RBI Project Finance Norms Uncertainty
RBI proposed higher provisioning for under-construction delayed projects. NBFCs submitted comments by June 15 deadline. Final guidelines awaited; could increase cost of lending for delayed projects.
RECLTD / Q1-FY25 / risks
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Material risks this quarter
medium
Andhra Pradesh Account Slippages
AP state discom loans moved from SMA1 to SMA2 in Q1. Management expects normalization in 3-4 months given budget support announcement. Resolution timing remains uncertain.
Large Hydro Execution Timeline Risk
INR 32,450 crore large hydro projects sanctioned but typically take 6-8 years for commissioning. Disbursement timing could disappoint near-term expectations.
Thermal Resolution Execution Risk
KSK Mahanadi, Hiranmaye, and Sinnar bidding process underway with final bids due August. Delays in NCLT approval could postpone expected INR 2,000+ crore write-back beyond FY25.