Credit Spread

Banking

Turkish: Kredi Marjı

Short definition

The credit spread is the issuer- and deal-specific premium over the reference rate. Credit quality, collateral, tenor, sector and the bank’s capital cost set it; it is not the policy rate.

Detailed explanation

Spread prices expected loss (PD × LGD), liquidity, regulatory capital and competition. Collateral and tight covenants compress it; second-lien, long tenor and loose covenants widen it. Ratings and CDS are different markets for related risk; they do not equal each other one-for-one.

In Turkey, commercial-loan spreads also move with banks’ TL/FX funding gap and credit-growth caps. A fixed-coupon bond spread is not the same object as a floating-loan margin.

Why it matters for the CFO

Refinancing and Kd in WACC often move on spread, not on the reference. A wider spread cuts debt capacity independently of the policy rate.

How it is calculated

Kredi marjı = All-in kupon − Referans faiz (ücret hariç kaba kesit)

Variables in the formula

  • Spread: Basis points over the reference

How to read it

600 bp is six points over the reference. Compression is not “cheap money”; it is a lower risk premium for that name and collateral. There is no threshold; comps and CDS give direction.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Loan Pricing
  2. Reference Rate
  3. Credit Risk Premium
  4. All-in Cost
  5. Cost of Debt

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