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London Stock Exchange · Financial Services

Invest in EPE Special Opportunities stock from India

Indian and foreign residents can buy EPE Special Opportunities (ESOZ) shares directly through Paasa.

By Paasa · Updated

EPE Special Opportunities at a glance

Price
£1.25+£0.00 (0.00%)
Market cap
£33.03M
Day range
£1.25 – £1.26
P/E
5.19
Dividend yield
None
Volume
0.00
1 month
-1.19%
6 months
+0.40%
YTD
+0.81%
1 year
+2.89%
5 years
+21.46%

Live chart and statistics

EPE Special Opportunities statements, FY2021–FY2025

Fiscal year20252024202320222021
Revenue£8.4M£4.2M£3.8M−£41.2M£8.1M
Gross profit£8.0M£1.9M£1.6M−£41.5M£7.8M
Operating income£6.4M£1.8M£1.4M−£42.4M£6.3M
Net income£6.4M£81.6K−£396.0K−£43.8M£5.7M
Earnings per share£0.24£0.00−£0.01−£1.42£0.18
EBITDA£6.4M£1.2M−£484.0K−£1.7M£5.7M
Total assets£114.6M£111.6M£115.3M£122.7M£168.2M
Total debt£4.0M£15.0M£4.0M£4.0M£23.6M
Cash and short-term investments£13.0M£11.1M£14.5M£22.2M£27.5M
Shareholders' equity£100.0M£96.0M£96.9M£97.4M£143.6M
Operating cash flow£7.2M£1.7M£906.3K−£2.1M−£3.2M
Free cash flow£7.2M£1.7M£906.3K−£2.1M−£3.2M
Capital expenditure£0.0£0.0£0.0£0.0£0.0

Fiscal years as reported, the latest ending 31 Jan 2026. Figures in GBP; a dash means the provider reported nothing for that line.

Peer comparison

CompanyTickerPriceMarket cap
VolvereVLE.L£21.90£4.80B
CEIBA InvestmentsCBA.L£0.29£3.97B
RM Infrastructure IncomeRMII.L£0.49£3.72B
VPC Specialty Lending InvestmentsVSL.L£0.13£3.49B
Manx FinancialMFX.L£0.24£2.89B
Cavendish FinancialCAV.L£0.09£2.89B
FiinuBANK.L£0.03£1.29B

Peers as grouped by the data provider. This is not an investment recommendation.

How to invest in EPE Special Opportunities from India

  1. Step 1

    Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Step 2

    Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to GBP when you buy.

  3. Step 3

    Search ESOZ and buy

    Find EPE Special Opportunities by name or by its ticker, ESOZ, and place your order.

Why invest in EPE Special Opportunities from India

What EPE Special Opportunities does

EPE Special Opportunities plc employs a diverse range of investment strategies, focusing on growth equity for mid-sized companies, distressed assets, pre-public offerings, unique opportunistic scenarios, corporate turnarounds, private investments in public equity (PIPEs), and management buyouts. The firm also engages in both direct and indirect secondary market transactions. EPE Special Opportunities operates in the Asset Management industry within the Financial Services sector.

Paasa handles the paperwork

Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.

Here's what inheritance rules in the UK mean for your EPE Special Opportunities shares.

Shares in UK-incorporated companies are UK-situs assets and fall within UK Inheritance Tax, charged at 40% above the £325,000 threshold for non-residents.

About inheritance tax in the UK

Frequently asked questions

Can I buy EPE Special Opportunities stock from India?

Yes. Indian residents and NRIs can buy EPE Special Opportunities (ESOZ) shares directly through Paasa. EPE Special Opportunities is listed on the London Stock Exchange, in the Asset Management industry. Your money leaves India under the RBI's Liberalised Remittance Scheme and the shares are held in your own name at Interactive Brokers.

How are EPE Special Opportunities dividends taxed for Indian investors?

EPE Special Opportunities does not currently pay a dividend, so there is nothing to withhold or declare today. If it starts paying one, the UK levies 0% withholding tax on company dividends paid to non-residents, and dividends are taxed at your slab rate in India.

What tax do I pay in India when I sell EPE Special Opportunities shares?

Non-residents are exempt from UK capital gains tax on the disposal of listed shares. In India, gains on shares held for more than 24 months are long-term and taxed at 12.5%, and gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the GBP/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.

What happens to my EPE Special Opportunities shares if I pass away?

Shares in UK-incorporated companies are UK-situs assets and fall within UK Inheritance Tax, charged at 40% above the £325,000 threshold for non-residents. The rule looks at everything you hold there, not at EPE Special Opportunities alone.

Is there stamp duty when I buy EPE Special Opportunities shares?

The UK charges 0.5% Stamp Duty Reserve Tax when buying direct company shares electronically on the LSE; ETFs and UCITS funds do not attract it.

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