MIRA INFORM REPORT

 

 

Report Date :

16.07.2013

 

IDENTIFICATION DETAILS

 

Name :

THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED

 

 

Branch Office :

5th Floor, 52/60, Mahatma Gandhi Road, Mumbai-400001, Maharashtra

 

 

Country :

India

 

 

Financials (as on) :

31.03.2012

 

 

Date of Incorporation :

01.01.1983

 

 

Capital Investment / Paid-up Capital :

Rs. 44991.660 Millions

 

 

FCRN :

F00947

 

 

Legal Form :

Foreign Registered Bank.

 

 

Line of Business :

Banking Activities

 

 

No. of Employees :

Information declined by the management

 

RATING & COMMENTS

 

MIRA’s Rating :

Aa (80)

 

RATING

STATUS

PROPOSED CREDIT LINE

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

Large

 

Maximum Credit Limit :

USD 600000000

 

 

Status :

Good

 

 

Payment Behaviour :

Regular

 

 

Litigation :

Clear

 

 

Comments :

Subject is a well established and a reputed bank having fine track record. Fundamentals are strong and healthy. Trade relations are reported as fair. Business is active. Payments are reported to be regular and as per commitments.

 

The bank can be considered normal for business dealings at usual trade terms and conditions.

 

NOTES :

Any query related to this report can be made on e-mail : infodept@mirainform.com while quoting report number, name and date.

 

 

EXTERNAL AGENCY RATING

 

Rating Agency Name

FITCH

Rating

Certificates of deposit programme: A1+

Rating Explanation

Having very strong degree of safety.

Date

April 2013

 

 

RBI DEFAULTERS’ LIST STATUS

 

Subject’s name is not enlisted as a defaulter in the publicly available RBI Defaulters’ list.

 

EPF (Employee Provident Fund) DEFAULTERS’ LIST STATUS

 

Subject’s name is not enlisted as a defaulter in the publicly available EPF (Employee Provident Fund) Defaulters’ list as of 31-03-2012.

 

 

INFORMATION DECLINED

 

Management non co-operative (91-22-40891300)


 

LOCATIONS

 

Registered Office :

Located at Hong Kong

 

 

Branch Office / (Main Branch):

5th Floor, 52/60, Mahatma Gandhi Road, Mumbai-400001, Maharashtra, India

Tel. No.:

91-22-22685555/ 40891300

Fax No.:

91-22-22658309

E-Mail :

snehadoshi@hsbc.co.in

swapnilrjain@hsbc.co.in

info@hsbc.co.in 

Website :

www.hsbc.co.in

 

 

HSBC Group Head Office :

HSBC Holding PLC, 8, Canada Square, London E14 5HQ

Tel. No.:

+ 44-20-79918888

 

 

Corporate Banking :

Mumbai

Telephone : 91-22-22681091

Kolkata

Telephone : 91-33-22542063

New Delhi

Telephone : 91-12-44182100

Chennai

Telephone : 91-44-43912005

Bangalore

Telephone : 91-80-25002002

Hyderabad

Telephone : 91-40-66162233

 

 

Financial Institutional Group :

Mumbai

Telephone : 91-22-22681017

New Delhi

Telephone : 91-11-41592290

Chennai

Telephone : 91-44-4391-2016

 

 

Global Market :

Mumbai

Telephone : 91 22 40854235

Toll -free : 1800 229876

 

 

HSBC Securities Services :

Mumbai

Telephone : 91-22-40357563

 

 

Western India:

Located at:

 

·         Andheri

·         Bandra

·         Borivli

·         Chembur

·         Juhu Vile Parle

·         Lokhandwala

·         Pedder road

·         Powai

·         Thane

·         Ahmedabad

·         Pune

·         Shivaji Nagar

·         Vadodara

·         Indore

·         Nagpur

·         Surat

·         Nasik

 

 

Eastern India:

Located at:

 

·         Kokkata (Main Branch)

·         Gariahat

·         Howrah

·         Ultadanga

·         Salt Lake

·         New Alipore

·         Shakespeare Sarani

·         Patna

·         Raipur

·         Guwahati

 

