Discuss the performance and financial position of the three


Question 1

Three companies manufacture and sell similar products and you have been asked to analyse and interpret the information of each company that was published recently.

                                                Gold plc         Silver plc      Bronze plc

Sales - units                               120000            90000         100000

                                                  £000                           £000              £000

Sales revenue                                 1680                      1620                      1620

Cost of sales                                  1080                        630                      1120

Gross profit                                     600                        990              500

Profit before interest and tax                        280                        590                        140

Profit after tax                                           170                        350                          98

Ratios that were calculated using the attached formulae.

Gross margin                              35.7%             61.1%           30.9%

Profit before interest and tax        16.7%             36.4%             8.8%

Profit after tax                           10.1%             21.6%             6.0%

Return on Capital Employed           28.2%             17.3%           20.0%

Return on Shareholders' Funds        20.0%             12.5%           14.0%

Inventory - days                         50.7                104.3              32.6

Receivable - days                        43.5                  74.4             38.3

Payables - days                          33.8                  52.4             26.1

Gearing                                      14.2%               18.1%          None

Times interest earned                   7 times                        6.5 times       None

REQUIRED

(a) Discuss the performance and financial position of the three companies and in your discussion highlight the possible causes of the differences between the three companies.

(b) Suggested strategies which could be adopted to improve the Return on Capital Employed for each of the companies.

 Question 2

Company XZ manufactures two products in their factory. The details of the products, which use the same production facilities, are as follows:-

                                                               Product X        Product Z

Budgeted sales in 2012/13                            500 units         200 units

Material per unit                                            £200              £300

Labour at £10 per hour in department 1            £120              £180

Labour at £13 per hour in department 2            £  26              £  65

There are also two service departments that are used by both departments and the budgeted overhead costs for the whole company for 2012/13 are:-

                           Department 1  Department 2                   Service A       Service B

                                    £                    £                         £                  £

Salaries                       200000            80000              100000            60000

Depreciation                  30000               6000                12000           20000

Other costs (fixed)          50000            14000                   8000           20000

Usage of Service A           20%               80%

Usage of Service B           40%               60%

Required:-

(a) If each machine is treated as a separate cost centre, calculate the overhead recovery rate for each cost centre.

(b) Calculate the expected full cost of both products in 20012/13.

(c) (i) If Product X sells at £1200 per unit and Product Z at £2180 per unit, what is the expected operating profit for the year?

(ii)  If only 180 units of each of the products were sold at the budgeted selling prices, what would be the effect on the operating profit if all costs were at the budgeted level?

(d) Explain Activity Based Costing (ABC) and discuss the benefits that are claimed for this method of apportioning overhead cost.

Question 3

Mentieth plc manufactures and sells three products and it is expected that the sales revenue, costs and quantity sold of each product will be:-

Product                                      A                B                 C                 D

                                                 £                 £                 £                 £

Selling price per unit                     80                65                30                28

Variable costs per unit                  38                30                15                10

Apportioned fixed costs per unit     25                20                10                 10

Total cost per unit                       63                50                25                 20

Profit per unit                              17                15                  5                  8

Estimated sales - units               2000             3000              4000            5000

Estimated profit - £000                  34                45                   20              40                 

When the budget was prepared, the total fixed costs were estimated to be £200000 and the output was expected to be 20000 direct labour hours. An overhead recovery rate of £10 per Direct Labour Hours was, therefore, used to apportion the fixed costs to each of the products. 

As a result of unforeseen circumstances, the capacity has been reduced to only 14000 direct labour hours but the total overhead cost of £200000 will remain unchanged.

Required

(a)  What products should be produced and sold to maximise the company's profit and what will be the total profit of the company?

(b) As an alternative to turning away orders, it has been suggested that the selling price of all four products should be increased by 10 per cent. It is expected that this will reduce the demand for each product by 30 per cent. This would reduce the required direct labour hours below the 14000 hours that are now available. Would this result in a better outcome than that the one in the original budget for the period?

(c) What is the break-even of the COMPANY if the sales are sold in the ratio of     2A : 3B :1C and 1D.

Question 4

To really understand the accounting information presented in the financial statements, it is essential that the users are familiar with the conventions that are used in the preparation of the financial statements that appear in the Annual Reports of most companies.

(a) Explain each of the following and discuss  the significance of each in the situation described :-

  • Realisation convention in a company that undertakes large construction projects that often take three years to complete.
  • Historical cost as the basis of asset valuation in a company that has a factory and plant that was bought over thirty years ago.
  • The prudence convention in all companies.

(b) Discuss the nature of the accounting information that is provided in a typical Cash Flow Statement that is included in the Annual Report of most companies.

Question 5

(a) Explain the process by which most large companies produce the annual plan that forms the basis of most of the procedures used to exercise control within the organisation.

(b) Discuss the importance of preparing a cash budget and compare and contrast a typical cash budget with a Cash Flow Statement that is included in the Annual Report of most companies.

Question 6

Explain and discuss the usefulness of the following:-

          (i)  The Balanced Scorecard to report the performance of companies

          (i)  Economic Value Added (EVA) to measure the performance of companies.

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Financial Management: Discuss the performance and financial position of the three
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