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Case lawHigh Court › SREI Infrastructure Finance Ltd v Income Tax Settlement Commission
High CourtHelps departments.50Bs.2(42C)s.2(47)s.47s.245D

SREI Infrastructure Finance Ltd v Income Tax Settlement Commission

My client moved its finance division to a subsidiary under a scheme of arrangement sanctioned by the Company Court, not under a sale deed. The Settlement Commission has taxed it under s.50B. Can a statutory scheme be a slump sale at all?

My client moved its finance division to a subsidiary under a scheme of arrangement sanctioned by the Company Court, not under a sale deed. The Settlement Commission has taxed it under s.50B. Can a statutory scheme be a slump sale at all?

Yes. The Delhi High Court held that the word 'sale' inside the expression 'slump sale' does not cut down the wide meaning of 'transfer' in s.2(47), so any transfer of an undertaking for a lump sum without values being assigned to individual assets falls within s.2(42C) and s.50B — including a transfer effected by a scheme sanctioned under ss.391-394 of the Companies Act 1956. The writ petition was dismissed.

Decided by the High Court (Sanjiv Khanna J and R.V. Easwar J (judgment by Sanjiv Khanna J)) on 2012-03-30, reported as Writ Petition (Civil) No. 1592/2012 (Delhi High Court); reserved 20 March 2012, decided 30 March 2012. It bears on section 50B, section 2(42C), section 2(47), section 47, section 245D of the Income Tax Act 1961, in Capital Gains and How Tax Law Is Read matters.

Still good law. Its construction of s.2(42C) has since been enacted: the Finance Act 2021 substituted the definition to read 'transfer of one or more undertaking, by any means', and added Explanation 3 giving 'transfer' the s.2(47) meaning, with effect from AY 2021-22 (verified against the department's section 2 page as amended up to 2024, https://www.incometaxindia.gov.in/w/section-2-65). For years up to AY 2020-21 the point was contested: the Mumbai Tribunal held the opposite in Bharat Bijlee Ltd (ITA 6410/Mum/2008, pronounced 11 March 2011) and in Avaya Global Connect Ltd (order dated 29 July 2008), both of which were retrieved and read for this entry. Secondary sources report that the Bombay High Court affirmed Bharat Bijlee in 2014 (365 ITR 258) and that the Madras High Court took the same contrary view in Areva T&D India Ltd v. CIT (TCA 673 of 2018, 8 September 2020); NEITHER of those judgments could be retrieved and neither has been read, so this entry does not state what they decided. No decision doubting SREI itself was located, and later treatment of SREI was not exhaustively checked.

Why it matters

This is the Revenue's leading authority for taxing scheme-based business transfers, and it is now reinforced by statute: the Finance Act 2021 substituted s.2(42C) so that slump sale means transfer of an undertaking 'by any means', with Explanation 3 importing the s.2(47) meaning of transfer. For AY 2021-22 onwards there is no argument left that a court or NCLT scheme escapes s.50B because it is not a 'sale'. For earlier years the position was genuinely contested — the Mumbai Tribunal took the opposite view in Bharat Bijlee and in Avaya Global Connect, and the transferor there escaped tax altogether. Note also what the Court expressly did not decide: it recorded that the petitioner had not relied on s.47 and that no opinion was expressed on it, so the s.47(vi)/(vib)/(vid) exemption route for a genuine amalgamation or demerger is untouched by this judgment.

Binding within that High Court's jurisdiction. Persuasive elsewhere.

Not yet CA-verified. This entry was found through the sources listed under the Sources tab, and the summary reflects what those sources say. Nobody has yet read the full judgment and signed it off. Check the source before relying on it.

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