FR – L2 – Q61 – Financial Statement Analysis

On 1 January Year 5, Unity Vaccines Plc had 5 million ordinary shares in issue. The following transactions in shares took place during the next year.

1 February A 1 for 5 bonus issue

1 April A 1 for 2 rights issue at GH¢1 per share. The market price of the shares prior to the rights issue was GH¢4.

1 June An issue at full market price of 800,000 shares.

In Year 5 Unity Vaccines Plc made a profit before tax of GH¢3,362,000. It paid ordinary dividends of GH¢1,200,000 and preference dividends of GH¢800,000. Tax was GH¢600,500. The reported EPS for Year 4 was GH¢0.32.

Required

Calculate the EPS for Year 5, and the adjusted EPS for Year 4 for comparative purposes.

2 existing shares have a cum rights value of (2 × GH¢4) 8
1 new share is issued for 1
3 new shares have a theoretical value of 9
Theoretical ex Rights prices = GH¢9/3 = GH¢3

Date Number of shares Time factor Bonus fraction Rights fraction Weighted average number of shares
1 January Brought forward 5,000,000 1/12 6/5 4/3 666,667
1 February Bonus issue (1 for 5) 1,000,000
6,000,000 2/12 4/3 1,333,333
1 April Rights issue (1 for 2) 3,000,000
9,000,000 2/12 1,500,000
1 June Issue at full market price 800,000
31 December Carried forward 9,800,000 7/12 5,716,667
9,216,667

Earnings for Year 5 are (3,362,000 – 600,500 – 800,000) GH¢1,961,500
EPS Year 5 = 1,961,500 / 9,216,667 = GH¢0.21 or 21c
EPS Year 4 (adjusted) = GH¢0.32 × 3/4 × 5/6 = GH¢0.20 or 20c