Tuesday, 17 June 2014

 A CONTINUATION OF BREAK EVEN POINT

1.     As explained on the previous page ,  a question may arise when the company wants to know the needed sales amount just to attain a certain PROFIT RATIO.

EXAMPLE:

A companys  contribution ratio is 40% and its fixed expenses is pegged at 100,000.  The president o the company is asking what sales amount must be attained so that a 10% profit can be achieved.

IF YOU ARE GOING TO DRAW THE PROFIT AND LOSS FORMAT OF THIS SCENARIO, IT WILL LOOK LIKE THIS.

                         SALES                                  ?
                        VARIABLE COST                 ?
                        CONTRIBUTION MARGIN                    40%
                        FIXED COST                      (    100,000)(  30%       )
                         NET PROFIT                                           10%

Clearly as you can see,   the 10% profit  is  arrived after the fixed cost is deducted from the contribution margin, therefore  the fixed cost ratio is 30%.

SO,  SINCE 100,000 is equivalent to 30% of sales,  divide 100,000 by 30% to arrive at the sales amount .

          the formula therefore is:         FIXED COST AMOUNT
                                               __________________________                 =   SALES
                                                   Contr. margin ratio  -  desired profit ratio
 

2.   There may be a situation where  a certain specific item in the variable expenses that may increase or decrease by a certain amount or percentage and the question of what would be the effect of such change to the sales amount and finally to the profitability.

EXAMPLE:

Part of the TOTAL variable cost is material cost which represent  10% of the total variable cost. It was known that this material cost will increase by 20%.  The president of the company is asking what would be the possible decline in the present profitability  RATIO of the company.

this is the present cost  content of the variable cost and its ratio to sales price.:

         material cost                              6.6%
         others                                      13.4%
       total variable cost ratio               20.0%

Take note that the material cost is a variable cost, any changes on its ratio  is considered the change in the  profit ratio.

SINCE THE MATERIAL COST  PER UNIT IS NOT AVAILABLE AND THE ONLY AVAILABLE IS ITS RATIO TO  SALES PRICE , IT WILL BE DIFFICULT TO KNOW THE AMOUNT OF INCREASE IN MATERIALS COST.

NOW SINCE  THIS MATERIAL COST  AMOUNT WILL INCREASE BY 20% AND ITS RATIO TO SALES PRICE IS 6.6%  , ALL YOU HAVE TO DO IS TO MULTIPLY 6.6% X  20%  TO GET THE PERCENTAGE POINTS OF THE DECREASE IN PROFIT RATIO, which is 1.3%

The present profit and loss data is shown below

                  normal sales                                 140,000
                 material cost         9,240   6.6%
                 others                 18,760                 28,000    20%
             contribution margin                            112,000    80%
                   fixed cost                                     100,000
                         net profit                                 12,000  8.5%
  
Now applying the formula

                 NORMAL SALES                                     140,000
                  material cost     11,088 ( o9240x1.20%)
                 others                18,760                                 29,848     21.3%
                    margin                                                       110,152
               fixed cost                                                        100,000
                      net profit                                                    10,152     7.2%

the profit in reality decrease from 8.5%, it became  7.2% or a 1.3% decline.

IN THE EVENT THAT  THE UNIT PRICE WILL BE INCREASED OR DECREASE, IT MAY NOT FOLLOW THAT THE VARIABLE COST PER UNIT WILL AUTOMATICALLY DECREASE OR INCREASE,  UNLESS THE PROBLEM SAYS SO. IF THAT HAPPENS , DO NOT USE THE AMOUNT OF VARIABLE COST IN DETERMINING THE RATIO OF VARIABLE AGAINST THAT REVISED SALES PRICE .  YOU SHOULD USE  THE VARIABLE COST PER UNIT AS AGAINST THE SELLING PRICE PER UNIT TO GE THE VARIABLE COST RATIO.

EXAMPLE:
    last year the profit is 460,000 by selling 148,000 units at 15 .00 per unit.  there is a plan to reduce the price to 12.00 per unit and can sell 250,000 units .  fixed cost is 428,000.00

question: what would be the profit due to this reduction of price per unit.

                                                 last year                     plan this year
sales                                     2,220,000                 
variable cost                         1,332,000    60%  
contribution margin                  888,000
fixed cost                                428,000
profit                                      460,000

the contribution margin was arrived by adding 460,000 plus 428,000 = 888,000
variable cost would be  2,220,000 less 888,000 is  1332,000.
1,332,000 divide 148,000 units  = 9.00 as variable cost per unit.

in computing the variable cost of the sales amount of the 250,000 units or 3,000,000  do not use the 60% variable cost  ratio because , it is only the price per unit was changed , the total variable cost may have not changed, unless indicated. 

