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 1–9 of 9 · filtered from 100Clear filters
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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

Company names and figures are illustrative.