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Friday, 26 April 2019

YES Bank Q4: Ravneet Gill adopts calibrated approach


Gill said that apart from some senior hirings, the bank also plans to increase its headcount by 2600 in FY20.
YES Bank has shifted to a calibrated growth model with modest growth targets and preemptive provisioning against bad loans, the top management told analysts over a call after announcing January-March quarter results under a new chief on April 26.
The bank has pegged credit growth at 20-25 percent for the current financial year and intends to stabilise it around those levels in coming years, which is a break from the usual aggressive loan book expansion that the private lender targets every year.
For March-ended 2019, the bank's loan book grew by 18.7 percent over last year and shrunk by 1 percent over the previous quarter. It had registered a growth of 53.9 percent in 2017-18 and 34.7 percent in 2016-17.
The bank also made contingency provisioning of Rs 2,100 crore on around Rs 10,000 crore worth of assets of below investment grade rating on its loan book. It expects half of these loans to slip into the non-performing assets (NPA) category in future. The bank has pegged credit cost at 125 basis points for the current financial year, factoring in the decision to adopt conservative accounting going forward.
Ravneet Gill, the new MD & CEO, said that apart from some senior hirings, the bank also plans to increase its headcount by 2600 in FY20. He said that the bank is currently looking to fill a senior position who will drive the retail liabilities growth for the bank.
The bank posted a surprise loss of Rs 1,507 crore for the quarter ended March 31 owing to spike in bad loans (mainly IL&FS Group and Jet Airways).
The bank's PCR tanked to 43.1 percent in March-ended quarter, from 50 percent a year ago. It plans to prop up the provisioning coverage ratio to 60 percent in 12-18 months time.
YES Bank also said that it is examining a whistleblower complaint on former MD & CEO Rana Kapoor relating to irregularities in operations, potential conflicts of interests and incorrect NPA classification. The bank has engaged an external firm to independently examine the matter and will consider the implications of the findings in the current financial year.
In a separate announcement, the bank appointed Ravinder Kumar Khanna and Shagun Kapur Gogia as additional directors on the board. Gogia is the daughter of Madhu Kapur and late Ashok Kapur who co-promoted YES Bank along with Rana Kapoor.

Source: https://www.  moneycontrol.com/news/business/companies/yes-bank-q4-ravneet-gill-adopts-calibrated-approach-3900131.html


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