📊
📈
📉
💼
💰
← Back to Dashboard
Font Size:

1. Introduction

Redemption of debentures means the repayment of the amount of debentures to the debenture holders on or before the maturity date. Debentures may be redeemed at par, at a premium, or at a discount, and the redemption may take place either in a lump sum at the end of the term or in instalments over a period of time. The terms of redemption are specified in the debenture deed and the prospectus.

Under the Companies Act, 2013, a company must create a Debenture Redemption Reserve (DRR) out of its profits before it redeems its debentures. The purpose of the DRR is to ensure that the company accumulates adequate profits for the repayment of debentures rather than distributing all profits as dividends. The amount of the DRR is prescribed by the law, and the company must also invest a specified amount in specified securities.

The accounting for the redemption of debentures involves the payment to debenture holders, the treatment of premium on redemption, the writing off of any loss on issue, the creation and utilisation of the Debenture Redemption Reserve, and the disposal of the Debenture Redemption Reserve after redemption. The methods of redemption include redemption in instalments by draw of lots, redemption by purchase in the open market, and conversion of debentures into shares.

2. Terms of Redemption and Sources of Redemption

Debentures can be redeemed from the proceeds of a fresh issue of shares or debentures, or out of the accumulated profits of the company. When debentures are redeemed out of profits, an equivalent amount is transferred to the Debenture Redemption Reserve so that the company does not distribute the profits meant for redemption as dividends.

The redemption may be at par, at a premium (where the redemption price is higher than the face value), or at a discount (rarely, where the redemption price is lower than the face value).

3. Methods of Redemption of Debentures

3.1 Redemption in a Lump Sum

The company may redeem the whole of the debentures at once after the expiry of the term. This is the simplest method and involves paying the debenture holders the redemption amount at maturity.

3.2 Redemption in Instalments by Draw of Lots

Under this method, a part of the debentures is redeemed each year by drawing lots. The debentures are chosen by lot and redeemed at the face value. The remaining debentures continue to carry interest until their turn for redemption.

3.3 Redemption by Purchase in the Open Market

The company may purchase its own debentures from the open market. If the market price is favourable, the company buys the debentures and cancels them. The difference between the purchase price and the nominal value is treated as a gain or loss. The gain is transferred to the Capital Reserve Account.

3.4 Redemption by Conversion

Debentures may be redeemed by converting them into equity shares or new debentures. This is done at the option of the company or the holder, and the old debentures are cancelled on conversion.

4. Debenture Redemption Reserve (DRR)

According to the Companies (Share Capital and Debentures) Rules, 2014, a company must create a DRR out of its profits available for dividend before the redemption of debentures. The DRR is created by a transfer from the profit and loss account:

Profit and Loss Appropriation A/c Dr.
    To Debenture Redemption Reserve A/c

The DRR is shown as a reserve under Shareholders' Funds in the Balance Sheet. After the redemption of the debentures, the DRR may be transferred back to the General Reserve.

4.1 Investment Requirement

The company must also invest a prescribed percentage of the nominal value of the debentures outstanding in specified securities (such as unencumbered securities of the central or state governments) before the date of redemption, and the investment must be utilised for the payment of the redemption amount.

5. Accounting for Redemption

5.1 Redemption at Par

$$\text{Debenture Holders' A/c} = \text{Number of Debentures} \times \text{Face Value}$$

Debentures A/c Dr.
    To Debenture Holders' A/c
Debenture Holders' A/c Dr.
    To Bank A/c

5.2 Redemption at Premium

When debentures are redeemed at a premium, the premium on redemption is a loss for the company and is debited to a Premium on Redemption of Debentures Account:

Debentures A/c Dr.
Premium on Redemption of Debentures A/c Dr.
    To Debenture Holders' A/c
Debenture Holders' A/c Dr.
    To Bank A/c

The premium on redemption is written off against the Debenture Redemption Reserve or Securities Premium Account.

5.3 Gain on Purchase in the Open Market

When the company buys its debentures in the open market at a price below the face value:

$$\text{Gain on Redemption} = \text{Nominal Value} - \text{Purchase Price}$$

The gain is transferred to the Capital Reserve Account.

6. Redemption Out of Capital vs Out of Profits

If debentures are redeemed out of capital, no DRR is created. If they are redeemed out of profits, the DRR must be created. Redemption out of profits ensures that the company retains an amount equal to the profits used for redemption, so that the working capital is not depleted.

