EQUITAS HOLDINGS LIMITED Q1FY18 results


Net Income growth 31%; Deposits cross 2,200 Cr in 10 months
Equitas Holdings Limited [EHL] announces the Unaudited Consolidated results for quarter ended June 30, 2017:
AUM growth despite Micro Finance [MF] slowdown
AUM as of June 30, 2017 at ` 7,036 Crore up 7.3% YoY. MF AUM dropped 14% YoY, while other products grew by 31% YoY. New products like Business Loans, Agri Loans, Loans against Gold and Small & Mid Corporate loans now make-up 3% of AUM, with ` 157 Crore disbursement during the quarter.
Liability franchise gains traction
Deposits stood at ` 2,255 Crore, up from ` 1,886 Crore last quarter. CASA stood at 25.6% of deposits. 51 new branches added during the quarter, taking the tally up to 335 across India. The number of deposit account holders has crossed 1 lakh and CASA balance crossed ` 580 Crore.
Gross NPA at 4.9%
With RBI’s 90-day moratorium for NPA recognition coming to an end, the GNPA stands at 4.9%, against 3.5% of previous quarter. However, GNPA of non-MF portfolio, comprising ~60% of AUM, remained stable at 4.9%. Provision cover is at 51.8% and Net NPA stood at 2.4%.
PAT down 74% YoY, incremental provision of 23 Cr for MF in Q1
Net Interest Income [NII] increased by 5.6% YoY to ` 215.8 Crore for quarter ended June 30, 2017, and Net Income [NII and Other Income] increased by 31% YoY, to ` 298.0 Crore. However, Pre Provision Operating Profit [PPOP] reduced by 39% YoY, due increase in operating expenses from setting-up of liability network and related increase in employee & other costs.
Given the stress in MF, the bank has made an incremental provision of ` 23 Crore during the quarter towards MF portfolio and the PAT is at ` 15.6 Crore

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