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Case study · Finance

How to improve margins: 4 cases

Thesis Partners 10 min

Margin: why it is critical for any business

Margin is the difference between what you collect from a client and what you spend to serve them. It is the single most important measure of business health. When margin falls, you grow only on paper: revenue rises, but profit stays flat or even shrinks.

Owners often ask why margin matters more than revenue. Because margin determines your ability to:

Between 2022 and 2024 we helped eight companies grow their margins by 15–25%. Below is a breakdown of four real cases, with concrete numbers and approaches.

Case 1: E-commerce platform (margin 15% → 28%)

The starting point

The company launched a marketplace with 5,000 products from a range of suppliers. Revenue was ₽50M a year, but margin was only 15%, because the catalogue was fragmented — full of products at a 5–10% margin that were hard to sell and took up space on the site.

Analysis: we ran an ABC analysis by profit (not by revenue). We found that:

The decision and the results

Step 1: we removed Category C entirely (2,500 products). The fear was a loss of revenue, but in reality revenue fell by only 8%, because these products were barely selling.

Step 2: we reworked the mix in Category B: raised prices by 15–20%, dropped the dullest products, and added popular brands with a higher margin.

Step 3: we improved site navigation to give Category A products (high margin) priority placement.

Results over six months:

Key takeaway: not all clients are equally valuable. We cut the unprofitable ones (low-margin products) and won by accident: only the loyal, profitable customers remained.

Case 2: B2B SaaS (margin 20% → 35%)

The starting point

A SaaS company for logistics management, with revenue of ₽100M a year. But margin was only 20%, because the large clients (40% of revenue) demanded customization, heavy support, and bespoke terms.

COGS analysis: we looked at the cost of serving clients of different sizes:

The decision

Step 1: we raised prices for new large clients by 30–40%. At the same time we required them to use standard integrations (no customization, no extra support). We closed off special terms — everyone pays the list rate.

Step 2: we set a minimum service volume: a contract of at least ₽1M a year (previously we took clients from ₽200K). For clients below that threshold, we moved to self-service (documentation, video, a community forum).

Step 3: we created two products: Standard (for SMB) and Enterprise (for large accounts). Enterprise costs more but includes priority support and can be customized (for an additional fee).

Results over nine months:

Key takeaway: large clients are not always the most profitable. They often demand so much attention that the margin turns negative. You either price them correctly (build the cost of support into the price) or walk away.

Case 3: Manufacturing (margin 18% → 32%)

The starting point

A cable manufacturer with revenue of ₽300M a year. Margin was only 18%, because the technology was outdated, there was a lot of rework, defects ran at 8%, and production losses were high.

Cost-of-goods analysis:

The decision

What we optimized:

Results over 18 months:

Key takeaway: optimizing cost of goods takes investment and time, but the effect is durable. For companies like this we recommend starting with quick wins (quality control, supplier negotiations), then moving on to capital-intensive investment.

Case 4: Consulting (margin 40% → 55%)

The starting point

A strategy consulting firm with revenue of ₽80M a year and a 40% margin. At first glance this looks healthy, but the margin was diluted: a lot of small projects (₽1–3M) that required as much preparation and as many meetings as the large ones (₽20–50M).

Productivity analysis: in a month, one senior consultant can handle either:

The decision

Portfolio reshaping strategy:

Results over 12 months:

Key takeaway: not all projects are equally valuable. Sometimes you have to give up revenue (small clients) in order to grow margin and concentrate on the genuinely profitable segment.

Universal levers for lifting margin

1. Pricing (the fastest route)

A 10% price increase at the same cost of production lifts profit by 50–100%.

2. Optimizing cost of goods

Cutting COGS by 5–10% flows straight into margin.

3. Product mix

Focus on high-margin products and services.

4. Operational efficiency

Reducing overhead: salaries, rent, tools.

How to choose which lever to start with

Every company has its own bottlenecks. Identify them in three steps:

  1. Look at the ABC analysis: what share of products or services runs at a loss? Start by optimizing or removing them
  2. Analyse COGS: where is the most money lost? In production, delivery, or support?
  3. Check pricing: are clients paying a fair price for your product or service? Can you raise it?

We usually recommend the following order:

Common mistakes

Conclusion

Margin grows through a combination of approaches: the right pricing, a smart product mix, optimized cost of goods, and operational efficiency. Start with quick wins (pricing, product mix), then move on to the strategic ones (technology, processes). Above all, measure the results at every step.

Remember: margin matters more than revenue. A company with ₽50M in revenue and a 50% margin is more profitable than one with ₽200M in revenue and a 10% margin.

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