14. When Should I Use a Bear Call Spread?

A bear call spread is best used when you are moderately bearish on a stock or index and want to profit from either a sideways market or a slight decline in the underlying price. It is a defined-risk strategy that generates income through premium collection.

What Is a Bear Call Spread

A bear call spread, also known as a short call spread, is an options strategy that involves:

This results in a net credit, and the strategy is profitable if the stock remains below the short strike until expiry. The goal is to allow both options to expire worthless, letting you retain the premium received.

When Is a Bear Call Spread Appropriate

Use this strategy when:

It is especially useful after a stock has rallied and is showing signs of exhaustion or consolidation.

How Does a Bear Call Spread Work

Let’s say Stock XYZ is trading at ₹100.

You implement the following spread:

Now examine potential outcomes at expiry:

Stock Price at Expiry₹105 Call₹115 CallNet P/L
₹100 or below00₹4 (maximum profit)
₹110–₹50–₹1 (partial loss)
₹115 or above–₹100–₹6 (maximum loss)
Why Use a Bear Call Spread Instead of Selling a Naked Call
What Market Conditions Favour a Bear Call Spread
What Are the Characteristics of a Bear Call Spread
FeatureDescription
Market ViewNeutral to moderately bearish
Net PremiumCollected upfront (credit strategy)
Maximum ProfitPremium received
Maximum LossStrike width – premium received
Time Decay BenefitYes (theta positive)
Risk ProfileDefined and limited
Breakeven PointShort strike + net premium
Best ResultPrice stays below the short strike at expiry
Key Takeaways
  1. A bear call spread is ideal when you expect the underlying to remain below a certain level or decline slightly
  2. It is a net credit strategy that profits when both options expire worthless
  3. Maximum profit is the premium received, and maximum loss is the strike width minus premium
  4. It is safer than selling a naked call, which has unlimited loss potential
  5. Best suited for sideways or slightly bearish markets, especially when volatility is high and expected to decline