methods of improving profitability

10.2 Analysis of Published Accounts – Ratio Analysis

Learning Objective

Students will be able to calculate, interpret and critically evaluate the five groups of ratios required by the Cambridge A‑Level Business syllabus, to link the results to strategic actions and to recommend measures that improve a company’s profitability.


1. Liquidity Ratios

Liquidity ratios assess a company’s ability to meet its short‑term obligations.

Ratio Formula Interpretation Limitations Typical Improvement Actions
Current Ratio (CR) \(\displaystyle \text{CR}= \frac{\text{Current Assets}}{\text{Current Liabilities}}\) Number of pounds of current assets available for each pound of current liability. A ratio ≥ 2 is often regarded as safe for many industries. Ignores the differing liquidity of individual current‑asset items; seasonal fluctuations can distort the figure. • Tighten credit terms or introduce early‑payment discounts.
• Reduce excess stock (e.g., adopt JIT).
• Negotiate longer payment terms with suppliers.
• Use seasonal adjustments when analysing businesses with strong seasonality.
Acid‑Test (Quick) Ratio (QR) \(\displaystyle \text{QR}= \frac{\text{Current Assets} - \text{Inventories}}{\text{Current Liabilities}}\) Measures ability to meet short‑term debts without relying on inventory. A ratio ≥ 1 is generally satisfactory. Assumes all non‑inventory current assets can be instantly converted to cash. • Increase cash balances or short‑term investments.
• Reduce slow‑moving inventory.
• Use factoring for receivables.
Cash Ratio (CRa) \(\displaystyle \text{CRa}= \frac{\text{Cash} + \text{Cash Equivalents}}{\text{Current Liabilities}}\) Shows the extent to which cash alone can cover current liabilities – the most conservative liquidity measure. Often very low for healthy firms because cash is deliberately limited to earn returns elsewhere. • Maintain a cash buffer appropriate to the firm’s risk profile.
• Convert excess marketable securities into cash when liquidity risk rises.

2. Profitability Ratios

Profitability ratios indicate how efficiently a business turns sales into profit.

Ratio Formula Interpretation Limitations Typical Improvement Actions
Gross Profit Margin (GPM) \(\displaystyle \text{GPM}= \frac{\text{Gross Profit}}{\text{Sales}} \times 100\) Proportion of sales left after covering the cost of goods sold (COGS). Higher values indicate better control of production/purchasing costs. Distorted by changes in inventory valuation (FIFO/LIFO) and one‑off price changes. • Negotiate cheaper raw‑material contracts.
• Implement lean production techniques.
• Shift product mix towards higher‑margin items.
Operating Profit Margin (OPM) \(\displaystyle \text{OPM}= \frac{\text{Operating Profit}}{\text{Sales}} \times 100\) Profitability after all operating expenses but before interest and tax. Highlights cost‑control beyond COGS. Ignores financing structure and tax effects; can be affected by depreciation policy. • Reduce overheads (rent, utilities).
• Automate repetitive processes.
• Outsource non‑core activities.
Net Profit Margin (NPM) \(\displaystyle \text{NPM}= \frac{\text{Net Profit}}{\text{Sales}} \times 100\) Final profit retained from each pound of sales after all expenses, interest and tax. Highly sensitive to tax rates and interest costs, which may vary for reasons unrelated to operating performance. • Re‑finance debt at lower rates.
• Implement tax‑efficient structures (where legal).
• Control both operating and non‑operating costs.
Return on Capital Employed (ROCE) \(\displaystyle \text{ROCE}= \frac{\text{Operating Profit}}{\text{Capital Employed}} \times 100\) Efficiency of capital (equity + long‑term debt) in generating operating profit. A higher ROCE signals better asset utilisation. Definition of capital‑employed can vary; depreciation methods affect operating profit. • Dispose of under‑used assets.
• Increase capacity utilisation.
• Shift to higher‑margin activities.
Return on Equity (ROE) \(\displaystyle \text{ROE}= \frac{\text{Net Profit}}{\text{Shareholders' Equity}} \times 100\) Return generated for shareholders; useful for investors comparing profitability across firms. Can be inflated by high financial leverage; does not reflect risk. • Increase net profit (see profitability actions).
• Consider share buy‑backs to reduce equity base.
• Maintain an optimal debt‑to‑equity mix.
Return on Assets (ROA) (optional – often appears in past papers) \(\displaystyle \text{ROA}= \frac{\text{Net Profit}}{\text{Total Assets}} \times 100\) Shows how efficiently a company uses all of its assets to generate profit. Ignores the source of financing; can be skewed by large non‑productive asset bases. • Improve asset utilisation (e.g., increase inventory turnover).
• Dispose of idle assets.
• Invest in higher‑return projects.

3. Financial‑Efficiency Ratios

These ratios examine how well a business manages its working‑capital components.

