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 21–30 of 37 · filtered from 100Clear filters
  1. 059A Vidyutpath Charging 50 kW charger costs Rs 15 lakh, buys power at Rs 9 a unit and sells at Rs 18, pays a 10% site fee and Rs 1 lakh a year of maintenance. What daily utilisation gives a five-year simple payback?Costing, pricing and unit economicsCoreCorporate FP&AProject finance
  2. 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
  3. 063Mahapath Expressway collects Rs 150 from 30,000 vehicles a day, spends Rs 30 crore a year on O&M and owes Rs 90 crore a year of debt service, with a six-month reserve. Compute DSCR, stress traffic down 20%, and say how long the reserve lasts.Credit analysis and lendingWarm upProject financeRating agencies
  4. 067Mitravinda Foods spends Rs 80 crore on TV, digital and trade promotions with different returns, and digital's return falls as spend rises. Reallocate the same budget to maximise contribution.Budgeting, variance and reportingCoreCorporate FP&ABusiness finance
  5. 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
  6. 072Vindhyashila Cement's ROCE fell from 16% to 9% in three years while volume rose from 8 to 10 million tonnes and capacity from 10 to 15. Decompose the fall and say what caused it.Financial statement analysisCoreEquity researchRating agencies
  7. 073Reshamdhara Textiles sells 22% of its revenue to a promoter-owned distributor at prices 8% above arm's length, paid in 150 days against 45 for other customers. Restate revenue, margin and working capital at arm's length.Earnings quality and adjustmentsCoreForensic and auditRating agencies
  8. 074Rasadhara Chemicals has net debt of Rs 700 crore on EBITDA of Rs 400 crore, a 2.5x covenant and a board rule to keep 0.5x of headroom. With Rs 180 crore a year of free cash flow and Rs 300 crore of growth capex over two years, what is the maximum dividend?Working capital and cash flowCoreCorporate financeTreasury
  9. 079A consumer company with surplus cash earning 7% pre-tax can pay a special dividend or buy back shares at 25x earnings. What happens to EPS under each, and how does tax shape the choice?Financing, capital structure and treasuryCoreCorporate financeEquity research
  10. 082An IT services company's revenue grew 12%. Most of it is billed in dollars and the rupee weakened 5% over the year. What was constant-currency growth?Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A

Company names and figures are illustrative.