Oportunidad de inversión en bienes de capital en Inversiones Gutis e Hijos E.I.R.L., Trujillo – 2024
No Thumbnail Available
Date
2024
Journal Title
Journal ISSN
Volume Title
Publisher
Universidad Nacional de Trujillo
Abstract
El presente proyecto de investigación tiene como objetivo principal el determinar la viabilidad de la oportunidad de inversión en bienes de capital en Inversiones Gutis e Hijos E.I.R.L., Trujillo – 2024. Para ello, se recopiló información de índole administrativa, contable y productiva; se realizaron visitas a la planta de producción y; se realizaron los estudios para un proyecto de inversión en una maquinaria la cual permita a Agua Gutis fabricar su propio bidón de 20 litros con la finalidad de reducir costos y evitar inconvenientes con su proveedor respecto a plazos de entrega; ya que estas son las mayores preocupaciones del gerente general. Los estudios que se efectuaron son: estudio de mercado; estudio técnico; estudio administrativo, y, estudio económico-financiero. Por tanto, luego de los estudios anteriormente mencionados, se obtuvo como resultados que la inversión total para el presente proyecto asciende a S/ 55,019, del cual el 74% será financiado por el Banco de Crédito del Perú y el 26% será financiado con recursos propios. Respecto a la evaluación económica-financiera, presenta un VAN económico de S/ 46,035.94 y un VAN financiero de S/ 43,180.16; así como una TIR económica de 39% y una TIR financiera de 42%. Además, la inversión se recuperaría en 2 años y presentaría una relación de Beneficio/Costo de 1.07. Dichos indicadores económico-financieros determinan que el proyecto es viable y rentable.
ABSTRACT The main objective of this research project is to determine the viability of the investment opportunity in capital goods in Inversiones Gutis e Hijos E.I.R.L., Trujillo – 2024. To do this, administrative, accounting and productive information was collected; visits were made to the production plant and; Studies were carried out for an investment project in machinery that would allow Agua Gutis to manufacture its own 20-liter drum in order to reduce costs and avoid inconveniences with its supplier regarding delivery times; since these are the general manager's biggest concerns. The studies that were carried out are: market study; technical study; administrative study, and economic-financial study. Therefore, after the aforementioned studies, the results were obtained that the total investment for this project amounts to S/ 55,019, of which 74% will be financed by the Banco de Crédito del Perú and 26% will be financed with resources . own. Regarding the economic-financial evaluation, it presents an economic NPV of S/ 46,035.94 and a financial NPV of S/ 43,180.16; as well as an economic IRR of 39% and a financial IRR of 42%. Furthermore, the investment would be recovered in 2 years and would present a Benefit/Cost ratio of 1.07. These economic-financial indicators determine that the project is viable and profitable.
ABSTRACT The main objective of this research project is to determine the viability of the investment opportunity in capital goods in Inversiones Gutis e Hijos E.I.R.L., Trujillo – 2024. To do this, administrative, accounting and productive information was collected; visits were made to the production plant and; Studies were carried out for an investment project in machinery that would allow Agua Gutis to manufacture its own 20-liter drum in order to reduce costs and avoid inconveniences with its supplier regarding delivery times; since these are the general manager's biggest concerns. The studies that were carried out are: market study; technical study; administrative study, and economic-financial study. Therefore, after the aforementioned studies, the results were obtained that the total investment for this project amounts to S/ 55,019, of which 74% will be financed by the Banco de Crédito del Perú and 26% will be financed with resources . own. Regarding the economic-financial evaluation, it presents an economic NPV of S/ 46,035.94 and a financial NPV of S/ 43,180.16; as well as an economic IRR of 39% and a financial IRR of 42%. Furthermore, the investment would be recovered in 2 years and would present a Benefit/Cost ratio of 1.07. These economic-financial indicators determine that the project is viable and profitable.
Description
Keywords
Inversión, Bienes de capital, Estudio de mercado