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Microlesson · 5-min read

Coverage Ratios (Interest, Preference Dividend, Equity Dividend, Fixed Charges Coverage)

## Coverage Ratios

Coverage ratios measure a firm's ability to service its fixed financial obligations — interest, preference dividends, and loan repayments — out of its earnings or cash flows. A higher coverage ratio generally signals a greater margin of safety for lenders and preference shareholders.

### A. Interest Coverage Ratio

Also called the "times interest earned" ratio. It indicates the firm's ability to meet interest (and other fixed charges) obligations — i.e. how many times current earnings can cover the current interest payment.

$$\text{Interest Coverage Ratio} = \frac{\text{Earnings before Interest and Taxes (EBIT)}}{\text{Interest}}$$

  • High ratio → the firm can comfortably meet interest even if EBIT falls considerably.
  • Low ratio → excessive use of debt or inefficient operations.

### B. Preference Dividend Coverage Ratio

Measures the firm's ability to pay dividend on preference shares (which carry a stated rate of return). It shows the margin of safety to preference shareholders — a higher ratio is desirable from their viewpoint.

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

### C. Equity Dividend Coverage Ratio

Measures the cushion available for paying equity dividend after preference dividend is met.

$$\text{Equity Dividend Coverage Ratio} = \frac{\text{EAT} - \text{Preference Dividend}}{\text{Equity Dividend}}$$

### D. Fixed Charges Coverage Ratio

Shows how many times the cash flow before interest and taxes covers all fixed financing charges (interest plus loan repayment). A ratio of more than 1 is considered safe.

$$\text{Fixed Charges Coverage Ratio} = \frac{\text{EBIT} + \text{Depreciation}}{\text{Interest} + \text{Repayment of Loan}}$$

### Related: Debt Service Coverage Ratio (DSCR)

Earnings available for debt service are computed as:

> Net profit (EAT) + non-cash operating expenses (depreciation and other amortisations) + Interest + other adjustments such as loss on sale of fixed assets.

Note: Fund from operations (or cash from operations) before interest and taxes may also be used as per the requirement.

### Doubt Busters (terminology)

  • EBIT = PBIT (Profit before interest and taxes); EAT = PAT (Profit after taxes); EBT = PBT (Profit before taxes).
  • Ratios are computed based on the requirement and availability of information and may deviate from the original formula — state your assumptions if you deviate.
  • The numerator must correspond to the denominator and vice-versa.

⚠️ Common exam mistakes

  • Confusing EBIT-based Interest Coverage with cash-based DSCR — DSCR adds back depreciation/non-cash items and other adjustments, while Interest Coverage uses plain EBIT.
  • Forgetting that the Fixed Charges Coverage denominator includes loan repayment, not just interest.
  • Using net profit (EAT) instead of EBIT in the Interest Coverage Ratio — interest must be measured against pre-interest, pre-tax earnings.
  • Putting equity dividend in the Preference Dividend Coverage Ratio (it uses preference dividend) and vice-versa.
  • Not adjusting EAT by deducting preference dividend in the Equity Dividend Coverage numerator.
Reference:
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