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Practice Questions: Tools of Analysis

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Chapter Twenty-Four

Syllabus topic 2, 3, 4, 6, "Problems on Trend Analysis , Comparative Statements and Common Size Statements with use of Annual Reports"; "Trend Analysis – Concept, selection of base year, computation of trend percentages and interpretation of trends in sales, profits, assets, liabilities and shareholders’ funds."; "Comparative Financial Statements – Preparation and analysis of Comparative Income Statement and Comparative Balance Sheet, calculation of absolute and percentage changes, and interpretation of financial performance and position."; "Common Size Financial Statements – Preparation and analysis of Common Size Income Statement and Common Size Balance Sheet, conversion of financial statement items into percentages, and interpretation of financial structure and profitability."

Pages 63 to 66 of 162

Question 1 (15 marks)

The revenue statements of Meghna Ltd for two years are given below.

Particulars2026, Rs2027, Rs
Net sales12,00,00015,00,000
Less: cost of goods sold8,40,00010,80,000
Gross profit3,60,0004,20,000
Less: administrative expenses60,00066,000
Less: selling and distribution expenses90,0001,20,000
Operating profit2,10,0002,34,000
Add: non-operating income20,00026,000
Profit before interest and tax2,30,0002,60,000
Less: interest30,00030,000
Profit before tax2,00,0002,30,000
Less: provision for tax60,00069,000
Profit after tax1,40,0001,61,000

(a) Prepare a comparative income statement and comment on the result. (9)

(b) Prepare a common size income statement and say what it adds to the comment in (a). (6)

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Question 2 (10 + 5 marks)

(a) The following are the balance sheets of two companies in the same trade, already set in vertical form. Prepare a common size balance sheet on capital employed and compare the two companies. (10)

ParticularsAjay Ltd, RsBijoy Ltd, Rs
Equity share capital8,00,00015,00,000
Preference share capitalnil5,00,000
Reserves and surplus4,00,0002,00,000
Proprietors' funds12,00,00022,00,000
Long-term debt3,00,00018,00,000
Capital employed15,00,00040,00,000
Fixed assets10,00,00032,00,000
Investments50,000nil
Current assets6,50,00014,00,000
Less: current liabilities2,00,0006,00,000
Working capital4,50,0008,00,000

(b) Give the four tests a base year must pass in trend analysis, and say what happens when a strike year is used as the base. (5)

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Question 3 (8 + 7 marks)

(a) Compare trend analysis, the comparative statement and the common size statement as instruments for assessing profitability, liquidity and financial stability. (8)

(b) Answer in one or two sentences each: (7)

  1. On what figure is the percentage change in a comparative statement computed?
  2. On what figure is the percentage in a common size income statement computed?
  3. Cost of goods sold is not a line in a Schedule III statement. How is it built?
  4. Why does a common size statement show a fall in interest when the interest bill has not changed?
  5. Working capital rose and the current ratio fell. How?
  6. Name one thing a common size statement can never show.
  7. What must be checked before reporting a 100 per cent rise in an item?

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Answers

Answer 1

(a) Meghna Ltd, comparative income statement for the years ended 31 March 2026 and 2027

Particulars2026, Rs2027, RsChange, RsChange, per cent
Net sales12,00,00015,00,0003,00,00025.00
Less: cost of goods sold8,40,00010,80,0002,40,00028.57
Gross profit3,60,0004,20,00060,00016.67
Less: administrative expenses60,00066,0006,00010.00
Less: selling and distribution expenses90,0001,20,00030,00033.33
Total operating expenses1,50,0001,86,00036,00024.00
Operating profit2,10,0002,34,00024,00011.43
Add: non-operating income20,00026,0006,00030.00
Profit before interest and tax2,30,0002,60,00030,00013.04
Less: interest30,00030,000nilnil
Profit before tax2,00,0002,30,00030,00015.00
Less: provision for tax60,00069,0009,00015.00
Profit after tax1,40,0001,61,00021,00015.00
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