Ratio Formula Interpretation Limitations Typical Improvement Actions
Inventory Turnover (IT) \(\displaystyle \text{IT}= \frac{\text{COGS}}{\text{Average Inventory}}\) Number of times inventory is sold and replaced in a period. Higher turnover implies efficient stock control. Seasonal businesses may show low turnover in off‑peak periods; does not reveal obsolescence. • Adopt Just‑In‑Time (JIT) or Vendor‑Managed Inventory.
• Review product range to eliminate slow‑moving items.
Average Collection Period (ACP) – “Days Sales Outstanding” \(\displaystyle \text{ACP}= \frac{\text{Average Trade Receivables}}{\text{Credit Sales}} \times 365\) Average number of days taken to collect cash from credit customers. Shorter periods improve cash flow. Assumes credit sales are evenly spread throughout the year; may hide credit‑risk issues. • Tighten credit policy or offer early‑payment discounts.
• Use automated invoicing and reminders.
• Perform credit checks on new customers.
Receivables Turnover (RT) \(\displaystyle \text{RT}= \frac{\text{Credit Sales}}{\text{Average Trade Receivables}}\) Shows how many times credit sales are collected in a period. Higher turnover = better cash flow. Ignores credit risk; high turnover may be achieved by overly strict terms that deter customers. • Same actions as ACP (tighten policy, discounts, automation).
• Review and segment customers by risk.
Average Payment Period (APP) – “Days Payables Outstanding” \(\displaystyle \text{APP}= \frac{\text{Average Trade Payables}}{\text{Purchases}} \times 365\) Average number of days the firm takes to pay its suppliers. Longer periods free cash but may strain supplier relations. Does not consider negotiated payment terms; extremely long periods can damage credit standing. • Negotiate longer payment terms.
• Use supply‑chain financing or trade credit insurance.
• Balance cash‑flow benefits against supplier goodwill.
Payables Turnover (PT) \(\displaystyle \text{PT}= \frac{\text{Purchases}}{\text{Average Trade Payables}}\) Indicates how fast a company pays its suppliers. Lower turnover = longer payment period. Same limitations as APP; can be misleading if purchases fluctuate sharply. • Same actions as APP (renegotiate terms, financing options).
• Align payment schedule with cash‑inflow cycles.

4. Gearing Ratios

Gearing ratios reveal the proportion of a company’s financing that comes from debt versus equity.

Ratio Formula Interpretation Limitations Typical Improvement Actions
Debt‑to‑Equity Ratio (D/E) \(\displaystyle \text{D/E}= \frac{\text{Total Debt}}{\text{Total Equity}}\) Shows the relative weight of creditors versus shareholders. A lower ratio generally means lower financial risk. Does not reflect the cost of debt; acceptable levels vary by industry. • Repay high‑cost debt.
• Issue new equity (if dilution is acceptable).
• Convert short‑term debt to long‑term debt to improve stability.
Interest‑Cover Ratio (ICR) \(\displaystyle \text{ICR}= \frac{\text{Operating Profit}}{\text{Interest Expense}}\) Measures ability to meet interest payments. An ICR ≥ 3 is often viewed as comfortable. Ignores principal repayments; can be inflated by one‑off gains. • Reduce interest expense through refinancing.
• Increase operating profit (see profitability actions).
• Consider temporary interest‑only loan structures if cash‑flow is tight.

5. Investment Ratios

Investment ratios are of interest to shareholders and potential investors.

Ratio Formula Interpretation Limitations Typical Improvement Actions
Dividend Yield (DY) \(\displaystyle \text{DY}= \frac{\text{Dividend per Share}}{\text{Market Price per Share}} \times 100\) Cash return to shareholders relative to the share price. Attractive to income‑seeking investors. Depends on market‑price volatility; a high yield may result from a falling share price. • Maintain a stable, sustainable dividend policy.
• Communicate growth prospects to support share price.
Dividend Cover (DC) \(\displaystyle \text{DC}= \frac{\text{Net Profit}}{\text{Total Dividends Paid}}\) Shows how many times profit covers the dividend. A cover ≥ 2 is usually considered safe. Ignores retained‑earnings needs for reinvestment. • Retain a higher proportion of earnings for reinvestment.
• Adjust dividend policy in line with profitability trends.
Price‑Earnings Ratio (P/E) \(\displaystyle \text{P/E}= \frac{\text{Market Price per Share}}{\text{Earnings per Share}}\) Reflects market expectations of future earnings growth. High P/E suggests growth expectations; low P/E may indicate undervaluation or poor prospects. Affected by accounting choices, one‑off items and market sentiment; not comparable across industries. • Communicate a clear growth strategy to justify a higher P/E.
• Improve earnings consistency and transparency.

6. Methods of Improving Profitability – Integrated Approach

Ratios highlight where performance is weak; the actions below address the underlying causes and move the ratios in a favourable direction.

