Launch offer — 25% off with code LAUNCH-25 See plans →
Microlesson · 5-min read

Introduction and Types of Capital Investment Decisions

## Investment Decisions — Introduction

The investment decision is concerned with the optimum utilization of funds to maximize the wealth of the organization and, in turn, the wealth of its shareholders.

  • Every rupee of capital raised bears a cost of capital (see the Cost of Capital chapter).
  • Therefore each rupee must be invested prudently, which requires proper capital planning — done through capital budgeting.

### What Capital Budgeting Involves

1. Identification of investment projects that are strategic to the business's overall objectives.

2. Estimating and evaluating post-tax incremental cash flows for each investment proposal.

3. Selection of the proposal that maximizes the return to investors.

## Types of Capital Investment Decisions

Capital investment decisions are generally classified in two ways:

### A. On the basis of the Firm's Existence

  • Replacement and Modernisation Decisions — replacing old assets / upgrading technology.
  • Expansion Decisions — increasing capacity of existing lines of business.
  • Diversification Decisions — entering new lines of business.

### B. On the basis of the Decision Situation

  • Mutually Exclusive Decisions — accepting one project rules out the other(s).
  • Accept–Reject Decisions — a project is judged independently on its own merit (accept if it clears the criterion).
  • Contingent Decisions — one investment is dependent on the undertaking of another.

⚠️ Common exam mistakes

  • Mixing up the two classification bases — 'firm's existence' (replacement, expansion, diversification) vs 'decision situation' (mutually exclusive, accept-reject, contingent).
  • Confusing mutually exclusive decisions (choose one OR the other) with contingent decisions (one depends on another).
  • Forgetting that capital budgeting uses INCREMENTAL, POST-TAX cash flows.
Reference:
Now that you've read this — what's next?
Move from understanding → mastery in 3 clicks. Each option below picks up from this lesson's topic.
Start 15-min diagnostic