Financial Constraints

Capital Structure

Turkish: Finansal Kısıtlar

Short definition

Financial constraints are the firm’s inability to fund a positive-NPV job at an internal price. An external finance premium, collateral, covenants and credit standards produce the constraint.

Detailed explanation

A constrained firm depends more on cash flow; investment–cash sensitivity rises. The constraint arrives as price (spread) or quantity (no line); in Türkiye the quantity channel is often the binding one.

Measures are indirect: refused credit, more collateral, a dividend cut, a forced asset sale. Constraint does not only raise WACC; it creates a rationing shadow price.

Why it matters for the CFO

Growing above SGR under constraint is a working-capital crisis. Even if the policy rate falls, tight standards keep the constraint.

How to read it

Constraint is a continuum, not a binary. Ratings, collateral and bank coverage change how loose it is.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Financial Flexibility
  2. Capital Rationing
  3. Pecking Order
  4. Unused Debt Capacity
  5. Credit Conditions (Macro)

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