Capital Rationing

Capital Budgeting

Turkish: Sermaye Rasyonlaması

Short definition

Capital rationing is an internal or external ceiling that stops the firm doing every positive-NPV job. The scarce resource may be cash, debt capacity, collateral or management time.

Detailed explanation

Soft rationing is a closed credit or equity market or a covenant. Hard (internal) rationing is a ceiling management sets on purpose (control, dividends, risk limit). In both cases ranking is by PI and package NPV.

If the ceiling is artificial and debt capacity sits unused, the shadow price rises above WACC; the real issue is financial flexibility. If scarcity is real, pick the highest NPV per unit of resource, not jobs just below the hurdle.

Why it matters for the CFO

When Turkish credit standards tighten, the ceiling is quantity not price; without a PI ranking the “most strategic” file eats the cap.

How to read it

Rationing does not raise WACC; it raises a shadow price. Which resource is scarce (cash, collateral, credit) changes the fix.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Profitability Index (PI)
  2. Net Present Value (NPV)
  3. Financial Constraints
  4. Unused Debt Capacity
  5. Independent Projects

Definitions are educational. They are not investment, credit or tax advice.