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 30 · filtered from 100Clear filters
  1. 035A freight company buys a shipping services business half in shares and half in debt, and purchase accounting creates Rs 600 crore of amortisable intangibles. Compute the cash and reported EPS impact.M&A and corporate developmentHardPoint72New York · 2025
  2. 036Paper LBO: a sponsor buys a speciality chemicals business at 7x with amortising senior debt and a PIK mezzanine note, and adds a bolt-on in year 2. Work out the money multiple and IRR.Leveraged buyoutsHardBank of AmericaLondon · 2026
  3. 047A sponsor asks you to lend 5.5x adjusted EBITDA for its buyout of Nandanvan Healthcare Services. Decide how much you would lend, at what price and on what covenants, and defend the gap to the ask.Credit analysis and lendingHardGolub CapitalChicago · 2015
  4. 049Jalprabha Water Tech loses money today and may be profitable in year 4. Value it from the path to profit, a terminal multiple, a venture discount rate and the chance of getting there, and say what the number does not capture.ValuationHardCredit SuisseNew York · 2025
  5. 050Suryakant Chemicals, at 25x earnings, buys Nilanjana Specialty at 30x with 60% stock and 40% debt. Compute the EPS impact and the pre-tax synergies needed to break even, and explain why the deal dilutes.M&A and corporate developmentHardEvercoreMenlo Park · 2025EvercoreMenlo Park · 2025
  6. 056Chitravarna Paints earns a 28% ROCE against a 14% peer median, and a well-funded entrant is offering dealers 3 points more margin. Is the moat real, what would matching cost, and is 18% growth sustainable?Financial statement analysisHardMorningstarAnonymous interview candidate in · 2023Coatue ManagementNew York · 2014
  7. 060Prakashika Solar Glass can build a plant now for an NPV of Rs 20 crore, or wait a year to learn whether demand is good or weak. At 10%, should it invest now or wait?Capital budgetingHardCorporate financeCorporate FP&A
  8. 061Sukhmani Software has EBITDA of Rs 100 crore and trades at 8x, with senior secured, second lien and mezzanine debt below the equity. Where in the capital structure would you invest, given downside values of 5x and 4x?Financing, capital structure and treasuryHardHPS Investment PartnersNew York · 2021HPS Investment PartnersNew York · 2021
  9. 064You hold an LP stake in Dhruvtara Opportunities Fund with Rs 36 crore of NAV and Rs 20 crore still to be called. A secondary buyer targeting 15% makes an offer. What price would you accept?Investment evaluation and pitchesHardBaupost GroupBoston · 2018Baupost GroupBoston · 2018
  10. 066Modelling test: Vastrakala Garments has a Rs 250 crore term loan with a 100% cash sweep, a Rs 100 crore PIK note at 14%, a Rs 50 crore revolver and a Rs 10 crore cash floor. Fill in the three-year debt schedule.Leveraged buyoutsHardCarlyle GroupNew York · 2023Carlyle GroupNew York · 2023

Company names and figures are illustrative.