Maintenance CapEx

Capital Budgeting

Turkish: Bakım Yatırımı

Short definition

Maintenance capex is the capital spend needed to keep current capacity and safety. It does not create growth; it is deducted in FCF and CFADS before EBITDA is treated as sustainable.

Detailed explanation

Depreciation is a crude proxy and misses inflation, technology and a deferred-maintenance overhang. Historical-cost depreciation in Türkiye often undershoots replacement cash; the budget is built from quantities and unit prices.

The credit agreement embeds “maintenance capex” in CFADS as EBITDA − ΔNWC − maintenance − cash tax. Whether spares and major turnarounds sit in that definition is contractual. Deferral lifts near-term CFADS and stores cash and breakdown risk into the next year.

Why it matters for the CFO

Putting a multiple on forward EBITDA without maintenance cash inflates value and debt capacity.

How to read it

Maintenance / depreciation below 1 is deferral or a historical-cost gap. Do not invent a threshold without cycle and plant age. Booking a one-off turnaround as “growth” pollutes CFADS.

Related calculators

Güven Sayılgan’s writing on this topic

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What to learn next

  1. Capital Expenditure (CapEx)
  2. Growth CapEx
  3. CFADS
  4. Free Cash Flow (FCF)
  5. Depreciation

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