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 1–5 of 5 · filtered from 100Clear filters
  1. 011A biscuit maker's premium line has a market study already paid for, cannibalises existing sales and uses an idle warehouse. Work out the NPV.Capital budgetingHardCorporate FP&ACorporate finance
  2. 025Three customers look equally profitable when overhead is spread by revenue. Re-cost them by the deliveries and returns they cause.Costing, pricing and unit economicsHardCost accountingCorporate FP&A
  3. 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
  4. 070Kargha Textiles' bonds trade at 40. It offers 55 of new secured bonds plus 30 of equity per 100 of face, needs 90% participation, and holdouts will rank behind the new secured debt. Should a bondholder tender?Distress and restructuringHardRestructuring advisoryPrivate credit
  5. 095A stressed cable maker's 8% bond trades at Rs 82 and its stock at Rs 40. Given three scenarios with probabilities and payoffs for each security, which offers the better risk-adjusted return?Financing, capital structure and treasuryHardBuy-side researchPrivate credit

Company names and figures are illustrative.