 

Northern India:

Located at:

 

·         New Delhi (Main Branch)

·         Basans Lok

·         Greater Kailash I

·         South Extension

·         Gurgaon

·         Chandigarh

·         Noida

·         Jaipur

·         Ludhiana

·         Punjabi Bagh

·         Lucknow

·         Jodhpur

 

 

Southern India:

Located at:

 

·         Chennai (Main Branch)

·         Adyar

·         Bangalore (M G Road)

·         Bangalore (Jayanagar)

·         Mysore

·         Coimbatore

·         Hyderabad

·         Kochi

·         Trivandrum

·         Visakhapatnam

 

 

MANAGEMENT

 

Name :

Mr. Naina Lal Kidwai 

Designation :

Country Head India, Director HSBC Asia-Pacific

 

 

Name :

Mr. Stuart P Milne

Designation :

Chief Executive Officer

 

 

Name :

Mr. Devesh Mathur 

Designation :

Chief Operating Officer

 

 

Name :

Mr. Richard Collie

Designation :

Chief Financial Officer

 

 

Name :

Mr. Stephen O’Leary

Designation :

Chief Risk Officer

 

 

Name :

Mr. Sunil Sanghai

Designation :

Managing Director and Head of Global Banking

 

 

Name :

Mr. Hitendra Dave

Designation :

Managing Director and Head of Global Markets

 

 

Name :

Mr. Sandeep Uppal

Designation :

Head of Commercial Banking

 

 

Name :

Ms. Gannesh Bharadhwaj

Designation :

Head of Retail Banking and Wealth Management

 

 

Name :

Mr. Shantanu Ambedkar

Designation :

Managing Director and Head of Private Bank

 

 

Name :

Mrs. Minari Shah

Designation :

Head of Group Communications

 

 

Name :

Mr. Ravi Menon

Designation :

Head of Corporate Strategy and Planning

 

 

Name :

Mrs. Vikram Tandon

Designation :

Head of Human Resources

 

 

Name :

Mr. Tarun Balram

Designation :

Managing Director and Head of Client Management

 

 

Name :

Mr. Abadaan Viccaji

Designation :

Head of Compliance

 

 

Name :

Mr. Jasmine Batliwalla

Designation :

General Counsel

 

 

 

BUSINESS DETAILS

 

Line of Business :

Banking Activities

 

 

GENERAL INFORMATION

 

No. of Employees :

Information declined by the management

 

 

Bankers :

Reserve Bank of India

 

 

Facilities :

Borrowings

31.03.2012

(Rs. in Millions)

31.03.2011

(Rs. in Millions)

I. Borrowings in India

 

 

Reserve Bank of India

49000.000

31150.000

Other Banks

17.604

0.000

Other institutions agencies

0.000

0.000

II. Borrowings outside India

55757.125

19113.098

Total

104774.729

50263.098

 

 

 

Secured borrowings included in I and II above

49000.000

31000.000

 

 

 

Banking Relations :

--

 

 

Auditors :

 

Name :

B S R and Company 

Chartered Accountants

 

 

Parent Company :

The Hongkong and Shanghai Banking Corporation Limited, Hongkong

 

 

Ultimate Holding Company:

HSBC Holding Plc

 

 

Fellow Subsidiaries :

·         HSBC Holdings plc

·         HSBC Bank plc

·         Hang Seng Bank Limited

·         HSBC Bank Brasil S.A – Banco Multiplo

·         HSBC Global Resourcing (UK) Limited

·         HSBC Securities and Capital Markets (India) Private Limited

·         HSBC Asset Management (India) Private Limited

·         HSBC Professional Services (India) Private Limited

·         HSBC Electronic Data Processing India Private Limited

·         HSBC Operations and Processing Enterprise (India) Private Limited

·         HSBC Private Equity Management (Mauritius) Limited (Liaison office)

·         HSBC Software Development (India) Private Limited

·         HSBC Global Shared services (India) Private Limited

·         HSBC Bank of Middle East, HSBC Bank Canada

·         HSBC Private Banking Holdings (Suisse) SA

·         HSBC Republic Bank (UK) Limited

·         HSBC Bank Malaysia Berhad

·         HSBC Trinkaus and Burkhardt AG

·         British Arab

·         Commercial Bank Limited

·         HSBC Bank Mauritius Limited

·         HSBC Bank Australia Limited

·         HSBC Bank Argentina S.A.

