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 31–40 of 63 · filtered from 100Clear filters
  1. 044Kumudini Hotels can spend Rs 25 crore renovating 200 rooms to lift the room rate by Rs 1,200. Compute the IRR of the renovation and the occupancy it would need to clear a 12% hurdle.Capital budgetingCorePIMCOMunich · 2024
  2. 047A sponsor asks you to lend 5.5x adjusted EBITDA for its buyout of Nandanvan Healthcare Services. Decide how much you would lend, at what price and on what covenants, and defend the gap to the ask.Credit analysis and lendingHardGolub CapitalChicago · 2015
  3. 049Jalprabha Water Tech loses money today and may be profitable in year 4. Value it from the path to profit, a terminal multiple, a venture discount rate and the chance of getting there, and say what the number does not capture.ValuationHardCredit SuisseNew York · 2025
  4. 050Suryakant Chemicals, at 25x earnings, buys Nilanjana Specialty at 30x with 60% stock and 40% debt. Compute the EPS impact and the pre-tax synergies needed to break even, and explain why the deal dilutes.M&A and corporate developmentHardEvercoreMenlo Park · 2025EvercoreMenlo Park · 2025
  5. 051Paper LBO over the phone: Neerbahini Pumps has EBITDA of Rs 100 crore growing 7% a year, bought at 8x with 5x debt at 10%, and all cash after interest repays debt. What are the money multiple and the IRR?Leveraged buyoutsWarm upTruist SecuritiesChicago · 2026Truist SecuritiesCharlotte · 2024Bank of AmericaNew York · 2025Warburg PincusNew York · 2020
  6. 053Krishivan AgriTech raises Rs 300 crore at a Rs 3,000 crore pre-money valuation, with revenue growing from Rs 250 crore and an exit at 4x revenue in year 5. What return does the investor make, and what must go right?Investment evaluation and pitchesCoreInsight PartnersNew York · 2022Insight PartnersNew York · 2023Warburg PincusNew York · 2025
  7. 054Dhalai Castings wants a Rs 200 crore, 7-year term loan at 10% for a new plant, with projected DSCR of 1.15x. Would you lend, and on what conditions?Credit analysis and lendingCoreScotiabankCity of London · 2026ScotiabankToronto · 2026
  8. 056Chitravarna Paints earns a 28% ROCE against a 14% peer median, and a well-funded entrant is offering dealers 3 points more margin. Is the moat real, what would matching cost, and is 18% growth sustainable?Financial statement analysisHardMorningstarAnonymous interview candidate in · 2023Coatue ManagementNew York · 2014
  9. 061Sukhmani Software has EBITDA of Rs 100 crore and trades at 8x, with senior secured, second lien and mezzanine debt below the equity. Where in the capital structure would you invest, given downside values of 5x and 4x?Financing, capital structure and treasuryHardHPS Investment PartnersNew York · 2021HPS Investment PartnersNew York · 2021
  10. 062How would you value Doorsanchar Networks, a telco at 7x EBITDA with capex equal to half of EBITDA, against Pankhudi Software, growing 35% at 8x revenue? Which methods fit each, and why is EV/EBITDA misleading for the telco?ValuationCoreCredit SuisseSydney · 2020

Company names and figures are illustrative.