Expert Advisory Committee
ICAI-Expert Advisory Committee
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Query No. 13

Subject:

Accounting for exchange differences in respect of

foreign currency borrowings.1

 

A. Facts of the Case

1. A Government of India enterprise is engaged in the business of transmission of power from the generating units in the central sector to various State Electricity Boards. To meet its expansion plan, funds are also borrowed in foreign currency from foreign financial institutions and banks. Its accounting policy regarding foreign currency transactions is as under:

        (a) Transactions in foreign currencies are initially recorded at the exchange rate prevailing on the date of transaction. Foreign currency loans/deposits/liabilities are translated/ converted with reference to the rates of exchange ruling at the year-end.

        (b) Exchange Rate Variation (ERV) on loans towards fixed assets not acquired from outside India is considered as borrowing cost to the extent it does not exceed domestic borrowing cost in accordance with Accounting Standard (AS) 16, ‘Borrowing Costs’.

        (c) Exchange Rate Variation (except the amount considered as ‘borrowing cost’ under paragraph (b) above) arising on transactions contracted prior to 01/04/2004 is adjusted to the carrying cost of capital work-in-progress/fixed assets in case of capital assets. For the transactions contracted after 01/04/2004, the same is charged to the profit and loss account and is considered incidental expenditure during construction (IEDC) till the commissioning of the project in terms of Accounting Standard (AS) 11 (revised 2003), ‘The Effects of Changes in Foreign Exchange Rates’.

According to the querist, the above accounting policy is as per the Accounting Standards Interpretation (ASI) 10, ‘Interpretation of paragraph 4(e) of AS 16’ and the clarification issued by the Accounting Standards Board (ASB).

2. The querist has drawn the attention of the Committee to ASI 10 wherein it has been stated that “paragraph 4 (e) of AS 16 covers exchange differences on the amount of principal of the foreign currency borrowings to the extent of difference between interest on local currency borrowings and interest on foreign currency borrowings”. Further, it has also been stated that “the likely currency depreciation and resulting exchange loss often offset, fully or partly, the difference in the interest rates. In such cases, the exchange difference on the foreign currency borrowings to the extent of the difference between interest on local currency borrowing and interest on foreign currency borrowing, is regarded as an adjustment to the interest costs”.

3. The querist has stated that based on the above, exchange differences (ERV) whether favourable or unfavourable are compared with the difference between interest on local currency borrowings and interest on foreign currency borrowings. ERV limited to domestic borrowing cost is considered as part of borrowing cost and accounted for in accordance with the provisions of AS 16. This comparison is made in respect of each loan agreement separately. As the favourable ERV in respect of a particular loan will naturally be less than the difference between the interest on local currency borrowings and interest on foreign currency borrowings, such favourable ERV is reduced from the interest cost. According to the querist, this treatment is based on the fact that when unfavourable ERV is adjusted to interest cost, the favourable ERV also has to be adjusted to the interest cost [emphasis supplied by the querist]. However, the querist has contended that it will be illogical that unfavourable ERV is adjusted to interest cost and charged to revenue, and favourable ERV is adjusted in the carrying cost of the relevant fixed assets (in case of transactions prior to 01/04/2004 which are covered under Accounting Standard (AS) 11(1994), ‘Accounting for the Effects of Changes in Foreign Exchange Rates’). The querist has explained this by way of the following illustration:

       XYZ Limited has taken a loan of USD 10,000 on April 1, 2004 @ 5% p.a. from the international market. The corresponding amount of Rs. 4,30,000 (USD 10,000 @ Rs. 43 {assumed exchange rate on 01/04/2004}) could have been borrowed at an interest rate of 11% p.a. on the same date in local market. The exchange rates on different dates are assumed to be as follows:

