Friday, July 27, 2012

ICICI BANK - FIRST QUARTER RESULTS - Q1 FY 2013 - GOOD PERFORMANCE - TOTAL INCOME UP 23.37% YoY; NPT UP 36.24% YoY; NPAs COMING DOWN TOO.


ICICI BANK

FIRST QUARTER RESULTS
Q1 FY 2013

ICICI BANK  has released much improved results for the first quarter ending June, 2012.

HIGH LIGHTS
Total Income for the first quarter stands at Rs.11425.57 Cr ;  up by 0.2% from the previous quarter ( Q4 FY 12), Of Rs.11403.10 Cr;  and up by 23.37% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.9261.41 Cr. While QoQ, total income is FLAT,  there is very good improvement YoY.

Total Expenditure         for the first quarter stands at Rs.8476.24 Cr ;  up by       2.23% from the previous quarter ( Q4 FY 12), Of Rs.8291.51 Cr;  and up by   20.62% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.7027.38 Cr.

Profit before Interest, Dep. & Taxes        for the first quarter stands at Rs.2949.33 Cr ;  down by   -5.21% from the previous quarter ( Q4 FY 12), Of Rs.3111.59 Cr;  and up by 32.02% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.2234.03 Cr.

Net Profit   for the first quarter stands at Rs.1815.05 Cr ;  down by -4.56% from the previous quarter ( Q4 FY 12), Of Rs.1901.76 Cr;  and up by 36.24% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs. 1332.20 Cr.

Diluted EPS  for the first quarter stands at Rs.15.71  ;  down by -4.56% from the previous quarter ( Q4 FY 12), Of Rs.16.46;  and up by 36.49% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.11.51 Cr.

DETAILS
Interest on Advances for the first quarter stands at Rs. 6455.83 Cr ;  up by   5.35% from the previous quarter ( Q4 FY 12), Of Rs.6128.18 Cr;  and up by       30.81% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.        4935.13 Cr.

Income on Investments    for the first quarter stands at Rs.2701.91 Cr ;  up by       3.3% from the previous quarter ( Q4 FY 12), Of Rs.2615.47 Cr;  and up by   20.03% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       2251.03 Cr.

Income on Balances With RBI     for the first quarter stands at Rs.123.61 Cr ;  down by -3.38% from the previous quarter ( Q4 FY 12), Of Rs.127.93 Cr;  and up by         8.59% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.113.83 Cr.

Interest Earned       for the first quarter stands at Rs.9545.65 Cr ;  up by 4.04% from the previous quarter ( Q4 FY 12), Of Rs.9174.64 Cr;  and up by    25.3% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.            7618.52 Cr.

Other Income          for the first quarter stands at Rs.1879.92 Cr ;  down by -15.64% from the previous quarter ( Q4 FY 12), Of Rs.2228.46 Cr;  and up by           14.43% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.1642.89 Cr.

Total Income           for the first quarter stands at Rs.11425.57 Cr ;  up by    0.2% from the previous quarter ( Q4 FY 12), Of Rs.11403.10 Cr;  and up by         23.37% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       9261.41 Cr.
Interest Expended for the first quarter stands at Rs.6352.71 Cr ;  up by       4.66% from the previous quarter ( Q4 FY 12), Of Rs.6069.87 Cr;  and up by           21.99% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       5207.60 Cr.
Net interest income increased 32% to Rs 31.93 billion in Q1 FY2013 from Rs 24.11 billion in Q1 FY2012.

Employees Cost       for the first quarter stands at Rs.987.03 Cr ;  down by    -10.52% from the previous quarter ( Q4 FY 12), Of Rs.1103.10 Cr;  and up by           34.68% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       732.85 Cr.

Other Operating Expenses           for the first quarter stands at Rs.1136.50 Cr ;  up by       1.61% from the previous quarter ( Q4 FY 12), Of Rs.1118.54 Cr;  and up by       4.56% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs. 1086.93 Cr.

Operating Expenses           for the first quarter stands at Rs.212353 Cr ;  down by  -4.42% from the previous quarter ( Q4 FY 12), Of Rs.2221.64 Cr;  and up by       16.69% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.1819.78 Cr.

Total Expdr(Excl.Provisions) for the first quarter stands at Rs.8476.24 Cr ;  up by            2.23% from the previous quarter ( Q4 FY 12), Of Rs.8291.51 Cr;  and up by       20.62% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.7027.38 Cr.

