Facts of the Case
The present appeal pertains to Assessment Year 2012–13, where
the assessee, a wholly owned subsidiary of a US-based entity, was engaged in
providing IT-enabled services (ITES)/BPO services such as phone activation and
number portability support.
The assessee filed its return declaring income of ₹2.01 crore.
During scrutiny proceedings under Section 143(2) of the Income Tax Act, 1961,
the matter was referred to the Transfer Pricing Officer (TPO) under Section
92CA(3).
The TPO proposed an upward transfer pricing adjustment of
₹6.11 crore by rejecting the assessee’s comparables and introducing new
comparables including:
- Acropetal
Technologies Ltd.
- BNR
Udyog Ltd.
- Informed
Technologies India Ltd.
Subsequently, after DRP directions, the adjustment was reduced
to ₹3.22 crore and final assessment was passed under Section 144C read with
Section 143(3).
The assessee challenged the inclusion of the above comparables before the ITAT, which directed their exclusion. The Revenue appealed before the Delhi High Court.
Issues Involved
- Whether
the ITAT erred in excluding Acropetal Technologies Ltd., BNR Udyog Ltd.,
and Informed Technologies India Ltd. as comparables for transfer pricing
analysis.
- Whether
functional dissimilarity between KPO and BPO/ITES services justifies
exclusion of comparables.
- Whether any substantial question of law arises from the Tribunal’s findings.
Petitioner’s Arguments (Revenue)
- The
Tribunal wrongly excluded valid comparables selected by the TPO.
- The
TPO had correctly analyzed profit margins and functional comparability.
- The
Tribunal relied excessively on assessee’s data rather than TPO’s analysis,
especially regarding margin fluctuations in BNR Udyog Ltd.
- The inclusion of these comparables was justified for benchmarking international transactions.
Respondent’s Arguments (Assessee)
- The
comparables selected by the TPO were functionally dissimilar.
- The
assessee was engaged in routine ITES/BPO services, whereas:
- Acropetal
Technologies Ltd. was a KPO with specialized healthcare IP.
- BNR
Udyog Ltd. provided medical transcription services.
- Informed
Technologies India Ltd. provided financial research and KPO services.
- As
per Rule 10B(2)(a) of the Income Tax Rules, comparability must be based on
functional similarity.
- Reliance was placed on judicial precedent in Rampgreen Solutions Pvt. Ltd. v. CIT.
Court’s Findings / Order
The Delhi High Court upheld the ITAT’s decision and dismissed
the Revenue’s appeal, holding:
- The
Tribunal had undertaken a proper functional analysis of comparables.
- The
excluded companies were engaged in KPO/high-end services, unlike
the assessee’s routine ITES/BPO services.
- Functional
dissimilarity is a valid ground for exclusion under Rule 10B(2)(a).
- Margin
fluctuation was not the sole factor; core functional differences
were decisive.
- No substantial question of law arose from the Tribunal’s findings.
Important Clarification
- The
Court reaffirmed that KPO services cannot be compared with BPO/ITES
services for transfer pricing benchmarking.
- Functional
comparability takes precedence over mere profit margin comparison.
- Even
if margins appear comparable, differences in nature of services,
intellectual property, and skill level are decisive.
Link to download the order -https://delhihighcourt.nic.in/app/showFileJudgment/RAS08082023ITA7412018_150323.pdf
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