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Adjustment of the WACC with Subsidized Debt in the Presence of Corporate Taxes: the N-Period Case

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Ignacio Vélez-Pareja ()
Joseph Tham ()
Viviana Fernández ()

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Abstract

Abstract: In the standard Weighted Average Cost of Capital (WACC) applied to the free cash flow (FCF), we assume that the cost of debt is the market, unsubsidized rate. With debt at the market rate and perfect capital markets, debt only creates value in the presence of taxes through the tax shield. In some cases, the firm may be able to obtain a loan at a rate that is below the market rate. In a previous work, we showed how to adjust the WACC in the presence of a subsidy and no taxes. There, we showed that plugging the lower (subsidized) cost of debt into the WACC formula is not the correct approach to measuring the value creation due to the subsidy. With subsidized debt and taxes, there would be a benefit to debt financing, and the unleveraged and leveraged values of the cash flows would be unequal. The benefit of lower tax savings are offset by the benefit of the subsidy. These two benefits have to be introduced explicitly. How would we adjust the WACC to take account of the subsidized debt? And how would we adjust the expression for the required return to leveraged equity? In this paper, using a multiple period example we present the adjustments to the WACC with subsidized debt and taxes. We demonstrate the analysis for both the WACC applied to the FCF and the WACC applied to the capital cash flow (CCF). We use the calculation of the Adjusted Present Value, APV, to consider both, the tax savings and the subsidy. We show how all the methods match.

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Paper provided by POLITÉCNICO GRANCOLOMBIANO in its series MEDICION EVALUACION DEL VALOR with number 001945.

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Length: 16
Date of creation: 08 Mar 2005
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Handle: RePEc:col:000113:001945

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Ignacio Velez-Pareja & Joseph Tham, 2005. "Proper Solution of Circularity in the Interactions of Corporate Financing and Investment Decisions: A Reply to the Financing Present Value A," MEDICION EVALUACION DEL VALOR 003395, POLITÉCNICO GRANCOLOMBIANO. [Downloadable!]
  2. Joseph Tham & Ignacio Velez-Pareja Velez-Pareja, 2005. "With Subsidized Debt How do we Adjust the WACC?," MEDICION EVALUACION DEL VALOR 003783, POLITÉCNICO GRANCOLOMBIANO. [Downloadable!]
  3. Ignacio Velez-Pareja, 2005. "Cash Flow Valuation in an Inflationary World. The Case of World Bank for Regulated Firms," MEDICION EVALUACION DEL VALOR 002109, POLITÉCNICO GRANCOLOMBIANO. [Downloadable!]
  4. Ignacio Vélez-Pareja, 2004. "Modeling the Financial Impact of Regulatory Policy: Practical Recommendations and Suggestions. The Case of World Bank," MEDICION EVALUACION DEL VALOR 003228, POLITÉCNICO GRANCOLOMBIANO. [Downloadable!]
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