Translation Risk

Risk Management

Turkish: Çeviri Riski

Short definition

Translation risk is FX differences in equity and profit when foreign-currency statements are converted into the reporting currency. It is not a cash outflow; it does not break cash covenants or dividends unless the contract says so.

Detailed explanation

IAS 21: income statement at average, balance sheet at closing; the gap sits in OCI. A net-investment hedge can damp that volatility.

If a covenant uses “reported equity”, translation moves leverage. Cash covenants (DSCR, cash) are closed to translation. Management profit should not boast translation gains.

Why it matters for the CFO

A group CFO cannot take capital and dividend decisions on an overseas unit’s “growth” in TRY until FX is stripped out.

How to read it

A translation loss is not cash until the unit is sold. The net-investment currency must not be confused with economic exposure.

Related calculators

Güven Sayılgan’s writing on this topic

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What to learn next

  1. Transaction Risk
  2. FX Risk
  3. Economic Exposure
  4. Open Position

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