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Case lawCBDT Circulars & Instructions › Statutory position — section 10(4E), (4F), (4G) and (4H): the derivatives, aircraft and ship leasing, portfolio and share-transfer exemptions for an IFSC
CBDT Circulars & InstructionsCuts both waysValidity unconfirmeds.10(4E)s.10(4F)s.10(4G)s.10(4H)s.80LA(1A)s.80LA(2)

Statutory position — section 10(4E), (4F), (4G) and (4H): the derivatives, aircraft and ship leasing, portfolio and share-transfer exemptions for an IFSC

Beyond section 10(4D), what other income connected with an IFSC unit is exempt — particularly on aircraft leasing and on derivatives written by an offshore banking unit?

Beyond section 10(4D), what other income connected with an IFSC unit is exempt — particularly on aircraft leasing and on derivatives written by an offshore banking unit?

Four further clauses of section 10 do the work. Clause (4E) exempts a non-resident's income from the transfer of non-deliverable forward contracts, offshore derivative instruments or over-the-counter derivatives, and from distribution of income on offshore derivative instruments or over-the-counter derivatives, where entered into with an offshore banking unit of an IFSC referred to in section 80LA(1A); a Foreign Portfolio Investor being a unit of an IFSC is added as a counterparty only with effect from 1 April 2026. Clause (4F) exempts a non-resident's royalty or interest on the lease of an aircraft or a ship paid by a unit of an IFSC that has commenced operations on or before 31 March 2030; clause (4G) exempts a non-resident's income from a portfolio of securities, financial products or funds managed by a portfolio manager in an account maintained with an Offshore Banking Unit in an IFSC, to the extent it accrues or arises outside India and is not deemed to accrue or arise in India; and clause (4H) exempts capital gains on the transfer of equity shares of a domestic company that is an IFSC unit engaged primarily in aircraft or ship leasing, within a ten-year window.

Decided by the CBDT Circulars & Instructions (Not applicable — statutory text) on 2025-04-01, reported as Income-tax Act 1961, s.10(4E), (4F), (4G) and (4H) with their Explanations and provisos, as printed on the Income-tax Department's section page carrying the year stamp 2025. It bears on section 10(4E), section 10(4F), section 10(4G), section 10(4H), section 80LA(1A), section 80LA(2) of the Income Tax Act 1961, in Capital Gains Exemptions and Capital Gains matters.

Validity check could not be completed. Validity could be checked only in part, and one limb of clause (4E) is not yet in force. These clauses were read on the Department's section page carrying the year stamp 2025 and again on the page carrying the year stamp 2024 (No. 1); the 2025 page's fetch truncates before the amendment footnotes, and a separate fetch asking for the footnote list alone confirmed the footnotes are absent from the retrieved content. Comparison of the two pages, read with clause 6 of the Finance Bill 2025, dates three of the four changes: clause (4F)'s figure moves from 2025 to 2030 (Bill clause 6(c)); clause (4H)'s opening words move from "aircraft" to "aircraft or a ship" and its figure from 2026 to 2030 (Bill clause 6(d)), neither carrying a deferred commencement, so both apply from 1 April 2025; and clause (4E) is widened, but Bill clause 6(b) expressly postpones BOTH the insertion of the Foreign Portfolio Investor words in the long line AND the insertion of the Explanation to 1 April 2026. The Department's page prints the Foreign Portfolio Investor words as though they were in force. Clause (4G) is not amended by that Bill and rests on the Department's page alone. The Finance Act 2025 as enacted could not be located on any route on 8 September 2026, so the position is stated from the Bill as introduced.

Why it matters

Clause (4F) is the provision behind the aircraft leasing business in GIFT City, and it is the LESSOR'S relief, not the unit's: the exemption is of the non-resident's royalty or interest income, so the Indian consequence is on withholding, and the condition that matters is that the paying unit commenced operations on or before 31 March 2030. The definitions in that clause are unusually wide — 'aircraft' means an aircraft or a helicopter, or an engine of an aircraft or a helicopter, or any part thereof, and 'ship' means a ship or an ocean vessel, engine of a ship or ocean vessel, or any part thereof — so an engine lease is within it. Clause (4H) has a two-limbed window that is easy to misread: the exemption applies to capital gains arising in a previous year relevant to an assessment year falling within either the period of ten assessment years beginning with the assessment year relevant to the previous year in which the domestic company commenced operations, or the period of ten assessment years beginning with the assessment year commencing on 1 April 2024 where that first period ends before 1 April 2034. Clause (4E) is confined to the counterparty side: the exempt person is the NON-RESIDENT who transacts with the offshore banking unit. Get the year right before applying it. For previous years up to and including 2025-26 the only qualifying counterparty is an offshore banking unit of an IFSC referred to in section 80LA(1A); the extension to "any Foreign Portfolio Investor being a unit of an International Financial Services Centre", and the Explanation defining that expression by reference to the SEBI (Foreign Portfolio Investors) Regulations 2019, are both inserted by the Finance Act 2025 with effect from 1 April 2026. The Department's own page prints the Foreign Portfolio Investor words inside the operative clause without flagging them, which is a trap: the page marks the Explanation as prospective but not the words it defines.

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