·         HSBC Bank Egypt S.A.E.

·         SB HSBC Bank Kazakhstan JSC

·         HSBC Bank International Limited

·         HSBC France, HSBC InvestDirect (India) Limited

·         HSBC InvestDirect Securities (India) Limited

·         Investsmart Financial Services Limited

·         HSBC InvestDirect Distribution Services (India) Limited

·         IL and FS Investsmart Asia Pacific Private Limited

·         HSBC InvestDirect Academy for Insurance and Finance (India) Limited

·         Investsmart Insurance Agency Private Limited

·         HSBC Bank USA

 

 

CAPITAL STRUCTURE

 

CAPITAL ACCOUNT

 

As on 31.03.2012

 

Particulars

Rs. In Millions

I. Amount of deposit kept with the Reserve Bank of India under section 11(2) (b) of the Banking Regulation Act, 1949

19734.036

II. Capital

 

Opening Balance

44991.660

Total

44991.660

 


 

FINANCIAL DATA

[all figures are in Rupees Millions]

 

ABRIDGED BALANCE SHEET

 

Particulars

 

31.03.2012

31.03.2011

31.03.2010

 

 

 

 

Capital

44991.660

44991.660

44991.660

Reserve and Surplus

104545.247

91883.062

76360.692

Deposits

614233.213

541067.115

557478.247

Borrowings

104774.729

50263.098

59208.139

Other Liabilities and Provisions

223697.929

183279.813

166297.148

TOTAL

1092242.778

911484.748

904335.886

 

 

 

 

ASSETS

 

 

 

 

 

 

 

Cash and  Bank Balances with Reserve Bank of India

39295.649

48578.316

39716.165

Balances with Banks and money at call and short notice

76178.823

33543.694

41823.856

Investments

403238.487

372790.845

412890.656

Advances

355122.822

274006.211

234747.670

Fixed Assets

8420.477

8744.309

8928.756

Other Assets

209986.520

173821.373

166228.783

TOTAL

1092242.778

911484.748

904335.886

 

 

 

 

Contingent Liabilities

10096856.027

9913198.080

8509535.228

Bills for collection

128621.115

93972.841

89817.220

 


 

PROFIT & LOSS ACCOUNT

 

Particulars

 

31.03.2012

31.03.2011

31.03.2010

 

 

 

 

INCOME

 

 

 

Interest earned

61962.603

51949.586

51658.815

Other Income

22007.660

17886.488

21354.836

TOTAL

83970.263

69836.074

73013.651

 

 

 

 

EXPENDITURE

 

 

 

Interest expended

24505.025

18591.228

19146.572

Operating Expenses

24182.963

21909.495

19501.215

Provision and contingencies

15405.573

14059.416

26266.735

TOTAL

64093.561

54560.139

64914.522

 

 

 

 

Net profit for the year

19876.702

15275.935

8099.129

Profit brought forward

18616.495

15468.006

9264.515

TOTAL

38493.197

30743.941

17363.644

 

 

 

 

APPROPRIATIONS

 

 

 

Less:

 

 

 

Transfer to statutory reserve

4969.176

3818.984

2024.782

Transfer to investments reserve

704.987

297.636

(335.667)

Transfer to specific reserve

237.204

213.348

206.523

Transfer to remittable surplus retained in India for capital to risk-weighted assets ratio (CRAR) requirements

3790.834

7797.478

--

Profit remitted to Head Office

7670.528

--

--

Transfer to capital reserve – surplus on sale of immovable properties

236.150

--

--

Balance carried over to balance sheet

20884.318

18616.495

15468.006

TOTAL

38493.197

30743.941

17363.644

 

 

 

LOCAL AGENCY FURTHER INFORMATION

 

Sr. No.

