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HDFC turns volatile after acquisition of L&T's insurance biz

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Capital Market
Last Updated : Jun 06 2016 | 10:28 AM IST

Housing Development Finance Corporation lost 0.31% to Rs 1,252.95 at 10:01 IST on BSE, with the stock sliding amid volatility after the company's announcement of acquisition of 100% stake in L&T General Insurance Company.

The announcement was made after market hours on Friday, 3 June 2016.

Shares of L&T were up 0.44% at Rs 1,467.50.

Meanwhile, the S&P BSE Sensex was down 20.88 points or 0.08% at 26,822.15.

On BSE, so far 13,000 shares of Housing Development Finance Corporation (HDFC) exchanged hands in the counter compared with average daily volume of 1.78 lakh shares in the past one quarter. The stock was volatile. The stock lost as much as 0.55% at the day's low of Rs 1,248 so far during the day. The stock rose as much as 0.79% at the day's high of Rs 1,265 so far during the day. The stock had hit a 52-week high of Rs 1,370.80 on 16 July 2015. The stock had hit a 52-week low of Rs 1,012 on 25 February 2016. The stock had outperformed the market over the past one month till 3 June 2016, advancing 14.19% compared with Sensex's 6.39% rise. The scrip had also outperformed the market in past one quarter, gaining 11.74% as against Sensex's 9.09% rise.

The large-cap company has equity capital of Rs 316.08 crore. Face value per share is Rs 2.

HDFC said that the board of directors of HDFC ERGO General Insurance Company (HDFC ERGO), a non listed subsidiary of the company, has approved the acquisition of a 100% stake in L&T General Insurance Company (LTGI) for an aggregate consideration of Rs 551 crore. The board of HDFC ERGO also approved the plan to merge the two companies subject to all regulatory approvals. The acquisition would help HDFC ERGO improve its market position. HDFC ERGO expects significant cost synergies arising out of business, technology optimization and rationalization of offices.

HDFC ERGO, a 51:49 joint venture between housing major HDFC and ERGO International, Germany (part of Munich Re Group), is the 4th largest private sector general insurer in India and offers all lines of general insurance products including motor, health, personal accident, home, fire, marine, aviation, liability, crop insurance etc.

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The transaction is subject to various approvals, including approval of Insurance Regulatory and Development Authority of India and the Bombay High Court.

Upon closing, the L&T Group would exit from the general insurance and health insurance business.

LTGI gross earned premium income during the year 2015-2016 was Rs 483 crore, constituting around 0.5% of the company's consolidated revenue for the year 2015-2016 and reported a net worth of Rs 142 crore as on 31 March 2016. The share sale is part of L&T's strategy of exiting from its non-core activity.

On consolidated basis, HDFC's net profit rose 30.8% to Rs 3460.46 crore on 15.5% growth in total income to Rs 17027.21 crore in Q4 March 2016 over Q4 March 2015.

HDFC is India's first retail housing finance company and is currently one of the largest originators of housing loans in the country.

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First Published: Jun 06 2016 | 10:00 AM IST

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