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AS 23 applies whenever a company holds an investment in an associate — a company over which it has significant influence but not outright control. The practical test: you own 20% to 50% of voting power. Below 20% is usually just a passive investment (AS 13 territory). Above 50% is a subsidiary (AS 21 territory). AS 23 fills the gap in between.

The core engine of AS 23 is the equity method. Forget just recording dividends as income — that's the cost method and it understates your true economic stake. Under the equity method, you record the investment at cost first, then every year you increase the carrying value by your share of the associate's profits and decrease it by your share of losses and dividends received. Dividends are a return of investment, not income — so they reduce the carrying amount. The balance sheet figure now moves in sync with the associate's performance.

At acquisition, compare what you paid against your share of the associate's net assets. If you paid more, the excess is goodwill — embedded inside the investment, not shown separately. If you paid less (a bargain purchase), the difference is treated as a capital reserve and credited to income. Both are exam favourites.

Two key limits to remember: First, once your share of cumulative losses brings the carrying amount to zero, stop recognising further losses — unless you have a legal or constructive obligation to cover the associate's losses. Second, and this catches many students: AS 23 applies only in consolidated financial statements. In the company's own standalone accounts, investments in associates stay at cost under AS 13.

This section is asked frequently as a 4–6 mark numerical (calculate carrying amount after equity method adjustments) or a conceptual 2-marker (what is significant influence, when do you stop recognising losses). Nail the equity method calculation flow and the goodwill treatment and you're exam-ready.

📊 Worked example

Example 1 — Basic Equity Method Calculation

Alpha Ltd. acquires a 30% stake in Beta Ltd. on 1st April 2023 for ₹18,00,000. Beta Ltd.'s net assets on that date were ₹50,00,000. During FY 2023-24, Beta Ltd. earns a net profit of ₹10,00,000 and declares a dividend of ₹4,00,000.

Find the carrying amount of Alpha Ltd.'s investment as at 31st March 2024.

| Step | Working | Amount |

|---|---|---|

| Cost of investment | Given | ₹18,00,000 |

| Share of net assets at acquisition | 30% × ₹50,00,000 | ₹15,00,000 |

| Goodwill (embedded) | ₹18,00,000 − ₹15,00,000 | ₹3,00,000 |

| Add: Share of profit | 30% × ₹10,00,000 | ₹3,00,000 |

| Less: Dividend received | 30% × ₹4,00,000 | (₹1,20,000) |

| Carrying Amount (31.03.2024) | | ₹19,80,000 |

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Example 2 — Loss Exceeds Carrying Amount

Gamma Ltd. holds 25% in Delta Ltd. At the start of the year, the carrying amount of investment is ₹5,00,000. Delta Ltd. incurs a net loss of ₹24,00,000 during the year. Gamma Ltd. has no legal or constructive obligation to fund Delta Ltd.

| Step | Working | Amount |

|---|---|---|

| Share of loss | 25% × ₹24,00,000 | ₹6,00,000 |

| Carrying amount available | | ₹5,00,000 |

| Loss recognised (capped) | Limited to carrying amount | ₹5,00,000 |

| Unrecognised loss | ₹6,00,000 − ₹5,00,000 | ₹1,00,000 |

| Carrying Amount at year-end | | ₹0 |

Gamma Ltd. stops at ₹0 and does NOT recognise the remaining ₹1,00,000 loss.

⚠️ Common exam mistakes

  • Treating dividends as income under the equity method. Don't credit dividends to P&L — under AS 23, dividends reduce the carrying amount of the investment because they represent a return of your stake, not a return on it.
  • Continuing to book losses after the investment hits zero. Once carrying amount reaches ₹0, stop — unless you've guaranteed the associate's debts or have a constructive obligation. Many students mechanically deduct the full share of loss regardless.
  • Applying AS 23 to standalone financial statements. AS 23 is only for consolidated accounts. In standalone financials, use AS 13 (cost method). This is a direct 2-mark trap question.
  • Showing goodwill as a separate line item. Under AS 23, goodwill on acquisition of an associate is embedded within the investment carrying amount — it is NOT presented separately on the balance sheet.
  • Assuming 20% ownership always means significant influence. The 20% threshold is a presumption, not an absolute rule. If there is clear evidence to the contrary (e.g., another investor blocks your participation), significant influence may not exist. Mention this caveat in theory answers.
📖 Reference: AS 23 — Institute of Chartered Accountants of India
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