Reporting and analysis

What is the break-even point?

Published

Definition

The break-even point is the sales level at which a business covers all costs without making a profit or loss. Sales above it create profit, while sales below it create loss. It is used in pricing, product decisions, branch planning, and new service launches.

The examples on this page use a fictional business (Al Waha Office Supplies). Figures are illustrative only and are not real business data or sector benchmarks.

Short answer

The break-even point is the sales level where profit is zero. It is not the final target, but it tells you whether price, sales volume, and fixed costs can produce a sustainable business.

Formulas

Contribution margin per unit = Selling price - Variable cost per unitBreak-even units = Fixed costs ÷ Contribution margin per unitBreak-even sales = Break-even units × Selling price

Worked example

A product sells for SAR 100. Variable cost is SAR 60. Monthly fixed costs are SAR 40,000.

Contribution margin = 100 - 60 = SAR 40Break-even units = 40,000 ÷ 40 = 1,000 unitsRequired sales = 1,000 × 100 = SAR 100,000

If the business sells 1,200 units, contribution after break-even is 200 × 40 = SAR 8,000.

Common mistakes

MistakeEffect
Using gross profit instead of contribution marginInaccurate result when variable costs differ
Leaving salaries and rent out of fixed costsAn artificially low break-even point
Calculating break-even only oncePrice and cost changes are not reflected

When to recalculate break-even

EventReason
Selling price changesContribution margin changes immediately
Rent or salaries increaseFixed costs rise
Supplier cost changesVariable cost changes
New product launchNeeds its own break-even point

Example 2: effect of a price increase

In the earlier example, if price rises from SAR 100 to SAR 110 while variable cost stays SAR 60, contribution margin becomes SAR 50. New break-even units = 40,000 ÷ 50 = 800 units. The price increase reduces required volume, but it may affect demand.

Reading the result

ResultMeaning
Break-even above realistic sales capacityPrice, cost, or market size may not work
Break-even close to current salesMargin of safety is weak
Break-even far below current salesThe activity has stronger profit room

A strong break-even page does not stop at the formula. Link it to income statement, gross profit, fixed costs, and variable costs so the user knows where the inputs come from.

Frequently asked questions

Is break-even profit?

No. It is the point of no profit and no loss before items not included in the model.

Does break-even work for services?

Yes, if you can estimate the service price, variable cost, and fixed operating costs.

Does VAT enter the calculation?

Usually no, if VAT is collected and deducted normally rather than kept as revenue or borne as cost.

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