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Microlesson · 5-min read

Lease Financing – Types, Comparison & Tax Implications

## Lease Financing

### What is a Lease?

A lease is a contract where:

  • Lessor (owner) allows
  • Lessee (user) to use an asset for a fixed rent and period.

The lessor buys the asset; the lessee uses it and pays rent.

### Why use Leasing?

  • Fast access to assets without upfront purchase funds
  • No need to raise loans or deploy own capital

### Core Types

TypeKey Features
Operating LeaseShort-term; cancelable; ownership + maintenance stays with lessor; partial cost recovery
Financial LeaseLong-term; non-cancelable; lessee bears maintenance; full cost + interest recovered

### Detailed Comparison

PointFinancial LeaseOperating Lease
Risk & RewardsWith lesseeWith lessor
CancellationNon-cancellableCancelable
MaintenanceLessee bears costsLessor bears costs
Lease Rent RecoveryFull cost + interestMay be partial
Asset Use PeriodAlmost full useful lifeShort period

### Other Lease Types

TypeExplanation
Sale and LeasebackAsset sold and leased back → original owner becomes lessee
Leveraged LeaseLessor borrows 80–90% of asset cost from a third-party lender
Sales-Aid LeaseLessor ties up with manufacturer to promote leasing of their product
Close-Ended LeaseLessee returns asset at end → residual value risk with lessor
Open-Ended LeaseLessee may buy asset at end of lease term

### Tax Implications

OptionTax Treatment
Lessee (Lease)Rent is fully deductible; cannot claim depreciation
Buyer (Own)Can claim depreciation + interest on loan

Worked example

### Example 1

A company leases a machine for 10 years (full useful life). Maintenance is the lessee's responsibility. Rent is structured to recover full cost + interest. This is clearly a Financial Lease.

### Example 2

A company sells its factory building for ₹10 crore to an investor and immediately leases it back for 20 years. The company gets ₹10 crore in cash (improves liquidity) and continues using the building. This is a Sale and Leaseback.

### Example 3

Tax comparison: Company A owns equipment (cost ₹10 lakh, depreciation ₹2 lakh/year). Company B leases similar equipment (rent ₹2.5 lakh/year). Company A deducts ₹2 lakh; Company B deducts ₹2.5 lakh — leasing gives a higher tax deduction in this case.

⚠️ Common exam mistakes

  • Confusing financial lease with hire purchase — in a financial lease, ownership does not automatically transfer; in hire purchase, the hirer intends to own the asset.
  • Stating the lessee claims depreciation under a financial lease — depreciation is only available to the owner (lessor); the lessee deducts lease rent.
  • Thinking operating leases are always cheaper — operating leases may have higher per-period costs since the lessor bears residual value risk and maintenance.
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