Sbi Unbothered About Adani Debt

Oct 18, 2023

3 min read

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State Bank of India, the country's largest bank and one of the top lenders to Gautam Adani's business stated that it is not concerned about the

case serviceability because all SBI exposure to the company is backed by cash-generating assets. While they do not comment on individual customers as a matter of policy, they want to stress that SBI's exposure to the Adani group is far below the RBI's Large Exposure Framework (LEF).

SBI's entire exposure to the group is backed by cash-generating assets with an appropriate TRA / Escrow mechanism. So debt servicing is not really a problem.

SBI’s provision reserves buffer of around 338 billion rupees

The country's largest lender has provision reserves of around 338 billion rupees ($4.08 billion), or approximately 1% of net loans. SBI can also earn pre-provisioning operational profit or revenue before deducting future lousy debt provisions, which explains why the Adani debt will not be a problem for SBI. Furthermore, most of the bank's exposure to the Adani Group was secured by finished and cash-generating assets, with the remainder covered by on-schedule, under-construction projects.

The bank sees no obstacles to the conglomerate's capacity to fulfil its financial commitments. SBI has some non-funded exposure, but it consists of letters of credit and bank guarantees that have nothing to do with equity raising or acquisition activity.

The chairman of SBI stated that the Adani Group has not recently received finance from SBI

The chairman of SBI stated that the Adani Group has yet to receive finance from SBI. Dinesh Kumar Khara, chairman of the country's largest lender, State Bank of India, said nothing is alarming about the Adani debt case, and SBI has no concerns. The Union Bank of India was likewise unconcerned about its exposure to the conglomerate, according to a bank official who spoke anonymously because the topic was confidential.

Adani Enterprises Ltd is the flagship company of the Adani Group, which also includes Adani Ports and Special Economic Zone Ltd, Adani Power Ltd, Adani Green Energy Ltd, and Adani Transmission Ltd. Furthermore, the State Bank of India (SBI) has inked a master agreement with Adani Capital Private Ltd (Adani Capital), the Adani Group's NBFC arm, for co-lending to farmers for the purchase of tractors and agricultural equipment to boost farm efficiency and crop yield.

SBI is aggressively seeking co-lending options with several NBFCs to fund agricultural mechanisation, warehouse receipt finance, Farmer Producer Organisations (FPOs), and other initiatives to increase credit flow and double farmers' income.

Dinesh Kuma Khara, the chairperson of SBI, says, “Everything is standard” when asked about the Adani debt case

In an exclusive interview, the SBI chairman claimed that the Adani Group is meeting its repayment commitments and that there is no problem with the financial flow of its group firms. Dinesh Kuma Khara, the chairperson of SBI, claims "everything is standard" when questioned about the latest report on Adani debt payments. Khara said these loans against shares were obtained from non-bank lenders (NBFCs) or multinational banks.

No challenge to serving the Adani debt

SBI chairman Dinesh Khara stated that the bank did not expect the ports-to-mining firm to face difficulties in servicing commitments under Adani debt and emphasised that SBI has yet to make any loans against shares to the group. The country's largest lender, SBI, stated that their entire exposure to the Adani Group is 0.88 per cent of the book, or around 27,000 crores.

They emphasised that SBI has not made any loans against shares to the group. Mr Khara stated that lending to Adani business projects is restricted to those with tangible assets and substantial cash flows and that the business has a strong payback record.

conclusion

The fact that SBI has faith in the Adani Group's ability to pay down its loan is reassuring for both sides. It demonstrates that SBI is confident with the Adani Group's financial situation and capacity to pay off its debts. This is good news for the Adani Group because it means that it will still be able to secure financing from the biggest bank in India.

Overall, SBI's evaluation of Adani's capacity to service its debt is favorable. It implies that the Adani Group is in sound financial standing and capable of repaying its debts. Both the Adani Group and SBI will benefit from this.

 

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