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

Private Placement - Utilization of Funds, Allotment Timeline and Refund (Section 42)

# Private Placement: Use of Funds, Allotment & Refund Rules

Section 42 imposes strict discipline on how money raised through private placement may be used, how quickly securities must be allotted, and what happens if the company fails to allot.

## 1. Deemed Public Offer

If a company (listed or unlisted) makes an offer/invitation to more than 200 persons in a financial year (the prescribed number), it is deemed to be a public offer. The company can no longer hide behind the private placement provisions — it must comply with the entire Chapter III dealing with public issues.

> The 200-person ceiling is per financial year, per kind of security, and excludes QIBs and employees under ESOP.

## 2. Mode of Application Money

Every identified person willing to subscribe must apply through the private placement application form, and the subscription money must be paid by:

  • Cheque, OR
  • Demand draft, OR
  • Other banking channel

Cash is strictly prohibited. This is to maintain an audit trail and prevent money laundering.

## 3. Restriction on Utilisation

Money raised through private placement cannot be utilised until:

  • Allotment is made, AND
  • The return of allotment is filed with the Registrar.

## 4. No Fresh Offer Until Earlier Offer Closed

A company cannot float a fresh private placement offer unless:

  • Allotment in respect of an earlier offer has been completed, OR
  • The earlier offer has been withdrawn or abandoned.

This prevents companies from running multiple parallel private placement issues to dodge the 200-person cap.

## 5. Time Limit for Allotment & Refund

StageTime Limit
Allotment from receipt of application money60 days
Refund if allotment not made within 60 days15 days from expiry of 60-day period
Interest on failure to refund within 15 days12% p.a. from expiry of the 60th day

## 6. Separate Bank Account

Application money must be parked in a separate bank account in a scheduled bank, and may be used only for:

(a) Adjustment against allotment of securities, OR

(b) Refund where the company cannot allot securities.

No other use — even temporary use as working capital — is permitted.

## 7. No Public Advertisement

A company issuing securities through private placement shall not:

  • Release public advertisements, OR
  • Use any media, marketing, distribution channels, or agents to inform the public at large about the issue.

Doing so converts a private placement into a public offer in substance.

## 8. Penalty for Contravention [Section 42(10)]

If a company makes an offer or accepts money in contravention of Section 42:

  • The company, its promoters and directors are liable for a penalty.
  • Quantum: amount raised through the private placement OR ₹2 crore, whichever is lower.
  • In addition, the company must refund all monies with interest to subscribers within 30 days of the order imposing the penalty.

Worked example

### Example 1

Example — Deemed Public Offer:

XYZ Ltd, an unlisted company, sends a private placement offer letter to 250 identified persons in FY 2025-26.

Analysis: Even though the company calls it a private placement, the offer is to more than 200 persons in a financial year. It is deemed a public offer and must comply with the public issue requirements (filing prospectus with ROC, listing, etc.). Contravention attracts the Section 42(10) penalty.

### Example 2

Example — Refund and Interest:

ABC Ltd receives ₹10 crore as private placement application money on 1 April 2026. It fails to allot securities by 30 May 2026 (60th day) and also fails to refund the money by 14 June 2026 (15 days after the 60-day period).

Liability: The company must refund the entire ₹10 crore plus interest at 12% p.a. computed from 31 May 2026 (i.e., from the expiry of the 60th day) until actual refund.

⚠️ Common exam mistakes

  • Students often state that interest of 12% p.a. runs from the date of receipt of application money. It actually runs from the expiry of the 60th day (i.e., when allotment was due).
  • Confusing the 200-person ceiling with 50 — the deemed public offer threshold is more than 200 persons in a financial year per kind of security.
  • Forgetting that even acceptance of cash for a single rupee of subscription money makes the entire issue defective — payment must be through banking channels only.
  • Believing that money in the separate bank account can be temporarily used for working capital before allotment. It cannot — only adjustment against allotment or refund is permitted.
Bare-Act text Section 42(6) and Section 42(10) · Companies Act, 2013 · click to expand
Section 42(6): A company making an offer or invitation under this section shall allot its securities within sixty days from the date of receipt of the application money for such securities and if the company is not able to allot the securities within that period, it shall repay the application money to the subscribers within fifteen days from the expiry of sixty days and if the company fails to repay the application money within the aforesaid period, it shall be liable to repay that money with interest at the rate of twelve per cent. per annum from the expiry of the sixtieth day. Section 42(10): If a company makes an offer or accepts monies in contravention of this section, the company, its promoters and directors shall be liable for a penalty which may extend to the amount raised through the private placement or two crore rupees, whichever is lower, and the company shall also refund all monies with interest as specified in sub-section (6) to subscribers within a period of thirty days of the order imposing the penalty.
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