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Capital Budgeting: Financial Appraisal of Investment Projects

Don Dayananda, Richard Irons, Steve Harrison, John Herbohn, Patrick Rowland

Chapter 2

Project cash flows - all with Video Answers

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Chapter Questions

Problem 2

A simplified hypothetical accounting income statement for XYZ Company is given below.
Income Statement for XYZ Company, year ending 31 December 2002
$$
\begin{array}{lr}
& \$ \text { millions } \\
\text { Sales } & 45,000 \\
\text { Cost of goods sold } & 14,000 \\
\text { Other expenses } & 350 \\
\text { Selling, general and administrative expenses } & 12,455 \\
\text { Depreciation } & \underline{2,500} \\
\text { Earnings before interest and taxes (EBIT) } & 15,695 \\
\text { Interest expense } & \underline{495} \\
\text { Taxable income } & 15,200 \\
\text { Tax payable @ 30\% } & \underline{4,560} \\
\text { Net income (after tax) } & 10,640
\end{array}
$$
Further information:
Sales: It is reasonable to assume that approximately $50 \%$ of sales are on credit. The credit terms are 90 days. For simplicity, assume all credit customers take the full 90 days to pay.

Cost of goods sold: In addition to the cost of goods sold given in the table, inventories increased $\$ 60$ million in this year.

Selling, general, administrative and other expenses: The XYZ Company has 90 days to pay on all accounts and the company takes full advantage of this facility.
(a) What is the difference between the 'sales' in this financial statement and in what would be recorded as a project's cash flow? What is the cash inflow from sales for XYZ?
(b) How is the 'cost of goods sold' recorded in financial statements? Can the cost of goods sold and its cash flow be easily reconciled? Is it really necessary to reconcile these two in order to arrive at cash outflow related to cost of goods sold for project cash flow analysis?
(c) What is the cash flow related to the 'selling, general, administrative and other expenses' of XYZ?
(d) Distinguish between 'accounting depreciation' and 'tax-allowable depreciation' and explain why only tax-allowable depreciation has implications for project cash flows.
(e) What is 'EBIT' and why is it not used in project cash flows?
(f) Why is 'interest expense' and its tax savings not included in project cash flow analysis?
(g) In the context of project cash flow analysis, define 'taxable income'.
(h) Define 'tax payable' in the context of project cash flow analysis.
(i) Define 'net income'.
(j) Derive the year's cash flow from the XYZ Income Statement after considering the points discussed in the answers to previous parts.

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Problem 2

Kajukotuwa Corporation is considering the purchase of a new item of equipment to replace the current one. The new equipment will cost $$\$ 100,000$$ and requires $$\$ 7,000$$ in installation costs. It will be depreciated using the straight line method over a five-year period. The old equipment was purchased for $$\$ 40,000$$ five years ago. It was being depreciated using the straight line method over a five-year economic life. The old machine's market value today is $$\$ 45,000$$. As a result of the proposed replacement the corporation's investment in working capital is expected to increase by $$\$ 12,000$$. The tax rate is $30 \%$.
(a) Calculate the book-value of the old machine.
(b) Calculate the taxes, if any, attributable to the sale of the old machine.
(c) Determine the initial investment associated with the proposed equipment replacement.

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