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 11–20 of 20 · filtered from 100Clear filters
  1. 051Paper LBO over the phone: Neerbahini Pumps has EBITDA of Rs 100 crore growing 7% a year, bought at 8x with 5x debt at 10%, and all cash after interest repays debt. What are the money multiple and the IRR?Leveraged buyoutsWarm upTruist SecuritiesChicago · 2026Truist SecuritiesCharlotte · 2024Bank of AmericaNew York · 2025Warburg PincusNew York · 2020
  2. 055Brenholt Industries' Pune finance GCC costs Rs 60 crore a year and serves three business units. Compare allocating the cost by headcount and by transactions, and recommend a basis.Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  3. 063Mahapath Expressway collects Rs 150 from 30,000 vehicles a day, spends Rs 30 crore a year on O&M and owes Rs 90 crore a year of debt service, with a six-month reserve. Compute DSCR, stress traffic down 20%, and say how long the reserve lasts.Credit analysis and lendingWarm upProject financeRating agencies
  4. 065Dhatuvan Castings earns Rs 200 crore on 10 crore shares and buys Lohasar Forgings, which earns Rs 50 crore, for Rs 500 crore funded entirely with 5% debt. At a 25% tax rate, is the deal accretive or dilutive, and by how much?M&A and corporate developmentWarm upMizuhoSan Francisco · 2026MizuhoSan Francisco · 2026
  5. 071How would you value Chatpata Wheels, a campus food truck serving 250 customers a day at Rs 150, and what assumptions would you make?ValuationWarm upCitiNew York · 2026
  6. 077A textile mill can keep an old loom or replace it with a new one. Using the running costs, both salvage values and an 11% discount rate, should it replace?Capital budgetingWarm upVanguardMalvern · 2024
  7. 082An IT services company's revenue grew 12%. Most of it is billed in dollars and the rupee weakened 5% over the year. What was constant-currency growth?Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  8. 083A cyclical metals company must meet a trough interest cover test and a normal-year leverage test. How much debt can it carry, and which test binds?Credit analysis and lendingWarm upMoody'sHong Kong · 2018
  9. 088A company's adjusted EBITDA of Rs 300 crore excludes exceptional charges that have appeared in each of the last five years. At 12x EBITDA, how much value depends on believing the label?Earnings quality and adjustmentsWarm upEquity researchTransaction advisory
  10. 091A parts maker produces a component at a full cost of Rs 420 a unit, including Rs 100 of allocated fixed overhead, and a supplier offers it at Rs 360. The freed capacity could earn Rs 30 lakh. Make or buy?Costing, pricing and unit economicsWarm upCost accountingCorporate FP&A

Company names and figures are illustrative.