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Microlesson · 5-min read

Cost of Preference Share Capital (Kp)

# Cost of Preference Share Capital (Kp)

## Key characteristics

  • Preference shareholders are paid dividend at a specified rate on the face value of preference shares.
  • This dividend is NOT charged as an expense — it is an appropriation of after-tax profit.
  • Therefore, preference dividend does NOT reduce the company's tax liability (no tax shield, unlike debenture interest).
  • Like debentures, preference capital can be redeemable or irredeemable.

> Because there is no tax deductibility, the ₹(1 − t)₹ adjustment used for debt does not appear in Kp formulas — the dividend cost is borne in full.

## Classification

```

Cost of Preference Share Capital

├── Cost of Irredeemable Preference Shares

└── Cost of Redeemable Preference Shares

```

### Cost of Irredeemable Preference Shares

Preference shares never redeemed; cost is the perpetual dividend relative to net proceeds:

```

Kp = PD / NP

```

Where `PD₹ = annual preference dividend, `NP₹ = net proceeds (issue price − flotation cost).

### Cost of Redeemable Preference Shares

Analogous to redeemable debentures, but without the tax adjustment. Using the approximation method:

```

PD + (RV − NP)/n

Kp = ─────────────────────

(RV + NP)/2

```

Where `PD₹ = annual preference dividend, `RV₹ = redemption value, `NP₹ = net proceeds, `n₹ = remaining life. (The YTM/IRR method may also be used by discounting the dividend and redemption cash flows.)

> Contrast with Kd: The structure mirrors the debenture formulas exactly, except no ₹(1 − t)₹ term — preference dividends carry no tax shield.

Worked example

### Example 1

Irredeemable Kp: 10% preference shares of ₹100 face value issued at par, net proceeds ₹98.

Annual dividend PD = 10% × 100 = ₹10

`Kp = PD / NP = 10 / 98 = 10.20%`

### Example 2

Redeemable Kp (approximation): 10% preference share, face ₹100, net proceeds ₹95, redeemable at ₹100 after 5 years.

PD = ₹10; (RV − NP)/n = (100 − 95)/5 = 1

Numerator = 10 + 1 = 11

Denominator = (100 + 95)/2 = 97.5

`Kp = 11 / 97.5 = 11.28%`

Note there is no (1 − t) factor — preference dividend is not tax-deductible.

⚠️ Common exam mistakes

  • Applying a (1 − t) tax-shield adjustment to Kp — preference dividends are NOT tax-deductible, so the full dividend is the cost.
  • Treating preference dividend as a tax-deductible expense in the P&L; it is an appropriation of after-tax profit.
  • Computing the dividend on market price instead of on face value (the specified dividend rate applies to face value).
Reference:
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