Description

NSE Clearing announces adjustment procedures for F&O contracts in HDFCAMC due to 1:1 bonus issue, effective November 26, 2025.

Summary

NSE Clearing Limited has issued circular 141/2025 detailing the adjustment procedure for Futures and Options contracts in HDFC Asset Management Company Limited (HDFCAMC) due to a 1:1 bonus issue. The adjustment factor is 2, with the ex-date set as November 26, 2025. All open positions in futures and options contracts existing after end of day on November 25, 2025 will be adjusted according to specified procedures. Contracts expiring on November 25, 2025 will not be adjusted.

Key Points

  • Adjustment factor: 2
  • Ex-date for corporate action: November 26, 2025
  • Bonus issue ratio: 1:1
  • Futures contracts expiring on November 25, 2025 will NOT be adjusted
  • All open positions in futures contracts with HDFCAMC as underlying existing after EOD November 25, 2025 will be adjusted
  • Adjusted positions = number of contracts × adjusted market lot
  • Adjusted futures price = settlement price on November 25, 2025 ÷ adjustment factor (2)
  • Options strike prices will be divided by adjustment factor (2)
  • Options positions will be multiplied by adjusted market lot
  • Mark-to-market settlement on November 25, 2025 based on daily settlement price before adjustment
  • Begin-of-day margins on November 26, 2025 computed based on adjusted carry forward value

Regulatory Changes

This circular is issued in pursuance of:

  • Byelaws of NSE Clearing pertaining to Clearing and Settlement of deals
  • SEBI circular reference SMDRP/DC/CIR-8/01 dated June 21, 2001
  • Circular no. 53 (Download no. 67750) dated April 29, 2025
  • Circular no. 185/2025 (Download no. 71104) dated November 03, 2025

The adjustment procedure follows standard corporate action handling protocols for bonus issues in the derivatives segment.

Compliance Requirements

For All Members:

  • Understand and implement the adjustment procedures for client positions
  • Ensure systems are configured to handle adjusted positions, strike prices, and lot sizes
  • Communicate the impact of adjustments to clients holding HDFCAMC F&O positions
  • Monitor margin requirements post-adjustment

For Clearing Members:

  • Track adjusted carry forward values for futures positions
  • Ensure adequate margin coverage for adjusted positions from November 26, 2025
  • Update risk management systems to reflect new contract specifications

For Trading Members:

  • Inform clients about position adjustments before ex-date
  • Ensure clients understand the impact on their open positions
  • Update trading systems to reflect adjusted contract parameters

Important Dates

  • November 25, 2025: Last day before adjustment; contracts expiring this date will NOT be adjusted; mark-to-market settlement based on daily settlement price
  • November 26, 2025: Ex-date for bonus issue; adjusted positions take effect; begin-of-day margins computed based on adjusted carry forward value; normal mark-to-market procedures resume

Impact Assessment

Market Impact:

  • All traders with open HDFCAMC F&O positions will see their contract quantities doubled
  • Strike prices for options will be halved
  • Futures prices will be halved to maintain equivalent value
  • Trading participants need to adjust their risk models and position sizing strategies

Operational Impact:

  • High impact on clearing and trading systems requiring configuration updates
  • Position reconciliation required post-adjustment
  • Margin calculations will be based on adjusted parameters from November 26, 2025
  • Intra-day margins will be computed based on traded prices at the time of generation

Example (Futures):

  • Pre-adjustment: 150 long contracts, settlement price X
  • Post-adjustment: 300 long contracts (150 × 2), futures price X/2
  • Carry forward value remains same: Pre-adjusted quantity × Pre-adjusted settlement price

Trader Considerations:

  • No action required for contracts expiring November 25, 2025
  • Long-term positions (December 2025 and beyond) will be automatically adjusted
  • Effective lot size doubles while price halves, maintaining notional value
  • Options traders should note strike price changes when managing strategies

Impact Justification

Mandatory adjustment of all open F&O positions in HDFCAMC with adjustment factor of 2, affecting strike prices, lot sizes, and valuations for traders and clearing members