Maintenance Covenant

Covenants

Turkish: Bakım Covenant’ı

Short definition

A maintenance covenant requires the ratio to stay inside the cap/floor every test period (usually quarterly). A breach can occur with no deal; it is the standard bank-loan regime.

Detailed explanation

The difference from incurrence is continuity. Headroom is a quarterly KPI. A holiday delays the first test date; after that every period binds.

If the budget is not built to the maintenance test, the mid-year conversation is a waiver.

Why it matters for the CFO

It buys continuous discipline and an early warning. The price is less flexibility.

How to read it

A quarterly test needs tighter headroom than an annual average; season can break the ratio in one quarter.

Related calculators

Güven Sayılgan’s writing on this topic

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What to learn next

  1. Incurrence Covenant
  2. Covenant Headroom
  3. Financial Covenant
  4. Covenant Breach

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