       I. On April 1, 2004                       USD 1 = Rs. 43
      II. On March 31, 2005                  USD 1 = Rs. 45
      III. On March 31, 2006                  USD 1 = Rs. 43
          Alternatively
      IV. On March 31, 2006                 USD 1 = Rs. 42
    Year 2004-05
     (A) Interest cost as per the foreign currency loan agreement will be Rs. 22,500 (5% of USD 10,000 x Rs. 45)
     (B) Interest cost at domestic rate of 11% will be Rs. 47,300 (11% of Rs. 4,30,000)
     (C) Difference between interest on local currency borrowings and foreign currency borrowings = Rs. 47,300 – Rs. 22,500 = Rs. 24,800
     (D) ERV as on 31/03/2005 will be Rs. 20,000 (USD 10,000 x (Rs. 45 – Rs. 43))

     Since unfavourable ERV at (D) is less than the difference at (C) above, Rs. 20,000 will be treated as interest cost which will become Rs. 42,500 (Rs. 22,500 at (A) above + Rs.20,000 at (D) above).
     Year 2005-06
      (A) Interest cost as per the foreign currency loan agreement will be Rs. 21,500 (5% of USD 10,000 x Rs. 43)
      (B) Interest cost at domestic rate of 11% will be Rs. 47,300 (11% of Rs. 4,30,000)
     (C) Difference between interest on local currency borrowings and foreign currency borrowings = Rs. 47,300 – Rs. 21,500 = Rs. 25,800
      (D) ERV as on 31/03/2006 will be Rs. (-) 20,000 (USD 10,000 x (Rs. 43 – Rs.45)) (being the exchange rate difference between 31.03.2006 and 01.04.2005)
       Since favourable ERV of Rs. (-) 20,000 at (D) is less than the difference at (C) above, Rs. (-) 20,000 will be treated as interest cost and interest charged to profit and loss account will become Rs. 1,500 (Rs.21,500 at (A) above – Rs. 20,000 at (D) above)
        Since the unfavourable ERV of Rs. 20,000 in case of year 2004-05 is treated as interest cost and charged to revenue, it will be logical that same treatment is given to favourable ERV of Rs. 20,000 in case of year 2005-06.
       The querist further states that if the exchange rate as on 31/03/ 2006 is Rs. 42 or below, the favourable ERV will increase and accordingly interest expenditure will become negative which is explained below:

      Year 2005-06

      (A) Interest cost as per the foreign currency loan agreement will be Rs. 21,000 (5% of USD 10,000 x Rs. 42)
      (B) Interest cost at domestic rate of 11% will be Rs. 47,300 (11% of Rs. 4,30,000)
      (C) Difference between interest on local currency borrowings and foreign currency borrowings = Rs. 47,300 – Rs. 21,000 = Rs. 26,300
      (D) ERV as on 31/03/2006 will be Rs. (-) 30,000 (USD 10,000 x (Rs. 42 – Rs. 45) (being the exchange rate difference between 31.03.2006 and 01.04.2005)
        Since ERV of Rs. (-) 30,000 at (D) is less than the difference at (C) above, Rs. (-) 30,000 will be treated as interest cost and interest charged to profit and loss account will become Rs. (-) 9,000 (Rs. 21,000 at (A) above – Rs. 30,000 at (D) above ), i.e., interest cost will become negative which seems to be illogical.

4. The querist has further drawn the attention of the Committee to a letter dated April 4, 2005 of the Accounting Standards Board wherein a clarification has been given that “pending the revision to Schedule VI to the Companies Act, 1956, Schedule VI would prevail over ASI 10. Accordingly, for accounting for foreign exchange differences, the provisions of Schedule VI should be followed by the companies to the extent the provisions in AS 11/ASI 10 (relating to AS 16) are inconsistent with the provisions of Schedule VI”. The querist has mentioned that in accordance with the above clarification, ERV in respect of loans utilised for acquisition of assets from outside India is capitalised irrespective of whether it is more or less than the difference between interest on local currency borrowings and interest on foreign currency borrowings. Further, the querist has stated that the Ministry of Corporate Affairs (MCA) has notified Accounting Standards vide Notification dated December 7, 2006. In the footnote to AS 11 (2003), notified by MCA, it has been stated that “It may be noted that the accounting treatment of exchange differences contained in this Standard is required to be followed irrespective of the relevant provisions of Schedule VI to the Companies Act, 1956”. The querist has mentioned that it is observed that provisions of AS 11 (2003) will prevail over Schedule VI. However, since no such clarification has been issued for AS 16 and AS 11 (1994), provisions of Schedule VI will prevail over ASI 10 (relating to AS 16) and AS 11 (1994). As per the querist, the above will have the following implications:

