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 1–6 of 6 · filtered from 100Clear filters
  1. 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
  2. 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
  3. 042A restaurant chain asks whether one more outlet pays back. Build four-wall EBITDA and payback for a Rasoiyana outlet, then stress it for weaker sales and a higher rent.Costing, pricing and unit economicsWarm upCorporate FP&ABusiness finance
  4. 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
  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. 091A parts maker produces a component at a full cost of Rs 420 a unit, including Rs 100 of allocated fixed overhead, and a supplier offers it at Rs 360. The freed capacity could earn Rs 30 lakh. Make or buy?Costing, pricing and unit economicsWarm upCost accountingCorporate FP&A

Company names and figures are illustrative.