UPSC MainsMANAGEMENT-PAPER-I20238 Marks
Q25.

A Ltd's EBIT is ₹ 10,00,000. The company has 12%, ₹ 30 lakhs debentures. The equity capitalization rate, i.e., Ke is 20%. Compute the following : Overall cost of capital

How to Approach

This question requires calculating the Weighted Average Cost of Capital (WACC). The approach involves determining the cost of debt (Kd), cost of equity (Ke – already provided), and the weights of debt and equity in the capital structure. The formula for WACC is: WACC = (Weight of Debt * Kd * (1-Tax Rate)) + (Weight of Equity * Ke). Since the tax rate isn't provided, we'll assume it's zero for simplicity, as is common in such introductory problems. The answer should be presented step-by-step with clear calculations.

Model Answer

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Introduction

The cost of capital represents the minimum rate of return a company must earn on its investments to satisfy its investors. It’s a crucial metric in financial management, influencing investment decisions, valuation, and overall financial health. A company’s capital structure – the mix of debt and equity – significantly impacts its cost of capital. Calculating the overall cost of capital, also known as the Weighted Average Cost of Capital (WACC), is essential for evaluating the profitability of projects and ensuring shareholder value. This calculation helps determine if a company’s investments are generating sufficient returns to cover the costs of financing those investments.

Calculating the Overall Cost of Capital

The overall cost of capital, or WACC, is calculated as follows:

WACC = (Weight of Debt * Cost of Debt * (1 - Tax Rate)) + (Weight of Equity * Cost of Equity)

In this case, we are not given the tax rate, so we will assume it to be zero for the purpose of calculation. This simplifies the formula to:

WACC = (Weight of Debt * Cost of Debt) + (Weight of Equity * Cost of Equity)

Step 1: Calculate the Total Capital

Total Capital = Debentures + Equity

We need to determine the value of equity. We can infer this from the EBIT and Ke. However, without further information (like EPS or market price per share), we cannot directly calculate the market value of equity. We will assume that the equity value is such that the EBIT can generate a return of 20% (Ke). This is a simplification, but necessary given the limited information.

Let Equity Value = E

Total Capital = 30,00,000 + E

Step 2: Calculate the Cost of Debt (Kd)

The cost of debt is the interest rate paid on the debentures. In this case, the debentures have a 12% interest rate.

Kd = 12% = 0.12

Step 3: Calculate the Weight of Debt and Equity

We need to find the value of Equity (E) to calculate the weights. We know that EBIT is 10,00,000 and Ke is 20%. If we assume that the equity holders are earning 20% on their investment, then:

0.20 * E = 10,00,000 - (0.12 * 30,00,000)

0.20 * E = 10,00,000 - 3,60,000

0.20 * E = 6,40,000

E = 6,40,000 / 0.20

E = 32,00,000

Now we can calculate the total capital:

Total Capital = 30,00,000 + 32,00,000 = 62,00,000

Weight of Debt (Wd) = Debt / Total Capital = 30,00,000 / 62,00,000 = 0.4839

Weight of Equity (We) = Equity / Total Capital = 32,00,000 / 62,00,000 = 0.5161

Step 4: Calculate the WACC

WACC = (Wd * Kd) + (We * Ke)

WACC = (0.4839 * 0.12) + (0.5161 * 0.20)

WACC = 0.058068 + 0.10322

WACC = 0.161288

WACC = 16.13% (approximately)

Therefore, the overall cost of capital for A Ltd. is approximately 16.13%.

Conclusion

In conclusion, A Ltd.’s overall cost of capital is approximately 16.13%. This calculation is based on the provided information and the assumption of a zero tax rate. The WACC is a critical metric for evaluating investment opportunities and ensuring the company generates sufficient returns to satisfy its investors. A higher WACC indicates a greater risk or cost associated with financing, while a lower WACC suggests a more favorable financial position. Accurate determination of equity value is crucial for precise WACC calculation.

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

Weighted Average Cost of Capital (WACC)
WACC is the average rate of return a company expects to compensate all its different investors. It is calculated by weighting the cost of each capital source (debt and equity) by its proportion in the company’s capital structure.
Cost of Equity (Ke)
The cost of equity represents the return required by equity investors for bearing the risk of owning the company’s stock. It is often calculated using the Capital Asset Pricing Model (CAPM) or the Dividend Discount Model.

Key Statistics

According to a 2023 report by CRISIL, the average WACC for Indian companies across sectors increased to 9.5-10% in FY23, driven by rising interest rates and inflationary pressures.

Source: CRISIL Research, 2023

The average cost of equity for companies listed on the National Stock Exchange (NSE) in India was around 12-14% in 2022-23.

Source: Various Brokerage Reports, 2023 (Knowledge Cutoff)

Examples

Reliance Industries WACC

Reliance Industries, a large Indian conglomerate, consistently monitors its WACC to evaluate its capital expenditure projects. A lower WACC allows them to undertake more projects, as they can achieve higher returns relative to their cost of capital.

Frequently Asked Questions

What is the impact of a higher tax rate on WACC?

A higher tax rate reduces the effective cost of debt because interest payments are tax-deductible. This results in a lower WACC, making it cheaper for the company to finance its operations.

Topics Covered

FinanceAccountingFinancial AnalysisCost of DebtCost of Equity