Shown below are the financial statements of Kobape Limited for its most recent two years.

Extract from the statement of profit or loss for the year ended 30 April:

2019 (N’000) 2018 (N’000)
Revenue 224,000 195,000
Cost of sales (169,200) (136,500)
Gross profit 54,800 58,500
Administrative costs (32,700) (38,040)
Distribution costs (10,900) (12,680)
Finance cost (1,900) (1,380)
Profit before tax 9,300 6,400

Statement of financial position as at 30 April:

Assets (N’000) 2019 2018
Non-current assets 37,000 28,600
Current assets:
– Inventory 12,800 9,800
– Trade receivables 24,600 21,600
– Cash balance 1,600 2,400
Total assets 76,000 62,400

Equity and liabilities:

2019 2018
Ordinary share capital 16,000 16,000
Retained earnings 26,200 18,600
Non-current liabilities:
– 10% loan notes 16,000 12,000
Current liabilities:
– Bank overdraft 2,200 1,600
– Trade payables 15,000 13,800
– Taxation 600 400
Total equity and liabilities 76,000 62,400

The following are the ratios calculated for Kobape Limited based on the financial statements of the previous year and also the latest industry average ratios:

Ratio Kobape Ltd (30 April 2018) Industry Average
Net profit margin 3.99% 4.73%
ROCE (Capital employed = equity + loan notes) 16.69% 18.50%
Asset turnover 4.19 times 3.91 times
Current ratio 2.14:1 1.90:1
Quick ratio 1.52:1 1.27:1
Gross profit margin 30.0% 35.23%
Account receivables collection period 40 days 52 days
Account payables payment period 37 days 49 days
Inventory turnover (times) 13.9 times 18.3 times
Gearing ratio 25.75% 32.71%

Required:
a. Calculate the cash operating cycle of Kobape Limited for the year ended 30 April, 2018 and 2019. (5 Marks)

b. Calculate the comparative ratio(s) (to two decimal places where appropriate) for Kobape Limited for the year ended 30 April, 2019. (5 Marks)

c. Draft a report addressed to the board of directors of Kobape Limited, analyzing the performance of the company for the year 2019 based on the result of the previous year and the industry average. (10 Marks)

a. Calculation of cash operating cycle for the year ended 30 April 2018 and 2019:

Metric 2019 2018
Inventory days period 28 days 26 days
Receivable collection period 40 days 40 days
Payable payments period (32 days) (37 days)
Cash operating cycle 36 days 29 days

b. Comparative ratio calculations for the year ended 30 April, 2019:

Ratio 2019
Net profit margin (9,300 + 1,900) / 224,000 = 5.00%
ROCE (9,300 + 1,900) / (42,200 + 16,000) x 100 = 19.24%
Asset turnover 224,000 / 58,200 = 3.85 times
Current ratio 39,000 / 17,800 = 2.19:1
Quick ratio (39,000 – 12,800) / 17,800 = 1.47:1
Gross profit margin 54,800 / 224,000 x 100 = 24.46%
Account receivables collection period 24,600 / 224,000 x 365 = 40 days
Account payables payment period 15,000 / 169,200 x 365 = 32 days
Inventory turnover (times) 169,200 / 12,800 = 13.2 times
Gearing ratio 16,000 / (42,200 + 16,000) x 100 = 27.49%

c. Report to the Board of Directors:

To: The Board of Directors of Kobape Limited
From: Accountant
Date: [Insert Date]

Subject: Analysis of Kobape Limited’s Financial Performance for the Year Ended 30 April 2019

This report provides an analysis of Kobape Limited’s financial performance for the year 2019, comparing it to the previous year and the industry average.

Trading and Profitability:
The return on capital employed (ROCE) has improved from the previous year to 19.24%, now surpassing the industry average of 18.50%. The net profit margin has also improved to 5.00%, slightly higher than the industry average of 4.73%. However, the gross profit margin has declined to 24.46%, which is significantly lower than both the previous year and the industry average of 35.23%. This may indicate changes in cost structure or inefficiencies.

Liquidity and Working Capital Management:
The current ratio and quick ratio remain strong at 2.19:1 and 1.47:1, respectively, both exceeding industry averages. This suggests Kobape Limited is in a favorable liquidity position. However, the company’s cash operating cycle has increased from 29 days to 36 days, indicating a slower conversion of resources into cash. Inventory turnover is also lower than the industry average, suggesting the potential for inventory obsolescence.

Gearing:
The gearing ratio has increased slightly to 27.49%, still below the industry average of 32.71%. The company can consider increasing its leverage slightly to take advantage of its improved ROCE.

Conclusion:
Kobape Limited has shown improvements in profitability and liquidity, though the decline in gross profit margin and slower working capital turnover need to be addressed. Management should review cost control measures and focus on optimizing inventory levels to improve the overall performance in the upcoming financial year.

Signed: Accountant

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