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Thursday, August 5, 2021

IDFC First, Yes Bank and IndusInd Bank will be Hit by Vodafone Idea Failure - Investing.com India

By Aditya Raghunath

Investing.com -- Vodafone Idea Ltd (NS:) share is on a tumble since this week. They have fallen over 27% since their closing price of Rs 8.25 on August 2 to Rs 6 today.

The prospect of a failure of the telecom company looks like a very distinct possibility. Kumar Mangalam Birla has stepped down from the position of a non-executive chairman of the company after the contents of his letter to the government came out in media reports.

Birla had written to the government saying that he was willing up give up promoter stake in exchange for a government entity stepping in to handle the beleaguered company. There was no response from the government. Vodafone (LON:) has also remained silent.

Vodafone Idea owes around Rs 28,700 crore to banks, both private and public. It owes State Bank Of India (NS:) Rs 11,000 crore, Yes Bank Ltd (NS:) at Rs 4,000 crore and IndusInd Bank Ltd. (NS:) at Rs 3,500 crore.

However, in terms of percentage, IDFC (NS:) First Bank Ltd (NS:) will take the biggest hit as Vodafone Idea debt consists of 2.9% of its loan book, followed by Yes Bank at 2.4% and IndusInd Bank at 1.65%.

Media reports say that IDFC First has already provisioned Vodafone Idea as stressed. IDFC First Bank shares closed down 4% at Rs 47.75, Yes Bank was down 1.58% at Rs 12.45 and IndusInd Bank closed down 2.33% at Rs 996.75. SBI closed down 3.28% at Rs 441.95.

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IDFC First, Yes Bank and IndusInd Bank will be Hit by Vodafone Idea Failure - Investing.com India
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