Stage 7 (2022) – “Down to EBITDA”

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Stage 7 (2022) - "Down to EBITDA"

This is an actual case study that was presented to the participants of the Financial Modeling World Cup 2022, Stage 7 and Microsoft Excel Collegiate Challenge, Round 2 (October 2022).

Case study description:

 Sweets, Candies and More, Inc. (SCM) is a fast-growing manufacturer of sweets and candies in the fictional country of Neverlandia. You have recently joined the company’s finance department and were assigned to a team that works on a 10-year financial forecast for capital raising. You were given a task to summarize SCM’s revenues and expenses down to EBITDA for 2022 and to forecast them for the next 10 years. Then your colleagues will add the remaining parts to the financial model.

You are required to create a 10-year (starting on Jan 1, 2023) annual model for the company, based on the assumptions listed in the model. You have to create a detailed operational projection for SCM’s sales and product mix. SCM produces five products, and each product’s list price and the number of units sold in 2022 were given. SCM’s products are sold through ten different sales channels, each with a different bargaining power when it comes to prices. The accountants calculated the actual transportation costs for each of the retailers as a percentage of the list price. Additionally, the company plans to raise list prices to compensate for their growing manufacturing costs.

The downloadable file consists of the following:
Task: PDF file with Case Materials; PDF file with Questions; Excel file with initial data and case assumptions
Solution: Excel file with full Solution Model; PDF file with correct Answers in Bold

You can also buy tickets to participate in the future FMWC Stages here.


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