Quick Revision Tables

Table 1: Methods of Redemption

Method Description
Lump sum All debentures redeemed at maturity
Draw of lots Part redeemed each year by lot
Purchase in open market Company buys and cancels its debentures
Conversion Debentures converted into shares

Table 2: Journal Entries for Redemption

Event Entry
Redemption at par Debentures A/c Dr. To Debenture Holders' A/c; then payment to Bank
Premium on redemption Premium on Redemption A/c Dr. along with Debentures A/c
DRR created P&L Appropriation A/c Dr. To DRR A/c
DRR after redemption DRR A/c Dr. To General Reserve A/c

Table 3: Redemption at Par vs Premium

Basis At Par At Premium
Redemption price Face value Higher than face value
Loss to company None Premium on redemption
Journal entry Debentures A/c Dr. Debentures + Premium A/c Dr.

Mind Map

graph TD A["Redemption of Debentures"] --> B["Methods of Redemption"] A --> C["Debenture Redemption Reserve"] A --> D["Accounting Treatment"] A --> E["Redemption out of Profits vs Capital"] B --> F["Lump Sum, Draw of Lots, Open Market, Conversion"] C --> G["DRR created from P&L Appropriation"] C --> H["Investment in specified securities"] D --> I["Premium on Redemption Account"] E --> J["DRR only when redeemed out of profits"]

Important Diagrams (SVG)

Diagram 1: Steps for Redemption with DRR

REDEMPTION OF DEBENTURES - STEPS Step 1: Create DRR Transfer from P&L Appropriation A/c Step 2: Invest in Specified Securities Percentage of debentures outstanding Step 3: Amount Due Debentures A/c Dr. To Holders' A/c Step 4: Pay to Holders Holders' A/c Dr. To Bank A/c Step 5: Utilise Investment DRR Investment A/c Dr. To Bank Step 6: Transfer DRR to Reserve DRR A/c Dr. To General Reserve A/c GOLDEN RULE DRR must be created out of profits BEFORE redemption of debentures as per the Companies Act. The DRR is a reserve shown under Shareholders' Funds and not a provision. After redemption, the DRR is transferred to the General Reserve. The company must invest in specified securities as prescribed by law.

Diagram 2: Redemption at Premium - Journal Entries

REDEMPTION AT PREMIUM Entry 1: Amount due to holders Debentures A/c Dr. + Premium on Redemption A/c Dr. To Debenture Holders' A/c Entry 2: Payment to holders Debenture Holders' A/c Dr. To Bank A/c Entry 3: Write off premium Premium on Redemption A/c Dr. To DRR / Securities Premium A/c GOLDEN RULE The premium on redemption is a loss debited to the Premium on Redemption Account. It is written off against the DRR or the Securities Premium Account. If redemption is at a premium, the company pays MORE than the face value of the debentures. Total payment = Face value + Premium on redemption.

Common Mistakes

  1. Forgetting to create the Debenture Redemption Reserve when debentures are redeemed out of profits.
  2. Crediting the premium on redemption to the Capital Reserve; it is a loss and is written off against DRR or Securities Premium.
  3. Not writing off the discount on the issue of debentures before or at the time of redemption.
  4. Confusing redemption at a premium with issue at a premium; the two are entirely different transactions.
  5. Treating the DRR as a provision instead of a reserve created out of profits.
  6. Forgetting to account for the investment in specified securities before redemption.
  7. Ignoring the gain on purchase of debentures in the open market, which must be transferred to the Capital Reserve.

Exam Tips

  1. Identify whether the redemption is at par or at premium first, as the journal entry changes accordingly.
  2. Create the DRR entry with the Profit and Loss Appropriation Account clearly stated.
  3. Remember the investment requirement is based on the nominal value of the debentures outstanding.
  4. When debentures are bought in the open market, compute the gain or loss as the difference between the purchase price and the nominal value.
  5. Show the transfer of the DRR to the General Reserve after redemption.
  6. Practise redemption by draw of lots where a portion of debentures is redeemed each year with interest continuing on the balance.
  7. If the question mentions redemption out of capital, no DRR is created.

Conclusion

The redemption of debentures is the final stage in the life of debentures and requires careful accounting to ensure that the company's obligations are settled correctly. The creation of the Debenture Redemption Reserve and the investment in specified securities safeguard the interests of debenture holders by ensuring that profits are retained for repayment. The various methods of redemption, namely lump sum, draw of lots, purchase in the open market, and conversion, each have their own accounting treatment. Understanding the difference between redemption at par and at premium, and the treatment of the premium and discount, completes the accounting for debentures from issue to redemption.