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Thursday, October 13, 2016

JK Bank Share Price tanks 18% on Growth Worries


JK BankJK Bank share price crashed 18 per cent intraday Thursday on growth concerns. According to the media report, the bank is likely to post losses for next couple of quarters as well as FY17.
As per the latest report, the management in its conference call with few analysts said that the bank’s consolidation of balance sheet may take somewhat around 4 to 6 quarters. The management also announced that the bank will not declare dividend for next two years and all exposures in J&K state are under SMA-2 category.
JK Bank is expecting restructuring of Rs 10,000 crores of loans in J&K. The Srinagar-headquartered bank is aiming to consolidate and restructure its balance sheet.  As situation in J&K state has not been good, J&K’s exposure of Rs 16,000 crores in the state of J&K alone is under stress. Out of which, the bank expects, a restructuring of close to Rs 10,000 crores of the book.
The Bank hopes that the RBI will soften up restructuring guidelines as the state has been through variety of problems in the recent past. So, it is expecting 10-12 per cent growth in the rest of India business. The J&K state itself provides a higher margin to them with CASA ratio on the higher side. 
The bank’s management expects pain to come in through the balance sheet third quarter onwards. Moreover, JK Bank has mentioned that it has no plan to alter their J&K state strategy and aims continue lending in the state. The bank is in fact, planning to raise Rs 1000 crores of capital over the next two quarters.
The bank has already taken consultants on board for restructuring of these assets. Its net profit plunged 85.6 per cent to Rs 22.88 crores for the first quarter ended 30th June. However, the bank fared better when sequentially compared, as it had reported a loss of Rs 56.02 crores in the last quarter of the previous fiscal.
Total income fell to Rs 1,789.05 crores during the quarter under review as against 1,888.35 crores in the same period of the previous year, the bank said in a regulatory filing. Provisioning of Rs 313.70 crores was made for bad loans in the first quarter over Rs 212.87 crores year ago.
Its gross non-performing assets (NPAs) rose to 9.31 percent of gross advances as on June 2016, up 6.63 percent a year ago. Net NPAs were at 6.19 percent of net advances as against 2.95 percent a year ago. Gross NPAs stood at Rs 4,714.92 crores in the June quarter against Rs 2,994.50 crores year ago. The net NPAs increased to Rs 3,023.47 crores from Rs 1,276.76 crores.
JK Bank share price closed at Rs 74.45 apiece on NSE, down by 14.34 per cent.

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