Q3 Mein Achanak Loss Ka Reason Kya Hai?
Asal mein, bank ke Gross NPAs (Non-Performing Assets) kaafi badh gaye hain, jo ab 11.0% par pahunch gaye hain. Is wajah se bank ko provisions mein zabardast 74% ka jump karna pada, jo ab ₹1,319 crore ho gaye hain. Iska seedha impact hua bank ke Net Interest Income (NII) par, jo 27% gir gaya. Operating expenses bhi 19% badh gaye, jis se Pre-provisioning Operating Profit (PPoP) 47.1% kam ho gaya.
Bank ka Net Interest Margin (NIM) bhi compress hua hai, aur Cost to Income Ratio behad high, 110.3% par pahunch gaya hai. Iss sabke chalte, bank ne ₹375 crore ka loss after tax report kiya hai, jo pichhle saal ke ₹21 crore ke profit se bilkul alag hai. Return on Assets (RoAA) aur Return on Equity (RoAE) bhi negative ho gaye hain.
Ab Bank Kya Karne Wali Hai?
Management ka kehna hai ki MFI segment mein kuch market issues aur JLG portfolio mein borrower over-leveraging ki wajah se yeh sab hua hai. Is situation ko sambhalne ke liye, Utkarsh SFB ab secured lending products jaise ki MSME loans, Housing loans, aur Gold loans par zyada focus karegi. Saath hi, bank apni retail deposit base ko bhi badhana chahti hai.
Is transition aur asset quality ki concerns ko dekhte hue, bank ne pichhle saal November mein ₹950 crore ka Rights Issue bhi kiya tha, jo capital infusion ki zaroorat ko dikhata hai. Investors ko ab bank ki NPA reduction ki speed, NIM mein sudhar, aur Cost to Income Ratio ko manage karne ki capacity par nazar rakhni chahiye.