      (a) ERV to the extent regarded as an adjustment to interest cost (portion pertaining to AS 16) in respect of loans utilised for acquisition of assets from outside India will continue to be capitalised whether the loan is contracted after 01/04/2004 or before 01/04/2004 (applicability of Schedule VI over AS 16).

      (b) ERV above the amount mentioned in (i) above, will be capitalised with cost irrespective of whether or not the loan is utilised for acquisition of assets from outside India in respect of loans contracted prior to 01/04/2004 (Applicability of AS 11 ( 1994)).

       (c) ERV above the amount mentioned in (i) above will be charged to revenue irrespective of whether or not the loan is utilised for acquisition of assets from outside India in respect of loans contracted after 01/04/2004 (Applicability of AS 11, Revised 2003).

B. Query


5. The querist has sought the opinion of the Expert Advisory Committee on the following issues:

     (i) The accounting treatment in respect of favourable exchange variation in case of foreign currency borrowings as given in paragraph 3 above. If the Committee does not agree with the said accounting treatment, then the correct accounting treatment.

     (ii) The accounting treatment of exchange rate variations as given in paragraph 4 above.

C. Points considered by the Committee

6. The Committee notes that the query basically pertains to two issues viz., (i) accounting treatment of favourable exchange variation in case of foreign currency borrowings and (ii) clarification regarding applicability of AS 16, Schedule VI to the Companies Act, 1956 and AS 11 (pre-revised) inter-se with regard to exchange rate variations in case of foreign currency borrowings towards fixed assets acquired from outside India, pursuant to the notification of the Accounting Standards. Accordingly, the Committee has considered only these issues and has not considered any other issue(s) contained in the Facts of the Case.

7. The Committee notes that the querist in paragraph 3 above, has discussed the issue of favourable exchange variation for transactions entered into prior to 1.4.2004. However, in the illustration given by the querist, the loan is assumed to have been taken on 1.4.2004. Therefore, the Committee has considered the issue of favourable exchange variation for both types of transactions, that is, the transactions entered into prior to 1.4.2004 and the transactions entered into on or after 1.4.2004.

8. The Committee notes that AS 11, as notified by the Central Government under the Companies (Accounting Standards) Rules, 2006, carries, inter alia, the following footnote:

     “In respect of accounting for transactions in foreign currencies entered into by the reporting enterprise itself or through its branches before the effective date of the notification prescribing this Standard under Section 211 of the Companies Act, 1956, the applicability of this Standard would be determined on the basis of the Accounting Standard (AS) 11 revised by the ICAI in 2003.”

9. The Committee notes that the preamble to AS 11 (revised 2003) states as follows:

      “Accounting Standard (AS) 11, The Effects of Changes in Foreign Exchange Rates (revised 2003), issued by the Council of the Institute of Chartered Accountants of India, comes into effect in respect of accounting periods commencing on or after 1-4-2004 and is mandatory in nature from that date. The revised Standard supersedes Accounting Standard (AS) 11, Accounting for the Effects of Changes in Foreign Exchange Rates (1994), except that in respect of accounting for transactions in foreign currencies entered into by the reporting enterprise itself or through its branches before the date this Standard comes into effect, AS 11 (1994) will continue to be applicable.”

10 From the above, the Committee is of the view that in the year 2007-08, for the transactions entered into prior to 1.4.2004, the pre-revised AS 11 continues to apply, and for transactions entered into on or after 1.4.2004, the revised AS 11 (2003) applies even in respect of the exchange differences mentioned in Schedule VI to the Companies Act, 1956.

