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 91–100 of 100
  1. 091A parts maker produces a component at a full cost of Rs 420 a unit, including Rs 100 of allocated fixed overhead, and a supplier offers it at Rs 360. The freed capacity could earn Rs 30 lakh. Make or buy?Costing, pricing and unit economicsWarm upCost accountingCorporate FP&A
  2. 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.Capital budgetingHardBain CapitalSan Francisco · 2025
  3. 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.Distress and restructuringHardEvercoreNew York · 2026EvercoreNew York · 2026
  4. 094A new mill budgeted at Rs 400 crore cost Rs 520 crore: steel escalation, scope additions and interest during a nine-month delay. Decompose the overrun and restate the project's IRR.Budgeting, variance and reportingCoreCorporate FP&ACorporate finance
  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
  6. 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?M&A and corporate developmentHardMorgan StanleyHong Kong · 2025
  7. 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.Leveraged buyoutsHardBain CapitalBoston · 2024
  8. 098A business park leases 5 lakh sq ft at Rs 90 a month with 85% occupancy. Value it at an 8% cap rate, then test the value per square foot against a replacement cost of Rs 8,000.ValuationCoreMorgan StanleyLondon · 2025
  9. 099A trust has Rs 100 crore to spread across liquid, short-duration debt, large-cap and flexi-cap funds. It spends Rs 6 crore a year and can bear a 10% fall in a bad year. Propose an allocation.Investment evaluation and pitchesCoreMSCIAnonymous interview candidate in · 2013
  10. 100A steel trader seeks an asset-based loan against receivables, inventory and machinery, with aged debts, one oversized customer and slow-moving stock. Compute the borrowing base and say how much you would lend.Credit analysis and lendingCoreTruist SecuritiesAtlanta · 2023

Company names and figures are illustrative.