Kaha se aa rahi hai yeh demand?
Asal mein, India ki economy mein phir se jaan aa gayi hai. Companies apne 'Capital Expenditure' (yaani naye projects par lagane wala paisa) ko restart kar rahi hain aur unhe apne roz ke kharchon ke liye bhi zyada paise chahiye (yeh hai working capital). Is vajah se Oil & Gas, Infrastructure, Metals, aur Power sectors mein loan ki demand zabardast badh gayi hai. Bade-bade NBFCs bhi loan le rahe hain.
Banks Ne Kaisa Kiya Perform?
Ab dekhte hain banks ka performance. Sabse badi public sector bank, State Bank of India (SBI) ne toh kamaal kar diya! Unka corporate loan book 13.4% badha hai YoY, jo ab ₹13.33 lakh crore ho gaya hai. Pichhle quarter mein yeh growth sirf 7.1% thi. Abhi unke paas lagbhag ₹8 lakh crore ka loan pipeline bhi hai!
Private banks bhi peeche nahi hain. HDFC Bank ne 10.3% growth dikhaya hai apne ₹7.7 lakh crore ke corporate loan book mein. Axis Bank ne toh 27% ki zabardast growth report ki hai, jiska matlab hai ki unka corporate loan ₹3.75 lakh crore ho gaya hai. Pichhle saal isi samay yeh growth 20% thi. ICICI Bank ka domestic corporate portfolio bhi 5.6% badha hai.
Aage Kya?
Bankers expect kar rahe hain ki yeh growth ka trend aur tez hoga. Iska ek reason India dwara kiye gaye naye trade deals bhi hain, jisse exports badhenge aur companies apni capacity aur badha payengi. SBI ke Chairman, CS Setty ne bhi kaha hai ki GST ke baad se economic activity kaafi sudhar gayi hai, jisse companies ko long-term loans ki bhi demand hai.
Ek aur achhi baat yeh hai ki ab zyada tar lending external benchmark rates par ho rahi hai, jisse cheezein transparent ho gayi hain. Axis Bank ke Vijay Mulbagal ne bataya ki client engagement aur loan approval time kam hone se yeh growth ho rahi hai, khaas kar power, real estate aur conglomerate segments mein.