Operating Profit      for the first quarter stands at Rs.2949.33 Cr ;  down by -5.21% from the previous quarter ( Q4 FY 12), Of Rs.3111.59 Cr;  and up by           32.02% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       2234.03 Cr.

Provisions     for the first quarter stands at Rs.465.87 Cr ;  down by    -0.73% from the previous quarter ( Q4 FY 12), Of Rs.469.30 Cr;  and up by            2.65% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.            453.86 Cr.

Profit before tax      for the first quarter stands at Rs.2483.46 Cr ; down by -6.01% from the previous quarter ( Q4 FY 12), Of Rs.2642.29 Cr;  and up by           39.51% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       1780.17 Cr.

Tax Expense for the first quarter stands at Rs.668.41 Cr ;  down by    -9.74% from the previous quarter ( Q4 FY 12), Of Rs.740.53 Cr;  and up by            49.21% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       447.97 Cr.

Net Profit   for the first quarter stands at Rs.1815.05 Cr ;  down by            -4.56% from the previous quarter ( Q4 FY 12), Of Rs.1901.76 Cr;  and up by         36.24% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs.       133220 Cr. Thus, while the YoY performance is VERY IMPRESSIVE, the QoQ performance is down by 4.56%. There is, no doubt that ICICI Bank is improving its performance very Fast. But, the impressive improvement YoY – this quarter needs to be repeated in the coming quarters – to confirm ICICI Bank’s performance upgrade.

Face Value of Share is Rs.10 and  Paid-up Equity  stands at Rs.1152.93 Cr.

Capital Adequacy Ratio for the first quarter stands at 18.54%; compared to 18.52% in Q4 FY 12; and 19.57% in Q1 FY 12.

Basic EPS stands at Rs.15.74 in Q1 FY 13; at Rs.16.5 in Q4 FY 12; and Rs.11.56 in Q1 FY 12.

Diluted EPS stands at Rs.15.71 in Q1 FY 13; at Rs.16.46 in Q4 FY 12; and at Rs.11.51 in Q1 FY 12.

 Gross/Net NPA for the first quarter stands at Rs.1904.99 Cr ;  up by 2.37% from the previous quarter ( Q4 FY 12), Of Rs.1860.84 Cr;  and down  by   -17.26% from the corresponding quarter of FY 12 (Q1 FY 12) of Rs. 230252 Cr.

% of Gross/Net NPA           for the first quarter stands at 0.71% ; at 0.73 % for Q4 FY 12; and 1.04% fro Q1 FY 12.

 Return on Assets for the first quarter stands at 1.57%; at 1.69% fro Q4 FY 12; and 1.3% for Q1 FY 12.

Public Shareholding  in ICICI Bank is 100%.

Other details

The Bank says - `` the Bank continues to leverage its strong corporate franchise, its international presence and its expanded branch network in India. At June 30, 2012, the Bank had 2,755 branches, the largest branch network among private sector banks in the country. The Bank has also increased its ATM network to 9,366 ATMs at June 30, 2012 as compared to 6,425 at June 30, 2011.``

Advances increased by 22% Y-o-Y to Rs 2,684.30 billion at June 30, 2012 from Rs 2206.93 billion at June 30, 2011.

Savings account deposits increased by 17% year-on-year to Rs 779.23 billion. Current account deposits were Rs 307.54 billion at June 30, 2012. The CASA ratio was at 40.6% at June 30, 2012. The average CASA ratio remained stable at 39.1% in Q1-2013.

Capital adequacy Ratio as per Basel II norms was 18.54% and Tier-1 capital adequacy was 12.78%, well above RBI`s requirement of total capital adequacy of 9.0% and Tier-1 capital adequacy of 6.0%.

Net non-performing assets decreased by 17% to Rs 19.41 billion at June 30, 2012 from Rs 23.51 billion at June 30, 2011. The bank`s net non-performing asset ratio decreased to 0.61% at June 30, 2012 from 0.91% at June 30, 2011 and 0.62% at March 31, 2012.  

Provision coverage ratio stands at June 30, 2012 was 80.6% compared to 76.9% at June 30, 2011.

COMMENTS : ICICI BANK’s Performance is improving very fast. However, the consistency of improvement is yet to be established. If this rate of progress is maintained, it is bound to establish itself as No.1 in the Private Banking Sector. However, other Private sector Players are equally efficient and are moving fast up the ladder.  ICICI Bank has to compete against them.

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