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Microlesson · 5-min read

Combined Leverage

# Combined Leverage (CL)

## What it measures

Combined Leverage captures the relationship between Sales and EPS — it shows the effect that a change in sales will have on EPS.

CL measures total risk, which is the combination of operating risk (from fixed operating cost) and financial risk (from fixed financial cost). Therefore CL is caused by both Fixed Operating Cost and Fixed Financial Cost.

## Formulas for Degree of Combined Leverage (DCL)

#ConditionFormula
1DCL = DOL × DFL
2DCL = % Change in EPS ÷ % Change in Sales
3Preference shares issuedDCL = Contribution ÷ [EBIT − Interest − PD ÷ (1 − tax)]
4No preference sharesDCL = Contribution ÷ EBT

> Doubt busters:

> 1. ICAI sometimes uses Formula 4 even when preference shares are issued — so you may use either Formula 3 or Formula 4.

> 2. Logically, Formula 3 is correct when preference shares are issued.

## Analysis & Interpretation (total risk)

DOLDFLComment
LowLowLower total risk, but cannot take advantage of trading on equity
HighHighHigher total risk — very risky combination
HighLowModerate total risk — not a good combination (low EBIT from high DOL, little trading-on-equity benefit from low DFL)
LowHighModerate total risk — best combination; high financial risk is balanced by low business risk

> Additional notes:

> - All three leverages (OL, FL, CL) can be positive or negative.

> - Depreciation is treated as a fixed operating cost.

> - In reverse-working problems where both OL and FL are given, alternative solutions are possible depending on the approach.

Worked example

### Example 1

Reading a DCL value: If DCL = 6 and sales increase 8%, EPS increases 6 × 8% = 48%; if sales fall 8%, EPS falls 48%.

### Example 2

Chaining the leverages: DCL = DOL × DFL. If DOL = 3 and DFL = 2, then DCL = 6, meaning every 1% change in sales produces a 6% change in EPS.

⚠️ Common exam mistakes

  • Treating depreciation as variable cost — it belongs in fixed operating cost.
  • Assuming 'High DOL, High DFL' is acceptable — it stacks both risks and is the riskiest combination; the best mix is Low DOL with High DFL.
  • Forgetting that DCL = DOL × DFL must hold, which is a quick cross-check on computed leverages.
Reference:
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