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 37 · filtered from 100Clear filters
  1. 031A back office processed 1,20,000 transactions with more hours and a higher hourly rate than standard. Split the labour overrun into rate and efficiency variances, and say which matters more.Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  2. 040A woollens maker sells 70% of its year in four winter months but produces evenly. Find its peak working capital need and size a seasonal credit line.Working capital and cash flowCoreTreasuryBank credit
  3. 042A restaurant chain asks whether one more outlet pays back. Build four-wall EBITDA and payback for a Rasoiyana outlet, then stress it for weaker sales and a higher rent.Costing, pricing and unit economicsWarm upCorporate FP&ABusiness finance
  4. 045Tejomaya Technologies has 1,000 staff, a mid-year hike, 18% attrition backfilled after two months, and 150 net new hires. Build the year's staff cost budget month by month.Budgeting, variance and reportingCoreGCC finance centresCorporate FP&A
  5. 046Sindhuja Electronics owes US $20 million in six months. Compare leaving it open, a forward and a call option if the rupee ends at 80, 84 or 88, and say what each choice is really a decision about.Financing, capital structure and treasuryCoreTreasuryCorporate finance
  6. 048Natural rubber rises 20% and Pathik Tyres can pass only part of it on, with a lag. Show the EBITDA margin quarter by quarter in the first year under base, bull and bear pass-through cases.Forecasting and scenariosCoreCorporate FP&AEquity research
  7. 052Kamalnayan Hotels is at 4.6x net debt to EBITDA against a 4.0x covenant. Size an equity cure, a hotel sale and a waiver, and say which you would use.Distress and restructuringCoreRestructuring advisoryBank credit
  8. 055Brenholt Industries' Pune finance GCC costs Rs 60 crore a year and serves three business units. Compare allocating the cost by headcount and by transactions, and recommend a basis.Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  9. 057Lekhani Software capitalises 40% of its R&D while its peers expense all of theirs. Restate EBITDA and EBIT on a comparable basis.Earnings quality and adjustmentsCoreEquity researchBig Four
  10. 058Tulsikunj Naturals will grow revenue 60% from Rs 200 crore to Rs 320 crore at an 8% EBITDA margin, with working capital at 25% of revenue. What is next year's free cash flow, and at what growth rate does it turn positive?Working capital and cash flowCoreCorporate FP&APrivate credit

Company names and figures are illustrative.