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Unbilled, retained and advanced: where a contractor's cash sits

Receivable days improve from 74 to 72, ₹1,020 crore disappears into working capital, and operating cash flow comes out negative. The debtors line is the one line in a contractor's working capital that behaved.

Fundamental AnalysisAdvanced15 min read
Browse Fundamental Analysis(125)

A screener throws up an engineering contractor with revenue up 21%, profit up 24% and receivable days that have come down slightly, from 74 to 72. On the standard checks it looks like growth of decent quality — the one line everybody is trained to watch has moved in the right direction. The cash flow statement says operating cash flow was negative for the year. Nothing in the receivables line explains that, because in a contracting business the debtors figure is only the part of what the customer owes that has cleared three separate hurdles: the work has been done, the contract permits an invoice for it, and the client's engineer has certified it. Everything that has cleared the first hurdle and not the others is sitting somewhere else on the balance sheet, in lines a general-purpose ratio never looks at.

Think of it like this
The three ledgers behind the counter

A wedding caterer keeps three ledgers. One lists bills issued and unpaid — the ordinary udhaar book. One lists work already done for which the contract says he may only bill after the reception, so no bill exists yet even though the food was cooked. And one lists the 8% every client holds back for a fortnight in case a complaint comes. A visitor shown only the first ledger will conclude the business collects well, having seen well under half of what the caterer is actually owed.

In the market

A contractor's balance sheet carries exactly those three, under other names, plus a fourth that runs the other way: money taken in advance before any work was done. Read together they are the business. Read one at a time, in a ratio built for a company that invoices on despatch, they mislead.

The four lines, and what distinguishes them

LineWhat it meansWhat has to happen for it to become cash
Trade receivablesInvoiced, and the right to the money is unconditional — only time stands between the company and paymentThe client pays. This is the ordinary collection problem
Unbilled revenue, or contract assetRevenue has been recognised because work was performed, but the contract does not yet permit an invoice — a milestone is unreached, or the client's engineer has not certified the measurementA milestone, a certification or an approval. Something other than the passage of time, which is precisely what makes it not a receivable. Then it becomes a receivable, and then it gets collected
Retention moneyA stated share of every certified bill — commonly a single-digit percentage — that the client withholds until the project is complete and the defect liability period has expiredCompletion, handover, and the expiry of the defect liability period, often one to two years after the work finished. Frequently classified as non-current, which is the clue
Contract liability, including mobilisation advanceMoney billed or received before the work it relates to has been performed. A liability, not revenueNothing — the cash is already in. It unwinds the other way, as the work is done and the advance is recovered by deduction from subsequent bills

The mobilisation advance, and why a good year makes the next one worse

At the start of a large project the client typically pays an advance to let the contractor mobilise — bring plant to site, build a camp, order long-lead items. The advance is usually secured by a bank guarantee and it is recovered by deducting a percentage from every subsequent bill until it is extinguished. It is not revenue and it is not a loan on the borrowings line; it sits as a contract liability, and it makes working capital look excellent.

Which produces a pattern that catches out anybody reading a single year. A contractor that has just won and mobilised several large projects shows a large advance balance, low net working capital and strong operating cash flow. As those projects move into their middle years, the advances unwind — the deduction happens on every bill — while unbilled revenue and retention build. Nothing has gone wrong. The same business, executing well, consumes cash in year three that it generated in year one. A contractor's working capital is a function of where its projects are in their lives, not only of how well it collects, which is why the composition matters more than the total.

