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
Showing 21–25 of 25 · filtered from 100Clear filters
- 090A construction company with a large order book, 200 days of receivables and Rs 300 crore overdue from state agencies asks for a Rs 400 crore loan. Value it at 6x EBITDA and decide whether to lend.Bain CapitalNew York · 2024
- 092A developer is bidding for a 25-year, 100 MW solar concession with 70% debt over 15 years and a 12% equity return target. Work backwards from the return to the tariff it should bid.Bain CapitalSan Francisco · 2025
- 093A retailer's operating company is liquidated for Rs 900 crore against a secured bank, unsecured bonds, trade creditors and a finance subsidiary that both lent to it and holds its guarantee. Compute recoveries with and without the double dip.EvercoreNew York · 2026EvercoreNew York · 2026
- 096A division is being sold for Rs 500 crore as a share sale. An asset sale would give the buyer a Rs 300 crore tax step-up but cost the seller Rs 30 crore more tax. What price range makes an asset sale work for both sides?Morgan StanleyHong Kong · 2025
- 097Paper LBO with a revenue build: a diagnostics chain runs 20 analysers with known daily capacity, rising utilisation and a fixed price per test. Build revenue from capacity, compute the sponsor's return, and say what you would challenge.Bain CapitalBoston · 2024
Company names and figures are illustrative.