Bank Finance · Term vs WC

Term Loan vs Working Capital

A term loan buys the machine; working capital keeps it running. Confusing the two — or taking one without the other — is a common reason good projects stall. Here's the difference.

Last updated: · By CA Nikhil Gupta · ~7 min read

A term loan funds fixed assets — land, building, plant and machinery — and is repaid in instalments over several years. Working capital funds the operating cycle and revolves as you use and repay it. They answer different questions in your DPR, and most projects need both.

Contents

What a term loan is

A term loan is borrowed for a defined purpose — usually creating fixed assets — and repaid over a fixed tenure (commonly 5–7 years) through EMIs, often after a moratorium during construction. It's assessed on project viability and repayment capacity, measured through DSCR. This is the loan a DPR is built around.

What working capital is

Working capital is a revolving facility — typically cash credit — that funds day-to-day operations. There are no fixed EMIs; you draw and repay as your cycle turns, paying interest only on what you use. It's assessed through CMA data and the operating cycle, and renewed annually.

Term loan vs working capital

FeatureTerm LoanWorking Capital
FundsFixed assets (machinery, building)Operating cycle (stock, receivables)
TenureFixed, multi-yearRevolving, renewed annually
RepaymentEMIs, often after a moratoriumDraw & repay as cycle turns
Assessed byViability & DSCR (DPR)Operating cycle & MPBF (CMA)
InterestOn the outstanding loanOn amount utilised

Why you usually need both

A new unit that borrows only a term loan buys its machinery and then discovers it has no cash to buy raw material or carry the first customers on credit — a classic, avoidable failure. A sound project plans the term loan and the working-capital limit together, so the DPR funds the assets and the CMA funds the operations. The two documents must tell one consistent story.

Frequently asked questions

What is the difference between a term loan and working capital?

A term loan funds fixed assets and is repaid in instalments over years; working capital funds the operating cycle and revolves as you use and repay it. They serve different purposes.

Which is assessed by DSCR and which by CMA?

A term loan is assessed on viability and DSCR (through the DPR); a working-capital limit is assessed on the operating cycle and MPBF (through CMA data).

Can I use a term loan for working capital?

No — a term loan is sanctioned for a specific fixed-asset purpose. Using it for operations leaves the asset unfunded on the working-capital side and creates a repayment mismatch.

Do I need both for a new project?

Almost always. The term loan buys the machinery; the working-capital limit lets the unit operate after commissioning. Planning both together avoids running out of cash.

Plan your term loan and working capital together

We'll structure both so your DPR funds the assets and your CMA funds operations — one consistent story the bank can approve. The first assessment is free.

Related reading: Working Capital Loan Guide · How to Prepare a DPR for a Bank Loan · DSCR Explained · Cash Credit vs Overdraft · What is CMA Data?

Fund the Asset and the Operations

CA Nikhil Gupta structures term loan and working capital together, so your project doesn't stall after commissioning. Free assessment, no upfront fee.

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