Torque Precision Auto Business Plan — Sensitivity and Scenario Analysis

What moves Year 5 EBITDA: the posted labour rate, utilisation, efficiency and discount leakage, with downside, base and upside scenarios.

Sensitivity and Scenario Analysis

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  • 12.1 What moves Year 5 EBITDA
  • 12.2 Scenarios

12.1 What moves Year 5 EBITDA

What moves Year 5 EBITDA. Reported on EBITDA rather than profit after tax, because assessed-loss carry-forward from the start-up years distorts the Year 5 tax charge and masks the underlying operating sensitivity
Figure 22. What moves Year 5 EBITDA. Reported on EBITDA rather than profit after tax, because assessed-loss carry-forward from the start-up years distorts the Year 5 tax charge and masks the underlying operating sensitivity.

Driver

Low (R)

High (R)

Swing (R)

Posted labour rate R716 to R875

4 239 928

6 822 330

2 582 402

Utilisation 73% to 88%

4 247 630

6 638 688

2 391 058

Efficiency 104% to 117%

4 818 408

6 344 426

1 526 018

Overhead ±10%

4 776 508

6 269 508

1 493 000

Discount leakage 13% to 4%

4 689 976

5 939 525

1 249 549

Parts revenue ±15%

4 926 888

6 119 128

1 192 240

Base case Year 5 EBITDA

5 523 000

The labour rate is the single largest lever, and the workshop controls it directly. Moving the posted rate from R716 to R875 an hour swings Year 5 EBITDA from R4.24 million to R6.82 million. Utilisation is close behind at a R2.39 million swing between 73 and 88 per cent, and efficiency against book time — the lever most dependent on people rather than policy — moves EBITDA by R1.53 million between a 104 per cent and a 117 per cent technician across the fleet of bays.

12.2 Scenarios

Year 5 outcome by scenario
Figure 23. Year 5 outcome by scenario.

Downside

Base

Upside

Bay utilisation

73%

81%

86%

Efficiency against book time

104%

110%

115%

Discount leakage

11%

7%

4%

Year 5 EBITDA

3 139 344

5 523 000

7 404 869

Year 5 EBITDA margin

11.0%

19.4%

26.0%

Year 5 profit after tax

1 681 576

3 648 754

4 795 409

The downside combination — utilisation eight points lower, efficiency six points lower and leakage four points higher, all at once — still leaves Year 5 EBITDA at R3.34 million and profit after tax at R1.83 million. That is a robust operating position, and it reflects the fact that by Year 5 the fixed cost base is carried by a diary that is only 73 per cent full.

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