Now  since the variable cost is 9.00 per unit x 250,000 units = 2,250,000 as variable cost amount
the contribution margint would be 3,000,000  less 2,250,000 = 750,000
 the net profit would be  750,000 less 428,000 = 322,000.00

PUTTING THIS IN  CORRECT FORMAT

 sales                      12 X 250,000                3,000,000
cost variable                9x 250,000               2,250,000  75%
  contribution margin                                       750,000
  fixed cost                                                     428,000
 net profit                                                       322,000

NOW ANOTHER PROBLEM WILL BE ASKED,  SUPPOSING WITH 12.00 PRICE, HOW MUCH  SALES QTY IS NEEDED TO ATTAIN 460,000 PROFIT

HERE , SINCE , THERE IS NO CHANGE IS THE SELL PRICE OF 12, YOU CAN USE THE VARIABLE COST RATIO 75%.

SALES                           12  X 296,000   3,552,000  100%
VARIABLE COST                                    2,664,000 75%
  CONTRIBUTION MARGIN                 888,000     25%
FIXED COST                                           428,000
NET PROFIT                                            460,000

SINCE 888,000 IS EQUIVALENT TO 25%,  DIVIDE 888,000 BY 25% =  3,552,000 DIVIDE 12.00= 296,000 UNITS.


FOR YOU TO MAKE THE COMPUTATION OF BREAK EVEN OR EVEN ANY RELATED PROBLEM OR ISSUES , I WOULD SUGGEST THAT YOU IMMEDIATELY DRAW OUT THE FOLLOWING FORMAT  ALWAYS>
                       
                                                                    QTY     PRICE        AMOUNT

     SALES  
      VARIABLE COST                                                                                        %
         CONTRIBUTION MARGIN                                                                     %

        FIXED COST                                       XX      XX
         NET PROFIT                                         


JUST ALWAYS FILL UP THE AVAILABLE GIVEN DATA TO ANY OF THE ABOVE  AND TRY TO COMPUTE FOR THE UNKNOWN .
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

PROBLEMS:
A CO. SELLS ITS PRODUCT AT 50.00 EACH.  THE VARIABLE COST IS 35.00.  THE FIXED COST IS 195,000. BUT THEY WANT TO REDUCE FIXED COST TO 172,500.

question:  how many units to be sold at present fixed cost  to break even . how many units to be sold at the reduced fixed cost.to break even.

AS I SAID ALWAYS DRAW UP THE PROFIT AND LOSS FORMAT

                                        present                           plan
sales               50 x13,000    650,000                   575,000 divide 50    11,500 units.                                        
variable          35 
cont margin    15                  195,000   30%
fixed cost                             195,000                   172,500

Since the conribution margin is 30%  ( 15 divide 50)  divide 195,000 by 30% to get the sales amount to breakeven.

++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

PROBLEM   2

 Honda Motor is selling  models   VTEC AND  CRV MODELS , FOR EVERY  3 UNITS SOLD OF VTEC,  1 UNIT IS SOLD FOR CRV. ,  THE VARIABLE COST TO MANUFACTURE VTEC IS 6.00 PER UNIT , WHILE CRV IS 10.   THE TOTAL FIXED COST OF BOTH MODELS IS 140,000.00  THE MANAGEMENT IS ASKING YOU HOW MANY UNITS OF VTEC AND CRV MUST BE SOLD TO BREAK EVEN. AND  IF THE SALES MIX WILL CHANGE FROM 2 VTEC TO 1 CRV WHAT IS THE BREAKEVEN QUANTITY.

                                                              3                                    1
                                                           VTEC                           CRV                             TOTAL
          SALES  
         COST
        CONT. MARGIN       6.00 X 15,000  =90,000        10.00X 5,000   50,000            140,000
FIXED COST                                                                                                                   140,000
NET PROFIT                                                                                                                        0

IF we will assume that only  total sales is 4 units ,  the total contribution margin of VTEC  is 18.00, and CRV 10.00  or a total of 28.00 contribution per unit .  SO IF THIS 28.00 IS FOR  4 UNITS , 28.00 DIVIDE 4 IS 7.00 PER UNIT IS THE TOTAL AVERAGE CONTRIBUTION MARGIN .

