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IDBI plans to sell home fin arm
IDBI Bank is planning to sell its Pune-based wholly-owned subsidiary, IDBI
Homefinance (IHFL), according to a person familiar with the development. A
proposal to sell the home finance subsidiary is expected to be taken up by
the board of IDBI Bank shortly, the source said. The book value of IHFL at
the end of March 2007 was Rs 290 crore. Market watchers say the book value
would have increased slightly now. The proposed sale is likely to have been
prompted by a view that a separate subsidiary is not required for mortgage
lending when the same business is also undertaken at IDBI Bank.

IHFL was previously Tata Home Finance. The name of the mortgage lender was
changed as it was acquired by IDBI Bank in September 2003.

IHFL's home loan portfolio as on March 31, 2008 was Rs 2,710 crore, up Rs
563 crore from a year earlier. The mortgage lender, which has 18 branches in
major cities, had reported a net profit of Rs 30 crore for 2007-08.

IDBI bank is likely to give the mandate to IDBI Capital Market Services for
finding a suitor. When contacted, a senior official of IDBI Bank said, "We
are examining various options. We have still not made up our mind."

Recently, Melwyn Rego who was heading IHFL was transferred back to the
bank's domestic resources development (DRD) department. MH Kulkarni has now
taken over as the MD & CEO of IHFL.

Interestingly, Tata Capital, the latest entrant in the home loan
segment,will be shortly filing its application with the National Housing
Board to start its housing finance business.

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Industry players opine that non-banking finance companies (NBFCs) and buyout
funds are likely to be the interested in acquiring IHFL. Banking and
financial services sector has emerged as the most active space for private
equity (PE),capturing more than 70% of the total deal values in the recent
past.

There has been a huge interest interest in the booming housing loans market
in India, with a sharp rise in housing loan disbursements. The share of
housing loans in total bank credit rose sharply from 3.2% in 1998-99 to
11.8% in 2006-07.

Within personal loans, the share of housing loans too rose sharply from
27.7% by end-March 1998 to 52.8% at end-March 2007.

Home loans have increased by over 30% in the last few years, but the grow is
expected to slow to 8-10% this year.

Early this year, global private equity firm, the Carlyle group invested $28
million in Chennai-based Repco Home Finance, a subsidiary of Repatriates
Co-operative Finance and Development Bank. This was followed by French
banking group BNP Paribas acquiring close to 50% stake in Sundaram Home
Finance for Rs 196.98 crore.
Similarly, AIG Capital bought 75% in Chennai's Vivek Hire Purchase. Barclays
and Societe Generale bought into Chennai's Rank Investments and Apeejay
Finance respectively.

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