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 11 · 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. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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

Company names and figures are illustrative.