CV

CA Intermediate · Financial Management & Strategic Management

Working Capital Management

Chapter 4 · 4 formulas · 4 exam-critical pointers

Core concepts

  1. 01WC = Current Assets − Current Liabilities; gross WC = total CA.
  2. 02Operating cycle = Inventory days + Debtors days − Creditors days.
  3. 03Approaches: Conservative (high WC, low risk), Aggressive (low WC, high risk), Matching/Hedging.
  4. 04Receivables management: credit policy (terms, period, standards, collection).
  5. 05Cash management: Baumol model (transaction motive), Miller-Orr model (random cash flow).

Flowchart

Operating Cycle Cash --> Raw Material --> WIP --> Finished Goods --> Debtors --> Cash ^ | Creditors (short-cut)

Exam-critical pointers

  • Higher operating cycle → higher WC investment → lower ROCE.
  • Factoring: with recourse vs without recourse — risk of bad debt.
  • Tandon Committee norms (3 lending methods) — historical but conceptually tested.
  • Cash credit limit largely based on max permissible bank finance (MPBF).

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