Financial Performance Measures




NEW ZEALAND GAZETTE

No. 87

SCHEDULE I - PART 7

FORM FOR THE DERIVATION OF FINANCIAL PERFORMANCE MEASURES FROM FINANCIAL STATEMENTS

Derivation Table Symbol in formula Input and Calculations
Operating surplus before interest and income tax from financial statements a 5,709,930
Operating surplus before interest and income tax adjusted for regulation 18 b 5,702,980
Interest on cash, bank balances, and short-term investments c 412,270
OSBITT (minus) (S/T) 5,297,691
Net surplus after tax adjusted pursuant to regulation 18 (NSA(T)) d 3,689,463
Amortisation of goodwill and amortisation of other intangibles e 3,890,493
Subvention payment f 0
Depreciation of SFA at BV (x₁) g 2,255,844
Depreciation of SFA at ODV (y) h 2,638,884
ODV depreciation adjustment i -330,040
Subvention payment tax adjustment j 0
Interest tax shield k 128,823
Revaluations l 0
Numerator 1,807,542
Fixed assets at end of previous financial year (FA₁) m 74,989,499
Equity assets at end of current financial year (FA₂) n 851,754
Adjusted net working capital at end of previous financial year (ANWC₁) o 456,820
Adjusted net working capital at end of current financial year (ANWC₂) p 74,341,781
Average total funds employed (ATFE) q 82,008,441
Total equity at end of previous financial year (TE₁) r 80,929,017
Total equity at end of current financial year (TE₂) s 82,008,441
WUC at end of previous financial year (WUC₁) t (or regulation 33 time-weighted average)
WUC at end of current financial year (WUC₂) u (or regulation 33 time-weighted average)
Measures ROI ROD RDF ROE
Formula
OSBITT⁽ⁿ⁾ 5,297,691 add add add
add back amortisation of goodwill and other intangibles 3,890,493 3,890,493 3,890,493
deduct depreciation of SFA at ODV -2,638,884 deduct deduct
ODV depreciation adjustment -330,040 -330,040
Subvention payment tax adjustment 0 0
Interest tax shield 128,823
Revaluations 0
NSA(T)⁽ⁿ⁾ = n + g - s - t 3,590,453 deduct
OSBITT⁽ⁿ⁾ = a + e 3,258,009
OSBIT = a add
Total 74,341,781 82,008,441
ROI 5.97 (e/a)
ROD 3.86 (add back)
RDF 5.23 (c/a)
ROE 4.95 (f/a) 0 deduct


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Online Sources for this page:

VUW Te Waharoa PDF NZ Gazette 2000, No 87


Gazette.govt.nz PDF NZ Gazette 2000, No 87





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🏭 Network Tasman Limited Financial Statements (continued from previous page)

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Electricity, Financial Statements, Donations, Directors' Fees, Auditors' Fees, Credit Costs, Operating Expenditure, Operating Surplus, Interest Expense, Income Tax, Net Surplus, Comparative Information