NOW SINCE THE TOTAL FIXED COST IS 140,000 AND THE TOTAL  7 .00 IS THE CONTRIBUTION MARGIN , THEREFORE DIVIDING 140,000 BY 7.00 IS  20,000 UNITS OF VTEC AND CRV.  SINCE THE RATIO IS 3 IS TO 1,  THEREFORE 20,000 CAN BE DIVIDED AS FF:
                  VTEC               3      75%    X   20,000   =   15,000  
                  CRV                 1      25%     X20,000      =    5,000
                    TOTAL           4

SO,  15,000 X 6 CONTRIBUTION MARGIN FOR VTEC =           90,000
          5,000 X 10  CONTRIBUTION MARGIN  FOR CRV          = 50,000
TOTAL CONTRIBUTION MARGIN                                                140,000

TRY TO SOLVE IF THE COMBINATION IS VTEC 2    CRV 1.  THE QTY TO BE SOLD IS NOT WHOLE NUMBER.

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PROBLEM   3.

   FORD MOTOR PLANS TO INTRODUCE A NEW PRODUCT ,, ECOVAN . THEIR PLAN IS TO PRICE IT AT 160.00.  THEY HAVE AN ALTERNATIVE TO SELL IT AT 145.00. THE VARIABLE COST IS 120.00 . THE FIXED COST IS 625,000.

REQUIRED :  WHAT WOULD BE THE NUMBER OF UNITS TO BE SOLD TO BREAK EVEN AT A PRICE OF 160.0 PER UNIT. AND AT 145.00


===============================================================

problem   4

  TOYOTA MOTOR WANTS TO HAVE A PROFIT OF 480,000  AFTER INCOME TAX  OF40% . THE PRODUCT  MODEL IS VIOS , IS EXPECTED TO SELL 220.00 PER UNITS WITH A VARIABLE COST OF 145.00  FIXED COST IS 550,000.00

HOW MANY UNITS OF VIOS TO SELL TO ATTAIN THE PROFIT GOAL.

     SALES                          220.00                                                                   
     VARIABLE COST       145.00   65.9%  
     MARGIN                       75.00    34.1%
    FIXED COST                                           550,000
    NET PROFIT BEFORE TAX                                     100%
     INCOME TAX                                                           ( 40%)
NET INCOME AFTER TAX                        480,000      60%

NOW , BEFORE YOU CAN COMPUTE THE NUMBER OF UNITS, YOU MUST BE  ABLE TO KNOW THE NET INCOME BEFORE TAX.   SINCE THE 40% INCOME TAX IS BASE ON NET INCOME BEFORE TAX, THAT MEANS THE NET INCOME BEFORE TAX IS IN A 100% STATUS, THEREFORE DEDUCTING THE 40% TO 100%  IS THE NET INCOME AFTER TAX.

NOW SINCE THE NET INCOME IS 480,000 , YOU CAN NOW COMPUTE THE NET PROFIT BEFORE TAX, IF THAT HAPPENS ,YOU CAN COMPUTE THE CONTRIBUTION MARGIN, SO ON SO FORTH.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++

PROBLEM  5

ISUZU SOLD  CROSSWIND AND D MAX WITH THE FFF SELLING PRICE AND VARIABLE COST.
                                                        price                       cost
          crosswind                                 60                         40
           d max                                       50                        35

the current sales revenue of CROSSWIND IS 1,200,000   AND D MAX    500,000 ,   FIXED COST IS 300,000 BUT ALLOCATED TO PRODUCT LINES BASED ON NUMBER OF UNITS.

THE PRESIDENT WANTS TO HAVE ADDITIONAL SALES OF 2000 UNITS OF  D MAX AT A PRICE F 40.00 FOR EXPORT MARKET .  D MAX WILL CONTINUE TO SELL THE SAME NUMBER OF UNITS PRESENTLY BEING SOLD FOR DOMESTIC MARKET.

THE VICE PRESIDENT FOR MARKETING ARGUES THAT IF D MAX WILL BE SOLD TO THE EXPORT MARKET AT 40.00,  the export quantity should not be sold .

REQUIRED:  PREPARE INCOME STATEMENT ,IF THE 2000 IS SOLD TO THE EXPORT MARKET. ALSO IF 2000 IS SOLD TO THE DOMESTIC MARKET INSTEAD.

                                           QTY      AMOUNT              QTY      AMOUNT         TOTAL
SALES                         20000       1,200,000                 12,000     580,000
 COST
CONT MARGIN
FIXED COST
NET PROFIT.

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