Stock Market Tips - SBI has a case of indigestion, Q1 results show

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That the merger of six banks with State Bank of India (SBI) was a colossal process and would give considerable grief to the lender was obvious. But the fact that the pain has stretched for one more quarter despite clean-up efforts for more than six months shows that the country’s largest bank is still figuring out its game as a larger version of itself.

Indeed, much of the pain on asset quality can be traced to SBI’s five associates that were merged with it. The rise in fresh slippages, fall in net interest margin and the bank being saddled with a larger bad loan stock are indicators that it was one expensive merger process.

As of June, nearly 10% of SBI’s loan book was bad, adding up to a massive gross bad loan stock of Rs1.9 trillion. Fresh slippages rose to a Rs26,249 crore, higher than the previous quarter but lower than a year ago. A notable factor was that the lion’s share of slippages was from outside the corporate loan book. Farm loan waivers, end of forbearance on loan classification related to demonetization and the merger itself bit SBI badly during the June quarter.

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