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 63 · filtered from 100Clear filters
  1. 064You hold an LP stake in Dhruvtara Opportunities Fund with Rs 36 crore of NAV and Rs 20 crore still to be called. A secondary buyer targeting 15% makes an offer. What price would you accept?Investment evaluation and pitchesHardBaupost GroupBoston · 2018Baupost GroupBoston · 2018
  2. 065Dhatuvan Castings earns Rs 200 crore on 10 crore shares and buys Lohasar Forgings, which earns Rs 50 crore, for Rs 500 crore funded entirely with 5% debt. At a 25% tax rate, is the deal accretive or dilutive, and by how much?M&A and corporate developmentWarm upMizuhoSan Francisco · 2026MizuhoSan Francisco · 2026
  3. 066Modelling test: Vastrakala Garments has a Rs 250 crore term loan with a 100% cash sweep, a Rs 100 crore PIK note at 14%, a Rs 50 crore revolver and a Rs 10 crore cash floor. Fill in the three-year debt schedule.Leveraged buyoutsHardCarlyle GroupNew York · 2023Carlyle GroupNew York · 2023
  4. 068Taralika Cloud opens the year with Rs 400 crore of ARR, 12% gross churn, 25% expansion, Rs 120 crore of new ARR and a free cash flow margin of minus 5%. Build the ARR bridge, compute net dollar retention and the Rule of 40, and forecast next year.Forecasting and scenariosHardInsight PartnersNew York · 2021
  5. 069Hiranya Chemicals is issuing a five-year 9.5% bond from its holding company while its single plant and bank debt sit in a subsidiary, 60% of revenue is in dollars and promoters have pledged 40% of their shares. Identify every relevant risk and quantify the currency and structural ones.Credit analysis and lendingCoreNuveenChicago · 2025
  6. 071How would you value Chatpata Wheels, a campus food truck serving 250 customers a day at Rs 150, and what assumptions would you make?ValuationWarm upCitiNew York · 2026
  7. 075Sanchay HR Cloud has Rs 300 crore of revenue, a 68% gross margin and an EBITDA margin of minus 14%, with 15% churn and a 30-month CAC payback. Management wants a 10% margin in two years while growing 25% a year. Which levers, in which order?Costing, pricing and unit economicsHardHoulihan LokeyNew York · 2026
  8. 076A private equity fund reports a 14% net IRR after seven years against an index that returned 13% a year. Using its paid-in capital, distributions and NAV, compute DPI, RVPI and TVPI and judge the fund.Investment evaluation and pitchesCoreNeuberger BermanLondon · 2022
  9. 077A textile mill can keep an old loom or replace it with a new one. Using the running costs, both salvage values and an 11% discount rate, should it replace?Capital budgetingWarm upVanguardMalvern · 2024
  10. 078Two floating-rate, interest-only property loans of similar size: an office tower and a shopping mall. Compute LTV, debt yield and DSCR, stress for a 150 basis point rate rise, and say which you would rather hold.Credit analysis and lendingCorePIMCOMunich · 2024

Company names and figures are illustrative.