  1. Increase Sales Revenue
    • Develop new products/services that meet emerging market needs.
    • Enter new geographic markets or target different customer segments.
    • Adopt appropriate pricing strategies (premium, value‑based, dynamic).
    • Strengthen marketing communications and digital presence.
    • Invest in sales‑force training and incentive schemes.
  2. Optimise Product/Service Mix
    • Shift emphasis to higher‑margin items; discontinue loss‑making lines.
    • Bundle complementary products to raise average transaction value.
    • Use cost‑plus pricing for bespoke or premium offerings.
  3. Cost Reduction & Efficiency
    • Negotiate better terms with suppliers or source alternatives.
    • Implement lean production and eliminate waste.
    • Automate repetitive processes (e.g., robotics, ERP systems).
    • Review overheads – relocate to cheaper premises, adopt energy‑saving measures.
  4. Improve Asset Utilisation
    • Increase inventory turnover (JIT, better demand forecasting).
    • Maximise capacity utilisation of plant and equipment.
    • Sell or scrap obsolete assets and redeploy capital.
  5. Financial Management
    • Refinance high‑cost debt to lower interest rates.
    • Maintain an optimal capital structure (balanced mix of debt and equity).
    • Use budgeting, variance analysis and rolling forecasts to control spending.
  6. Strategic Initiatives
    • Achieve economies of scale via mergers, acquisitions or strategic alliances.
    • Invest in R&D for innovative, higher‑margin products.
    • Adopt sustainable practices that reduce long‑term costs and enhance brand reputation.

7. Linking Ratios to Strategic Decisions

  • Low GPM → Focus on COGS reduction (supplier negotiation, process improvement) or price adjustments.
  • Declining OPM → Examine operating expenses; implement cost‑control programmes, review overheads.
  • Weak NPM → Look at both operating costs and financing costs; consider debt restructuring.
  • Low ROCE → Improve asset utilisation, dispose of idle assets, or invest in higher‑return projects.
  • Poor ROE → Increase net profit, consider share buy‑backs, or adjust the equity base.
  • High D/E → Reduce financial risk by repaying debt or issuing equity; evaluate impact on interest cover.
  • Low Inventory Turnover → Adopt JIT, improve demand forecasting, or rationalise product range.
  • Long Average Collection Period → Tighten credit policy, introduce early‑payment discounts, improve invoicing efficiency.
  • Short Average Payment Period → Negotiate longer terms, use supply‑chain financing, align payments with cash inflows.
  • Low Dividend Cover → Retain a larger proportion of earnings for growth or lower dividend payouts.

By interpreting each ratio in the context of the business’s environment, students can recommend concrete, financially‑sound strategies that move the ratios in a favourable direction and, consequently, improve overall profitability.


8. Worked Numerical Example

Assume the following simplified figures for XYZ Ltd. (all amounts in £‘000):

ItemAmount
Sales (Revenue)500
Cost of Goods Sold (COGS)300
Gross Profit200
Operating Expenses (incl. depreciation)120
Operating Profit80
Interest Expense20
Tax (20 % of profit before tax)12
Net Profit68
Current Assets150
Inventories60
Cash & Cash Equivalents30
Current Liabilities80
Average Trade Receivables40
Credit Sales (assume 80 % of total sales)400
Average Trade Payables35
Purchases (assume equal to COGS)300
Total Debt120
Total Equity200
Capital Employed (Debt + Equity)320
Total Assets420

Key ratio calculations

  • Current Ratio = 150 ÷ 80 = 1.88 (below the “safe” 2.0 benchmark).
  • Quick Ratio = (150 − 60) ÷ 80 = 1.13 (just above 1).
  • Cash Ratio = 30 ÷ 80 = 0.38 (low – limited cash cover).
  • GPM = 200 ÷ 500 × 100 = 40 %.
  • OPM = 80 ÷ 500 × 100 = 16 %.
  • NPM = 68 ÷ 500 × 100 = 13.6 %.
  • ROCE = 80 ÷ 320 × 100 = 25 %.
  • ROE = 68 ÷ 200 × 100 = 34 %.
  • ROA = 68 ÷ 420 × 100 = 16.2 % (optional).
  • Inventory Turnover = 300 ÷ 60 = 5 times per year.
  • Average Collection Period = (40 ÷ 400) × 365 ≈ 36.5 days.
  • Average Payment Period = (35 ÷ 300) × 365 ≈ 42.6 days.
  • Debt‑to‑Equity = 120 ÷ 200 = 0.60.
  • Interest‑Cover Ratio = 80 ÷ 20 = 4.0 (comfortable).
  • Dividend Yield – assume dividend per share = £2, market price = £40 → DY = 5 %.
  • Dividend Cover – assume total dividends paid = £30 000 → DC = 68 ÷ 30 ≈ 2.27.

Interpretation & Suggested Actions for XYZ Ltd.

  • Liquidity: Current ratio below 2.0 suggests a need to improve short‑term cash resources – tighten credit terms, reduce inventory, or increase cash holdings.
  • Profitability: GPM (40 %) is decent, but OPM (16 %) shows operating costs are eating into profit. Target cost reductions in overheads and explore automation.
  • Asset utilisation: Inventory turnover of 5 is acceptable, but the collection period (≈ 37 days) could be shortened to free cash – introduce early‑payment discounts.
  • Gearing: D/E of 0.60 is moderate; consider repaying a portion of debt to improve ROE further.
  • Investment ratios: Dividend cover of 2.27 meets the safety threshold; maintain the current dividend policy while seeking higher earnings.

Implementing the actions above would be expected to raise the current ratio, improve operating profit margin, shorten the collection period and ultimately increase ROCE and ROE – all clear evidence of enhanced profitability.

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