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Microlesson · 5-min read

Forms of Bank Credit for Working Capital

## Working Capital Finance from Banks

### Overview

  • Banks are the major suppliers of short-term credit for working capital.
  • The Tandon Committee and Chore Committee gave foundational guidelines.
  • RBI withdrew the Maximum Permissible Bank Finance (MPBF) concept in April 1997.
  • Banks now develop their own assessment methods (board-approved), subject to prudential guidelines.

### RBI Directions

CategoryDetails
Directed CreditPriority sector lending, export credit (mandatory)
Prohibited CreditBridge finance, NBFC re-discounted bills (not permitted)

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## Forms of Bank Credit

### 1. Cash Credit (CC)

  • A continuous credit facility — borrower withdraws and repays within a sanctioned limit as needed.
  • Interest is charged only on the amount actually drawn, not the full limit.
  • Typically secured by stock and book debts.
  • Best for: Ongoing working capital needs.

### 2. Bank Overdraft (OD)

  • Allows withdrawal beyond the current account balance, up to a sanctioned limit.
  • Repayable on demand — bank can call it back at any time.
  • Typically short-term and occasional (not continuous like CC).
  • Best for: Temporary cash shortfalls.

### 3. Bills Discounting

  • A seller (who holds an accepted bill from the buyer) discounts it with the bank for immediate cash.
  • Bank holds the bill and collects from the buyer on maturity.
  • Risk: If buyer defaults, bank has recourse to seller.

### 4. Bills Acceptance

  • Company draws a bill on the bank itself, and the bank accepts it — promising to pay a third party on a future date.
  • The bank's acceptance enhances the bill's creditworthiness.
  • Bank charges an acceptance commission.

### 5. Line of Credit

  • Bank's commitment to lend up to a specified maximum on demand.
  • Not an actual loan until drawn — but provides certainty of access to funds.
  • Interest charged only on amounts actually drawn.

### 6. Letter of Credit (LC)

  • Bank commits to pay or negotiate funds against documents presented as per agreed terms.
  • Used in trade (domestic and international) to assure the seller of payment.
  • Bank pays seller when documents are presented; then recovers from the buyer.

### 7. Bank Guarantees

  • Bank promises a third party to pay on behalf of its client if the client defaults.
  • A contingent liability for the bank — actual payment only if the client fails.
  • Used in construction contracts, government tenders, etc.

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## Comparison: Key Distinctions

PairKey Difference
Cash Credit vs OverdraftCC is continuous and secured; OD is occasional and on-demand
LC vs Bank GuaranteeLC: bank pays on document presentation (primary obligation); Guarantee: bank pays only if client defaults (contingent)
Bills Discounting vs Bills AcceptanceDiscounting: bank buys the bill; Acceptance: bank commits to honor the bill itself

Worked example

### Example 1

Letter of Credit (LC) — Step-by-Step:

Indian importer wants to buy goods from a US exporter. The US exporter wants payment certainty.

1. Indian importer approaches SBI → SBI issues LC in favor of the US exporter.

2. LC states: 'SBI will pay USD 1,00,000 upon presentation of valid shipping documents.'

3. US exporter ships goods and presents documents (bill of lading, invoice, etc.) to their US bank.

4. US bank negotiates documents and pays the exporter USD 1,00,000.

5. US bank presents documents to SBI → SBI reimburses USD 1,00,000.

6. SBI debits the Indian importer's account.

Outcome: Exporter gets payment certainty (no credit risk); importer gets the goods; SBI earns LC commission.

### Example 2

Cash Credit vs Overdraft — Practical Distinction:

FeatureCash CreditBank Overdraft
AccountSeparate CC account maintainedUses existing current account
NatureContinuous, revolving facilityShort-term, on-demand
SecurityTypically stock + debtors (hypothecation)May be clean (unsecured) for good customers
RenewalAnnual (renewed subject to review)On demand, called back anytime
Best useRegular working capital needsTemporary mismatch or emergency
InterestOn daily outstanding balanceOn daily outstanding balance

⚠️ Common exam mistakes

  • Bank Overdraft is repayable ON DEMAND — the bank can recall it any time, making it less reliable than a term loan or CC limit
  • A Letter of Credit is NOT a loan — it is a payment mechanism. The bank pays only when documents are presented; the importer owes the bank, not the exporter
  • A Bank Guarantee is a CONTINGENT liability — it only crystallizes if the client defaults; until then, no cash changes hands
  • Cash Credit interest is charged on the DRAWN amount only, not the entire sanctioned limit — unlike a term loan where interest runs on the full disbursement
  • MPBF (Maximum Permissible Bank Finance) was withdrawn by RBI in April 1997 — do not state it as a current regulatory requirement
  • Bills Acceptance is when the BANK itself accepts the bill (becomes the primary obligor); Bills Discounting is when the bank buys an already-accepted bill from a seller
Reference:
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