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Gross margin Analysis

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TDA 1

Penster 4

Introduction to Farm Business Management AEC431

At the end of this lecture students

should be able to:

 Define gross margin

 Complete gross margin analysis

 Appreciate the importance of gross margins

 Identify its uses in farm busineses

 Identify the limitations of gross margins

Definition

 gross margins are determined by subtracting operating

variable costs (those costs which change in proportion

to changes in production) from the income for the

enterprise.

 gross margin = enterprise operating income –

enterprise variable expenses

 Also defined as “income above variable costs”

Enterprise operating income

 the total value of the enterprise growing season and

therefore includes

 the value of all production

 the value of enterprise inventories,

 Where inventories affecting the enterprise are retained

from one period to the next, a trading account must

also be used to show the effect of changing inventory

values during the period.

Enterprise variable expenses

 The conventional approach to the determination of

enterprise variable expenses is to include only variable

costs that satisfy the following two rules.



 (i) enterprise specific; and

 (ii) vary in direct proportion to the size of the

enterprise.

A simple test of variability

 "if the level of production increases by 10 percent will

this cost be expected to also increase by the same

percentage?". If the answer to this question is yes then

the cost is variable if it is not then the cost is not a

variable cost, and may be either a fixed or capital cost.

 Operating variable costs can be extracted from the

Farm Working Account

In practice…….

 it may be more difficult to separate some costs into

their appropriate enterprise, because they may be

shared between more than one enterprise.

 If costs are difficult to allocate to a particular

enterprise, these costs can be considered as an

overhead and not allocated as variable cost

 This should not be done if they form a significant

portion of the total cost, and some other reasonable

method of allocation can be determined

Livestock gross margin

$ $



Cattle 92309



Produce income 0



Enterprise transfers from cropping 0



Total enterprise income 92309



Operating expenses



Enterprise expenses 32614



Enterprise transfers to cropping 7000 (40tx$175/t)



Total enterprise expenses 39614



Enterprise gross margin 52695

Crop Gross margin

Income



Ginger 75,000



Enterprisetransfers from livestock 7,000

supplementary feeding-40tx175)

Total enterprise income 82750









Operating expenses



Enterprise expenses 19277



Enterprise transfers to livestock 0



Total enterprise expenses 19277



Enterprise gross margin 63473

Perenial Crop Gross margin

Income Yr 1 Yr 2 Yr 3 total



Pawpaw



Total enterprise 82750 86000 87000

income







Operating

expenses

Enterprise 19277 19200 19000

expenses

Enterprise

transfers to

livestock

Total enterprise

expenses

Enterprise gross 66800 66800 68000 198273/3=66091

margin

Note…..

 Transfers of produce between enterprises must also be

taken into account when determining enterprise

operating expenditure to reflect ciate with the

enterprise. In the case study, additional Costs of

supplimentary feeding are added to the livestock

enterprise because of the transfer of feed from the

cropping enterprise

Importance of gross margin

analysis

 Note that:

 total enterprise gross margins are of of little value in evaluating enterprise

performance.



 total gross margins cannot be compared

 to each other

 or industry averages.



 necessary for the gross margin to be related to the factors limiting production

in the business. (e.g land, livestock, water for irrigation or enterprise capital).

RETURN TO LIMITING RESOURCES

For example, a cropping and a livestock enterprise could be compared on the

basis of their respective gross margins per hectare, per limited capital, per

limited labour.

I

Use of Gross margin analysis

 To assist the farm business person with the following decisions:

 Relative profitability of various business enterprises- analysis assists managers

to identify the important factors influencing profitability.



 Industry comparisons may be made to enable the industry best practices.



 Identification of the strengths and weaknesses of an enterprise to enable the

development of strategies to improve performance.



 Enables the most profitable enterprise combination to be planned within the

technical limits of each enterprise,



 assist to maximise effective use of limited farm business resources.

 It shows the contribution that each enterprise makes to fixed costs, interest, and

capital expenditure. Therefore enterprises can be compared on the basis of their

gross margins provided fixed costs are the same

For example in the last bullet point

 If there were three enterprises, sheep, ducks, crops

and their gross margin per ha each was

 1) $1200/ha for sheep

 2) $3,000/ha for ducks

 3) $8,000/ha for crops

The above figures shows each enterprises contribution

to fixed cost if fixed cost is common.

Limitations of the gross margin



1 Only takes variable expenses into account

2 Ignores husbandary potentials of enterprises

3 Assumes linearity

4 Generally uses land as the limiting factor

5 Assumes independency

6 The gross margin does not measure profit..

Conclusion



 Gross margin analysis is a quick way of making

decision in farm businesses. However it must be used

with caution as major decisions must not only use

gross margin analysis but other types of budget to

confirm that it is the best decision based on available

information.



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