Check List by Info Agents

Available in Report (Yes / No)

1]

Year of Establishment

Yes

2]

Locality of the firm

Yes

3]

Constitutions of the firm

Yes

4]

Premises details

No

5]

Type of Business

Yes

6]

Line of Business

Yes

7]

Promoter's background

Yes

8]

No. of employees

No

9]

Name of person contacted

No

10]

Designation of contact person

No

11]

Turnover of firm for last three years

Yes

12]

Profitability for last three years

Yes

13]

Reasons for variation <> 20%

--

14]

Estimation for coming financial year

No

15]

Capital in the business

Yes

16]

Details of sister concerns

Yes

17]

Major suppliers

No

18]

Major customers

No

19]

Payments terms

No

20]

Export / Import details (if applicable)

No

21]

Market information

--

22]

Litigations that the firm / promoter involved in

--

23]

Banking Details

Yes

24]

Banking facility details

Yes

25]

Conduct of the banking account

--

26]

Buyer visit details

--

27]

Financials, if provided

Yes

28]

Incorporation details, if applicable

Yes

29]

Last accounts filed at ROC

Yes

30]

Major Shareholders, if available

Yes

31]

Date of Birth of Proprietor/Partner/Director, if available

Yes

32]

PAN of Proprietor/Partner/Director, if available

No

33]

Voter ID No of Proprietor/Partner/Director, if available

No

34]

External Agency Rating, if available

Yes

 

CHARGES

 

 ENTITY

 PERSON

COMPETENT AUTHORITY

 REGULATORY CHARGES

 REGULATORY ACTION(S) / DATE OF ORDER

 FURTHER DEVELOPMENTS

HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED,THE

 

RBI 

DID NOT ADHERE TO INSTRUCTIONS ISSUED BY RBI IN RESPECT OF DERIVATIVES,SUCH AS FAILURE TO CARRY OUT DUE DILIGENCE IN REGARD TO SUITABILITY OF PRODUCTS,SELLING DERIVATIVE PRODUCTS TO USERS NOT HAVING RISK MANAGEMENT POLICIES AND NOT VERIFYING UNDERLYING/ADEQUACY OF UNDERLYING AND ELIGIBLE LIMITS UNDER PAST PERFORMANCE ROUTE

IMPOSED PENALTY RS.5,00,000

26-APR-2011

 

 

BACKGROUND

 

The financial statements for the year ended 31 March 2012 comprise the accounts of the India branches of subject (‘the Bank’), which is incorporated and registered in Hong Kong Special Administrative Region (‘SAR’). The Bank’s ultimate holding company is HSBC Holdings plc, which is incorporated in the United Kingdom.

 

CONTINGENT LIABILITIES:

 

Particulars

31.03.2012

Rs. In Millions

31.03.2011

Rs. In Millions

I. Claims against the bank not acknowledged as debts (including tax matters)

3340.173

3357.697

II. Liability for partly paid investment

0.500

0.500

III. Liability on account of outstanding forward exchange and derivative contracts

 

 

i) Forward contracts

4067384.917

2373890.362

ii) Currency Options

425479.567

498424.118

iii) Derivative Contracts

5253539.874

6731215.046

Total (III)

9746404.358

9603529.526

IV. Guarantees given on behalf of constituents

 

 

i) In India

82095.098

74941.027

ii) Outside India

19947.187

16961.594

Total (IV)

102042.285

91902.621

 

 

 

V. Acceptances, endorsements and other obligations

199222.216

174405.885

VI. Bills rediscounted

0.001

0.001

VII. Other items for which the bank is contingently liable

45846.494

40001.820

TOTAL (I+II+III+IV+V+VI+VII)

10096856.027

9913198.050

 

FIXED ASSETS

 

·         Freehold Land

·         Premises

·         Leasehold Improvement

·         Computers and Software 


 

CMT REPORT (Corruption, Money Laundering & Terrorism]

 

The Public Notice information has been collected from various sources including but not limited to: The Courts, India Prisons Service, Interpol, etc.

