Overview – The Navi Finserv Bond on Altifi
Chapter 1

Overview – The Navi Finserv Bond on Altifi


May 24, 2024

Overview – The Navi Finserv Bond on Altifi

Details of the Corporate Bond:

  • Name of the Issuer: Navi FinServ Limited
  • Product: Senior secured Bonds (regulated by SEBI)
  • Yield: 10.80% p.a.
  • Tenure: ~25 months
  • Min. Investment: Rs. 1,000
  • Interest repayment: Monthly
  • Principal repayment: Maturity
  • Rating: A (CRISIL)

Key Highlights:

  • As of Q3FY24, Navi is capitalised with a NW of 2,889 crore. Correspondingly, the company’s gearing has also remained comfortable and was at 2.2x
  • Strong growth in the AUM with a book size of 10,496 crore in Dec'23 up from 2504 crore in Mar'22
  • Portfolio quality has been improving over the year with net NPA of only 0.52% as of Dec'23
  • As on Dec'23 end, at standalone level the NBFC has a cash balance and investment book was around 1700 crore and will further improve with selling of stake in Chaitanya

Overview:

Navi FinServ Ltd. is a non-deposit taking, systemically important NBFC registered with the RBI. The company was founded by Mr. Sachin Bansal, one of the founders of Flipkart. The company offers lending products like personal loans and home loans under the “Navi” brand. It is in the business of lending to individuals and entities including micro, small and medium enterprises, rural credit, and other body corporates across India and provide credit related services as an NBFC, including, inter alia, intermediation services for financial services agents and money transfer agents; credit linkage services; acting as a banking correspondent and generally carrying out most of the activities permissible to be carried out as an NBFC.


Management:

Sachin Bansal (Executive Chairman and CEO): Sachin Bansal is the former Chairman and co-founder of Flipkart, India’s leading e-commerce marketplace, which was acquired by Walmart in 2018. Under his tenure, Flipkart has pioneered innovations that have redefined the e-commerce ecosystem in India, e.g. cash on delivery, replacement guarantees on products, UPI payments, owned logistics network, etc. He holds a bachelor’s degree in computer science and engineering from Indian Institute of Technology, Delhi. He is the co-founder of Flipkart.


Ankit Agarwal (Managing Director): He was previously associated with Bank of America as a director in global banking and markets. He was also associated with Deutsche Bank AG as their vice president. He holds a bachelor’s degree in computer science and engineering from Indian Institute of Technology, Delhi and a master’s degree in management from Indian Institute of Management, Ahmedabad.


Key Financials:

 

All figures in INR crore

Balance Sheet

FY 22

FY 23

9m FY24

Cash & cash equivalents

487

673

848

Loans Portfolio

2,791

6,370

7,445

Investments

662

989

1,361

Other financial assets

117

277

207

Other non-financial assets

746

215

343

Total Assets

4,140

8,523

10,204

Total Equity

1,185

2,270

2,889

Borrowings

2,813

5,763

6,444

Other Liabilities

19

283

448

Non-Financial Liabilities

123

207

423

Total Liabilities & Equity

4,140

8,523

10,204

 

P&L Statement

FY 22

FY 23

9m FY24

Interest Income

314

1,181

1,152

Total Income

459

1,377

2,106

Finance cost

81

427

480

Impairment on Financial instruments

140

369

357

Profit Before Tax

-89

198

809

Tax Expense

-22

26

190

PAT

-67

172

619















Lenders:

The prominent lenders in The Navi FinServ are:


Debt:

  • SBI
  • HDFC Bank
  • Sundaram Finance
  • JM FinancialUNIFI AIF

Equity:

  • Navi Technologies Limited

Disclaimer: The content of this blog should not be considered as financial or investment advice.

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