Rate hikes may increase bank NPAs: CRISIL Report

According to credit rating agency CRISIL, about 12 times increase in interest rates over the past 18 months will adversely impact the asset quality and profitability of banks in India.
Banks’ gross non-performing assets (NPAs) ratio is expected to increase to about 3% by March 31, 2012, from 2.3% one year ago.

“In a scenario of prolonged high interest rates, banks’ retail advances segment may also see some delinquencies over the medium term,” said Mr .Pawan Agarwal, director, Crisil Ratings. 

Highlights of Report..!

#  The pressure on asset quality is expected to arise primarily because of weakening debt servicing ability of the corporate sector, especially the small and medium enterprises (SME) segment. The banks’ migration to system-based recognition of NPAs will also result in higher NPAs over the near term.

# Further, limited ability of banks’ to pass on further increases in funding costs to borrowers may result in a sharp decline in their return on assets (RoA) to below 1 % in 2011-12 for the first time in 5 years.

# Sectors with weak demand-supply scenario, intense competition, and high leverage will be the most impacted. The uncertain global environment can add pressure on the export-driven sectors,
 
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