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 71–80 of 100
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  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. 080You are shown a deck to buy a labels business for Rs 1,050 crore against a standalone value of Rs 800 crore, with the gap closed by cost and revenue synergies. What share of the revenue synergies must arrive for the deal to break even?M&A and corporate developmentCoreMoelis & CompanyNew York · 2026

Company names and figures are illustrative.