Tuesday, July 10, 2012

INDUSIND BANK = FIRST QUARTER RESULTS = Q1 FY 2012-13 = NPT UP 31% YoY; NET NPA 0.27% = IMPRESSIVE PERFORMANCE


IndusInd Bank

RESULTS FOR  Q1-FY 2012-13

Highlights Q1 FY 2013

Particulars (Rs Cr)
Q1 FY 13
Q1 FY 12
YoY growth (%)
Net Profit
236.26
180.18
31
Operating Profit
404.03
311.72
30
Net Interest Income
484.10
390.01
24
Core Fee Income
269.03
187.07
44


Key Ratios:

Particulars (in %)
Q1 FY 13
Q1 FY12
Q4 FY12
Net Interest Margin
3.22
3.41
3.29
Return on Assets
1.57
1.59
1.60
Return on Equity
20.35
18.41
20.00
Capital Adequacy Ratio(CAR)-with Accrued Profit
13.42
15.55
13.85
Net NPA (%)
0.27
0.30
0.27
Coverage Ratio
72.64
72.91
72.72

Performance highlights
Net Profit was Rs.236.26 Cr as against Rs. 180.18 Cr in the corresponding quarter of previous year, up by 31%; and against Rs.223.38 cr in Q4 FY 12 (Up 6%).

Operating Profit was Rs 404.03 Cr - against Rs. 311.72 Cr in Q1 FY 12 ,  up by 30%. (and against Rs.379.09 cr in Q4 FY 12; up 7%).

Core Fee Income was higher at Rs 269.03 Cr as against Rs. 187.07 Cr in Q1 FY 12, an increase of 44%.

Net Interest Income (NII) grew to Rs. 484.10 Cr - compared to Rs. 390.01 Cr in Q1 FY 2012, a growth of 24%. (Q4 FY 12 : Rs.464.39 cr; up 4%)

Net Interest Margin (NIM) for Quarter ended June 2012 works out to 3.22 % as compared to 3.41 % in the corresponding period last year. NIM is quite impressive for  IndusInd Bank.

Other Income for Quarter ended June 2012 was Rs 318.78 Cr as against Rs. 215.40 Crs for the corresponding period of the previous year, recorded a growth of 48 %. (Q4 FY 12 :Rs.292.05 Cr; up up 9%)

Total Income is Rs.808.88 cr against Rs.605.41 cr in Q1 FY 12 (up 33%) and against Rs.756.44 cr in Q4 FY 12 (Up 6%).

OPERATING EXPENSES : Rs.398.85 cr in Q1 FY 13 against Rs.293.69 cr in Q1 FY 12 (Up 36%); and against Rs.377.36% in Q4 FY 12(Up 6%). The Growth in Income and Expenses is even and proportional.

PROVISIONS & CONTINGENCIES : Rs.53.50 cr in Q1 FY 13; against Rs.44.69 cr in Q1 FY 12 (up 20%) and against Rs.45.99 cr in Q4 FY12(Up 16%). Provisions has gone up – but by a much lesser percentage compared to Income and Profits.

PROFIT BEFORE TAX : Rs.350.53 cr against Rs.267.03 cr in Q1 FY 12 (up 31%); and against Rs.333.10 cr in Q4 FY 12 (up 5%). The growth in PBT is also quite heartening.

PROVISION FOR TAX : Rs.114.27 cr  in Q1 FY 13 – against Rs. 86.95 cr in Q1 FY 12 (Up 32%); and against Rs.109.72 cr in Q4 FY 12 (Up 4%).

Quarterly basic EPS (not annualized) works out to Rs. 5.05 as against Rs. 3.87 in the previous year’s Q1.

EPS ANNUALISED works out to Rs.20.20 for Q1 FY 13 against Rs.15.48 for Q1 FY 12 and Rs.19.12 for Q4 FY 12.

Its current Market price is Rs.343.60. The PE Ratio comes to around 17. Going forward, IndusInd can well improve its financial and EPS in the remaining 3 quarters of the years. IndusInd Bank, based on this, appears to be  VERY GOOD BUY for medium / long term Investors.

BOOK VALUE PER SHARE : is Rs.101.69 in Q1 FY 13; against Rs.86 in Q1 FY 12; and Rs.96.73  in Q4 FY 12.

COST/INCOME RATIO : is 49.68% in Q1 FY 13; against 48.51% in Q1 FY 12; and 49.88% in Q4 FY 12;

REVENUE/STAFF COST MULTIPLE  : is 4.96 in q1 FY 13; against 5.22 in Q1 FY 12; and 5.57 in Q4 FY 12.

Total Advances as on June 30, 2012 were at Rs. 37,244.49 Cr as compared to Rs. 28,384.35 Cr in ., recording a growth of 31%.

LOAN BOOK is well diversified with commercial Loans at 24%; Utility vehicle loans at 4%; Small CV at 5%; 2 wheeler Loans at 4%; Car Loans at 4%; Equipment financing at 6%, Credit Cards at 1%; Loan against Property at 2%; NBFCS at 4.38%; Lease Rental at 2.58%; Power at 2.52%; Constnepcetc at 2.16%; Gems and Gewellery at 1.72%; steel at 1.47%;Hposital/medical at 1.46%; Pharma at 1.32%; paper at 1.31%; Auto ancillaries at 1.07%; and other Industry at 29.65%


Total deposits as on June 30, 2012 were at Rs. 45075.86 Cr as compared to Rs. 35,264.06 Cr in ., up by 28%.

Capital Adequacy Ratio (with Accrued Profit) as on June 30, 2012 was 13.42 % as against 15.55 % in Q1 FY12 . Of this – Tier 1 is 11.19% (Q1 FY 12 :12.23%); and Tier II is 2.23%(Q1 FY 12 : 3.32%)

CASA for Q1 FY13 stood at 27.86% as against 28.20% in Q1 FY12. CASA showed an increase of 26% in absolute numbers on Y-O-Y basis

Gross NPA in current Q1 stood at Rs. 365.12 Cr dropped to 0.97% from Rs. 309.28 Cr at 1.08% in previous Q1. Net NPA stands at 0.27%.

Increase in network to 421 Branches, and 735 ATMs as against 326 Branches and 633 ATMs as on June 30, 2011.

AWARDS:

Ø  CIO Magazine – Top Green IT Enterprise Award 2012
Ø  Panasonic Green Globe foundation Award 2012 in the “Business Enterprise Services” (UNEP/TERI/KPMG)
Ø  NASSCOM IT User Award 2012 for “Environmental Sustainability” (Frost & Sullivan)
Ø  The CII Environmental Best Practice Award 2012 for the “Most Innovative Project”
Ø  Most Improved Bank Performance of the Year” at Financial Leadership Awards 2012 (Bloomberg UTV)
Ø  Winner of India Best Mid-Sized Bank Award by Business World -PwC Best Banks Survey and Business Today-KPMG, Best Banks Survey.
Ø  ‘Star Brand 2011’ ICMR Star Brands of India Survey
Ø  ‘Best Bank in New Generation Category’ by the STATE FORUM OF BANKERS CLUB, KERALA
Ø  M.IT.R-50 Marketing & IT Recognition Program amongst top 50 brands-(Paul Writer & IBM )

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