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Microlesson · 5-min read

Under-Capitalisation

## Under-Capitalisation

### Definition

Under-capitalisation is the reverse of over-capitalisation. It occurs when a firm's actual capitalisation is lower than its proper capitalisation as warranted by its earning capacity.

> The firm earns more than its capital base would suggest — it is actually more valuable than its books show.

### Typical Cause

Firms that have insufficient recorded capital but large secret reserves — for example, when:

  • Asset values have appreciated significantly but are not revalued in books.
  • The firm reinvested profits without increasing nominal capital.

### Consequences

1. Dividend rate is higher than similarly-placed companies (high earnings per share of nominal capital).

2. Market value of shares is higher than similar companies.

3. Real value > Book value — understatement of true worth.

### Effects on Stakeholders

StakeholderEffect
CompetitorsAttracted by high profitability → increased competition
WorkersDemand higher wages seeing high dividends
PublicFeel exploited by the 'hidden' profits
ManagementMay manipulate share values for personal gain
GovernmentMay attract greater regulation and higher taxation

### Remedies

RemedyMechanism
Split sharesDivide each share into smaller denomination → dividend per share falls, EPS on new shares normalises
Issue Bonus SharesCapitalise reserves → more shares issued free → earnings spread over more shares → dividend rate falls
Revise par value upwardExchange existing shares for higher face value shares → aligns book value with real value

> Important: Stock split keeps EPS unchanged (more shares, proportionally lower EPS per sub-share adds up to same total). Bonus shares reduce the EPS and dividend rate even though total earnings remain the same.

Worked example

### Example 1

Under-Capitalisation Illustration:

Firm P was started with ₹1 Cr equity (1 lakh shares × ₹100 face value). Over 20 years, assets appreciated to ₹5 Cr (land, plant) but books show only ₹1 Cr.

  • Annual profit = ₹50 lakh
  • Book EPS = ₹50 per share (50 lakh ÷ 1 lakh shares) = 50% dividend rate
  • Industry average dividend rate = 12%

This looks suspicious — workers demand wage hikes, government scrutinises tax filings.

Remedy — Issue Bonus Shares 4:1:

  • New shares = 4 lakh → Total = 5 lakh shares
  • New EPS = ₹50 lakh ÷ 5 lakh = ₹10 per share = 10% dividend rate → Looks normal.

⚠️ Common exam mistakes

  • Confusing under-capitalisation with 'the company has less money' — under-capitalised firms are often very profitable, just with low nominal capital relative to actual earnings power.
  • Thinking bonus shares solve under-capitalisation by changing the company's earnings — earnings remain the same; it is only the share count that increases, reducing the rate.
  • Confusing 'stock split' effect on EPS: in a split, face value drops and shares multiply proportionally, so EPS per new smaller share also drops proportionally — total earnings per original shareholding is unchanged.
Reference:
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