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KPL Company is a Kuwaiti publicly traded company established in 1997 (however, the founding family still owns about 70% of the shares). It operates in

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KPL Company is a Kuwaiti publicly traded company established in 1997 (however, the founding family still owns about 70% of the shares). It operates in the food and beverage industry. It started off as a small company importing higher end water brands and a few meat products, which they then sold to hotels, restaurants, and coffee shops. Since then, they expanded their operations and are now the exclusive licensed distributer of over 30 exclusive brands of high end beverages (including from water, juices, and carbonated drink)s, as well as an extensive range of meat, dairy, and cooking ingredients products (beef, lamb, fish, chicken, dairy products, oils, herbs/spices, etc.) The founder has decided to step down from the CEO position in 2015 and assigned his son to the role. The founder is now the Chairman of the Board of Directors and wants the CEO evaluate the performance of his son over the past 3 years. The CEO has called you, as the Chief Financial Officer, to perform a financial statement analysis for him to review before presenting it to the Board. You are requested to refer to the financial statements for to KPL Company K.S.C.C. and perform the following: 1) Perform the Horizontal Analysis (as a %) using 2018 as the base year. 2) What can you conclude about the company's overall health/performance compared to the Industry average with regards to the following (fill the table): Line Item 2019 % 2020% Ind. Avg. Conclusions Cash 113% 138% Total Inventory Accounts Receivable Total Liabilities Cost of Goods Sold 117% 78% 102% Gross Profit 102% Net Income 104% Ratio Formula Ratio Formula Liquidity Current Gross profit margin Total current assets Total current liabilities Current assets - inventories Current liabilities Net return on assets Quick, or Acid Test Gross return on assets EBIT Total operating revenue Net income Total average assets EBIT Total average assets Net income to stokholders Average common equity Asset Management Inventory Tumover Return on common equity Days sales outstanding Fixed assets tumover Cost of goods sold Inventories (average) Receivables Sales per day Annual sales Net fixed assets (average) Annual sales Total assets (average) Total assets turnover Debt Management Debt ratio Interest coverage Total debt Total assets EBIT Interest charges Profitability Net Polit 11 gi11 Net income Total operating revenue 3) On the excel sheet provided, calculate all of the ratios included in the equation sheet provided on the next page. 4) You were not able to find the industry averages for Kuwait for the above ratios. However, what conclusions can you make from the ratios? KPL Company is a Kuwaiti publicy traded company established in 1997 (however, the founding family still owns about 70% of the shares). It operates in the food and beverage industry. It started off as a small company importing higher end water brands and a few meat products, which they then sold to hotels, restaurants, and coffee shops. Since then, they expanded their operations and are now the exclusive licensed distributer of over 30 exclusive brands of high end beverages (including from water, juices, and carbonated drink)s, as well as an extensive range of meat, dairy, and cooking ingredients products (beef, lamb, fish, chicken, dairy products, oils, herbs/spices, etc.) The founder has decided to step down from the CEO position in 2015 and assigned his son to the role. The founder is now the Chairman of the Board of Directors and