11. The Committee also notes that Accounting Standard (AS) 16, ‘Borrowing Costs,’ came into effect in respect of accounting periods commencing on or after April 1, 2000 and was mandatory in nature from that date. The Committee further notes that this implies that AS 16 applies to all loans whether raised before April 1, 2000, or on or after April 1, 2000. The Committee also notes that paragraph 4(e) of AS 16, as notified by the Central Government under Companies (Accounting Standards) Rules, 2006 provides that borrowing costs include “exchange differences arising from foreign currency borrowings to the extent that they are regarded as an adjustment to interest costs”. The Committee notes that with the notification of the Accounting Standards, Accounting Standards Interpretation (ASI) 10, Interpretation of paragraph 4(e) of AS 16, has been incorporated in the notified AS 16 by way of ‘Explanation’ which states as below:

      “Exchange differences arising from foreign currency borrowings and considered as borrowing costs are those exchange differences which arise on the amount of principal of the foreign currency borrowings to the extent of the difference between interest on local currency borrowings and interest on foreign currency borrowings. Thus, the amount of exchange difference not exceeding the difference between interest on local currency borrowings and interest on foreign currency borrowings is considered as borrowings costs to be accounted for under this Standard and the remaining exchange difference, if any, is accounted for under AS 11, The Effects of Changes in Foreign Exchange Rates. For this purpose, the interest rate for the local currency borrowings is considered as that rate at which the enterprise would have raised the borrowings locally had the enterprise not decided to raise the foreign currency borrowings.”

12. From the above, the Committee notes that as per paragraph 4(e) of notified AS 16, exchange loss on foreign currency loan is capitalised to the extent it amounts to adjustment towards interest costs. However, with respect to the foreign exchange gain arising on the foreign currency borrowings, the Committee is of the view that the same should be reduced from the cost of the fixed asset to the extent the exchange loss has been capitalised as per the provisions of paragraph 4(e) of AS 16. Any excess exchange gain should be accounted for as income for the year in which the same arises. Since borrowing costs can be capitalised only with respect to a qualifying asset as per AS 16, the Committee is further of the view that decapitalisation can be done only during the period over which the fixed asset towards which the foreign currency loan has been taken continues to be a qualifying asset. With respect to transactions entered into prior to 1.4.2004, to which AS 11 (prerevised) is applicable, the exchange gains will be adjusted to the cost of the fixed assets.

13. The Committee further notes that with regard to the applicability of Schedule VI to the Companies Act, 1956, the notified AS 11 by way of a footnote provides that the accounting treatment of exchange differences as contained in the notified AS 11 would apply irrespective of the relevant provisions of Schedule VI to the Companies Act, 1956. This implies that in respect of accounting periods commencing on or after December 7, 2006, the date from which the Accounting Standards have been notified, the requirements of notified AS 11 would prevail over Schedule VI with regard to the treatment of exchange differences. The Committee also notes that the ‘Scope’ paragraph of the notified AS 11 (as well as AS 11 (revised 2003)) provides the following with regard to exchange differences:

     “6. This Standard does not deal with exchange differences arising from foreign currency borrowings to the extent that they are regarded as an adjustment to interest costs [see paragraph 4(e) of AS 16, Borrowing Costs.]”

Thus, the Committee is of the view that in the year 2007-08, without regard to the treatment of exchange differences contained in Schedule VI to the Companies Act, 1956, with respect to capitalisation of exchange differences that are of the nature of borrowing costs, paragraph 4(e) of AS 16 applies. With respect to other exchange differences, AS 11 (revised 2003) applies for transactions entered into on or after 1.4.2004. With respect to exchange differences arising on transactions entered into prior to 1.4.2004, AS 11 (pre-revised) will continue to apply subject to the consideration of paragraph 4(e) of AS 16.

D. Opinion

14. On the basis of the above, the Committee is of the following opinion on the issues raised by the querist in paragraph 5 above:

     (i) The Committee does not agree with the accounting treatment as given in paragraph 3 above. The correct accounting treatment is contained in paragraph 12 above.

    (ii) The Committee does not agree with the accounting treatment as given in paragraph 4 above. The correct accounting treatment is contained in paragraph 13 above.

 

1 Opinion finalised by the Committee on 30.5.2008