Lumen Learning Is Profitable and Nearly Out of Cash

Finance
medium30 min0 submissions
Stripe
Scenario

Lumen Learning is a edtech business in India. Last year it reported ₹275 Cr of revenue, a gross margin of 45%, and a net profit margin of 6% — its third consecutive profitable year.

The CEO is baffled. The company has ₹6 Cr in the bank, has drawn ₹80 Cr of its overdraft facility, and has twice delayed supplier payments this quarter.

Balance sheet metrics:

  • Days sales outstanding: 67 days
  • Days inventory outstanding: 72 days
  • Days payables outstanding: 49 days

Revenue grew 35% last year, and the sales team is targeting similar growth again.

Supporting data

liquidity

cash cr
6
overdraft drawn cr
80

working capital

days sales outstanding
67
days payables outstanding
49
cash conversion cycle days
90
days inventory outstanding
72

income statement

revenue cr
275
net margin pct
6
gross margin pct
45
revenue growth pct
35
Your task

Explain to the CEO what is happening and what to do about it. Provide:

  1. Analysis — why a profitable company is short of cash.
  2. Risks — what happens if nothing changes.
  3. Recommendation — the specific actions you would take, in priority order.
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How you'll be graded

100 points, 60% to pass.

  • diagnosis30
  • recommendation25
  • risk assessment15
  • financial analysis30
Hint
Reveal suggested structure
  1. Cash conversion cycle = DSO + DIO − DPO = 67 + 72 − 49 = 90 days.
  2. Cash tied up ≈ (CCC ÷ 365) × revenue.
  3. Growth makes it worse — every extra unit of revenue funds more receivables and inventory before it produces cash.
  4. Levers, in order of speed: collections, inventory, payment terms.
  5. Quantify the cash released by improving each lever.