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 20 · filtered from 100Clear filters
  1. 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
  2. 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
  3. 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
  4. 016A logistics company will generate Rs 50 crore of free cash flow next year, growing 15% a year to year 5 and 5% after. What is it worth, and how much comes from the terminal value?ValuationWarm upHPS Investment PartnersNew York · 2025
  5. 019Place an apparel retailer on a rating grid using debt to EBITDA and FFO to debt, first as reported and then with store leases treated as debt.Credit analysis and lendingWarm upS&P GlobalChicago · 2022Truist SecuritiesAtlanta · 2024
  6. 026Anantam Packaging can add a production line for Rs 100 crore. Build its NPV at a 12% WACC as a cash flow vector times a discount factor vector, and say whether to go ahead.Capital budgetingWarm upMoody'sNew York · 2018
  7. 030A D2C skin care brand adds 10,000 new customers a month, and each cohort keeps reordering at a declining rate. What is revenue in month 6?Forecasting and scenariosWarm upCorporate FP&ABusiness finance
  8. 031A back office processed 1,20,000 transactions with more hours and a higher hourly rate than standard. Split the labour overrun into rate and efficiency variances, and say which matters more.Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  9. 042A restaurant chain asks whether one more outlet pays back. Build four-wall EBITDA and payback for a Rasoiyana outlet, then stress it for weaker sales and a higher rent.Costing, pricing and unit economicsWarm upCorporate FP&ABusiness finance
  10. 043Saptaparni Pharma beat the quarter by 8%, cut next year's guidance by 10% and fell 12%. Split the fall into the earnings revision and the change in multiple, and say what moved the stock.Investment evaluation and pitchesWarm upBalyasny Asset ManagementChicago · 2021

Company names and figures are illustrative.