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 1–8 of 8 · 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. 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
  3. 031A back office processed 1,20,000 transactions with more hours and a higher hourly rate than standard. Split the labour overrun into rate and efficiency variances, and say which matters more.Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  4. 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
  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. 067Mitravinda Foods spends Rs 80 crore on TV, digital and trade promotions with different returns, and digital's return falls as spend rises. Reallocate the same budget to maximise contribution.Budgeting, variance and reportingCoreCorporate FP&ABusiness finance
  7. 082An IT services company's revenue grew 12%. Most of it is billed in dollars and the rupee weakened 5% over the year. What was constant-currency growth?Budgeting, variance and reportingWarm upGCC finance centresCorporate FP&A
  8. 094A new mill budgeted at Rs 400 crore cost Rs 520 crore: steel escalation, scope additions and interest during a nine-month delay. Decompose the overrun and restate the project's IRR.Budgeting, variance and reportingCoreCorporate FP&ACorporate finance

Company names and figures are illustrative.