wants the CEO evaluate the performance of his son over the past 3 years. The CEO has called you, as the Chief Financial Officer, to perform a financial statement analysis for him to review before presenting it to the Board. You are requested to refer to the financial statements for to KPL Company K.S.C.C. and perform the following: 1) Perform the Horizontal Analysis (as a %) using 2018 as the base year. 2) What can you conclude about the company's overall health/performance compared to the Industry average with regards to the following (fill the table): Line Item 2019 % 2020 % Ind. Avg. Conclusions 113% Cash Total Inventory Accounts Receivable Total Liabilities Cost of Goods Sold Gross Profit 138% 117% 78% 102% 102% 104% Net Income 33 Income Statement 2018 2019 2020 95% LOON GO 43 42 Revenue Total Revenue 46 Cost of Revenue, Total 45 Gross Profit 102% 51.359,000 51 399,000 38,918,300 12.441,850 54,790,600 54,790,600 19,876,250 14,914,350 55,448,400 55,448,400 40,315,350 15, 131.850 102 102N 111 56 1171 94 5,761,500 (101.2001 1,582 400 (242,650) 46,876,300 7914,300 923,450 6,008,750 (18,4001 6,157.100 (253,000 50,811,600 547,400 (1,801, 2003 1.946,950 692,300 6,621,700 (178,250) 122,250 (264,500) 47,316,750 8.131.650 1.490.400 1589 30% 47 Sellina/General/Admin Expenses, Total 21 Interest Expense (incomel, Net-Operating, Total 49 Unusual Expense (income) 50 Other Operating nenses, Total 51 Total Operating Expense 52 Operating Income 53 Interest income (Expensel, Net-Non-Operating. Total 54 Gain (Loss) on Sale of Assets 55 Net Income Before Taxes 56 57 Provision for Income Taxes 58 Net Income After Taxes 59 Minority Interest 60 Net Income SBSX 27% 142N 8,837,750 9,520,900 5% 1635 169 374.900 8,454.000 14 35,650 656 650 (66,700) 589,950 393,300 9,227,500 1272.550) 8,956,200 15X 8,454,000 IN 1 KPL Company K.S.C.P. All Amounts in KWD Balance Sheet 2018 2019 2020 Horizontal Analysis Industry Average 111 2.768 550 5.294,600 20,595,350 19,683,400 4.365.400 10 565,050 25,847400 106% 117% 21.476,250 18 4 Assets 5 Cash 6 Short Term Investments 7 Accounts Receivable 8 Total Inventory 9 Prepaid Expenses 10 Total Current Assets 11 Property/Plant/Equipment - Total - Gross 12 Accumulated Depreciation - Total 13 Property/Plant/Equipment. Total-Net 14 Long Term Investments 15 Total Assets 931,500 633,650 BIN 41.953,150 9,585,300 7,031,100 20,399,850 18,838,150 568100 48,171,200 120,065,750 (87.946250) 32. 124,100 47,296,050 127 590,200 51,239.400 113 89% 87% 118,206,200 (83,993,7002 34,211,350 46,921,150 123,086,800 121,280,150 190.151.950) 31.128.200 48,458,700 BAN 95% 95 130,326,300 16 8.415.700 69 8.115.550 1644,500 243% 7 723,350 4,692,000 306% 99% 100 1.699.900 5,800.600 3.521.300 21.564 800 1.443.000 144.000 7,987.900 1,207,350 5.925 950 30.653.100 9.367.900 1.348,050 731.400 2.634650 14.580.000 1521,130 1521130 731.400 6.471 050 6,485 100 27,541,350 100% 17 Liabilities 18 Accounts Payable 19 Accrued Expenses 20 Notes Payable/Short Term Debt 21 Other Current liabilities - Total 22 Total Current Liabilities 23 Long Term Debt 24 Total Long Term Debt 25 Total Debt 26 Minority interest 27 Other Llabilities - Total 28 Total Liabilities 29 30 Shareholders Equity 31 Common Stock - Total 32 Additional Pald-in Capital 33 Retained Earnings (Accumulated Deficit) 34 Treasury Stock Common 35 Unrealized Gain (Loss) 36 Other Equity - Total 37 Total Equity 15,293.850 1583.800 158 800 841,800 320950 6.268,650 10% 157% 109% 24,541.450 78 100X 39,877,400 100% 39 R 650 36.795.400 5.951.250 16.900) 1012 100 37031450 16.990.100 (39.2003 9.087300 36.89 150 14.567 OSO (6,9001 11.443.650 43% 15 856 9.841.700 4% (40.250 41.400 201250 92.700 1039 103,286.100 102,746,750 38 5:431 vil E Done Financial Statelments Excel S... 