Lumen Learning: Profits Down Despite Flat Revenue

Consulting
medium45 min0 submissions
Google
Scenario

Lumen Learning is a edtech business in India. The CEO has asked for help understanding a sharp fall in profitability.

Revenue moved from ₹990 Cr to ₹1030 Cr over the past year, while operating margin fell from 14% to 5% — a drop of 9 percentage points and roughly ₹87 Cr of operating profit.

What the finance team has established so far:

  • Sales volume changed by -5%
  • Average realised price changed by -2%
  • Input costs per unit rose 20%
  • Fixed overhead rose 13%

The COO believes the problem is "the sales team discounting too aggressively". The Head of Sales believes it is "procurement failing to control input costs". The CEO wants an evidence-based answer, not an argument.

Supporting data

drivers

volume change pct
-5
fixed overhead change pct
13
realised price change pct
-2
input cost per unit change pct
20

profit bridge

revenue last year cr
990
revenue this year cr
1030
operating margin last pct
14
operating margin this pct
5
Your task

Diagnose the profit decline and recommend a response. Provide:

  1. Analysis — structure the problem and isolate what actually drove the margin fall.
  2. Risks — what your recommendation depends on.
  3. Recommendation — prioritised actions with expected impact.

Show the arithmetic behind your conclusion.

Ready to move forward? Up next: Vantage Analytics: Trial-to-paid conversion Dropped 23%Next question
How you'll be graded

100 points, 60% to pass.

  • root cause25
  • recommendation25
  • problem structuring25
  • quantitative analysis25
Hint
Reveal suggested structure

Profit = (Price × Volume) − (Variable cost × Volume) − Fixed cost

  1. Decompose the change: how much of the margin fall is price, how much volume, how much unit cost, how much overhead?
  2. Size each driver before forming a hypothesis.
  3. Test the two stakeholder claims against the numbers.
  4. Prioritise by size of impact and speed of fix.