CREDIT DESK

Professional credit analysis calculators

Debt-Equity & Leverage Analysis

Year-wise leverage ratios — DER, TOL/TNW, Interest Coverage, and Net Debt/EBITDA

Balance Sheet

Crore
ItemYr 1Yr 2Yr 3
Paid-up Share Capital
Reserves & Surplus
Less: Intangibles / Misc. Exp.goodwill, preliminary expenses
= Tangible Net Worth (TNW)0.000.000.00
Term Loans / Long-term Debt
Working Capital Borrowings (CC / OD)
= Total Debt (TL + WC)0.000.000.00
Less: Cash & Bank Balances
= Net Debt0.000.000.00
Trade Creditors / Sundry Creditors
Other Current Liabilities & Provisions
= Total Outside Liabilities (TOL)Total Debt + Trade Creditors + OCL0.000.000.00

Profit & Loss

Crore
ItemYr 1Yr 2Yr 3
EBITOperating profit before interest & tax
Finance Charges (Interest)
Depreciation & Amortization
= EBITDAEBIT + Depreciation0.000.000.00

Leverage Ratios

RatioYr 1Yr 2Yr 3Benchmark

Debt-Equity Ratio (DER)

Total Debt ÷ Tangible Net Worth

≤ 3:1 (ideal ≤ 2:1)

TOL / Tangible Net Worth

Total Outside Liabilities ÷ TNW

≤ 4:1 (ideal ≤ 3:1)

Interest Coverage (ICR)

EBIT ÷ Finance Charges

≥ 2.0x (min ≥ 1.5x)

Net Debt / EBITDA

(Total Debt − Cash) ÷ EBITDA

≤ 3.0x (ideal ≤ 2.0x)

Benchmark Reference

Debt-Equity Ratio (DER)

Good: ≤ 2:1
Adequate: ≤ 3:1
Marginal: ≤ 4:1
Weak: > 4:1

TOL / Tangible Net Worth

Good: ≤ 3:1
Adequate: ≤ 4:1
Marginal: ≤ 5:1
Weak: > 5:1

Interest Coverage (ICR)

Good: ≥ 3.0x
Adequate: ≥ 2.0x
Marginal: ≥ 1.5x
Weak: < 1.5x

Net Debt / EBITDA

Good: ≤ 2.0x
Adequate: ≤ 3.0x
Marginal: ≤ 5.0x
Weak: > 5.0x