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Capital Gains (Securities)

Buybacks, bonus shares and rights issues — how each is taxed for an NRI

Your Indian shares went through a buyback, a bonus issue or a rights offer, and you've no idea whether the money you got is dividend, capital gain, or nothing at all.

You hold Indian listed shares and the company has done something other than a plain trade — a tender-route buyback, a bonus issue that doubled your share count, or a rights issue you either took up or let lapse. Each of these is taxed under its own rule, and the buyback rule in particular has changed twice in two years — so older advice is often wrong. As an NRI the figures also flow through your return and your TDS position, so getting the head of income right — dividend versus capital gain — and the cost of acquisition right is what decides what you actually owe.
Last reviewed: 10 June 20269 min readReviewed by Preetesh Maloo, CA

The short answer

Each event has its own rule, and buyback taxation has changed twice. Proceeds were exempt in your hands until 30 September 2024; taxed as a deemed dividend in your hands for buybacks between 1 October 2024 and 31 March 2026; and from 1 April 2026, under the Income-tax Act 2025, taxed as capital gains again — your sale consideration minus the cost of the tendered shares, at the listed-equity rate. So a buyback happening now is a capital-gains event. A bonus issue is not taxed when received: the new shares have a nil cost of acquisition and their holding period runs from the date they were allotted, so tax arises only when you sell them. A rights issue isn't taxed on allotment either; shares you take up carry the price you paid as their cost, and if you sell or renounce the rights entitlement itself, that sale is a separate capital gain. Listed-equity gains, when they arise, follow the current rates — long-term 12.5% over ₹1.25 lakh (Section 112A), short-term 20% (Section 111A) from 23 July 2024.

References on this page

  • Buyback timeline — exempt (to 30 Sep 2024), deemed dividend (1 Oct 2024 to 31 Mar 2026), capital gains (from 1 Apr 2026)
  • Income-tax Act 2025 (buyback reverts to capital gains in the shareholder's hands from 1 Apr 2026)
  • Section 112A / Section 111A (listed-equity LTCG 12.5% / STCG 20%)
  • Cost of acquisition + holding period — bonus shares nil cost, period from allotment

The three events, side by side

These look similar — shares moving, money sometimes changing hands — but they sit under three different tax heads, and treating them the same is where mistakes start.

EventWhen you're taxedUnder what head
Buyback (from 1 Apr 2026)On the buybackCapital gains in your hands
Bonus sharesOnly when you later sell themCapital gains (nil cost)
Rights issueOn sale of the shares or the entitlementCapital gains

A buyback is the company purchasing its own shares back from you. A bonus issue is the company giving you extra shares free, out of its reserves, in proportion to what you hold. A rights issue is the company offering you the chance to buy more shares, usually at a discount, in proportion to your holding — which you can take up, partly take up, or renounce.

The rest of this page takes each in turn, because the buyback rule changed recently and the bonus and rights rules hinge on cost and holding period rather than on receipt.

Buybacks: the rule has changed twice — what applies now

This is the one where old guidance will mislead you, because the treatment has moved twice in two years. There are three periods to keep straight.

Until 30 September 2024: the company paid a buyback distribution tax and the proceeds were exempt in your hands. 1 October 2024 to 31 March 2026: the Finance (No. 2) Act 2024 moved the charge to the shareholder, and buyback proceeds in that window were taxed in your hands as a deemed dividend, with the cost of the tendered shares allowed as a capital loss. From 1 April 2026: under the Income-tax Act 2025, a buyback reverts to capital gains in your hands — the gain is your sale consideration minus the cost of the tendered shares, taxed at the listed-equity rate (long-term 12.5% over ₹1.25 lakh, short-term 20%).

Today a buyback is therefore a capital-gains event again. For an NRI, the company or registrar withholds TDS under Section 195 on the payout, which you reconcile against your actual gain on the return; where the treaty helps the position, you claim it with your Tax Residency Certificate and Form 10F. The takeaway: check the date of the buyback against these three windows before you assume how it is taxed — a buyback now is capital gains, not a dividend and not tax-free.

Bonus shares: free shares, nil cost

When a company issues bonus shares, you receive additional shares for no payment. Nothing is taxed at the moment you receive them — the bonus issue itself is not income.

The tax shows up only when you sell. Two rules govern that sale. First, the cost of acquisition of bonus shares is nil — you paid nothing for them, so the entire sale price is the gain. Second, the holding period runs from the date the bonus shares were allotted, not from when you bought the original shares. So bonus shares sold within a year of allotment are short-term, even if your underlying holding is years old.

