Precision Coachworks Business Plan — Sensitivity and Scenario Analysis

What moves Year 5 EBITDA: cycle time, utilisation, average repair value and gross margin, 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)

Cycle time 13.0 to 8.5 days

538 665

4 777 734

4 239 069

Average repair value ±12%

2 712 603

5 489 677

2 777 074

Booth and floor utilisation 73% to 87%

2 955 072

4 957 239

2 002 167

Overhead ±12%

3 204 740

4 997 540

1 792 800

Parts margin 17% to 27%

3 186 680

4 710 780

1 524 100

Labour margin 58% to 68%

3 632 190

4 570 090

937 900

Base case Year 5 EBITDA

4 101 000

Cycle time and average repair value dominate. Both are partly within management control: cycle time entirely so, and repair value through the mix of structural to non-structural work and the proportion of manufacturer-approved warranty repairs, which command higher values and stricter methods.

12.2 Scenarios

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

Downside

Base

Upside

Key-to-key cycle time

10.5 days

9.0 days

8.5 days

Utilisation

74%

81%

85%

Other assumption

Parts margin 4 points lower

As modelled

Average repair value 6% higher

Year 5 EBITDA

1 110 840

4 101 000

6 156 606

Year 5 EBITDA margin

3.8%

14.0%

21.0%

Year 5 profit after tax

(835 431)

2 038 374

3 073 545

The downside combination — cycle time slipping to 10.5 days, utilisation seven points lower and parts margin compressed four points — takes Year 5 EBITDA to R1.51 million and profit after tax to negative R0.43 million. The business survives, because the equipment and the accreditation retain value, but it does not turn inside the plan period and would require either a further equity injection or a restructuring of the facility.

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