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Use Excel to evaluate the following capital budgeting project for the best, base

ID: 2764779 • Letter: U

Question

Use Excel to evaluate the following capital budgeting project for the best, base, and worst cases. You will calculate the following values for each case:

Net present value

Internal rate of return

Profitability Index

Payback

Discounted payback

Average Accounting Return                               

The cash flows change every year because of the assumptions below.

Note: You must do your calculations in Excel. Do not do them with a calculator and type them in. Example: For the base case, unit sales is 100,000 in year 1. The assumptions state that unit sales will decline in the second year by 1,000. Assuming that the year 1 unit sales is in cell B46, year 2 unit sales would be in C46 and the formula in that cell would be

=B46-1,000

Here is information about the project.

Initial Fixed Asset investment=          $9,000,000                          

Net Working Cap Requirement=       $800,000                            

Time frame = 5 years                                             

Marginal tax rate= 35%                                         

5-year straight line depreciation        with assumption of zero salvage value                  

For negative net pre-tax incomes, you must include negative taxes, i.e., if the project loses money, it will reduce the company’s taxable income, thus lowering its tax bill.              

EACH CASE MUST BE ON A SEPARATE PAGE AND FORMATTED TO BE ON ONE PAGE, OR MINUS 20 POINTS.

Base

Worst

Best

Unit Sales year 1=

100000

88000

112000

Change in unit sales per year=

-1000

-2000

0

Price/unit year 1=

200

180

220

Change in price per year=

-5

-10

0

Variable Cost/unit year 1=

150

154

146

Change in variable cost per year=

1

2

0

Fixed costs year 1=

30000

30000

30000

Change in fixed costs per year=

0

500

-500

Actual salvage value=

100000

80000

120000

same as with worst case and best case

Base

Worst

Best

Unit Sales year 1=

100000

88000

112000

Change in unit sales per year=

-1000

-2000

0

Price/unit year 1=

200

180

220

Change in price per year=

-5

-10

0

Variable Cost/unit year 1=

150

154

146

Change in variable cost per year=

1

2

0

Fixed costs year 1=

30000

30000

30000

Change in fixed costs per year=

0

500

-500

Actual salvage value=

100000

80000

120000

Explanation / Answer

Solution:

BEST CASE:

BASE CASE Year 0 1 2 3 4 5 Initial FA Investment -9000000 Net Working Capital Rqt -800000 Unit Sales 100000 99000 98000 97000 96000 Price/unit 200 195 190 185 180 VarCost/unit 150 149 148 147 146 Revenue 20000000 19305000 18620000 17945000 17280000 Variable costs 15000000 14751000 14504000 14259000 14016000 Fixed costs year 30000 30000 30000 30000 30000 Depreciation9000000/5 1800000 1800000 1800000 1800000 1800000 EBIT 3170000 2724000 2286000 1856000 1434000 Tax 35% 1109500 953400 800100 649600 501900 Net Income 2060500 1770600 1485900 1206400 932100 Depreciation 1800000 1800000 1800000 1800000 1800000 After tax salvage 0 0 0 0 65000 Return of Working Capital 0 0 0 0 800000 Cash Flow 3860500 3570600 3285900 3006400 3597100 Accumulated cash flow -9800000 3860500 3570600 3285900 3006400 3597100 Discount at 10%=1/1.1^n 1 0.9090909091 0.826446281 0.7513148009 0.6830134554 0.6209213231 Present value= cash flow*rate -9800000 3509545.455 2950909.091 2468745.304 2053411.652 2233516.091 Net Present value= total 3416127 Internal Rate of Return= 23% Profitability Index = Net present /Initial outflow 1.283778638 Payback = iniflow - outflow At the end of 3 years the total outflow gets repaid hence the payback period is 2 years 8 months Discounted Payback= discounted inflow - outflow At the end of 4 years the total outflow gets repaid hence the payback period is 3 years 8 months
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