Debt advisory

Debt capacity

Size borrowing from sustainable cash flow, leverage, security, liquidity and downside headroom rather than the requested amount alone.

Quick answer

Debt capacity is the amount and structure of debt a borrower can support while meeting interest, principal, operating, tax and investment obligations under credible scenarios. It depends on recurring cash flow, leverage, coverage, collateral, maturity, covenants, liquidity and volatility. The approved facility amount may be lower than a single ratio implies.

Use the worked example

Meaning and transaction use

The OCC says DSCR divides net operating income by annual debt service and measures the borrower's ability to service debt. It says the appropriate level should reflect amortisation and cash-flow volatility. [S1]

The IMF uses interest coverage as a measure of capacity to service debt and notes that a ratio below one means earnings do not cover interest without adjustments. [S2]

Proposed underwriting method: calculate capacity separately under cash-flow, leverage, collateral and liquidity constraints, apply the lowest supported amount and retain sensitivities for rates, earnings, working capital and refinancing.

Worked example

Illustrative sizing only. Assume USD 3 million of sustainable annual cash flow available for debt service, a 1.50x minimum DSCR and annual debt service of USD 250,000 per USD 1 million borrowed.

Scroll the table horizontally to view all columns.

MeasureCalculationResult
Maximum annual debt service3 million / 1.50USD 2 million
Debt capacity from service2 million / 250,000USD 8 million
Downside cash flow3 million x 80%USD 2.4 million
Downside DSCR on USD 8 million2.4 million / 2 million1.20x
Capacity at 1.50x in downside2.4 million / 1.50 / 250,000USD 6.4 million

The base case supports USD 8 million under the assumptions; the downside supports USD 6.4 million at 1.50x. Other constraints may reduce either amount.

Proposed transaction review process

Normalise cash flow

Reconcile earnings, working capital, capex, taxes and permitted adjustments.

Model debt service

Apply rate, fees, amortisation, maturity and existing obligations.

Test constraints

Compare coverage, leverage, collateral, liquidity and covenant capacity.

Stress and approve

Run downside cases and document the binding constraint and headroom.

Evidence checklist

Financial record

Accounts, bank data, forecasts and quality-of-earnings support.

Debt record

Existing facilities, leases, guarantees, hedges and repayment schedules.

Business evidence

Contracts, concentration, pipeline, capex and working-capital drivers.

Credit terms

Proposed pricing, amortisation, security, covenants and conditions.

Decision framework

SituationProposed action
Coverage supports more debt than leverageUse the lower supported constraint.
Capacity depends on add-backsVerify each adjustment and show capacity without it.
Rates riseRecalculate debt service and covenant headroom.
A maturity creates refinancing riskModel repayment or refinancing under a stressed exit case.

Common errors to check

  • Converting EBITDA directly into debt capacity without cash-flow adjustments.
  • Ignoring existing and contingent obligations.
  • Using base-case ratios without downside tests.
  • Treating lender appetite as evidence of sustainable capacity.

Test the debt capacity

Bring the normalised cash flow, debt schedule, proposed terms and downside case to a debt-capacity review. Identify the binding constraint before setting the facility amount.

Discuss the transaction

Primary references and editorial scope

  1. OCC: Commercial Real Estate Lending
    DSCR measurement and consideration of amortisation and cash-flow volatility. Reference checked 17 September 2026.
  2. IMF: Stress Testing Corporate Balance Sheets
    Interest coverage as an indicator of debt-service capacity. Reference checked 17 September 2026.
Editorial qualification

General debt-financing education. Figures are hypothetical. Capacity and loan terms depend on verified cash flow, documents, lender policy and jurisdiction.

General business information. Obtain advice appropriate to the legal, tax, accounting and financing facts. No offer, lender commitment or transaction outcome is represented. All worked examples use expressly assumed figures. Editorial draft date: 17 September 2026.

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