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Microlesson · 5-min read

Batch Costing and Economic Batch Quantity (EBQ)

## Batch Costing and Economic Batch Quantity (EBQ)

### Batch Costing — Definition

Batch Costing is a specific order costing method where articles are produced in predetermined lots called batches. The cost object is the batch, not the individual unit.

$$\text{Cost per Unit} = \frac{\text{Total Batch Cost}}{\text{Number of Units in the Batch}}$$

### Why Batch Manufacturing?

Producing one unit at a time is often economically unviable.

  • Example: Producing 1 pen of a specific design per run is too expensive. Producing 10,000 pens per batch dramatically lowers per-unit cost.

### Batch-Level Costs (Incurred Each Time a Batch is Run)

Regardless of how many units are in the batch, each batch run incurs:

  • Worker engagement and supervision costs
  • Machine setup costs
  • Other batch-level preparatory costs

### Batch Costing vs. Job Costing

FeatureJob CostingBatch Costing
Product typeNon-standard, non-repetitive; per customer specificationHomogeneous products in continuous lots
Cost objectEach individual jobThe entire batch
Unit individualityEach job is uniqueUnits within a batch are identical
Cost determinationPer job directlyAggregate for batch → divided by units

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### Economic Batch Quantity (EBQ)

Also called Optimum Batch Quantity (OBQ) — the batch size that minimises total production cost.

#### The Two Competing Costs

Cost TypeBehaviour with Batch Size
Setup costs (machine setup per batch)Decrease as batch size increases — fewer batches needed per year
Holding / Carrying costs (inventory carrying)Increase as batch size increases — more units held in inventory longer

EBQ is the point where total setup cost = total holding cost — the minimum of the combined cost curve.

#### EBQ Formula

$$EBQ = \sqrt{\frac{2DS}{C}}$$

Where:

  • D = Annual demand for the product (units per year)
  • S = Setup cost per batch (₹ per batch)
  • C = Carrying/holding cost per unit per annum (₹ per unit per year)

#### Intuition of the Formula

  • Larger batch → fewer setups (↓ setup cost) but more inventory (↑ holding cost)
  • Smaller batch → more setups (↑ setup cost) but less inventory (↓ holding cost)
  • EBQ is the batch size that perfectly balances these two opposing forces

#### Benefits of EBQ

  • Minimises total production cost
  • Improves production planning and scheduling
  • Optimises inventory levels and reduces wastage

Worked example

### Example 1

EBQ Calculation:

Given:

  • Annual demand (D) = 10,000 units
  • Setup cost per batch (S) = ₹500
  • Carrying cost per unit per year (C) = ₹2

$$EBQ = \sqrt{\frac{2 \times 10{,}000 \times 500}{2}} = \sqrt{\frac{1{,}00{,}00{,}000}{2}} = \sqrt{50{,}00{,}000} \approx 2{,}236 \text{ units per batch}$$

Number of batches per year = 10,000 ÷ 2,236 ≈ 4.47 batches

Verification (Total Cost at EBQ):

  • Total setup cost = 4.47 batches × ₹500 = ₹2,236
  • Average inventory = 2,236 ÷ 2 = 1,118 units
  • Total holding cost = 1,118 × ₹2 = ₹2,236
  • Setup cost = Holding cost ✓ (EBQ condition confirmed)
  • Total variable cost = ₹2,236 + ₹2,236 = ₹4,472

⚠️ Common exam mistakes

  • Using monthly demand instead of annual demand in the EBQ formula — D must be annualised to match the annual carrying cost rate C
  • Confusing setup cost per batch (fixed per batch, regardless of units) with production cost per unit — S does not change with batch size
  • Assuming larger batches always reduce total cost — beyond EBQ, rising holding costs outweigh setup savings and total cost increases
  • Treating batch costing and job costing as interchangeable — job costing is for unique, non-repetitive customer-specific jobs; batch costing is for identical, repetitive homogeneous production
Reference:
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