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Q1 earnings: Lower growth, loan slippages likely to cloud banks' June quarter


On the asset quality front, collection efficiencies declined by 10-35% in April and May, compared with March, and MFIs are likely to report the steepest decline of nearly 35%.
As per ICICI Securities, the gross NPA (GNPA) ratio increased 20 basis points sequentially to 5.3% in the June quarter. Large private banks are seen to be better placed with a 5-15 bps sequential rise in GNPA while mid-sized banks with a focus on MSME segments like DCB Bank,
City Union Bank and banks with microloan exposure like Bandhan Bank and
IndusInd Bank are expected to see higher delinquencies.
“We estimate slippage to remain high resulting in an uptick in GNPL ratios,” said Aggarwal. “We estimate the impact to be much lower versus the first lockdown, although recast 2.0 could also be higher, led by the retail and MSME segments while the corporate segment is likely to remain resilient.” ....

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State Bank Of India (SBI) News: Country's Largest Lender Cuts Annual Loan Growth Outlook As Corporate Lending Remains Subdued


State Bank of India expects credit growth to be 7 per centfor the financial year
The country s largest lender, State Bank of India, cut its annual loan growth expectations on Thursday as corporate lending remained subdued, while a return to pre-pandemic levels of retail growth drove third-quarter profit well past estimates. The Mumbai-based bank expects credit growth to be 7 per cent for the financial year ending March 31, Chairman Dinesh Khara said on a post-earnings call, compared to a prior estimate of 8 per cent - 9 per cent. Lower spending by the country s private sector has slowed corporate loan growth and it is unlikely to improve significantly in the last two months of this financial year, said Khara. Income from the corporate banking operations fell nearly 19 per cent. ....

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