RATIONALE AND CONTEMPLATION OF RATIO ANALYSIS

     Ratios are highly essential profit tools inposition vis-à-vis the industry. It will help in
financial analysis that help financial analystsanalyzing the firm’s strengths and
implement plans that improve profitability, liquidity,weaknesses and take corrective action. Trend
financial structure, reordering, leverage, andAnalysis of ratios over a period of years will
interest coverage. Although ratios report mostlyindicate the direction of the firm’s financial
on past performances, they can be predictivepolicies.
too, and provide lead indications of potential Budgeting: Ratios are not mere post-modern of
problem areas.operations. They help in depicting future financial
    Ratio analysis is primarily used to compare apositions. Ratios have predictor value and are
company's financial figures over a period of time,helpful in planning and forecasting the business
a method sometimes called trend analysis.activities of a firm for future periods, e.g.
Through trend analysis, you can identify trends,estimation of working capital requirements.
good and bad, and adjust your business practices Ratios are useful tools for financial analysis.
accordingly. You can also see how your ratiosHowever the following limitations do exist.
stack up against other businesses, both in and out(a)      Window Dressing: Ratios depict the
of your industry.picture of performance at a particular point of
There are several considerations you must betime. Sometimes, a business can make year-end
aware of when comparing ratios from oneadjustments in order to result in favorable ratios
financial period to another or when comparing the(e.g. current ratio, operating profit ratio,
financial ratios of two or more companies.debt-equity ratio etc.)
- If you are making a comparative analysis of a (b)      Impact of Inflation: Financial
company's financial statements over a certainStatements are affected by inflation. Ratios may
period of time, make an appropriate allowance fornot depict the correct picture. For example, fixed
any changes in accounting policies that occurredassets are accounted at historical cost while
during the same time span.profits are measured in current rupee terms. In
- When comparing your business with others ininflationary situations, the Return on Assets or
your industry, allow for any material differences inReturn on Capital Employed may be very high
accounting policies between your company anddue to less investment in fixed assets. Ratios
industry norms.may not indicate the true position in such
- When comparing ratios from various fiscalsituations. 
periods or companies, inquire about the types of(c)      Product Line diversification: Detailed
accounting policies used. Different accountingratios for different divisions, products and market
methods can result in a wide variety of reportedsegments etc. may not be available to the users
figures.in order to make an informed judgment. For
- Determine whether ratios were calculatedexample, loss in one product may be set off by
before or after adjustments were made to thesubstantial profits in another product line. But, the
balance sheet or income statement, such asoverall net profit ratio may be favorable.
non-recurring items and inventory or pro forma (d)      Impact of Seasonal Factors: When
adjustments. In many cases, these adjustmentsthe operations do not follow a uniform pattern
can significantly affect the ratios.during the financial period, ratios may not indicate
- Carefully examine any departures from industrythe correct situation. For example, if the peak
norms.supply season of a business is between Februarys
Ratio Analysis is a useful tool in the followingto June, it will hold substantial stocks on the
aspects:balance sheet date. This will lead to a very
         Evaluation of Liquidity: The ability offavorable current ratio on that date. But the
a firm to meet its short term paymentposition for the rest of the year may be entirely
commitments is called liquidity. Current Ratio anddifferent. 
Quick Ratio help to assets the short-term(e)      Differences in Accounting Policies:
solvency (liquidity) of the firm.Different firms follow different accounting policies,
         Evaluation of Profitability: Profitabilitye.g. rate and methods of depreciation.
ratios i.e. Gross Profit Ratio, Operating Profit Ratio,Straight-jacket comparison of ratios may lead to
Net Profit Ratio are basic indicators of themisleading results.
profitability of the firm. In addition, various(f)        Lack of Standards: Even though
profitability indicators like Return on Capitalsome norms can be set for ratios, there is no
Employed (ROCE), Earnings per share (EPS),uniformity as to what an “ideal” ratio is.
Return on Assets (ROA) etc. are used to assessGenerally it is said that Current Ratio should be 2:1.
the financial performance.But if a firm supplies mainly to Government
        Evaluation of Operating Efficiency:Departments where debt collection period is high,
Ratios throw light on the degree of efficiency ina Current Ratio of 4:1 or 5:1, may also be
the management and utilization of assets andconsidered normal.
resources. These are indicated by activity or(g)      High or Low: A number by itself
performance or turnover ratios e.g. Stockcannot be “high” or “low”. Hence,
Turnover Ratio, Debtors Turnover Ratio. Thesea ratio by itself cannot become “good” or
indicate the ability of the firm to generate“bad”. The line of difference between
revenue (sales) per rupee of investment in its“good ratio” and “bad ratio” is
assets.very thin.
      Evaluation of Financial Strength: (h)      Interdependence: Financial Ratios
Long-term solvency strength is indicated bycannot be considered in isolation. Decision taken on
Capital Structure Ratios like Debt-Equity Ratio,the basis of one ratio may be incorrect when a
Gearing Ratio, Leverage Ratios etc. These ratiosset of ratios are analyzed.
signify the effect of various sources of finance From the above discussion, it is felt that, the
e.g. debt, preference and equity. They also showratio is a measuring device to judge the growth,
whether the firm is exposed to serious financialdevelopment and present condition of a concern.
strain or is justified in the use of debt funds.Further, it is found that, Each and every ratio
   Inter-firm and Intra-firm comparison:indicates the financial position as well as it is also
Comparison of the firm’s ratios with thehelpful for taking several management decisions
industry average will help evaluate the firm’sfor the future period effectively and efficiently.