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 31–40 of 50 · filtered from 100Clear filters
  1. 059A Vidyutpath Charging 50 kW charger costs Rs 15 lakh, buys power at Rs 9 a unit and sells at Rs 18, pays a 10% site fee and Rs 1 lakh a year of maintenance. What daily utilisation gives a five-year simple payback?Costing, pricing and unit economicsCoreCorporate FP&AProject finance
  2. 062How would you value Doorsanchar Networks, a telco at 7x EBITDA with capex equal to half of EBITDA, against Pankhudi Software, growing 35% at 8x revenue? Which methods fit each, and why is EV/EBITDA misleading for the telco?ValuationCoreCredit SuisseSydney · 2020
  3. 067Mitravinda Foods spends Rs 80 crore on TV, digital and trade promotions with different returns, and digital's return falls as spend rises. Reallocate the same budget to maximise contribution.Budgeting, variance and reportingCoreCorporate FP&ABusiness finance
  4. 069Hiranya Chemicals is issuing a five-year 9.5% bond from its holding company while its single plant and bank debt sit in a subsidiary, 60% of revenue is in dollars and promoters have pledged 40% of their shares. Identify every relevant risk and quantify the currency and structural ones.Credit analysis and lendingCoreNuveenChicago · 2025
  5. 072Vindhyashila Cement's ROCE fell from 16% to 9% in three years while volume rose from 8 to 10 million tonnes and capacity from 10 to 15. Decompose the fall and say what caused it.Financial statement analysisCoreEquity researchRating agencies
  6. 073Reshamdhara Textiles sells 22% of its revenue to a promoter-owned distributor at prices 8% above arm's length, paid in 150 days against 45 for other customers. Restate revenue, margin and working capital at arm's length.Earnings quality and adjustmentsCoreForensic and auditRating agencies
  7. 074Rasadhara Chemicals has net debt of Rs 700 crore on EBITDA of Rs 400 crore, a 2.5x covenant and a board rule to keep 0.5x of headroom. With Rs 180 crore a year of free cash flow and Rs 300 crore of growth capex over two years, what is the maximum dividend?Working capital and cash flowCoreCorporate financeTreasury
  8. 076A private equity fund reports a 14% net IRR after seven years against an index that returned 13% a year. Using its paid-in capital, distributions and NAV, compute DPI, RVPI and TVPI and judge the fund.Investment evaluation and pitchesCoreNeuberger BermanLondon · 2022
  9. 078Two floating-rate, interest-only property loans of similar size: an office tower and a shopping mall. Compute LTV, debt yield and DSCR, stress for a 150 basis point rate rise, and say which you would rather hold.Credit analysis and lendingCorePIMCOMunich · 2024
  10. 079A consumer company with surplus cash earning 7% pre-tax can pay a special dividend or buy back shares at 25x earnings. What happens to EPS under each, and how does tax shape the choice?Financing, capital structure and treasuryCoreCorporate financeEquity research

Company names and figures are illustrative.