UPSC MainsMANAGEMENT-PAPER-II20215 Marks
Q12.

Equipment Replacement Analysis: Interest Rate Impact

A firm is considering replacement of an equipment, whose first cost is ₹ 4,000 and the scrap value is negligible at the end of any year. Based on experience, it was found that the maintenance cost is zero during the first year and it is ₹ 1,000 for the second year. It increases by ₹300 every year thereafter. (i) When should the equipment be replaced if the interest rate is 0% (zero percent)? (ii) When should the equipment be replaced if the interest rate is 12%?

How to Approach

This question tests the understanding of capital budgeting techniques, specifically the economic order of replacement. The approach involves calculating the average annual cost for keeping the old equipment versus replacing it with a new one. For a 0% interest rate, a simple comparison of cumulative costs is sufficient. For a 12% interest rate, the present value of costs needs to be calculated to determine the optimal replacement time. The answer should clearly demonstrate the calculations and the reasoning behind the decision.

Model Answer

0 min read

Introduction

Equipment replacement is a crucial decision for any firm, impacting operational efficiency and profitability. Determining the optimal time to replace an asset requires careful consideration of costs, including initial investment, maintenance, and the time value of money. The economic order of replacement model helps businesses make informed decisions by comparing the average annual cost of retaining the existing asset with the cost of replacing it. This analysis becomes more complex when considering the interest rate, as it affects the present value of future costs.

(i) Replacement Decision at 0% Interest Rate

At a 0% interest rate, the time value of money is not considered. We simply compare the cumulative costs of operating the existing equipment versus replacing it. We need to calculate the annual maintenance cost for each year and compare the cumulative maintenance cost with the cost of a new equipment (₹4,000).

Year Maintenance Cost (₹) Cumulative Maintenance Cost (₹)
1 0 0
2 1,000 1,000
3 1,300 2,300
4 1,600 3,900
5 1,900 5,800

From the table, we can see that the cumulative maintenance cost exceeds the cost of the new equipment (₹4,000) in the 4th year. Therefore, the equipment should be replaced at the end of the 3rd year.

(ii) Replacement Decision at 12% Interest Rate

At a 12% interest rate, we need to calculate the present value of the maintenance costs for each year and compare the present value of cumulative maintenance costs with the cost of the new equipment. The present value (PV) is calculated as: PV = Future Value / (1 + interest rate)^year.

Year Maintenance Cost (₹) Present Value (₹) Cumulative Present Value (₹)
1 0 0 0
2 1,000 1,000 / (1+0.12)^2 = 797.19 797.19
3 1,300 1,300 / (1+0.12)^3 = 928.41 1,725.60
4 1,600 1,600 / (1+0.12)^4 = 1,067.64 2,793.24
5 1,900 1,900 / (1+0.12)^5 = 1,144.78 3,938.02
6 2,200 2,200 / (1+0.12)^6 = 1,186.41 5,124.43

The cumulative present value of maintenance costs exceeds the cost of the new equipment (₹4,000) at the end of the 5th year. Therefore, the equipment should be replaced at the end of the 4th year.

Conclusion

In conclusion, the optimal replacement time for the equipment differs based on the interest rate. At a 0% interest rate, the equipment should be replaced at the end of the 3rd year. However, when considering a 12% interest rate and the time value of money, the optimal replacement time shifts to the end of the 4th year. This highlights the importance of incorporating the cost of capital in capital budgeting decisions to ensure economic efficiency and maximize firm value.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Capital Budgeting
The process that companies use for decision-making on capital projects – those projects with a life of a year or more.
Present Value
The current worth of a future sum of money or stream of cash flows given a specified rate of return.

Key Statistics

Global capital expenditure in 2023 was estimated at $7.4 trillion, a 1.5% increase from 2022.

Source: Statista (2024)

According to a report by Deloitte, companies that prioritize capital expenditure on technology upgrades experience an average revenue growth of 8% higher than those that do not.

Source: Deloitte, "Capital Expenditure Trends" (2023)

Examples

Automobile Manufacturing

Automobile manufacturers regularly replace robotic arms and other automated equipment to improve production efficiency and quality. The decision is based on a cost-benefit analysis considering maintenance costs, downtime, and the cost of new equipment.

Frequently Asked Questions

What is the impact of salvage value on the replacement decision?

Salvage value reduces the net cost of replacing the equipment. It should be considered when calculating the present value of costs and comparing it with the cost of retaining the old equipment.

Topics Covered

BusinessEconomicsFinanceCapital BudgetingCost AnalysisInterest Rates