Strong buffer. SBI has 'well-manageable' exposure to Adani Group: CreditSights

Reuters Updated - February 07, 2023 at 11:29 AM.

SBI's total exposure to Adani group was 0.9% of its total loan book: Chairman Dinesh Kumar Khara

SBI’s Khara said the Adani Group’s exposure did not pose any concern for the bank and he did not see any challenges to the conglomerate’s ability to service its debt obligations. | Photo Credit: Mrinal Pal

State Bank of India's exposure to the embattled Adani Group is "well-manageable", given its strong buffer of provision reserves, CreditSights, a unit of Fitch Ratings, said in a note on Tuesday.

SBI's total exposure to the conglomerate was 0.9% of its total loan book, Chairman Dinesh Kumar Khara said on Friday.

CreditSights pointed out that the country's largest lender has a provision reserves buffer of around $4.08 billion or around 1% of net loans.

It added SBI also has the capacity to generate pre-provisioning operating profit or income before taking into account future bad debt provisions.

Also read:Post Q3 results, analysts remain upbeat on SBI

Additionally, most of the bank's exposure to the Adani Group was secured by completed and cash-generating assets, while the rest of the exposure was to on-schedule, under-construction projects, said CreditSights.

Khara said the Adani Group's exposure did not pose any concern for the bank and that he did not see any challenges to the conglomerate's ability to service its debt obligations.

Investors have been worried about various banks' exposure to the group ever since late January when U.S.-based short-seller Hindenburg Research alleged improper use of offshore tax havens and stock manipulation by the conglomerate.

The group has rejected the criticism and denied wrongdoing in detailed rebuttals.

Also read:Some Adani shares climb, after group’s market losses top $110 billion

To allay concerns, the Reserve Bank of India (RBI), as the country's banking regulator, has said that the Indian banking system remains resilient and stable.

Although SBI has some non-funded exposure, it comprises letters of credit and bank guarantees that do not relate to equity raising or acquisition activities, CreditSights said.

Last week, SBI posted a 68.5% jump in net profit for the October-December quarter, boosted by better interest income and a drop in bad loan provisions.

CreditSights maintains a "market perform" recommendation on SBI.

Published on February 7, 2023 05:56

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