First quarter (2014-15) Retail Home Loan Growth

key reasons..
1. Real estate price correction,
2. Rental hikes and
3. Income tax sops

Home-buyers seem to be coming back in strong numbers, going by the increase in the housing loan portfolio of public sector banks.

The first quarter (2014-15) numbers reveal that there has been a significant increase in the number of housing loans extended compared to the year-ago period.
Demand growth
State Bank of India (SBI) has recorded 15.6% growth, with other banks reflecting a similar trend. The growth is significant in loans up to Rs. 30 lakh. Data available with SBI show that this category accounted for 75% of the total housing loans.

Similarly, many other banks, including SBI (15 per cent), Punjab National Bank (20 per cent), Allahabad Bank (26 per cent), Andhra Bank (22.8 per cent), and Corporation Bank (8 per cent) registered growth.

Good traction in demand is seen in Mumbai, Bangalore, Chennai and parts of Eastern India.

In this scenario, the housing loan portfolio occupies a significant chunk of the total retail lending of many banks.

For example, it accounts for nearly 60% and 39% of the total retail credit deployment of Union Bank of India & Corporation Bank, respectively.

From a banker’s perspective, retail loans, in general, and housing loans, in particular, are seen as ‘safer credit’ with relatively lower non-performing assets that are in the range of 2 to 2.5%, compared with other loans.

There has been muted growth in the housing segment in recent years but now people are coming forward to buy affordable houses.

Price correction in the real estate sector, increasing rentals & tax sops could be driving this spurt in interest.

The growth in home loans has now scaled up from single-digit to double-digits. For example, growth in the housing business was 41% in the June quarter, on a year-on-year basis, compared with 5% in the previous year.

Retail Home Loan Growth*

Name of the Bank      %
SBI                         15.6%
PNB                       20%
Allahabad Bank       26%
Andhra Bank           22.8% 
Corporation Bank     8%

* First quarter (2014-15)


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