*South Indian Bank-CAR 16% Is Second To ICICI Bank, and tops CAR of Axis,
HDFC Bank and IndusInd Bank-conservative price target Rs 240-275*

The Indian banks anyways meet most of the requirements and deductions of the
Basel III norms. While the RBI has not prescribed any capital conservation
buffer, the Indian banks always maintain tier I capital ratios in excess of
8%.

However, Indian banks can face three key issues with respect to Basel III
norms:

  n Being a growing economy, the credit growth may remain high for Indian
banks which may prompt the RBI to implement the counter cyclical buffer and
thereby raising the capital requirements for Indian banks. This may
particularly affect the private sector banks.

 n For few of the banks (marked in grey in following table), the tier I
capital is very much near 8.5% with not very high government holding. These
banks may face problems in raising capital in 2017-18 if there are no
changes in policies. However, IPDI and PNCPS will help them raise non-core
tier I capital.

 n Few of the PSU banks like Corporation Bank and Andhra Bank still give
good dividend yields. However, the requirement of higher tier I capital may
restrict their dividend payout policy.
*Safe Harbor Statement:*

*Some forward looking statements on projections, estimates, expectations &
outlook are included to enable a better comprehension of the Company
prospects. Actual results may, however, differ materially from those stated
on account of factors such as changes in government regulations, tax
regimes, economic developments within India and the countries within which
the Company conducts its business, exchange rate and interest rate
movements, impact of competing products and their pricing, product demand
and supply constraints.*
**
*Nothing in this article is, or should be construed as, investment advice.**
*

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