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 1–5 of 5 · filtered from 100Clear filters
  1. 012A commerce college can add seats and raise fees, or launch an executive programme. Forecast three years of revenue for each and choose.Forecasting and scenariosCoreHarris WilliamsRichmond · 2018
  2. 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
  3. 048Natural rubber rises 20% and Pathik Tyres can pass only part of it on, with a lag. Show the EBITDA margin quarter by quarter in the first year under base, bull and bear pass-through cases.Forecasting and scenariosCoreCorporate FP&AEquity research
  4. 068Taralika Cloud opens the year with Rs 400 crore of ARR, 12% gross churn, 25% expansion, Rs 120 crore of new ARR and a free cash flow margin of minus 5%. Build the ARR bridge, compute net dollar retention and the Rule of 40, and forecast next year.Forecasting and scenariosHardInsight PartnersNew York · 2021
  5. 086A microfinance lender has 30% of its book in one state where loan waiver talk is breaking repayment discipline. Stress that state for an 8% default rate with a 60% loss, and show what it does to profit, returns and capital.Forecasting and scenariosCoreRating agenciesBank credit

Company names and figures are illustrative.