Growth Financing Gap

Growth

Turkish: Büyüme Finansman Açığı

Short definition

The growth financing gap is the slice of asset growth, implied by the sales target, not covered by retained profit and target new debt. It is closed with equity, extra debt or a growth cut.

Detailed explanation

Sales ↑ → receivables, inventory, capacity ↑. If internal profit and sustainable debt cannot cover that, a gap opens. Working-capital drag makes the gap larger than EBITDA suggests.

Ignoring the gap is de facto loading short-term debt or suppliers. That is not temporary WC finance; it is a structural pecking-order strain.

Why it matters for the CFO

The budget says “we are profitable, we will grow” while the cash gap shows in 13 weeks. The bank reads the gap as permanent use of a working-capital line.

How it is calculated

Açık ≈ Δvarlık − dağıtılmayan kâr − hedef Δborç

Δassets = growth × assets/sales (or NWC + capex separately). Internal = b × profit. Target ΔD is the SGR assumption.

Variables in the formula

  • EFN: external financing need

How to read it

Gap / sales is the capital intensity of growth. Without better margin and NWC days, a growth target produces a gap.

Numerical example

Sales +20 mn TL, assets/sales 0.6 → +12 mn TL assets. Retained profit 4, target new debt 3 → gap 5 mn TL.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

SGR

What to learn next

  1. Sustainable Growth Rate (SGR)
  2. Internal Growth Rate (IGR)
  3. Working-Capital Drag
  4. Debt Capacity
  5. Pecking Order

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