Worked example
The year receivable days improved
An engineering and construction company, two consecutive year-ends
RevenueGrowth of 21.4%₹4,200 crore, then ₹5,100 crore
Trade receivables73.9 days, then 72.3 days. The metric everybody checks, and it improved₹850 crore, then ₹1,010 crore
Unbilled revenue52.1 days, then 70.1 days. Up ₹380 crore₹600 crore, then ₹980 crore
Retention money27.8 days, then 37.2 days. Up ₹200 crore, and mostly non-current₹320 crore, then ₹520 crore
Contract liabilities, including advances78.2 days, then 44.4 days. Down ₹280 crore as advances on maturing projects unwound₹900 crore, then ₹620 crore
Net contract working capital, year one850 + 600 + 320 − 900. On revenue of ₹4,200 crore that is 75.6 days₹870 crore
Net contract working capital, year two1,010 + 980 + 520 − 620. On revenue of ₹5,100 crore that is 135.2 days₹1,890 crore
The deteriorationMade up of ₹160 crore receivables, ₹380 crore unbilled, ₹200 crore retention and ₹280 crore of advance unwinding₹1,020 crore, or about 60 days
Against the revenue increaseThe entire increase in revenue for the year, and ₹120 crore more, went into working capital₹900 crore
Profit was up 24% and the one ratio a general screen computes improved. Every rupee of the revenue growth, and a little besides, went into the balance sheet — which is what a negative operating cash flow in a year of 21% growth actually consists of. Note that this is not by itself an accusation. Two of the four movements are ordinary consequences of a project portfolio maturing, and a company that had just won four new projects would show the reverse. What is not ordinary is unbilled revenue rising from 52 days to 70 while revenue rose 21%, because that is work performed and not yet certified, and the reason for it is a question with only a small number of possible answers.
Net contract working capital days = ((Receivables + Unbilled + Retention − Contract liabilities) ÷ Revenue) × 365
Add the four only once
Presentation varies and the arithmetic breaks if you do not check it. Retention money is sometimes shown as its own line, sometimes sitting inside trade receivables, and sometimes inside contract assets — adding a separately disclosed retention figure on top of a receivables figure that already contains it double counts the largest slow-moving balance in the business. Read the note under trade receivables before you add anything
Why all four together
Each one alone is manipulable by billing timing; the four together are not, because moving a balance from one to another leaves the total unchanged
What a rising figure means
The business is funding more of its customers' projects. Whether that is a maturing portfolio or a collection problem is answered by the composition
What to compare it with
Its own history over five years, and peers on identical definitions. The absolute level is meaningless across sectors

Example: On the company above: year one (850 + 600 + 320 − 900) ÷ 4,200 × 365 = 75.6 days; year two (1,010 + 980 + 520 − 620) ÷ 5,100 × 365 = 135.2 days.

Two contractors with the same receivable days
Working capital of a portfolio in its early years
  • Large contract liabilities from freshly mobilised projects
  • Unbilled revenue low relative to revenue
  • Retention money small, because little has been completed
  • Strong operating cash flow that flatters the business
  • The next two years will consume cash even if execution is perfect
Working capital of a portfolio that has stopped being replaced
  • Contract liabilities running down with no new mobilisation to replace them
  • Unbilled revenue rising faster than revenue
  • Retention money accumulating and ageing, with old projects still unhanded-over
  • Weak or negative operating cash flow in a year of reported growth
  • The order book will tell you which of the two situations this is
◆ Your call

Unbilled revenue has doubled and management calls it timing

A contractor's unbilled revenue has gone from ₹380 crore to ₹790 crore in a year in which revenue grew 14%. On the call, management says it is purely a timing issue: several large bills were submitted in the last fortnight of March and will be certified in April.

Check yourself

A contractor's receivable days fall from 74 to 72 while unbilled revenue rises from 52 to 70 days of revenue, retention money rises from 28 to 37 days, and contract liabilities fall from 78 to 44 days. What is the correct reading?

Simple bhasha mein
Teen bahi-khaate, dikhaya sirf ek

Revenue ₹4,200 crore se ₹5,100 crore (21%). Udhaar khata: ₹850 se ₹1,010 crore — days 74 se 72, sudhaar. Par jo kaam ho gaya aur bill nahi ban sakta (unbilled) ₹600 se ₹980 crore, jo client ne rok rakha hai (retention) ₹320 se ₹520 crore, aur jo advance pehle mila tha ₹900 se ghat ke ₹620 crore. Chaaron jodo: pehle saal 850+600+320−900 = ₹870 crore, agle saal 1,010+980+520−620 = ₹1,890 crore. ₹1,020 crore balance sheet mein chala gaya, aur revenue badha sirf ₹900 crore — yaani poora growth aur thoda zyada. Days mein 75.6 se 135.2. Jo ek line screener dekhta hai, wahi ek line theek thi.

What to remember
  • A receivable is unconditional; a contract asset waits on a milestone or somebody else's certification.
  • Retention money is a share of every bill held back until completion and the defect liability period expires.
  • A mobilisation advance flatters working capital at the start of a project and unwinds through its middle years.
  • Read receivables, unbilled, retention and contract liabilities as one number, in days of revenue.
  • Unbilled revenue rising faster than revenue is either billing timing or an uncertified measurement — and only one of those reverses on its own.
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