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Horizontal Analysis Financial Statements Stefania 230 Short To ARREN The Perpad TES Logo Income terra APE Lucro Apes LS I LI ITIN bre LHERESELLERS LINE TE My TE 2100 Shala Retham TEC w TAL Te Share Total Coming LA le co . 1 LI med Lipoest NGHEL Tot M Melon 22 HS 2 we piscing CINE Cr Pro 1700,850 IL 14.914,3201 15.11.NO 1024 119 1174 90% 5,761,500 -101,200 1332.400 -242.650 Schling General Admin. Eupenie. Total Interest Expatse (Income. Net Operating. Total mal Expense Income Other Operating Expenses. Total Lotal Operating Operating Income Interest Ince Expensel. Net Non-Operating. Total Canon Sale A Net Income Hefore lases 6.000 18,300 BIST100 250,00 50.311.000 541.00 1.803,200 1.50 69.. 6621.700 -1780230 22.250 264,500 47316750 R.131.650 1.400 154 10% 51996 79140 923,450 0 14244 RX37.750 9,628,000 391.300 Provision for income Net Income Ares Minority Interest Net Income 33.650 65650 67001 39.900 464.000 1439 14 14% 0 22722350 1,464.000 15% 134 IN 129 1014 Financial Statements Horizontal Analysis Income Statement 2020 9596 100 Revenge Total Cost of Rever. Total Grow Pro 2018 51399,000 31 389180 12.441.NO 2019 54,790,000 54.790,00 3970 14.9141 55.468100 35.445,00 4015550 ISCINO 10046 100 100% 11194 1199 Scing General Admin. Esperses, Total Interest in peacemer. Noperation Umpenwelcome Other Operating liput. Total Total Oper 00750 -18.00 6.157.100 21,700 17.250 5,761,00 -1010 1.562,800 2000 46 7014 350 10 50. 30 10.30 1.94050 69.00 47:37750 K111650 14 51148 271 Interest Income. Ne Non Col Cainilomon Sale Net Income before les 0 1424 $ 1419 3.00 37.000 144 Pris for income Nerince AS Menter Nel Income 391,00 VO 20 910 MO SO K.464.00 159 1 - 129 12% 12% 129 Financial Statements Horizontal Analysis Total Lib 30.695.100 24.849,450 27.541,150 78% 39.845 6501 36,795.400 5.951,250 Shareholders Equity Common Stock Total Additional Pis Capital Raised Lamings (Accumulated Deficit sury Sam Uraired Gain (Loss) Cher quity - Total Total quity 99877.000 56824,150 14367,050 00 11.10.10 41.000 10.17 4001,100 37,033,450 16,990.100 Too 0.07.10 200.250 102,100 1006 100 43% 19 8568 9841,700 00.250 92.357001 1034 Income Statement Kev Total Revenue Code of Reven. Tal Fru 2018 3113 31.300 SKO 1.NO 2019 50,70,80 54.00 19.76250 Tavo 2020 35.00 3524010 03130 IXONSO 95% 100 1024 1621 1024 HIS 117 100,70 1,7001 0 Nagiem Interest pentelee. No Copertinent ULTIMO Other Operating Total Nam Intretinere pe NaNonpr.com lomon Sale Net Income Before Taxes ISOT 500 347 10,20 10 6922 7610 T0X0 13 SO 00 2014. 92,450 0 KAO 2750 KUS RO 1989 10 514 279 142 5% 1431 16 WA, Provision for Income 35,650 374.900 393,100 Financial Statements Horizontal Analysis KPL Company K.S.C.P. All Amounts in KWD Halance Sheet 2018 2019 2020 Horizontal Analysis Industry Average 1134 10646 117 13894 SI Asses Cash Short Term Investment Accounts Receivable Total inventory pid Expenses Total Curret A Property Plantiquipment - Total GTOSA Avunulated Depreciate Total Property Planet Net Lorem huments Total Assets 3.768,5501 9685.100 SO 7.037.100 20.595,130 202399,850 T90 TK. 150 100 56100 41.930,150 4.172 1204201 1200X750 99,00 57.906250 1230 1212100 20 WO TINANOT 1270 4.365,400 102565 090 25.847,00 21.47620 633,650 $1.299,000 30 10,131,950 3120 46,42700 0 ml 11396 19% N79 95% 95 X415.00 TWO SS 9.167.000 TESO 3414 71 Lii Annable ANT Notes Payah Sharm Chume Total Curls LI TOGGL Tembi Total Debt Minty Inter Cher Libilities. Total Total Linn 215 TRO 144.000 7.9870 10 ASO 39230 30,695.00 3.11.30 TO TO WRI 12.50 TESO TISKO 0,00 250 26.50 24.843,450 TALO TE THIS 132.00 100 SO 40 27.541,350 Ion 1004 10% 152 1076 714 Sharinensanity

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