Calculate stock splits, bonus issues, rights offerings, dividends, and other corporate action impacts on your portfolio. Accurate adjustments for Indian market (NSE/BSE).
Determine total shares after bonus issue in ratios like 1:1, 1:2, 2:3 and adjusted cost.
Calculate dividend income, dividend yield, and tax liability on dividend receipts.
Calculate subscription cost, total shares, and new average price for rights offerings.
Calculate reverse stock split effects with ratios like 1:2, 1:5, 1:10 consolidations.
Calculate new share quantity and adjusted price after stock splits (2:1, 3:1, 5:1, etc.).
Corporate Actions Calculators help investors understand how stock splits, bonus issues, rights offerings, dividends, and other corporate events affect their portfolios. When companies announce these actions, share quantities, prices, and cost basis change - often causing confusion for investors. These calculators automatically handle the complex mathematics of portfolio adjustments, ensuring accurate record-keeping for tax purposes and performance tracking. Designed specifically for Indian markets with NSE/BSE listed stocks, these tools account for SEBI regulations, tax implications, and standard Indian corporate action ratios. Perfect for retail investors managing their demat accounts, portfolio managers tracking client holdings, and anyone needing to accurately adjust their investment records after corporate announcements.
Accurate portfolio adjustments after corporate actions - eliminate manual calculation errors that can cost thousands
Understand exact impact on holdings BEFORE ex-date - plan sell/buy decisions with complete information
Calculate adjusted cost basis correctly for capital gains tax calculations and ITR filing
Make informed decisions on rights issue subscription - calculate breakeven and dilution effects
Track dividend income and tax liability for proper financial planning and TDS reconciliation
Compare pre and post-action positions to understand actual value impact vs paper changes
Maintain accurate portfolio records across multiple corporate actions over years of holding
Comply with tax regulations by having documented calculation trail for Income Tax Department audits
Support for all common Indian corporate action ratios (1:1, 1:2, 2:3, 3:2, 5:1, etc.)
Automatic cost basis adjustment for accurate capital gains calculation
Pre and post-action comparison showing quantity, price, and total value changes
Tax implication calculations including dividend tax, bonus tax treatment
Multiple scenario analysis for rights issue - subscribe fully, partially, or not at all
Historical corporate action tracking for portfolio performance attribution
📊 Long-term Investors holding stocks for years and experiencing multiple corporate actions on same holdings
💼 Active Traders who need to quickly understand how stock splits affect their positions and stop losses
🏦 Portfolio Managers managing multiple client portfolios with frequent corporate action adjustments needed
📈 Tax Planners calculating accurate capital gains for ITR filing after multiple bonus/split events
🎯 Rights Issue Participants evaluating whether to subscribe and at what level for optimal portfolio impact
💰 Dividend Investors tracking total dividend income, yield changes, and tax liability planning
📚 Demat Account Holders reconciling their holdings after receiving corporate action credits
🔰 New Investors learning how corporate actions work and their impact on investment value
Stock Split: Company divides existing shares into multiple shares. If you own 100 shares @ ₹1,000 and there's a 2:1 split, you get 200 shares @ ₹500. Total value unchanged (₹1,00,000). No tax implications. Cost basis adjusts proportionally. Bonus Issue: Company issues additional free shares from reserves. If you own 100 shares @ ₹1,000 and 1:1 bonus, you get 100 new shares (total 200) but market price drops to ~₹500. Key difference: Bonus shares come from company reserves (capitalization of profits), splits are just subdivision. Both are tax-free in India. However, bonus shares received before 2017 had different cost basis rules - now both treated similarly with proportional cost adjustment.
Formula: New Cost per Share = Old Cost per Share × (Old Shares / New Shares). Example: Own 50 shares bought @ ₹2,000 each (₹1,00,000 total). Company announces 5:1 split. New Shares = 50 × 5 = 250 shares. New Cost = ₹2,000 × (50/250) = ₹2,000 × 0.2 = ₹400 per share. Verification: 250 shares × ₹400 = ₹1,00,000 (same total cost). This adjusted cost is crucial for capital gains calculation when you sell. If you sell 100 shares @ ₹500 post-split, your gain is (₹500 - ₹400) × 100 = ₹10,000. Without proper adjustment, your tax calculation would be wrong. Use Stock Split Calculator to avoid errors.
Evaluate these factors: (1) Rights Price vs Market Price: If rights price is ₹100 and market price is ₹150, you're getting shares at 33% discount - generally good. (2) Company Fundamentals: Why is company raising money? Expansion (good) or debt repayment (neutral) or losses (bad)? (3) Dilution Impact: Calculate your ownership dilution. If you don't subscribe in 1:2 rights at 50% discount but others do, your holding gets diluted. (4) Renunciation Value: If you don't want to subscribe, can you sell rights entitlement in market? (5) Post-issue valuation: Use Rights Calculator to see theoretical ex-rights price. General rule: Subscribe if (a) Company fundamentals strong, (b) Rights price < 80% of market price, (c) You want to maintain ownership percentage. Renounce if company is weak or you need liquidity.
