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Microlesson · 5-min read

Liquidity ratios (short-term solvency): current, quick, cash, basic defense interval, net working capital

## Liquidity / Short-Term Solvency Ratios

Liquidity is the ability of a business to pay its short-term liabilities. Persistent inability to do so hurts credit rating, can lead to commercial bankruptcy, and eventually sickness/dissolution. Short-term lenders and creditors watch these closely.

> Both too little and too much liquidity are bad — excess liquidity means idle funds earning nothing.

The five liquidity measures:

### (a) Current Ratio

$$\text{Current Ratio} = \frac{\text{Current Assets}}{\text{Current Liabilities}}$$

  • Generally acceptable benchmark: 2 : 1 (but depends on nature of business).
  • Current Assets = Inventories + Sundry Debtors + Cash & Bank + Receivables/Accruals + Loans & Advances + Disposable Investments + any other current assets.
  • Current Liabilities = Creditors for goods/services + Short-term loans + Bank overdraft + Cash credit + Outstanding expenses + Provision for taxation + Proposed dividend + Unclaimed dividend + any other current liabilities.

### (b) Quick Ratio (Acid-Test Ratio)

$$\text{Quick Ratio} = \frac{\text{Quick Assets}}{\text{Current Liabilities}}$$

  • Quick Assets = Current Assets − Inventories − Prepaid expenses.
  • Benchmark: 1 : 1 (satisfactory unless most quick assets are slow-collecting receivables).
  • A more conservative test than the current ratio: "If all sales revenue vanished, could I meet current obligations with funds readily on hand?"

### (c) Cash Ratio / Absolute Liquidity Ratio

$$\text{Cash Ratio} = \frac{\text{Cash \& Bank balances} + \text{Marketable Securities (Current Investments)}}{\text{Current Liabilities}}$$

  • The most stringent test — only the absolutely liquid resources count.

### (d) Basic Defense Interval / Interval Measure

Number of days the firm can cover cash expenses if all revenue suddenly stopped, without extra financing.

$$= \frac{\text{Cash \& Bank} + \text{Net Receivables} + \text{Marketable Securities}}{\text{Daily Operating Expenses}}$$

or equivalently $\dfrac{\text{CA − Prepaid expenses − Inventories}}{\text{Daily Operating Expenses}}$

where $$\text{Daily Operating Expenses} = \frac{\text{COGS} + \text{Selling, Admin \& General Exp} - \text{Depreciation \& Non-cash Exp}}{\text{No. of days in a year}}$$

### (e) Net Working Capital

More a measure of cash flow than a ratio; bankers track it over time and often tie loans to a minimum NWC.

$$\text{NWC} = \text{Current Assets} - \text{Current Liabilities (excl. short-term bank borrowing)}$$

Worked example

### Example 1

Quick ratio: Current Assets ₹4,00,000 (incl. Inventory ₹1,50,000 and Prepaid ₹10,000); Current Liabilities ₹2,00,000. Quick Assets = 4,00,000 − 1,50,000 − 10,000 = ₹2,40,000. Quick Ratio = 2,40,000 / 2,00,000 = 1.2 : 1 (satisfactory).

### Example 2

Basic Defense Interval: Cash & Bank ₹50,000 + Net Receivables ₹1,00,000 + Marketable Securities ₹20,000 = ₹1,70,000. If COGS + S,A&G expenses (net of depreciation) = ₹6,12,500 for the year, Daily Operating Expenses = 6,12,500 / 365 = ₹1,678. Basic Defense Interval = 1,70,000 / 1,678 ≈ 101 days.

⚠️ Common exam mistakes

  • Including inventories or prepaid expenses in Quick Assets — both must be removed.
  • Forgetting to add depreciation back / removing non-cash items when computing Daily Operating Expenses (these are non-cash and shouldn't be in a cash-expense figure).
  • Including short-term bank borrowing in current liabilities when computing Net Working Capital — it is excluded.
  • Treating the 2:1 (current) and 1:1 (quick) benchmarks as universal rather than industry-dependent.
Reference:
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