JAIIB · AFM

Capital investment decisions & Term loans

Chapter notes, video classes, MCQ practice tests and quick-revision one-liners for Accounting and Financial Management for Bankers — JAIIB.

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Q

What is a capital investment decision?

A

A capital investment decision involves committing long-term funds to projects or assets expected to generate returns over several years, such as purchasing machinery or setting up a new branch.

Q

What is the Accounting Rate of Return (ARR) method in capital budgeting?

A

ARR measures average annual profit as a percentage of investment.

Q

What is the payback period method?

A

The payback period is the time required to recover the initial investment from the project's cash inflows; it is simple to calculate but ignores the time value of money and cash flows beyond the payback period.

Q

What is the Net Present Value (NPV) decision rule for project acceptance?

A

Accept project if NPV is positive; reject if negative.

Q

What does NPV stand for and how is it used?

A

NPV stands for Net Present Value; it is the difference between the present value of future cash inflows and the initial investment, and a project is accepted if NPV is positive.

Q

What is the formula for calculating the Profitability Index (PI)?

A

PI equals present value of cash inflows divided by initial investment.

Q

What is the Internal Rate of Return (IRR)?

A

IRR is the discount rate at which the NPV of a project becomes zero; a project is accepted if its IRR exceeds the firm's required rate of return or cost of capital.

Q

What is a balloon payment in the context of term loans?

A

A large lump-sum payment due at the end of loan tenure.

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