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Microlesson · 5-min read

Coverage ratios (DSCR, interest coverage, preference dividend coverage, fixed charges coverage)

## Leverage Ratios — II. Coverage Ratios

Coverage ratios measure a firm's ability to service its fixed liabilities — linking the fixed claims to the earnings available to meet them. Fixed claims consist of:

  • Interest on loans
  • Preference dividend
  • Amortisation of principal / instalment repayment / redemption of preference capital on maturity.

### A. Debt Service Coverage Ratio (DSCR)

$$\text{DSCR} = \frac{\text{Earnings available for Debt Service}}{\text{Interest} + \text{Installments}}$$

  • Earnings available for Debt Service = Net profit (EAT) + non-cash operating expenses (depreciation, amortisation) + Interest + other adjustments (e.g. loss on sale of fixed asset).
  • Normally 1.5 to 2 is satisfactory. Lenders use it to judge ability to pay current interest and instalments.
  • Note: funds/cash from operations before interest and tax may also be used as the numerator depending on the requirement.

### B. Interest Coverage Ratio (Times Interest Earned)

$$= \frac{\text{EBIT}}{\text{Interest}}$$

  • How many times earnings cover the interest bill. High ratio → can meet interest even if EBIT falls sharply; low ratio → excessive debt or inefficient operations.

### C. Preference Dividend Coverage Ratio

$$= \frac{\text{Net Profit / Earnings after Tax (EAT)}}{\text{Preference Dividend}}$$

  • Margin of safety for preference shareholders; higher is better.
  • Note: the numerator is EAT — because preference dividend is paid out of post-tax profit.

Related: Equity Dividend Coverage $= \dfrac{\text{EAT} - \text{Preference Dividend}}{\text{Equity Dividend}}$

### D. Fixed Charges Coverage Ratio

$$= \frac{\text{EBIT} + \text{Depreciation}}{\text{Interest} + \text{Repayment of Loan}}$$

  • How many times cash flow before interest and tax covers all fixed financing charges; > 1 is considered safe.

### Doubt Busters (terminology & exam practice)

1. EBIT = PBIT, EAT = PAT, EBT = PBT — these pairs are interchangeable.

2. Ratios are computed based on requirement and availability of information and may deviate from the textbook formula — state your assumptions.

3. The numerator must correspond to the denominator and vice-versa.

Worked example

### Example 1

DSCR: EAT ₹1,20,000 + Depreciation ₹40,000 + Interest ₹50,000 = Earnings available for debt service ₹2,10,000. Interest ₹50,000 + Instalment ₹70,000 = ₹1,20,000. DSCR = 2,10,000 / 1,20,000 = 1.75 (within the satisfactory 1.5–2 range).

### Example 2

Interest Coverage: EBIT ₹4,00,000; Interest ₹80,000. Ratio = 4,00,000 / 80,000 = 5 times — interest can fall 5-fold before being uncovered.

### Example 3

Preference Dividend Coverage: EAT ₹3,00,000; Preference Dividend ₹60,000. Coverage = 3,00,000 / 60,000 = 5 times.

⚠️ Common exam mistakes

  • Using EBIT instead of EAT for preference dividend coverage — preference dividend is paid out of profit AFTER tax.
  • Forgetting to add back depreciation and interest to net profit when building 'Earnings available for debt service' in DSCR.
  • Omitting instalment/principal repayment from the DSCR and fixed-charges denominators (it isn't just interest).
  • Mismatching numerator and denominator — e.g. a pre-tax earnings figure against a post-tax claim.
Reference:
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