporting8Valuation9Financial statement analysis6Earnings quality and adjustments6Working capital and cash flow6M&A and corporate development7Costing, pricing and unit economics6Investment evaluation and pitches9Leveraged buyouts7Capital budgeting6Forecasting and scenarios5Financing, capital structure and treasury6Distress and restructuring5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–10 of 100
  1. 001A resort developer needs Rs 300 crore, earns nothing for two years and then earns three quarters of its cash in one season. Propose the loan structure.Credit analysis and lendingHardScotiabankNew York · 2026
  2. 002A beverage company missed budgeted EBITDA by Rs 22 crore. Build the bridge from budget to actual and write the three sentences for the board.Budgeting, variance and reportingWarm upCorporate FP&ABusiness finance
  3. 003You get three years of partly blank statements for a machine tool maker. Fill them in, forecast free cash flow, and value the business.ValuationCoreHarris WilliamsRichmond · 2026Harris WilliamsRichmond · 2018
  4. 004Two hospital chains earn 16% and 12% on equity. Run a DuPont on both, explain the gap, and say which lever the weaker one should pull.Financial statement analysisCoreCredit SuisseMumbai · 2020
  5. 005An infrastructure contractor raises its cost estimate on a contract that is 60% complete. How much profit is reversed this year, and what changes if the contract turns loss-making?Earnings quality and adjustmentsCoreBig FourEquity research
  6. 006A polymer maker spends Rs 2 crore a week more than it collects and has payroll and a loan instalment coming. Build the 13-week cash forecast and find the funding need.Working capital and cash flowWarm upTreasuryCorporate FP&A
  7. 007A strategic buyer with synergies and a private equity sponsor with leverage both bid for a sportswear company. Who can pay more, and by how much?M&A and corporate developmentHardNomuraNew York · 2026Houlihan LokeyLos Angeles · 2026
  8. 008A quick commerce dark store handles 1,500 orders a day. What does each order contribute, and how many orders a day does the store need to break even?Costing, pricing and unit economicsWarm upCorporate FP&ABusiness finance
  9. 009Pitch a telecom tower company on the thesis that 5G lifts tenancy from 1.6 to 2.0 per tower. Quantify the upside and the risks.Investment evaluation and pitchesCoreMillennium ManagementNew York · 2023
  10. 010Do a paper LBO in your head, then answer quickly as the interviewer changes the entry multiple, the interest rate and the exit multiple.Leveraged buyoutsHardNeuberger BermanLondon · 2026Houlihan LokeyLos Angeles · 2025

Company names and figures are illustrative.