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Financial Statements and Key Terms

Writer: arthiqsainaarthiqsaina

  • Profit & Loss Statement:

    • This document outlines a company's income and expenses over a specific time frame, typically from April 1st to March 31st.

  • Balance Sheet:

    • A financial statement that details a company's assets and liabilities as of a certain date.

  • Revenue:

    • The total income generated from selling goods and services, including both cash and credit sales.

  • Cost of Goods Sold (COGS):

    • The direct costs associated with manufacturing or acquiring products that are sold to customers.

  • Gross Profit:

    • The profit calculated by subtracting the cost of goods sold from total revenue, excluding operating expenses like salaries and rent.

  • Operating Expenses:

    • Costs not directly tied to the production of goods, such as rent, salaries, and general administrative expenses.

  • Interest:

    • The cost incurred for borrowing funds, paid to lenders on outstanding loan balances.

  • Depreciation:

    • The yearly allocation of the cost of fixed assets over their useful life, recorded as an expense in the profit and loss statement.

  • Profit Before Tax:

    • Calculated as Gross Profit minus Operating Expenses, Interest, and Depreciation.

  • Assets:

    • Comprised of current assets like cash and inventory, as well as non-current or fixed assets like machinery and equipment.

  • Liabilities:

    • Include shareholder equity, current liabilities such as creditors and short-term loans, and long-term liabilities that are due beyond one year.

  • Receivables:

    • Payments expected from customers at a future date, as agreed upon in sales contracts.

  • Current Assets:

    • Assets that are liquid or can be quickly converted into cash, such as cash on hand and account receivables.

  • Fixed Assets:

    • Long-term assets used in business operations, not intended for sale, like plant and equipment.

  • Cash Credit:

    • Short-term loans used to finance day-to-day business operations and manage working capital.

  • Term Loan:

    • Long-term financing obtained to purchase fixed assets, repaid over time in installments.

  • Equity Capital:

    • Funds contributed by shareholders representing their ownership stake in the company.



*The information in this document has been adapted from articles and posters available on https://www.rbi.org.in/FinancialEducation/Home.aspx The original articles can be accessed directly for more comprehensive insights.


 
 

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