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 1–10 of 37 · filtered from 100Clear filters
  1. 002A beverage company missed budgeted EBITDA by Rs 22 crore. Build the bridge from budget to actual and write the three sentences for the board.Budgeting, variance and reportingWarm upCorporate FP&ABusiness finance
  2. 005An infrastructure contractor raises its cost estimate on a contract that is 60% complete. How much profit is reversed this year, and what changes if the contract turns loss-making?Earnings quality and adjustmentsCoreBig FourEquity research
  3. 006A polymer maker spends Rs 2 crore a week more than it collects and has payroll and a loan instalment coming. Build the 13-week cash forecast and find the funding need.Working capital and cash flowWarm upTreasuryCorporate FP&A
  4. 008A quick commerce dark store handles 1,500 orders a day. What does each order contribute, and how many orders a day does the store need to break even?Costing, pricing and unit economicsWarm upCorporate FP&ABusiness finance
  5. 011A biscuit maker's premium line has a market study already paid for, cannibalises existing sales and uses an idle warehouse. Work out the NPV.Capital budgetingHardCorporate FP&ACorporate finance
  6. 017A cement plant missed budgeted EBITDA by Rs 32.75 crore while selling 15% fewer tonnes. Use a flexed budget to split the variance.Budgeting, variance and reportingCoreCorporate FP&ACost accounting
  7. 023A consumer company's sales to distributors rose 25% while distributors' sales to shops rose 8%. How much revenue was pulled forward, and what happens next quarter?Earnings quality and adjustmentsCoreForensic and auditEquity research
  8. 024A carmaker stretches supplier payment from 60 to 120 days through a bank programme and operating cash flow jumps Rs 1,200 crore. Is that free cash flow, and is it debt?Working capital and cash flowCoreRating agenciesTreasury
  9. 025Three customers look equally profitable when overhead is spread by revenue. Re-cost them by the deliveries and returns they cause.Costing, pricing and unit economicsHardCost accountingCorporate FP&A
  10. 030A D2C skin care brand adds 10,000 new customers a month, and each cohort keeps reordering at a declining rate. What is revenue in month 6?Forecasting and scenariosWarm upCorporate FP&ABusiness finance

Company names and figures are illustrative.