15:03 May 24, 2013  

Bank of Baroda

HSL Code: BANBAR   |   BSE Code: 532134  |   NSE Symbol: BANKBARODA  |   ISIN: INE028A01013
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BANK OF BARODA

ANNUAL REPORT 2011-2012

CHAIRMAN`S REPORT

Dear Stakeholder,

I am pleased to report that the year 2011-12 (FY12) was your Bank`s  fourth 
consecutive  year  of record income and profits post the  global  financial 
crisis.  Once  again, your Bank`s performance has shown its  resilience  to 
economic  volatility and proved the credibility of its business  model  and 
strategies. It gives me immense happiness to present before you the  Annual 
Report  and Financial Statements of Bank of Baroda for the year ended  31st 
March, 2012.

It  is appropriate at the outset to review the business environment  within 
which your Bank operated during the year under consideration.

Economic Review:

The year FY12 has been challenging for the Indian economy. After two  years 
of a fairly robust growth of 8.4%, India`s GDP growth is estimated at  6.9% 
for  FY12  by the Central Statistical Organization,  Government  of  India. 
While  agriculture  and services sectors maintained  good  growth  momentum 
during FY12, industrial sector slowed down sharply, led by the  contraction 
in mining and manufacturing segments. Capacity utilization rates in various 
infrastructure  industries, especially in cement and thermal power  sectors 
declined significantly during FY12.

The  Reserve Bank of India`s (RBI) monetary tightening continued with  full 
vigour  for most part of the year in response to the  untamed  inflationary 
pressures.  The headline (WPI) inflation averaged around 8.8% for the  full 
year.  Gradually,  high levels of inflation gave way to a slowdown  in  the 
growth.

After the boom in capital inflows during FY11, rising global risk  aversion 
and  certain domestic concerns reduced the flows of capital. For  instance, 
the  portfolio inflows declined from US$ 32.2 billion in FY11 to  US$  18.9 
billion  in  FY12.  The  rupee  depreciated  the  most  among  major  Asian 
currencies  during  calendar  2011 partly contributed  by  India`s  widened 
current account deficit, primarily driven by high crude oil prices. India`s 
foreign  exchange reserve position dwindled to US$ 295 billion by  end-Mar, 
2012 from a high of US$ 321 billion in early Sept, 2011.

While the demand for non-food credit of scheduled commercial banks  (SCBs), 
especially  term  loans  remained lacklustre for most  part  of  FY12,  the 
deposit  growth  too decelerated in the fourth quarter of  FY12  reflecting 
tight  liquidity  conditions. After raising the policy rate  by  375  basis 
points,  the RBI took a pause in Dec, 2011 citing rising downside risks  to 
growth.

Fragile  economic  environment,  growing  stresses  on  asset  quality  and 
depleting  capital adequacy made several SCBs prefer government  securities 
to commercial credit.

During  FY12,  India`s  fiscal deficit increased to 5.9% of  GDP,  much  in 
excess of the targeted 4.6% due to increased fuel subsidies and  employment 
creation schemes.

In  short,  the year FY12 was marked by interplay of several  external  and 
internal  economic issues that impinged significantly on local  businesses, 
in general, and the banking sector, in particular.

Bank of Baroda: Again Proved the Resilience of its Brand in FY12:

Notwithstanding the challenging environment, your Bank was able to  exploit 
the   opportunities   within  the  given  environment   and   sustain   its 
qualitatively superior performance during FY12.

Your  Bank posted a very healthy growth of 25.9% in its global  business  - 
way  above  the  banking industry`s average performance.  On  the  back  of 
healthy  growth of 17.2% in its Net Interest Income, the Bank recorded  Net 
Profit  growth of 18.0% despite adverse pressures on Net  Interest  Margins 
(NIMs).

Your  Bank`s Return on Average Assets (ROAA) at 1.24%, Capital Adequacy  at 
14.67% and Return on Equity at 19.04% again provided an eloquent  testimony 
to the financial soundness of your Bank.

Moreover,  your  Bank  again  proved its  strength  in  the  asset  quality 
management by restricting its Gross NPA ratio at 1.53% and Net NPA ratio at 
0.54% during FY12 - one of the lowest in the large sized banking segment in 
India.

Strategic initiatives during FY12:

With  the aim to strengthen its business foundations, your  Bank  undertook 
several strategic initiatives during FY12.

