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Microlesson · 5-min read

Profitability Index (PI) / Desirability Factor

## Profitability Index (PI)

The Profitability Index — also called the Desirability Factor or Present Value Index — expresses value created per rupee of investment. It is a relative (ratio) measure, useful when comparing projects of different sizes or under capital rationing.

### Formula

$$\text{PI} = \frac{\text{Sum of discounted cash inflows}}{\text{Initial cash outlay (or total discounted cash outflow)}}$$

### Decision rule

ConditionDecision
PI ≥ 1Accept the proposal
PI < 1Reject the proposal

For mutually exclusive projects, select the one with the higher PI.

> Link to NPV: PI ≥ 1 is equivalent to NPV ≥ 0. PI restates the NPV result as a ratio, which is why it is helpful for ranking projects when funds are limited.

⚠️ Common exam mistakes

  • Putting the initial outlay in the numerator and inflows in the denominator (inverting the ratio).
  • Using a PI cut-off of 0 instead of 1 — the break-even for PI is 1, corresponding to NPV = 0.
  • Forgetting that when outflows occur in multiple periods, the denominator should be the total DISCOUNTED cash outflow, not the simple sum of outflows.
Reference:
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