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Microlesson · 5-min read

Determinants of Working Capital

## Determinants of Working Capital

Working capital requirements are not uniform across businesses. Several internal and external factors determine how much WC a firm needs.

### Two Core Concerns of WC Management

1. Maintaining adequate working capital — ensuring sufficient current assets are available

2. Financing working capital — deciding how to fund those current assets

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### Key Determinants

FactorEffect on WC Requirement
Need for CashMust maintain adequate cash for daily ops; excessive idle cash wastes return
Desired Inventory LevelHigher safety stock needs more WC; JIT and EOQ techniques help optimise
Receivables / Credit PolicyLiberal credit → more customers but more receivables → more WC tied up; managed via discounts and credit limits
Short-term Financing OptionsAccess to supplier credit, bank loans, and factoring reduces net WC required
Nature of BusinessCash-based businesses (e.g., restaurants) → low WC; inventory-heavy (e.g., pharmacies) → high WC
Market & Demand ConditionsHigh/predictable demand → faster inventory turnover → lower WC; uncertain/slow demand → more WC locked in stock
Technology & Manufacturing PolicyContinuous production builds large inventory (high WC); seasonal production creates temporary WC peaks
Operating EfficiencyReduced wastage and better coordination → lower WC needed
Price Level Changes & Exchange RatesInflation or rising import costs → same physical quantity costs more ₹ → higher WC required

⚠️ Common exam mistakes

  • Listing only internal factors — exchange rate fluctuations and inflation are external determinants that significantly affect WC, especially for import-dependent businesses.
  • Ignoring that a liberal credit policy increases both sales AND receivables — there is a direct WC cost to extending more trade credit.
  • Overlooking that operating efficiency reduces WC needs — firms with lean operations and low wastage can manage with less working capital than less efficient peers.
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