ESOP Tax Calculator India — Perquisite at Exercise & the DPIIT Deferral | CA Vijay Singh & Co
Vijay R Singh & Co · Chartered Accountants

ESOP Tax Calculator India — Perquisite at Exercise & the DPIIT Deferral

ESOPs are taxed before you see any cash: the gap between FMV and your exercise price is salary income the moment you exercise. Compute the tax, and check whether the startup deferral under Section 392(3) applies to you.

ESOP provisions under the new Act
Income-tax Act, 1961Income-tax Act, 2025Provision
Section 17(2)(vi)Section 17Perquisite on specified securities / sweat equity
Section 192(1C)Section 392(3)Startup ESOP tax deferral (eligible start-up employer)
Section 80-IACSection 140Eligible start-up — definition and tax holiday
Verified against the Income-tax Act, 2025 (as amended by the Finance Act, 2026). The 2025 Act applies from tax year 2026-27; the 1961 Act governs returns up to FY 2025-26.

Exercise details

Vested options you are exercising
Drives the DPIIT deferral timeline
Merchant-banker FMV on exercise date
What you pay per share
Highest rate your salary income reaches
Section 140 eligible employer

Computation

Dry income: this tax is due on exercise even though you have sold nothing. Surcharge, if your income crosses Rs 50 lakh, is extra. At sale, capital gains apply separately on the rise above FMV.

Exercising ESOPs this year?

The perquisite, the deferral election and the capital-gains planning are worth one conversation before you exercise, not after.

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Frequently asked questions

When are ESOPs taxed in India?

Twice. The perquisite (FMV minus exercise price) is taxed as salary at exercise, and the further gain is taxed as capital gains when the shares are sold.

What is the ESOP tax deferral for startup employees?

Employees of DPIIT-recognised eligible startups can defer the exercise-stage tax under Section 392(3) until the earliest of: 48 months from the end of the relevant assessment year, sale of the shares, or leaving the company – payable within 14 days of that event.

How is the FMV of unlisted ESOP shares determined?

By a merchant-banker valuation under Rule 3(8) of the Income-tax Rules as on the exercise date. The perquisite is FMV minus what you actually pay.

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