Current Tax Treatment (post-2017): Both bonus shares AND stock splits are TAX-FREE when received. However, tax applies when you SELL. For bonus shares received after 2017: Cost basis is ZERO for the bonus portion. Example: Own 100 shares @ ₹500 cost (₹50,000). Get 1:1 bonus (100 free shares). Now own 200 shares. Original 100 have cost ₹500 each. Bonus 100 have cost ₹0 each. If you sell 50 shares @ ₹300, tax authority assumes you sold bonus shares first (FIFO), so entire ₹300 × 50 = ₹15,000 is capital gain. For stock splits: Cost adjusts proportionally, so 100 @ ₹500 becomes 200 @ ₹250 after 2:1 split. When selling, gain = (Sale Price - ₹250) × quantity. Important: Pre-2017 bonus shares had fair market value as cost basis. Consult CA for old holdings.
Holding period carries forward for all actions! Critical for tax planning. Scenario 1 - Bonus Shares: Bought 100 shares on 1-Jan-2023. Received 100 bonus on 1-July-2023. If you sell original 100 on 2-Jan-2024 = LTCG (held >12 months). If you sell bonus 100 on 2-Jan-2024 = STCG (assuming FIFO and bonus treated as purchased on bonus date). Scenario 2 - Stock Split: Bought 100 shares on 1-Jan-2023. 2:1 split on 1-July-2023 giving 200 total. All 200 shares retain 1-Jan-2023 purchase date! Sell any 100 on 2-Jan-2024 = LTCG. Scenario 3 - Rights Issue: Original shares retain old date. Rights shares have subscription date as purchase date. Track separately. Use Corporate Action Calculator to maintain accurate purchase date records for tax optimization.
Four scenarios: (1) Do Nothing: Rights entitlement lapses. Your ownership % decreases as other shareholders subscribe. Example: You own 1,000 shares (1% of company). Company offers 1:1 rights. Others subscribe, company now has 2X shares but you still have 1,000 = 0.5% ownership (50% dilution). (2) Sell Rights (Renounce): Rights have value! If market price is ₹150 and rights price is ₹100, rights trade at ~₹50 premium. Sell your 1,000 rights entitlement @ ₹50 = receive ₹50,000. This partially offsets dilution. (3) Partial Subscribe: Subscribe for 500, sell 500 rights entitlements. (4) Buy Additional Rights: Want to increase stake? Buy others' rights. Rights Calculator helps evaluate financial impact of each option. Generally, if company is good and rights are at discount, subscribe to avoid dilution. If company is weak, renounce and capture rights value.
Systematic approach: (1) Maintain Excel/Google Sheet: Columns = Date, Action Type, Ratio, Pre-Quantity, Post-Quantity, Pre-Price, Post-Price, Pre-Cost, Post-Cost. (2) Record chronologically: Every action updates your records. Example: Start: 100 shares @ ₹500 cost. → Bonus 1:1: Now 200 shares, original 100 @ ₹500, bonus 100 @ ₹0. → Stock Split 2:1: Now 400 shares, original 200 @ ₹250, bonus 200 @ ₹0. → Dividend ₹10/share: Receive ₹4,000 (record for tax). (3) Cross-verify with CDSL/NSDL: Check demat statement matches your calculation. (4) Use Corporate Action Calculators: Each action has specific calculator. Input pre-action state, get post-action state. (5) Annual reconciliation: Before tax filing, verify all transactions. (6) Professional help: If too complex (multiple holdings, years of actions), hire CA for one-time cleanup. Accurate records are mandatory for ITR filing and avoiding tax notices.
No, they create NO intrinsic value - it's just accounting changes! Think of pizza analogy: You have 1 pizza. Cut into 8 slices or 16 slices - same amount of pizza. Stock split/bonus is the same. HOWEVER, market perception may differ: (1) Psychological Impact: ₹5,000 stock seems "expensive", ₹500 stock post-split seems "affordable" attracting retail buyers. This can temporarily boost demand. (2) Liquidity: Lower price enables more trading, tighter spreads. (3) Options Trading: More practical strike prices available. (4) Signaling: Companies split when confident about future (positive signal). Real value comes from business growth, not mathematical reorganization. Example: Reliance 1:1 bonus doesn't make you richer. If you had ₹10L worth of shares, you still have ₹10L worth (just 2X quantity at 0.5X price). Focus on fundamentals. Corporate actions are corporate housekeeping, not investment returns.
Common patterns in Indian markets: Stock Splits: Rare now (more common in 1990s-2000s). When stocks hit ₹2,000-5,000, some companies split. Average: Once every 5-10 years per company, if at all. Recent: MRF never split (₹1L+ per share!), Eicher split in 2022 after hitting ₹4,000. Bonus Issues: More common. Large-caps: Every 2-5 years. Mid/small-caps: More frequent. Logic: Companies with strong reserves issue bonus to distribute profits without cash outflow. Rights Issues: During capital requirements. Growth phase companies, infrastructure, banks. Frequency: As needed, could be 2-3 years apart or decades apart. Dividends: Annual (most large-caps), Semi-annual (some), Quarterly (rare in India). High frequency: FMCG, Banks. Low frequency: Growth/tech companies. Track corporate announcements on NSE/BSE apps, company websites, or use screener apps with corporate action filters. Set alerts for your holdings so you're never surprised.
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