 

1]         INFORMATION ON DESIGNATED PARTY

No exist designating subject or any of its beneficial owners, controlling shareholders or senior officers as terrorist or terrorist organization or whom notice had been received that all financial transactions involving their assets have been blocked or convicted, found guilty or against whom a judgement or order had been entered in a proceedings for violating money-laundering, anti-corruption or bribery or international economic or anti-terrorism sanction laws or whose assets were seized, blocked, frozen or ordered forfeited for violation of money laundering or international anti-terrorism laws.

 

2]         Court Declaration :

No exist to suggest that subject is or was the subject of any formal or informal allegations, prosecutions or other official proceeding for making any prohibited payments or other improper payments to government officials for engaging in prohibited transactions or with designated parties.

 

3]         Asset Declaration :

No records exist to suggest that the property or assets of the subject are derived from criminal conduct or a prohibited transaction.

 

4]         Record on Financial Crime :

            Charges or conviction registered against subject:                                                              None

 

5]         Records on Violation of Anti-Corruption Laws :

            Charges or investigation registered against subject:                                                          None

 

6]         Records on Int’l Anti-Money Laundering Laws/Standards :

            Charges or investigation registered against subject:                                                          None

 

7]         Criminal Records

No available information exist that suggest that subject or any of its principals have been formally charged or convicted by a competent governmental authority for any financial crime or under any formal investigation by a competent government authority for any violation of anti-corruption laws or international anti-money laundering laws or standard.

 

8]         Affiliation with Government :

No record exists to suggest that any director or indirect owners, controlling shareholders, director, officer or employee of the company is a government official or a family member or close business associate of a Government official.

 

9]         Compensation Package :

Our market survey revealed that the amount of compensation sought by the subject is fair and reasonable and comparable to compensation paid to others for similar services.

 

10]        Press Report :

            No press reports / filings exists on the subject.

 


 

CORPORATE GOVERNANCE

 

MIRA INFORM as part of its Due Diligence do provide comments on Corporate Governance to identify management and governance. These factors often have been predictive and in some cases have created vulnerabilities to credit deterioration.

 

Our Governance Assessment focuses principally on the interactions between a company’s management, its Board of Directors, Shareholders and other financial stakeholders.

 

 

CONTRAVENTION

 

Subject is not known to have contravened any existing local laws, regulations or policies that prohibit, restrict or otherwise affect the terms and conditions that could be included in the agreement with the subject.

 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.60.05

UK Pound

1

Rs.90.71

Euro

1

Rs.78.47

 

 

INFORMATION DETAILS

 

Information Gathered by :

PDT

 

 

Report Prepared by :

KVT

 


 

SCORE & RATING EXPLANATIONS

 

SCORE FACTORS

 

RANGE

POINTS

HISTORY

1~10

9

PAID-UP CAPITAL

1~10

9

OPERATING SCALE

1~10

9

FINANCIAL CONDITION

 

 

--BUSINESS SCALE

1~10

9

--PROFITABILIRY

1~10

9

--LIQUIDITY

1~10

9

--LEVERAGE

1~10

9

--RESERVES

1~10

9

--CREDIT LINES

1~10

9

--MARGINS

-5~5

--

DEMERIT POINTS

 

 

--BANK CHARGES

YES/NO

YES

--LITIGATION

YES/NO

NO

--OTHER ADVERSE INFORMATION

YES/NO

NO

MERIT POINTS

 

 

--SOLE DISTRIBUTORSHIP

YES/NO

NO

--EXPORT ACTIVITIES

YES/NO

NO

--AFFILIATION

YES/NO

YES

--LISTED

YES/NO

NO

--OTHER MERIT FACTORS

YES/NO

YES

DEFAULTER

 

 

--RBI

YES/NO

NO

--EPF

YES/NO

NO

TOTAL

 

80

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                 Payment record (10%)

Credit history (10%)                    Market trend (10%)                                Operational size (10%)

 


 

RATING EXPLANATIONS

 

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

NB

NEW BUSINESS

 

 

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.