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  5. Kotak Mahindra Bank saw rise in loans under moratorium but it isn't the worst hit

Kotak Mahindra Bank saw rise in loans under moratorium but it isn't the worst hit

Kotak Mahindra Bank saw rise in loans under moratorium but it isn't the worst hit
Finance2 min read
  • Kotak Mahindra Bank’s profit is down by 8% in the first quarter as compared to the same quarter last year.
  • In the last three months, the share of its total portfolio exposed to the moratorium has also gone up from 9.15% to 9.65%.
  • Kotak Mahindra Bank’s share price saw a sudden dip of 2% after earnings were announced despite being in the green all day.
Kotak Mahindra Bank’s profit dipped by over 8% this quarter as compared to last year and its asset quality seems to be worsening amid the coronavirus pandemic.


The bank has added ₹667 crore to its kitty to deal with COVID-19 related provisions as its gross non-performing asset (GNPA) ratio jumped 45 basis points year-on-year (YoY). The total provision for bad loans on account of the COVID-19 crisis now stands at ₹1,266 crore.


Its moratorium book — loans where repayments are on pause — has also risen from 9.15% during the first phase to 9.65% by June-end. But it is largely at par with three out of the top five banks. ICICI Bank has been the worst hit.

Bank

Loans under moratorium

Kotak Mahindra Bank

9.65%

HDFC Bank

9%

Axis Bank

9.7%

ICICI Bank

17.5%



The bank has the capital cushion it needs to weather a bad loan storm, if it were to arise. It raised ₹7,442 crore via qualified institutional placement (QIP). QIP is a tool used by listed companies to sell shares or other securities to qualified institutional buyers such as mutual funds.

However, shareholders aren’t excited. The stock fell 2% after the earnings were announced in the face of worsening asset quality.


SEE ALSO:
Billionaire Uday Kotak to sell 2.83% stake worth over ₹6,800 crore in Kotak Mahindra Bank

Uday Kotak says Kotak Mahindra Bank 'needs to be clear on lending' as profits dip by 10% in Q4

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