Back to the Basics

Stage 2 (2020) “Back to the Basics”


The objective of this case is to create a financial model that will be used to calculate the return on investment for Geartronics Inc.(GT), a small company that produces bio drinks and lemonades.

GT will expand its product portfolio with recyclable cans and will need to install a new packaging line of equipment. GT’s management has provided projections of extra revenues, expenses, and cashflows that the investment project will generate over the next 10 years. However, to determine the project’s return, a simple 10-year annual model must be created that takes into account several assumptions.

This is an actual case from the Financial Modeling World Cup 2020, Stage 2 (Oct 16-19) competition. The downloadable file consists of the following:
Task: Excel file with given case assumptions; PDF file with Case Materials; PDF file with Questions.
Solution: Excel file with the full Solution Model; PDF file with correct Answers in Bold.

This model awarded 150 points, while the whole 2h Stage allowed to earn 1,000 points in total.

For your questions/suggestions/consideration please reach out to the Organizing Committee of the Financial Modeling World Cup at