Concepts

What is EBITDA?

Banks use EBITDA because it gives a cleaner view of operating earnings than net profit.

Concepts · 4 min

Banks use EBITDA because it gives a cleaner view of operating earnings and repayment capacity than net profit. EBITDA stands for Earnings Before Interest, Taxes, Depreciation and Amortisation — operating profit before interest, tax, depreciation and amortisation. It is a proxy for the ongoing cash-generating capacity of operations, stripped of financing structure and accounting choices.

Calculation (simplified):
Revenue − Cost of goods sold − Personnel − Other operating expenses = EBITDA

Or conversely: Net profit + Tax + Interest + Depreciation and amortisation = EBITDA.

Why EBITDA specifically?

The bank could use net profit. But net profit is influenced by things the bank is less interested in:

By removing these, you get a clearer picture of operations' ability to generate earnings.

EBITDA is not cash flow

This is important: EBITDA is not the same as cash flow. EBITDA ignores changes in working capital, investments and tax payments. A company can have healthy EBITDA and simultaneously run out of liquidity due to growth in receivables or inventory.

That is why EBITDA must always be read together with cash flow, working capital and debt service.

Add-backs: the grey zone

In some loan agreements it is permitted to adjust EBITDA by adding back one-off costs. This is called add-backs. It might be restructuring, severance, legal fees or similar. Add-backs can be legitimate — but they can also be abused. The bank typically tests both raw EBITDA and adjusted EBITDA.

LTM EBITDA

Covenants are most often tested on LTM EBITDA (Last Twelve Months). This means EBITDA for the most recent 12 months, rolled forward each quarter. This provides a stable measure that is less sensitive to seasonal fluctuations.

Test EBITDA scenarios on your numbers

Covenant Horizon lets you simulate what happens to your covenant headroom if EBITDA falls or rises.

Try Covenant Horizon