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 21–30 of 50 · filtered from 100Clear filters
  1. 041Anantya Credit gives you default counts for three loan vintages of different ages. Estimate the lifetime default rate and expected loss on the youngest vintage, and judge the provision held against it.Credit analysis and lendingCoreJane StreetLondon · 2025Jane StreetLondon · 2025
  2. 044Kumudini Hotels can spend Rs 25 crore renovating 200 rooms to lift the room rate by Rs 1,200. Compute the IRR of the renovation and the occupancy it would need to clear a 12% hurdle.Capital budgetingCorePIMCOMunich · 2024
  3. 045Tejomaya Technologies has 1,000 staff, a mid-year hike, 18% attrition backfilled after two months, and 150 net new hires. Build the year's staff cost budget month by month.Budgeting, variance and reportingCoreGCC finance centresCorporate FP&A
  4. 046Sindhuja Electronics owes US $20 million in six months. Compare leaving it open, a forward and a call option if the rupee ends at 80, 84 or 88, and say what each choice is really a decision about.Financing, capital structure and treasuryCoreTreasuryCorporate finance
  5. 048Natural rubber rises 20% and Pathik Tyres can pass only part of it on, with a lag. Show the EBITDA margin quarter by quarter in the first year under base, bull and bear pass-through cases.Forecasting and scenariosCoreCorporate FP&AEquity research
  6. 052Kamalnayan Hotels is at 4.6x net debt to EBITDA against a 4.0x covenant. Size an equity cure, a hotel sale and a waiver, and say which you would use.Distress and restructuringCoreRestructuring advisoryBank credit
  7. 053Krishivan AgriTech raises Rs 300 crore at a Rs 3,000 crore pre-money valuation, with revenue growing from Rs 250 crore and an exit at 4x revenue in year 5. What return does the investor make, and what must go right?Investment evaluation and pitchesCoreInsight PartnersNew York · 2022Insight PartnersNew York · 2023Warburg PincusNew York · 2025
  8. 054Dhalai Castings wants a Rs 200 crore, 7-year term loan at 10% for a new plant, with projected DSCR of 1.15x. Would you lend, and on what conditions?Credit analysis and lendingCoreScotiabankCity of London · 2026ScotiabankToronto · 2026
  9. 057Lekhani Software capitalises 40% of its R&D while its peers expense all of theirs. Restate EBITDA and EBIT on a comparable basis.Earnings quality and adjustmentsCoreEquity researchBig Four
  10. 058Tulsikunj Naturals will grow revenue 60% from Rs 200 crore to Rs 320 crore at an 8% EBITDA margin, with working capital at 25% of revenue. What is next year's free cash flow, and at what growth rate does it turn positive?Working capital and cash flowCoreCorporate FP&APrivate credit

Company names and figures are illustrative.