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T Co plans to buy a machine to make new product. The machine will cost $250,000

ID: 2784867 • Letter: T

Question

T Co plans to buy a machine to make new product. The machine will cost $250,000 and last for four

years, at the end of which time it will be sold for $5,000. T Co expects demand for the product to be:

Year Demand (units)

1 35,000

2 40,000

3 50,000

4 25,000

The selling price is expected to be $12.00/unit and the variable cost of production is expected to be $7.80/unit. Incremental annual fixed production overheads = $25,000 per year. Selling price and costs are all in current price terms. Selling price and costs are expected to increase as follows

Selling price : 3% per year; variable cost: 4% per year

Fixed production overheads: 6% per year

Requirement: Calculate the ROCE (T Co's target ROCE = 20%) and state based on this, whether the investment should proceed.

Explanation / Answer

The machine will cost $250,000 and thus capital employed will be $250,000
and the machine lasts 4 years thus based on SLM, depreciation will be 250000/4=62500 per year

The selling price for year 1=12 which will increase at 3% per year and thus the formula will be 12(1.03)^n-1
Year 1: 12(1.03)^1-1 = 12(1.03)^0 = 12
Year 2: 12(1.03)^2-1 = 12(1.03)^1 = 12.36
Year 3: 12(1.03)^3-1 = 12(1.03)^2 = 12.73
Year 4: 12(1.03)^4-1 = 12(1.03)^3 = 13.11

The variable cost for year1=7.80 which will increase at 4% per year and thus the formula will be 7.80(1.04)^n-1
Year 1: 7.08(1.04)^1-1 = 7.08(1.04)^0 = 7.08
Year 2: 7.08(1.04)^2-1 = 7.08(1.04)^1 = 7.36
Year 3: 7.08(1.04)^3-1 = 7.08(1.04)^2 = 7.66
Year 4: 7.08(1.04)^4-1 = 7.08(1.04)^3 = 7.96

The variable cost for year1=25000 which will increase at 6% per year and thus the formula per unit will be (25000(1.06)^n-1)/demand units
Year 1: (25000(1.06)^1-1)/35000 = (25000(1.06)^0)/35000 = 0.71
Year 2: (25000(1.06)^2-1)/35000 = (25000(1.06)^1)/35000 = 0.76
Year 3: (25000(1.06)^3-1)/35000 = (25000(1.06)^2)/35000 = 0.80
Year 4: (25000(1.06)^4-1)/35000 = (25000(1.06)^3)/35000 = 0.85

For ROCE and NPV calculation see the spreadsheet below:

EBIT=(sales-variablecost-fixedcost)*demand units

EBITDA=EBIT-Depreciation

ROCE=EBITDA for the year/250000

For final year its EBITDA+salvage of 5000

Year

Demand units

Sales

Variable cost

Fixed cost

EBIT

Depreciation

EBITDA

ROCE

Cashflows

-250000

1

35000

12

7.08

0.71

147350

62500

84850

33.940%

84850

2

40000

12.36

7.36

0.76

169600

62500

107100

42.840%

107100

3

50000

12.73

7.66

0.80

213500

62500

151000

60.400%

151000

4

25000

13.11

7.96

0.85

107500

62500

45000

18.000%

50000

-$11,700.00

EBIT=(sales-variablecost-fixedcost)*demand units

EBITDA=EBIT-Depreciation

ROCE=EBITDA for the year/250000

For final year its EBITDA+salvage of 5000

Year

Demand units

Sales

Variable cost

Fixed cost

EBIT

Depreciation

EBITDA

ROCE

Cashflows

-250000

1

35000

12

7.08

0.71

147350

62500

84850

33.940%

84850

2

40000

12.36

7.36

0.76

169600

62500

107100

42.840%

107100

3

50000

12.73

7.66

0.80

213500

62500

151000

60.400%

151000

4

25000

13.11

7.96

0.85

107500

62500

45000

18.000%

50000

-$11,700.00

The target ROCE is 20% for the company and thus the NPV using 20% discount rate is -11700 and thus the project should be accepted and investment shouldnt be proceeded.