Monday, 15 April 2013

NPA


Non - Performing Assets

The NPAs of commercial banks have soared to a record high causing great consternation among the concerned authorities. The definition of NPAs which was originally classified as amounts due and not paid over a period three/four quarters has gradually been refined and now amounts that are due and not paid within a quarter of their becoming due is per se classified as NPAs.(Bear with me if I am wrong on this). NPAs apart from holding money that can be recycled for productive use also hinder the viability of the banks to a great extent. The growing figures of NPAs in relation to total advances also reflect badly on the bank’s assessment of the credit offered or the follow up measures taken. NPAs cannot be completely avoided as there are factors beyond anybody’s control like draught, excess rain fall, earthquakes which are natural calamities. Similar situation can arise in times of war and civil unrest. But, given everything to be in order, the growing NPAs is a thing to be worried about. In our country there are two types of borrowers who constitute the major chunk among the NPAs. The major one is the wilful borrower who has the capacity to pay but shy’s away from paying hoping to derive better benefits either from Government largesse or bank’s offer to whittle down the outstanding. The next one are the beneficiaries of political largesse where the entire loan amount doesn’t reach the borrower save for small percentage. The intermediaries have swallowed the major amount. When pressed for payment, these borrowers are willing to pay the mount that they actually received, but not the amount shown as due from them in the bank’s books. The rest of the borrowers who fall into the NPA group have suffered real los in business due to economic, financial and social turmoil coupled with international vagaries and needs to be supported and helped to get their operation revive on a solid base. They are not defaulters actually but, for the situation into which they were driven.
The BASLE three agreement has come into force in our country from April 1, 2013 and in this background, keeping a large percentage of NPA,s will be counter-productive. It is revealed in the recent financial papers, that the commercial banks outstanding NPA,s have risen very sharply from around 3.2% to nearly 4.3% over the last one year. When the need of the hour was to reduce the NPAs as much as possible, it’s going up is something to be worried about. This has obviously prompted the Ministry of Finance to give a direction to all public sector banks to bring down their outstanding NPA,s from the current level to 1% of total advances by 31st March 2014. A tall order and is to be seen how the banks react to this mandate.
Government also is responsible for this abnormality in the system. Due to political compulsions, very frequently they announce waiving of principal / interest etc. Honest borrowers who have paid the dues in time and have no outstanding at the time of Government announcement become laughing stock in the midst of majority who derive all the benefits though they are not rightly affected. Once bitten twice shy. These actions of the Government turn an honest borrower also to default adding to the growing percentage of NPAs. But, this time the Government seems to be serious and in their direction have clearly stated that the responsibility of bringing down the NPA,s rests solely on the shoulders of the lending banks and they can use any and all the method suitable for the purpose, but the aim is the NPA should come down to 1%.
Unlike some private lenders, banks cannot use high handed measures for the recovery. They have to go through a set procedure. But, these things can be expedited. The Debt Recovery Tribunal (DRT) also should play a greater part in this to help the banks. Frequent adjournments only add to the delay and a maximum of one adjournment only should be allowed. Anyway this is the prerogative of the Judiciary and we laymen cannot comment on them.
Once the DRT gives consent for bringing the assets for sale an auction is to be conducted. Invariably this is a failure and the borrower in collusion with others can whittle the auction. To over-come this, Government has now directed that all DRT cleared assets will go through e-auction only. This will enable people living in all parts of the country to participate and a competitive bid can be received. The influence of the borrower on the auction itself is greatly minimized. All future auction of assets by commercial banks will be through this mode only and already 40 listed banks are gearing themselves to move over to this system. It is hoped that this works out better and help the commercial banks bring down their NPA,s to at least 2% by the next fiscal end if not to 1% directive given to the public sector banks by the Ministry of Finance.
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