Maximum Leverage

Covenants

Turkish: Azami Kaldıraç

Short definition

Maximum leverage is the highest net debt/EBITDA (or similar) allowed by policy or by the facility. It is not a universal “right” gearing; stress and the refinancing window set it.

Detailed explanation

An internal cap inside the bank cap creates a flexibility reserve. The reverse makes every investment a breach candidate. An acquisition model must talk price without breaching the cap.

Sector, cash-flow stability and collateral move the cap. Pushing the cap at the cycle peak is a trough breach.

Why it matters for the CFO

Dividends, buybacks and M&A are queued under this cap.

How to read it

Internal cap 3.0x, bank 4.0x → 1.0x policy cushion. 3.0x is not a universal optimum.

Related calculators

Güven Sayılgan’s writing on this topic

Read these first

What to learn next

  1. Net Debt / EBITDA
  2. Debt Capacity
  3. Covenant Headroom
  4. Capital Structure
  5. Debt Headroom

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