ROI and payback

Calculate the ROI and payback of industrial automation.

Transform your operation data into a first return estimate. Adjust the scenario and see how soon the savings can compensate for the investment.

Plan your automation

Your process, in numbers.

Use estimated values or data from a proposal. The simulation is done in your browser.

Fill in your operation details.

01Initial investment

Estimated value of the solution or proposal.

Grippers, fixtures, installation and training.

02Economy and operation

Add up the hours of all the people involved.

Include charges and benefits in the hourly cost.

Loss reduction or additional realizable margin.

Power, maintenance, consumables and support.

Compare recruitment, employee separation and training costs before and after automation.

Only report savings that can be converted into financial benefits. In other earnings, use additional margin, not gross revenue, and do not repeat savings already included in hours. Do not repeat hiring, firing, or training if these costs are already in the hourly rate. Reallocated hours do not automatically represent cash savings.

Values in reais (BRL), without currency conversion.

Use a decimal point for cents. Blank optional fields are treated as zero.

How to interpret

Clarity in each account.

Simple payback estimates the time to recover the investment. The ROI shows the net result accumulated in the chosen period, as a percentage of this investment.

Values are estimates, not a guarantee of performance. Consider only achievable savings and validate the scenario with engineering and finance teams.

Evaluate your project with Carioli
01

Total investment

Equipment + integration and implementation.

02

Monthly net savings

(Hours saved × cost per hour) + turnover savings + other monthly earnings − additional monthly costs.

↳

Turnover savings per month

(Current annual replacements − estimated annual replacements) × (hiring + termination + replacement training) ÷ 12. If turnover increases, this portion reduces savings.

03

Simple payback, in months

Total investment ÷ monthly net savings, when the economy is positive.

04

ROI accumulated in the period

[(Monthly net savings × 12 × years − total investment) ÷ total investment] × 100.

See the result reported by Midiograf and compare its conditions with your operation. This case study does not set the assumptions for your simulation.

The simulation assumes constant savings from the first month of operation. Does not consider implementation period, interest, taxes, inflation, depreciation, residual value or discount of cash flows. The displayed ROI is accumulated, without annualization.

Simple payback method reference: U.S. Department of Energy, financial concepts (PDF).

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