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Microlesson · 5-min read

Buy-back of Shares (Sec 68, 69, 70)

# Buy-Back of Shares (Sec 68)

Buy-back is a permitted mode by which a company repurchases its own shares, subject to strict source, quantum, and procedural conditions. It overrides Sec 66 and is a primary tool for capital restructuring.

## 1. Sources of Funds [Sec 68(1)]

A company may buy back its shares from:

  • (a) Free Reserves
  • (b) Securities Premium Account
  • (c) Proceeds of issue of any shares / specified securities

⚠️ Restriction: Proceeds from an earlier issue of the same kind of shares cannot be used.

## 2. Conditions [Sec 68(2)]

#ConditionDetail
aAOA authorisationMust permit buy-back
bResolutionSpecial Resolution in general meeting; Board Resolution sufficient if buy-back ≤ 10% of (PESC + FR + SP)
cQuantum ceiling25% of (PESC + FR + SP)
dDebt-equity ratioPost-buyback Debt : (PESC+FR+SP) ≤ 2:1
eFully paid-upOnly fully paid shares eligible
fSEBI RegulationsMandatory for listed companies
gLock-inNo buy-back within 1 year from previous buy-back closure

## 3. Pre-Buy-Back Procedure

The explanatory statement with the notice must disclose:

  • All material facts
  • Necessity for buy-back
  • Class of shares/securities
  • Amount to be invested
  • Time limit for completion

## 4. Timeline — 12-Month Window

Must be completed within 12 months from passing the resolution.

Stepwise Process:

1. File Letter of Offer (Form SH.8) with ROC within 20 days

2. Offer open 15 to 30 days

3. Proportionate acceptance if oversubscribed

4. Verification within 15 days of offer closure

5. Payment within 7 days of verification

6. Return unaccepted shares

## 5. Sources of Buy-Back (From Whom)

  • Existing shareholders / security holders
  • Open market
  • ESOP / Sweat equity holders

## 6. Declaration of Solvency

  • File Form SH-9 with ROC (and SEBI for listed)
  • Verified by affidavit
  • Confirms company can meet liabilities for 12 months from declaration date
  • Signed by at least 2 directors including the MD

## 7. Extinguishment

Bought-back securities must be extinguished and destroyed within 7 days of buy-back completion.

## 8. Cooling Period

  • 6 months before issuing the same kind of shares again
  • Exceptions: Bonus shares; discharge of subsisting obligations (warrant conversion, ESOP, sweat equity, preference share conversion)

## 9. Register of Buy-Back

Maintained at registered office, authenticated by CS, recording:

  • Shares/securities bought
  • Consideration paid
  • Cancellation and destruction dates

## 10. Filing of Buy-Back Return

  • Form SH.15 filed with ROC (and SEBI for listed) within 30 days of completion
  • Certifies compliance with all provisions

## 11. Penalty for Default

DefaulterFine
Company₹1,00,000 to ₹3,00,000
Officer in default₹1,00,000 to ₹3,00,000

## 12. Capital Redemption Reserve (Sec 69)

If buy-back is from free reserves or securities premium, an amount equal to the nominal value of shares bought back must be transferred to the Capital Redemption Reserve Account.

## 13. Prohibition (Sec 70)

No buy-back, directly or indirectly:

  • Through any subsidiary (including own subsidiaries)
  • Through investment company / group of investment companies
  • If defaulted in: deposit repayment, debenture redemption, preference share redemption, dividend, or term loan/interest to FI/bank

Exception: Allowed if default is rectified AND 3 years have elapsed since rectification.

Buy-back is also prohibited for non-compliance with Sec 92, 123, 127, or 129.

Worked example

### Example 1

Example 1 (Quantum Check): Z Ltd has PESC ₹40 cr, Free Reserves ₹50 cr, Securities Premium ₹10 cr. Total = ₹100 cr. What is the maximum buy-back size, and at what threshold is only a Board Resolution needed?

Answer: Maximum 25% of ₹100 cr = ₹25 crore (Special Resolution required). If buy-back is ≤ 10% (₹10 crore), only a Board Resolution is needed. Also, post-buyback debt should not exceed 2:1 of remaining (PESC+FR+SP).

### Example 2

Example 2 (CRR Transfer): ABC Ltd buys back 1,00,000 equity shares of face value ₹10 each at ₹50 per share entirely out of free reserves. Compute the CRR transfer.

Answer: CRR transfer = nominal value of shares bought back = 1,00,000 × ₹10 = ₹10,00,000. The remaining ₹40,00,000 (premium portion) is also debited to free reserves/securities premium.

### Example 3

Example 3 (Timeline): XYZ Ltd passes the special resolution on 1st January 2024 and files Form SH.8 on 18th January 2024. The offer opens 1st February and closes 20th February 2024. By when must verification and payment be done?

Answer: Verification by 6th March 2024 (15 days from closure). Payment to shareholders by 13th March 2024 (7 days from verification). The entire buy-back must conclude by 1st January 2025 (12 months from resolution).

⚠️ Common exam mistakes

  • Confusing the 10% Board-Resolution threshold with the 25% Special-Resolution ceiling — these are different limits, not alternatives.
  • Forgetting that the debt-equity test of 2:1 is a POST-buyback condition, not a pre-condition only.
  • Using proceeds from an earlier issue of the SAME kind of shares as a buy-back source — expressly prohibited.
  • Ignoring the 1-year lock-in between two buy-backs.
  • Treating the 6-month cooling period as absolute — bonus shares and obligation-discharge issues are valid exceptions.
  • Skipping the CRR transfer when buying back from free reserves / securities premium — this is mandatory under Sec 69.
  • Forgetting that Sec 70's prohibition cures only after both rectification AND a 3-year elapse.
Bare-Act text Sections 68, 69, 70 · Companies Act, 2013 · click to expand
Section 68(1): Notwithstanding anything contained in this Act, but subject to the provisions of sub-section (2), a company may purchase its own shares or other specified securities (referred to as buy-back) out of— (a) its free reserves; (b) the securities premium account; or (c) the proceeds of the issue of any shares or other specified securities: Provided that no buy-back of any kind of shares or other specified securities shall be made out of the proceeds of an earlier issue of the same kind of shares or same kind of other specified securities.
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