After successfully migrating Data Centre to a new Data Centre in the Bank`s 
own  premises, your Bank expanded its Disaster Recovery Centre  during  the 
year  to  ensure  uninterrupted banking services. Your  Bank  took  various 
technology   initiatives  like  windows  server   virtualisation,   desktop 
virtualisation  and backup consolidation as green initiatives and  also  to 
improve  Data  Centre`s operational efficiency. Besides, your  Bank`s  wide 
network  was  migrated  to  new technology  based  on  Multiprotocol  Label 
Switching (MPLS) for improving uptime and on demand upgrade. The Enterprise 
Management  System  too  was  upgraded and new  modules  were  deployed  to 
effectively manage and monitor your Bank`s growing IT infrastructure.

In order to provide superior internet banking experience to its  customers, 
your  Bank  migrated the Core Banking System (CBS) to higher  version  with 
enhanced  features.  Additionally, various new modules  like  Fixed  Assets 
Maintenance,   Sales   Tracker  Module,  Centralized  Service   Tax,   Bank 
Realization  Certificate  (eBRC)  Module, Account  Number  Portability  and 
Workflow  Automation for New Pension Scheme, Swavalamban, were  implemented 
during the year under review. All CBS branches of your Bank are enabled for 
interbank remittances through RTGS and NEFT which have also been interfaced 
with your Bank`s internet banking portal.

Your  Bank  continued  to add more facilities under  its  Internet  Banking 
channels. The Internet Banking -- Baroda Connect -- now provides speedy and 
secured  facility to transfer funds to self, third party (within the  Bank) 
and inter-bank. The SMS Alerts, RTGS/NEFT transactions are also provided in 
your  Bank`s  internet portal. The ASBA (Application Supported  by  Blocked 
Amount)  functionality  has been introduced in Baroda Connect  for  on-line 
subscription  to Initial Public Offers (IPOs) and Follow-on  Public  Offers 
(FPOs) to facilitate application for equity shares.

Your  Bank  added  more facilities to the Mobile  Banking  channel  through 
Baroda M-Connect viz. Balance Enquiry, Mini Statement, Linking of  Multiple 
Accounts, Fund Transfer, Bill Payments, Ticket Booking, Shopping, Feedback/ 
Complaints etc.

By  31st  March 2012, your Bank`s ATM network expanded to  2,012.  The  ATM 
switch  is now integrated with seven interchanges viz. National Switch  NFS 
(NPCI),  Visa, MasterCard, CBUAE (UAE), CBOMAN (Oman), Link (T&T),  Paymark 
(New  Zealand) to provide convenience to customers by  increasing  delivery 
points through ATMs. With a centralized depository application, your Bank`s 
branches  are now equipped to provide depository services for both NSDL  as 
well  as  CDSL.  With On-line Trading System, your Bank  will  be  able  to 
provide  a complete suite of on-line services to customers for  trading  in 
instruments like equities, mutual funds, bonds and initial public  offering 
(IPOs).

Additionally,  your Bank took several other IT related initiatives such  as 
Internet  Payment  Gateway  services for  debit  cards/credit  cards,  Cash 
Management System covering services like Receipt Management  (Collections), 
Payment   Management  and  Invoice  Management  (Receivable   and   Payable 
Management),  Payment Massaging Solution (PMS) {that was implemented in  20 
overseas  territories and all authorized branches in India}, a  grid  based 
Cheque  Truncation  System (CTS) {implemented in  NCR-New  Delhi,  Chennai, 
Coimbatore and Bangalore}, and initiation of an Automated Cheque Processing 
Centre (Inward & Outward) in Mumbai.

Your  Bank  also implemented the Human Resource  Networking  for  Employees 
Service with the objective of creating a central database of Bank employees 
for  facilitating speedy decision-making, promotion and selection  exercise 
as also for automating other HR process.

Moreover,  your  Bank  undertook  measures to  create  Data  Warehouse  for 
providing  flexible  and  interactive  source  of  strategic   information, 
Customer  Relationship Management for better customer insight  and  uniform 
customer view across channels.

