Facts of the Case
The writ petitions challenged reassessment notices issued
under Section 148 of the Income Tax Act, 1961 for Assessment Years 2012–13 to
2018–19 to Progress Rail Locomotive Inc. (formerly Electro Motive Diesel Inc.),
a U.S.-incorporated company engaged in supplying locomotive components and rail
solutions globally.
The Revenue initiated proceedings on the basis that the
petitioner’s wholly owned Indian subsidiary, Progress Rail Innovations Pvt.
Ltd. (PRIPL), constituted a Permanent Establishment (PE) in India—specifically
a Fixed Place PE, Service PE, or Dependent Agent PE—under Article 5 of the
India-USA DTAA.
Issues Involved
- Whether
the Indian subsidiary constituted a Permanent Establishment of the foreign
parent under Article 5 of the India-USA DTAA.
- Whether
reassessment proceedings under Sections 147/148 could be initiated on the
assumption of such PE.
- Whether
activities of the subsidiary amounted to core business operations or
merely preparatory/auxiliary support services.
- Scope
of jurisdiction of tax authorities over non-resident entities.
Petitioner’s Arguments
The petitioner contended that PRIPL functioned as an
independent legal entity providing back-office, technical, and marketing
support services on a cost-plus basis, as confirmed in transfer pricing
assessments. The products manufactured by the subsidiary were distinct from
those supplied by the petitioner.
It was argued that the subsidiary’s premises were not at the
disposal of the foreign company and therefore could not constitute a Fixed
Place PE. The petitioner emphasized that all supplies to Indian Railways were
made directly by the U.S. entity, with pricing and contractual decisions taken
outside India.
Respondent’s (Revenue’s) Arguments
The Revenue argued that PRIPL acted as the operational arm of
the foreign company in India. Statements recorded during survey indicated that
the subsidiary provided tender support, technical assistance, communication
with Indian Railways, warranty services, logistics coordination, and payment
follow-ups on behalf of the petitioner.
It was further contended that key officers of PRIPL reported to personnel of the foreign parent, expatriates frequently visited India for sales-related activities, and the subsidiary’s office and resources were effectively at the disposal of the foreign entity.
Court Order / Findings
- A
Permanent Establishment requires a fixed place of business through which
the enterprise’s core business is carried on.
- Mere
presence of a subsidiary or performance of support services does not
establish a PE.
- The
subsidiary’s activities were largely preparatory or auxiliary in nature,
including technical support, coordination, and back-office functions.
- There
was no evidence that the petitioner’s core manufacturing or sales
operations were conducted from the subsidiary’s premises.
- The
premises of PRIPL were not shown to be at the disposal of the foreign
company in the sense required for a Fixed Place PE.
- Control
or ownership of a subsidiary alone does not create a PE, consistent with
Article 5(6) of the DTAA.
- Transfer
pricing assessments recognizing arm’s length remuneration further
undermined the PE allegation.
Important Clarification
- A
wholly owned subsidiary is not automatically a Permanent Establishment of
the foreign parent.
- Support
functions, even if extensive, must be distinguished from core business
activities.
- The
“disposal test” and functional analysis remain central to determining a
Fixed Place PE.
- Transfer
pricing compliance and arm’s length remuneration are significant
indicators against PE attribution.
Link to download the order - https://www.mytaxexpert.co.in/uploads/1772177664_PROGRESSRAILLOCOMOTIVEINCFORMERLYELECTROMOTIVEVsDEPUTYCOMMISSIONEROFINCOMETAXINTERNATIONALTAXATIONCIRCLENOIDAOR.pdf
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