Indian Finance Deal Breakdowns & Case Studies

Indian Finance Deal Breakdowns & Case Studies

Indian Finance Deal Breakdowns & Case Studies is a structured track of 13 lessons that build a complete, interview-ready understanding of the topic. Work through them in order, then use the quiz and flashcards in each lesson to revise.

What this course covers

  • How to Read Any Deal: A Repeatable Teardown Template - The teardown template: context, structure, numbers, outcome and transferable lesson.
  • The HDFC and HDFC Bank Merger, Decoded With the Numbers - India's largest banking merger: rationale, swap ratio, balance sheet effect and aftermath.
  • The LIC Public Offering: Valuation, Pricing & What the Market Learned - Embedded value, the pricing decision, listing performance and the lessons drawn.
  • Eternal, formerly Zomato: From Listing to Profitability - The path to profitability traced through reported quarterly numbers.
  • Paytm: A Landmark Listing and the Regulatory Reset That Followed - The listing, the business model shifts, and how regulatory action reset the company.
  • Jio Financial Services and the Mechanics of a Demerger - How the demerger was structured, priced and absorbed by the market.
  • The Adani Group and the Short-Seller Episode: Leverage & Governance - Leverage, governance questions and market reaction, traced through the filings.
  • IL&FS and the Non-Bank Liquidity Crisis: Anatomy of a Contagion - How one default froze non-bank funding, and what regulation changed afterwards.
  • The Yes Bank Reconstruction and the Precedent It Set - The reconstruction scheme step by step, and the precedent the bond write-down set.
  • Zerodha and the Economics of Discount Broking in India - The unit economics of discount broking and how it reshaped retail investing.
  • Reliance's Capital Raises and the Value-Unlock Playbook - How a conglomerate raises capital into subsidiaries and unlocks value, with deal terms.
  • Recent Indian Listings Scored: Pricing, Debut & Delivery Since - Recent listings scored on pricing discipline, debut performance and delivery since.
  • Case Study: Building Your Own Deal Teardown From Public Filings - Doing a teardown yourself: which filings to pull and how to assemble the story.