Main Street Capital Fixed Income Presentation Deck slide image

Main Street Capital Fixed Income Presentation Deck

Interest Rate Impact and Sensitivity MAIN's financial results are subject to impact from changes in interest rates; MAIN's capital structure includes a majority of fixed rate debt obligations, while MAIN's investment portfolio includes a majority of floating rate debt investments with minimum interest rate floors - 72% of MAIN's outstanding debt obligations have fixed interest rates(5), limiting the increase in interest expense - 73% of MAIN's debt investments bear interest at floating rates(5), the majority of which contain contractual minimum index rates, or "interest rate floors" (weighted-average floor of approximately 110 basis points)(6) - Provides MAIN the opportunity to achieve increases in net investment income if market interest rates increase, but also results in reductions to net investment income if market interest rates decrease Main Street Capital Corporation Basis Point Increase (Decrease) in Interes The following table illustrates the approximate annual changes in the components of MAIN's net investment income due to hypothetical increases (decreases) in interest rates(1)(2) (dollars in thousands, except per share data): (100) (75) (50) (25) 25 50 75 100 $ Increase (Decrease) in Interest come (23,523) $ (17,873) (12,223) (6,574) 4,736 10,375 16,025 21,675 (Increase) Decrease in Interest Expense (3) MAIN ST NYSE: MAIN CAPITAL CORPORATION 6,204 $ 4,794 3,384 1,974 (846) (2,256) (3,666) (5,076) Increase (Decrease) in Net Investment Income Increase (Decrease) in Net Investment Income per Share (4) (17,319) $ (13,079) (8,839) (4,600) 3,890 8,119 12,359 16,599 (0.22) (0.16) (0.11) (0.06) 0.05 0.10 0.15 0.21 (1) Assumes no changes in the portfolio investments, outstanding borrowings on the Credit Facilities (as defined on page 18) or other debt obligations existing as March 31, 2023 (2) Assumes that all LIBOR, SOFR and Prime rates would change effective immediately on the first day of the period; however, the actual contractual index rate reset dates will vary in future periods generally on either a monthly or quarterly basis across both our debt investments and our Credit Facilities resulting in a delay in the realization of the increases or decreases in interest income (3) The hypothetical (increase) decrease in interest expense would be impacted by the changes in the amount of debt outstanding under our Credit Facilities, with interest expense (increasing) decreasing as the debt outstanding under our Credit Facilities increases (decreases) (4) Per share amount is calculated using shares outstanding as of March 31, 2023 (5) As of March 31, 2023, based on par (6) Weighted-average interest rate floor calculated based on debt principal balances as of March 31, 2023 Although we believe that this analysis is indicative of the impact of interest rate changes to our net investment income as of March 31, 2023, the analysis does not take into consideration future changes in the credit market, credit quality or other business or economic developments that could affect our net investment income. Accordingly, we can offer no assurances that actual results would not differ materially from the analysis above. mainstcapital.com Page 20
View entire presentation