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1 January Shares in issue 1,000,000Profit for the year ended 31 December $200,00031 March Company issues $200,000 6% convertible bonds Terms of conversion:100 shares/$100 if within five years110 shares/$100 if after five yearsAn equivalent loan without the conversion rights would have required an interest rate of 8%.The company’s tax rate is 33%Basic EPS: $200,000/1,000,000 = $0.20Required:Calculate diluted EPS

Question

1 January Shares in issue 1,000,000Profit for the year ended 31 December 200,00031MarchCompanyissues200,00031 March Company issues 200,000 6% convertible bonds Terms of conversion:100 shares/100ifwithinfiveyears110shares/100 if within five years110 shares/100 if after five yearsAn equivalent loan without the conversion rights would have required an interest rate of 8%.The company’s tax rate is 33%Basic EPS: 200,000/1,000,000=200,000/1,000,000 = 0.20Required:Calculate diluted EPS

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Solution

To calculate the diluted EPS, we need to consider the effect of the convertible bonds.

Step 1: Calculate the interest expense saved due to the lower interest rate on the convertible bonds.

The company would have paid 8% interest on a similar loan without conversion rights, but it is only paying 6% on the convertible bonds.

Interest saved = (200,0008200,000 * 8%) - (200,000 * 6%) = $4,000

Step 2: Adjust the interest saved for tax.

Interest is tax-deductible, so the company saves tax on the interest saved.

After-tax interest saved = 4,000(1334,000 * (1 - 33%) = 2,680

Step 3: Add the after-tax interest saved to the profit.

Adjusted profit = 200,000+200,000 + 2,680 = $202,680

Step 4: Calculate the number of new shares that would be issued if the bonds were converted.

The terms of conversion state that 100 shares would be issued for every $100 of bonds, so

Number of new shares = 200,000/200,000 / 100 * 100 = 2,000,000 shares

Step 5: Calculate the diluted EPS.

Diluted EPS = Adjusted profit / (Existing shares + New shares) = 202,680/(1,000,000+2,000,000)=202,680 / (1,000,000 + 2,000,000) = 0.06756

So, the diluted EPS is approximately $0.068.

This problem has been solved

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