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Microlesson · 5-min read

EPS Shortcut Formula and Sensitivity Analysis

# EPS Shortcut Formula and Sensitivity

When a question asks for EPS or its change without making you re-draw the full income statement, use this one-line shortcut.

## The shortcut

> EPS = [(EBIT − Interest) × (1 − t) − Preference Dividend] ÷ Number of equity shares

It collapses four lines of the income statement into a single expression. Memorise it.

## Sensitivity to EBIT

For a given % change in EBIT (sales held within the same fixed-cost band):

> % change in EPS = DFL × % change in EBIT

Numerator change = (ΔEBIT) × (1 − t). Denominator (original EAES) stays put. So the algebraic factor of amplification is precisely DFL.

## Sensitivity to Sales

> % change in EPS = DCL × % change in Sales = DOL × DFL × % change in Sales

## Reverse application — "At what sales will PAT be 3/4 of current?"

If the question asks for a sales level corresponding to a given EPS or PAT target, work backwards:

1. Compute target PAT (or EPS × shares + Pref Div).

2. Gross up to target EBT, then add Interest to get target EBIT.

3. Add Fixed Cost to get target Contribution.

4. Divide by P/V ratio to get required Sales.

## When EBIT is missing but DFL is given

If DFL = EBIT / (EBIT − Int) and you know DFL and Interest:

> EBIT = DFL × Interest ÷ (DFL − 1)

A crisp algebraic move that saves a full reconstruction.

Worked example

### Example 1

Sept 2024 N Ltd. (DFL given as 2): DFL = EBIT / (EBIT − 50,000) = 2 → EBIT = 2(EBIT − 50,000) → EBIT = ₹1,00,000. Now Combined Leverage 8 / Financial Leverage 2 = DOL 4. Contribution = DOL × EBIT = 4 × 1,00,000 = ₹4,00,000.

### Example 2

RTP May 2025 Kshitij Ltd. (sensitivity): DFL = EBIT / (EBIT − Int) = 90 / (90 − 8.1) = 1.099. So a 15% rise in EBIT gives 1.099 × 15% = 16.49% rise in EPS — no need to recompute EPS from scratch.

### Example 3

Reverse — RTP May 2025 Kshitij Ltd. (PAT = 75% of current): Current PAT = (90 − 8.1) × 0.75 = ₹61.425 L. Target PAT = 0.75 × 61.425 = ₹46.07 L. Target EBT = 46.07 / 0.75 = ₹61.43 L; Target EBIT = 61.43 + 8.1 = ₹69.53 L; Target Contribution = 69.53 + 45 = ₹114.53 L; Required Sales = 114.53 / P/V ratio. (P/V ratio derived from Sales 180 L and Contribution 135 L = 75%.) Required Sales = 114.53 / 0.75 = ₹152.7 L.

⚠️ Common exam mistakes

  • Forgetting to subtract Preference Dividend at the end — that's a post-tax cash outflow to a separate class.
  • Multiplying Pref Dividend by (1 − t) inside the EPS shortcut — it is already post-tax; do NOT touch it.
  • Working back from PAT to sales without adding fixed cost when computing target contribution.
Reference:
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