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 51–60 of 100
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
  10. 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

Company names and figures are illustrative.