The practical effect is that bonus shares concentrate the gain (nil cost) and can reset the clock (holding period from allotment). When they do qualify as long-term listed equity, the gain still gets the ₹1.25 lakh exemption and the 12.5% rate under Section 112A like any other listed share — but you can't assume the original shares' long holding period carries over to them.

Rights issues: what you take up, and what you renounce

A rights issue gives you an entitlement to buy more shares, usually below market, in proportion to your holding. There are three ways it plays out, and each has a different tax result.

If you take up the rights and buy the shares, nothing is taxed at that point. The price you pay becomes the cost of those new shares, and their holding period runs from when they're allotted to you — so a later sale is an ordinary capital gain measured against what you paid.

If you renounce (sell) the rights entitlement itself to someone else rather than subscribing, the amount you receive for the entitlement is a capital gain — and because you got the entitlement for nothing, its cost is generally treated as nil. If you simply let the rights lapse without acting, there's no sale and no tax event, but you've given up value for nothing.

So the question to fix first is which of the three happened, because only the second — selling the entitlement — creates a taxable event at the rights stage; the others push the tax out to when you eventually sell the shares.

A worked example: Meera's portfolio events in one year

Meera is an NRI in Singapore holding Indian listed shares in a demat account. In one financial year three things happen across her holdings.

One company runs a tender buyback now and pays her ₹6,00,000 for the shares she tenders, which had originally cost her ₹4,50,000. Because the buyback falls on or after 1 April 2026, it is taxed in her hands as a capital gain — ₹1,50,000 (the ₹6,00,000 consideration less the ₹4,50,000 cost), at the listed-equity rate — with the company withholding TDS under Section 195 that she reconciles on her return. (Had the same buyback happened between October 2024 and March 2026, the whole ₹6,00,000 would instead have been a deemed dividend in her hands.)

A second company issues her bonus shares; she receives them free, reports nothing on receipt, and notes that their cost is nil and their holding period starts from the allotment date for whenever she sells. A third company runs a rights issue: she takes up part and renounces the rest, so the price she pays fixes the cost of the shares she subscribes, while the amount she receives for renouncing the balance is a separate capital gain that year. The figures are illustrative, but the mapping — buyback to capital gain, bonus to nil-cost shares, rights to take-up-or-renounce — is what her return has to capture.

What's involved

What the CA actually does

  1. 1

    We classify each corporate action correctly

    We start by separating what actually happened to your shares — buyback, bonus, rights, or an ordinary sale — because each sits under a different tax head and the buyback rule in particular has changed twice and now sits under capital gains.

  2. 2

    We apply the buyback rule that's actually in force

    For a buyback now (from 1 April 2026) we compute the capital gain — consideration minus your cost — at the listed-equity rate, check the Section 195 TDS withheld, and apply your treaty position. For a buyback in the 1 October 2024 to 31 March 2026 window we handle the deemed-dividend treatment and the capital loss on the tendered shares instead.

  3. 3

    We fix the cost and holding period on bonus and rights shares

    We set bonus shares at nil cost with the holding period from allotment, and rights shares at the price you paid, so that when you sell, the short-term/long-term split and the gain are computed correctly rather than guessed.

  4. 4

    We compute listed-equity gains at the current rates

    Where a sale produces a gain, we apply the rates that changed on 23 July 2024 — long-term listed equity at 12.5% over the ₹1.25 lakh exemption (Section 112A) and short-term at 20% (Section 111A) — and reconcile against your AIS and any TDS.

What to have ready

Documents you'll typically need

  • Demat holding statement and the corporate-action notices from the company / registrar
  • Buyback acceptance letter and the credit advice for the buyback proceeds
  • Bonus share allotment advice (for the allotment date)
  • Rights issue letter of offer and your application / renunciation record
  • Original purchase contracts for the shares (for cost of acquisition)
  • TDS / withholding certificates on the buyback proceeds
  • Your AIS and Form 26AS for the year

Your destination country can change the details

Requirements differ from one consulate, university and visa route to the next — how recent the figures must be, how long funds must have been held, and which certificates are mandatory. We assemble the documents around the exact checklist you're applying under. To see how India's tax treaty with your country of residence affects related filings, set your country below or compare all 31 countries.

Frequently asked questions

Common questions

Buyback, bonus or rights issue on your Indian shares?

Tell us which corporate action hit your demat and where you live. A practising CA will work out the dividend-versus-gains treatment and the cost on a free call — no obligation.

No card, no obligation. All certification and filing work is handled by ICAI-registered practising Chartered Accountants.