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Weighted-Average Cost

A stock valuation method that costs each unit at the average cost of all units available.

Weighted-average costing values stock at the running average cost of all units on hand, recalculated as new purchases arrive. It smooths out price fluctuations, so COGS and closing stock sit between the extremes that FIFO can produce.

It is simple to maintain and well suited to fungible goods where individual lots are not tracked separately.

The recalculation is mechanical. Holding 100 units carried at ₹100 each (₹10,000), a firm buys 50 more at ₹130 (₹6,500). The new average is ₹16,500 divided by 150 units — ₹110. A subsequent sale of 60 units is costed at ₹6,600, leaving 90 units in stock at ₹9,900. Every rupee spent is accounted for; the average simply spreads it evenly across whatever remains.

Two flavours exist. The moving average, used by perpetual systems, recomputes the rate at every receipt, so each sale is costed at the rate prevailing that day. The periodic weighted average instead waits until the period ends and computes one rate from total cost divided by total units available, applying it to everything sold. The two can give different figures for the same transactions, so the choice should be made once and kept.

The method's weakness is its sensitivity to record-keeping discipline. Allowing stock to go negative — billing goods before their purchase is entered — makes the average meaningless, and a backdated purchase forces every later issue to be re-costed. Free quantities and trade discounts need care too: goods received free of cost pull the average down only if entered at nil value deliberately, not accidentally omitted from quantity altogether.

Common questions

Does selling stock change the weighted average cost?

No. Issues are costed at the existing average and leave the rate unchanged; only receipts at a different cost move it. This is why a spell of sales without purchases keeps the rate frozen, and why the first purchase after a long gap can shift the average — and reported margins — noticeably.

Can a business change from FIFO to weighted average cost?

Yes, but not casually. Accounting standards treat the costing formula as an accounting policy, so a change needs justification, consistent application thereafter, and disclosure of its effect on profit and stock value. Auditors and tax officers look sceptically at switches that conveniently flatter results in the year of change.

Is weighted average cost accepted under Indian accounting standards?

Yes. Both AS 2 and Ind AS 2 recognise weighted average alongside FIFO as an acceptable cost formula for inventories, and either satisfies income-tax requirements provided it is applied consistently. LIFO is not permitted. Businesses commonly choose weighted average for commodity-like goods where individual lots lose their identity in storage.

Does weighted average costing work with batch and expiry tracking?

Yes. Batch records track quantities, locations and expiry dates for physical control, while the ledger costs every issue at the blended average rate. The two operate independently: a pharmacy can enforce expiry-first picking yet value its stock on weighted average. Problems arise only if someone expects each batch's own purchase rate to appear in margins.

Put it into practice with LekhaPro

Offline-first GST accounting and billing for Indian businesses — correct GST by construction, real double-entry books and return filing in one place.