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 41–50 of 100
  1. 041Anantya Credit gives you default counts for three loan vintages of different ages. Estimate the lifetime default rate and expected loss on the youngest vintage, and judge the provision held against it.Credit analysis and lendingCoreJane StreetLondon · 2025Jane StreetLondon · 2025
  2. 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
  3. 043Saptaparni Pharma beat the quarter by 8%, cut next year's guidance by 10% and fell 12%. Split the fall into the earnings revision and the change in multiple, and say what moved the stock.Investment evaluation and pitchesWarm upBalyasny Asset ManagementChicago · 2021
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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

Company names and figures are illustrative.