Aditya Birla to invest Rs 10 bn a year in NBFC and housing finance company

Industry:    2018-02-13

Aditya Birla Capital plans to invest Rs 10 billion each year to grow the lending business that it runs through two units — an NBFC and a Housing Finance Company — as it seeks to build its retail and SME loan book.

The combined outstanding loan book of its NBFC and housing finance business was up 41 percent to Rs 465.22 billion at the end of December 2017, from Rs 330.47 billion in December 2916.

The group, which had invested about Rs 2.5 billion in April-December 2017 in housing finance, will take a call invest more in this year based on the business grow trend, Ajay Srinivasan, managing director and chief executive, said.

Its lending business contributed Rs 13.06 billion to total revenue in Q3FY18, up from Rs 12.46 billion in Q3FY17.

Srinivasan said at the size of the loan book on the finance company’s balance sheet was Rs 397.70 billion at end of December 2017. The loan book is a blend of corporate, SME and retail loans. Large and mid-sized companies have combined share of 51 percent.

The SME and retail together form 36 percent of the book. Going forward, retail and SME will be the thrust areas, with their share likely to grow to over 40 percent in two or three years, Srinivasan said.

There is still an opportunity to build mid-sized and large corporate business.

The company will look at taking exposure to completed projects so it is not exposed to execution risks.

The finance company will add 33 new branches to reach 72 by the first quarter of the next financial year. It plans to increase presence in tier-2 and tier-3 cities to target 85 percent of SME sector revenue pool.

Referring to the company’s housing finance business, Srinivasan said the loan book had doubled from Rs 32.35 billion in December 2016 to Rs 67.52 billion December 2017. Home loans had 60 percent share, loans against property constituted 28 percent and balance was to the construction sector.

The company has scaled up affordable housing finance with a loan book of about Rs 1.5 billion in less than a six months. Out of an annual investment plan of Rs 10 billion, part of the money will be deployed in HFC.

As for the expansion of network for HFC, Srinivasan said it has 44 branches with 2,300-plus channel partners. It will add six more branches and stress more on direct sourcing of business, which has already risen to 47 percent from 41 percent a year ago.

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