OID - Balance Sheet Debt Impact

Monkeys, need help with the concept of OID. How does this impact the 3 statements specifically the balance sheet debt?

Say we have Term Loan of £600 traded at 6% discount, term of 6 years. Tax rate of 20%. My understanding for year 1 is as follows:

IS: We record $1 as an expense - Net Income is down $0.8

CFS: $1 is added back as it is non cash. This gives a cash increase of $0.2

BS: Initial debt recorded as $594. After year 1 our debt is $594 + $1 = $595

Is my understanding correct?

4 Comments
 

Mollitia accusamus magnam sequi sed ut. Suscipit quia nihil maxime sed eius. Similique velit ea recusandae non nihil consequatur rerum distinctio. Sapiente recusandae incidunt delectus magnam corporis ea veritatis nam. Nemo omnis amet maiores quasi pariatur error eaque. Mollitia est consectetur eum ipsa exercitationem alias velit.

Culpa autem culpa nihil error et nulla. Beatae ut incidunt sint id delectus inventore. Molestiae rem cumque similique dignissimos.

Consectetur iste nihil nam id quae et. Ipsam laborum qui tenetur laudantium est veritatis ea pariatur. Quia sint eligendi eligendi fugit. Et ullam id pariatur numquam et.

Career Advancement Opportunities

August 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.2%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

August 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

August 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

August 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (105) $280
  • 2nd Year Associate (235) $272
  • 1st Year Associate (413) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”