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The Comparative Income Statement

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Chapter Eighteen

Syllabus topic 3, "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."

Pages 44 to 47 of 162

In one line

A comparative income statement sets two years side by side and adds two columns: what changed in rupees and what changed in per cent of the earlier year.

The formulae

Absolute change = current year figure less previous year figure

Percentage change = (absolute change / previous year figure) x 100

An increase is positive and a decrease is shown in brackets. Where the previous year's figure is nil, no percentage can be computed; write "not computable" and give the rupee change.

The statement

Sunrise Industries Ltd Comparative income statement for the years ended 31 March 2026 and 2027

Particulars2026, Rs2027, RsChange, RsChange, per cent
Net sales16,00,00020,00,0004,00,00025.00
Less: cost of goods sold11,20,00014,00,0002,80,00025.00
Gross profit4,80,0006,00,0001,20,00025.00
Less: administrative expenses90,0001,00,00010,00011.11
Less: selling and distribution expenses1,10,0001,40,00030,00027.27
Total operating expenses2,00,0002,40,00040,00020.00
Operating profit2,80,0003,60,00080,00028.57
Add: non-operating income30,00040,00010,00033.33
Less: non-operating expenses10,00020,00010,000100.00
Profit before interest and tax3,00,0003,80,00080,00026.67
Less: interest40,00040,000nilnil
Profit before tax2,60,0003,40,00080,00030.77
Less: provision for tax78,0001,02,00024,00030.77
Profit after tax1,82,0002,38,00056,00030.77

Specimen working.

Gross profit change6,00,000 less 4,80,000 = 1,20,000
Gross profit percentage1,20,000 over 4,80,000 times 100 = 25.00
Selling expenses percentage30,000 over 1,10,000 times 100 = 27.27

The interpretation

Sales rose 25 per cent and so did the cost of goods sold, so the gross profit rose by exactly the same 25 per cent and the gross margin held at 30 per cent. The company grew without either gaining or losing on its trading margin.

Operating expenses rose only 20 per cent, slower than sales. That is the year's best feature: the overhead did not grow in proportion to the business, and it is why operating profit rose 28.57 per cent when sales rose 25.

But the two operating expenses moved differently and the average hides it. Administrative expenses rose 11.11 per cent, well under sales, which is proper for a largely fixed cost. Selling and distribution rose 27.27 per cent, faster than sales, which is not: a selling cost that outruns the sales it produced is a cost per rupee of sales that has gone up. That is the one item to question.

Non-operating expenses doubled, and a 100 per cent rise looks alarming until the rupee column is read: Rs 10,000 on a profit before tax of Rs 3,40,000. Report it, and say it is immaterial. This is exactly why the statement carries both columns.

Interest is unchanged, so no new borrowing was taken, and the whole of the extra profit before tax belongs to the shareholders.

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