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Microlesson · 5-min read

Debentures

## Debentures

### What is it?

Debentures are debt instruments issued by companies to raise long-term funds from the public or via private placement. They carry a fixed interest rate and are repayable after a fixed period.

### Key Features

FeatureDetail
Interest-BearingPays fixed interest regardless of profit; interest is tax-deductible (charge against profits)
MaturityGenerally 3 to 10 years; extendable for high gestation projects
SecurityCan be secured (mortgage on assets) or unsecured (naked/simple)
Credit RatingMandatory by agencies like CRISIL, ICRA, CARE before public issue
TradabilityMay be listed or unlisted; freely transferable if listed

### Types of Debentures

A. Based on Convertibility

TypeFeature
Non-Convertible (NCD)Repayable fully in cash at maturity
Fully Convertible (FCD)Entire value converts into equity at pre-defined terms
Partly Convertible (PCD)Split into convertible and non-convertible portions

B. Other Types

TypeFeature
Bearer DebenturesTransferable like negotiable instruments; holder entitled to interest
Registered DebenturesInterest payable only to the registered holder
Mortgage DebenturesSecured by a charge on company assets
Naked/Simple DebenturesUnsecured; no specific charge on assets
Redeemable DebenturesRepaid after a fixed period
Non-Redeemable DebenturesNot repayable during company's lifetime (rare; legally restricted today)

### Advantages

1. Lower Cost — interest is tax-deductible → cheaper than equity or preference capital

2. No Dilution of Ownership — debenture holders have no voting rights

### Credit Rating Agencies

  • CRISIL — Credit Rating Information Services of India Limited
  • ICRA — Investment Information and Credit Rating Agency
  • CARE — Credit Analysis and Research Limited

Worked example

### Example 1

Company X issues 10% debentures at ₹1 crore. Tax rate is 30%. Effective post-tax cost = 10% × (1 − 0.30) = 7%. If equity cost is 14%, debentures are significantly cheaper after the tax shield.

### Example 2

A company issues partly convertible debentures (PCD) of ₹1,000 each: ₹600 converts to equity after 3 years, ₹400 is repaid in cash at maturity. Investors get equity upside while some principal is protected.

⚠️ Common exam mistakes

  • Confusing debenture interest with preference dividend — debenture interest IS tax-deductible; preference dividend is NOT.
  • Assuming all debentures are secured — naked/simple debentures are unsecured; the distinction matters for credit risk.
  • Confusing bearer and registered debentures: bearer debentures pass by delivery (like cash); registered ones require formal transfer in the company register.
Reference:
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