Caltex home

Caltex

replacement cost of sales
basis of accounting

  • To assist in understanding the Group’s operating performance, the directors have provided additional disclosure of the Group’s results for the year on a replacement cost of sales basis(i), which excludes net inventory gains and losses.
  • On a replacement cost of sales basis, the Group’s net profit after income tax for the year was $186 million, compared to a profit of $444 million in 2007.
  • 2008 net profit before interest, income tax and significant items on a replacement cost of sales basis was $321 million, a decrease of $354 million over 2007.
$ million five years 2008 2007 2006 2005 2004
             
Historical cost net profit before interest, income tax and significant items 3,274 104 965 707 811 687
(Deduct)/add inventory (gains)/losses(ii)
(504) 217 (290) (52) (228) (151)
Replacement cost net profit before interest, income tax and significant items
2,770 321 675 655 583 536
Net borrowing costs
(204) (56) (39) (46) (23) (40)
Historical cost tax expense
(892) (13) (280) (195) (214) (190)
Add/(deduct) tax effect of inventory (losses)/gains
150 (66) 88 16 68 44
Replacement cost profit after income tax(iii) 1,824 186 444 430 414 350
  1. Caltex Australia’s results are significantly impacted by external factors such as crude oil price movements that are outside the company’s control. With historical cost basis accounting, rising crude prices will generally result in increased profits for Caltex, while falling crude prices will generally result in decreased profits. The replacement cost of sales basis excludes gains or losses from inventories and is calculated by restating cost of sales using the replacement cost of goods sold rather than historical cost.
  2. Historical cost results include gross inventory gains or losses from the movement in crude oil prices. In 2008, the historical cost result includes $217 million inventory loss (2007: $290 million inventory gain). Net inventory gain/(loss) is adjusted to reflect impact of revenue lags.
  3. Replacement cost profit after income tax is calculated before taking into account any significant items over the five years. The total effect of these significant items in each year was:
    2004: $113 million gain before and after tax
    2005: $21 million gain before and after tax
    2006: nil
    2007: nil
    2008: nil