Launch offer — 25% off with code LAUNCH-25 See plans →
Microlesson · 5-min read

Classification of Dividend by Nature of Shares — Preference vs Equity

# Dividend Classification by Nature of Shares

Dividend rights depend on the class of shares — preference or equity.

## 1. Preference Shares

  • Fixed rate of dividend, payable in preference to equity shareholders.
  • Preference dividend is non-cumulative by default unless the terms of issue say otherwise — meaning if profits are insufficient, the dividend lapses.

### Sub-classification

TypeBehaviour on Non-Declaration
Cumulative Preference SharesDividends accumulate. Any arrears must be paid before any dividend is paid to equity shareholders.
Non-Cumulative Preference SharesDividends are payable only when there are profits. If not declared in a year, the right lapses — no arrears carry forward.

## 2. Equity Shares

  • Rate of dividend is recommended by the Board and varies year to year.
  • Depends on:
  • The company's dividend policy
  • Available distributable profits
  • Only after preference shareholders' rights have been satisfied.

## Logic

Preference shareholders accept a fixed return in exchange for priority of payment. Equity shareholders take residual risk but enjoy the residual reward — there is no ceiling for them when profits are abundant.

## Key Takeaway

Think of preference shares as 'first in queue, fixed plate'; equity shares as 'last in queue, eat whatever's left'. Cumulative preference adds the extra protection of unpaid years carrying forward as a charge before equity can be served.

Worked example

### Example 1

Example 1 (Cumulative): ABC Ltd. has 10,000, 8% cumulative preference shares of ₹100 each. In 2023-24 and 2024-25, no dividend was declared due to losses. In 2025-26, the company is profitable. Before paying anything to equity shareholders, the company must pay arrears: 8% × ₹100 × 10,000 × 3 years = ₹2,40,000.

### Example 2

Example 2 (Non-Cumulative): Same facts but the preference shares are non-cumulative. For 2023-24 and 2024-25, the unpaid dividend lapses. In 2025-26, only that year's 8% (₹80,000) needs to be paid before equity can be served.

⚠️ Common exam mistakes

  • Treating all preference shares as cumulative by default — under the Act, the position is that cumulative status depends on terms of issue (commonly cumulative unless stated otherwise).
  • Forgetting that the rate of equity dividend is recommended by the Board (not fixed) and can vary each year.
  • Believing preference dividend can be paid before setting off current year's losses against accumulated profits.
Reference:
Now that you've read this — what's next?
Move from understanding → mastery in 3 clicks. Each option below picks up from this lesson's topic.
Start 15-min diagnostic