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Microlesson · 5-min read

Stock Turnover, Gearing and DSCR

# Stock Turnover, Gearing & Debt Service Coverage Ratios

## 1. Stock Turnover Ratio

Helps detect excessive inventory build-up.

$$\text{Stock Turnover} = \frac{\text{Cost of Sales}}{\text{Average Inventory}} \quad \text{or} \quad \frac{\text{Turnover}}{\text{Average Inventory}}$$

Interpretation:

  • An increasing Stock Turnover figure or one much larger than the industry average may indicate poor stock management (e.g., stock-outs, panic ordering).
  • A very low ratio implies idle inventory and locked-up working capital.

## 2. Gearing Ratio

Indicates how much of the business is funded by borrowing.

$$\text{Gearing} = \frac{\text{Borrowings (all long-term debts including normal overdraft)}}{\text{Net Assets or Shareholders' Funds}}$$

Interpretation:

  • Higher gearing → higher risk (interest and repayment are not optional like dividends).
  • BUT, gearing can be sound if cash flows are strong and predictable.

## 3. Debt Service Coverage Ratio (DSCR)

Indicates the firm's capacity to service a particular level of debt (interest + principal).

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

Key Insights:

  • High-credit-rating firms target DSCR > 2 throughout the loan life.
  • High DSCR ⇒ firm borrows at most competitive rates.
  • Lenders use this ratio to judge ability to pay current interest and installments.

Worked example

### Example 1

Example — DSCR Calculation:

A firm has Profit After Tax = ₹40 lakhs, Depreciation = ₹15 lakhs, Interest = ₹10 lakhs, Annual loan installment = ₹20 lakhs.

Earnings available for Debt Service = PAT + Depreciation + Interest = 40 + 15 + 10 = ₹65 lakhs

DSCR = 65 / (10 + 20) = 65 / 30 = 2.17

Since DSCR > 2, the firm comfortably services its debt and would be eligible for competitive lending rates.

⚠️ Common exam mistakes

  • Forgetting to add back depreciation and interest while computing 'Earnings available for Debt Service'.
  • Using only interest in the denominator of DSCR — installment must be included.
  • Computing gearing on the basis of equity share capital alone, ignoring reserves and surplus (shareholders' funds includes both).
Reference:
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