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Business loan instalment and affordability — with a rate test

The annuity instalment, total interest over the term, debt service against EBITDA (DSCR) and a scenario with the rate two points higher — what the bank will check before answering. For companies, not consumer loans.

Monthly instalment

30 775 PLN

annuity — constant over the term at a fixed rate
Total interest over the term
346 488 PLN
Instalment at a rate 2 pp higher
32 241 PLN
DSCR: EBITDA / annual debt service
1,8×
Capacity at 60 % EBITDA and rate +2 pp
1 628 369 PLN

Debt service fits with headroom (DSCR ≥ 1.5). The bank will see the same — you are in a position to negotiate the margin, not just the amount.

An indicative tool: the result is an order of magnitude on your assumptions, not a valuation or tax, legal or investment advice. Data entered into the form is never sent or stored anywhere.

How it is computed

  1. 1Annuity instalmentR = K × r ÷ (1 − (1 + r)^−n), where r is the monthly rate and n the number of instalments. Total interest = sum of instalments − principal. With a variable rate (reference + margin) the instalment changes every 3 or 6 months — hence the +2 pp scenario.
  2. 2DSCREBITDA ÷ (12 instalments of the new loan + annual service of other liabilities). A simplification: banks rather use cash flow after tax and capex, but the order of magnitude is the same and every owner has EBITDA at hand.
  3. 3CapacityThe maximum principal at which the new loan’s service fits within 60 % of EBITDA after other liabilities — computed at a rate 2 pp higher, because the bank does it that way too. An upper bound, not a recommendation: a loan at the limit of capacity is a loan with no room for a weaker year.

Check whether the instalments fit weekly cash

Frequently asked questions

What interest rate should I use in 2026?

The reference rate (3M WIBOR) plus the bank’s margin. In September 2026 3M WIBOR is around 4.5–5 %, margins for small and mid-sized companies typically 1.5–3.5 pp — so 6.5–8.5 % in total, depending on security and history. Check the current rate on the GPW Benchmark site.

Declining or equal instalments?

The calculator uses equal (annuity) instalments. Declining instalments start about 15–20 % higher over 5 years but cost less interest in total. For a company with seasonality or a short runway equal instalments are safer; for a company with surplus cash declining ones are cheaper.

Do you help with the bank conversation?

Yes — on the numbers side: a cash-flow model, a thirteen-week cash ledger, a data pack that answers the credit analyst’s questions before they are asked. Raising financing worth many millions of złoty is part of my track record; details on the About page.

Let’s talk about your situation

Write a few sentences about the company and the problem. I reply within two working days and the first conversation is free.

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