Sparkle Lane Business Plan — Unit Economics

The economics of a single wash and of a single site: throughput, price mix, variable cost per car and site-level contribution.

Unit Economics

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  • 8.1 How a site matures
  • 8.2 What the numbers mean at site level
A mature site, annualised. Labour dominates; water, despite being the regulated constraint, is a small share of cost once recycling is installed
Figure 11. A mature site, annualised. Labour dominates; water, despite being the regulated constraint, is a small share of cost once recycling is installed.

Mature site, annual

R

% of revenue

Revenue

2 947 133

100.0%

Labour

(931 294)

31.6%

Rent

(613 453)

20.8%

Chemicals, power, card fees, maintenance

(436 176)

14.8%

Water

(69 736)

2.4%

Site-level EBITDA

896 474

30.4%

Cars per day

66

Revenue per car

R122

8.1 How a site matures

Opening year

Second year

Third year onward

Cars per day

31

48

66

Utilisation of a four-bay site

47%

73%

100% of the modelled target

Subscribers

210

Capped at roughly 380

Revenue

R1.03m

R2.17m

R2.95m

Site-level EBITDA

R146 000

R577 000

R896 000

Site-level margin

14.2%

26.6%

30.4%

Labour as a share of revenue

34.5%

33.5%

31.6%

A site takes roughly three years to mature. That is the single most important operating fact in the rollout schedule: the second site opened in Year 3 is still in its second year at the end of Year 5, and the third opened in Year 5 contributes only a part-year at opening-year economics. The Year 5 group result therefore blends one mature site, one second-year site and one part-year opening — which is why group EBITDA of R1.36 million in Year 5 rises to a R1.40 million run rate in Year 6 without a single additional site being built.

8.2 What the numbers mean at site level

Question

The number

Consequence

What does a site need to break even?

50 cars a day

Against a mature target of 66; the gap is the weather buffer

What does a site earn at maturity?

R896 000 of site-level EBITDA

30.4% of R2.95m of revenue

What does a site cost to build?

R2.195m gross, R2.015m net of the allowance

Of which R445 000 is the recycling plant

How long to repay the site from its own cash?

Roughly 2.3 years at maturity

Before group overhead and finance cost

What does one percentage point of labour cost?

R29 500 a year at a mature site

Rostering to the demand curve is the lever

What does a wet fortnight cost?

Roughly R55 000 of walk-in contribution

Subscription revenue is unaffected, which is the point of it

The last two rows are the operating disciplines of this business in miniature. Labour and weather are the two variables that move a site’s result most, one is controllable and one is not, and the subscription base exists precisely to reduce the damage the uncontrollable one can do.

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