During  the year FY12, your Bank took some major initiatives in its  Retail 
Banking  segment. It launched the BarodaFirst Wealth Pack, a combo  of  two 
products  namely BarodaFirst Savings Bank and BarodaFirst  Regular  Deposit 
jointly  with two Insurance Products namely ULIP & Term Insurance Plan.  It 
also  designed  Baroda  Samriddhi Quarterly Recurring  Deposit  and  Baroda 
Samriddhi  Half  yearly  Recurring Deposit  Schemes  meant  especially  for 
Agriculturists, Self Employed and Professionals.

A  Sales  Operating Model was rolled out at 163 Baroda  Navnirman  Branches 
{i.e. your Bank`s project in Business Process Reengineering} for developing 
Sales  & Service culture to generate business leads  through  transitioning 
service  requests  to sales conversation and data  mining  of  existing/new 
profitable customers.

To  accelerate  the  pace  of Savings Bank Deposits  accretion  -  a  tough 
challenge  in  rising interest rate scenario - your Bank  launched  several 
Savings  Bank  Deposit campaigns with incentives to the  performing  staff, 
such  as "Evening with CMD & Picnic with Staff" for award winning  Branches 
and Regional Offices.

Your  Bank also launched a number of Retail Loan campaigns during the  year 
to augment its Retail Loan Book with a special focus on Home Loans and  Car 
Loans.  Your  Bank  opened nine City Sales Offices one  each  at  Haldwani, 
Raebarely,  Faizabad,  Raipur, Bhopal, Indore ,  Bengaluru,  Ghaziabad  and 
Rajkot. Going by the solid success of this lending model, three new  Retail 
Loan factories were opened at Haldwani, Dehradun and Nasik by your Bank  in 
FY12.

Understanding  the  need  to redesign business  strategies  to  incorporate 
specific plans to promote financial inclusion of low income group, treating 
it both as business opportunity as well as corporate social responsibility, 
your Bank made use of available resources including technology and business 
expertise  and  took  concrete steps to promote  the  causes  of  Financial 
Inclusion  during the year under review. The Financial Inclusion (FI)  data 
and transactions were integrated to the CBS through an FI Server/Gateway of 
the service provider, kept in the Data Centre of the Bank. Your Bank issued 
Smart  Cards  to  customers  after uploading  their  accounts  in  CBS  and 
effecting KYC verification by the link branches.

Your  Bank  tied-up with National Institute of  Rural  Development  (NIRD), 
Hyderabad  for  designing and conducting special training program  for  its 
officers on FI. For increasing the pace of FI, your Bank introduced  Mobile 
Banking vans, having connectivity to CBS through CDMA technology. Five such 
Vans  (1  in  Gujarat, 2 in UP, 1 in Bihar and 1 in  Goa)  have  been  made 
operational, which are covering 41 villages. Your Bank has already  covered 
100.0% villages allotted to it under the FI project. More than 7.61 lakh FI 
accounts were opened in these villages as against the target of 7.10 lakh.

To ensure adequate contribution of the Bank in meeting farmers` demand  for 
agricultural  credit  and other financial needs of rural India,  your  Bank 
designed  various  products and business strategies during the  year  under 
Rural  and  Agriculture lending. It identified 450 Thrust  Branches  across 
India  to enhance Agriculture lending. As many as 22 area specific  schemes 
were formulated to increase agricultural lending.

During  FY12,  your Bank opened ten more Baroda  Swarojgar  Vikas  Sansthan 
(BSVS),  the institutes for training the youth and imparting knowledge  and 
skills  required for taking up self-employment ventures, taking  the  total 
number of BSVS to 46. Thus, each of the Bank`s Lead Districts has now a  R-
SETI as per the government guidelines. Moreover, Ajmer BSVS centre has been 
exclusively  developed for women entrepreneurs. During FY12,  42,786  youth 
beneficiaries  were  trained  out of which 25,791  have  established  self-
employment  ventures.  Out of the total 1,22,228 beneficiaries  trained  by 
these  centers  so  far,  75,050 have  established  their  self  employment 
ventures.  Your Bank opened 21 new Financial Literacy &  Credit  Counseling 
Centres  (FLCC)  christened  as "SARATHEE" during the  year  under  review, 
taking the total number of FLCCs to 39 as on 31st March 2012.

The  Micro, Small and Medium Enterprises (MSME) segment is a key source  of 
economic  growth  and employment in India as in other parts of  the  world. 
Your  Bank  took several initiatives under MSME Business  during  the  year 
under  review.  It  opened ten New SME Loan Factories  and  eight  New  SME 
Specialized  Branches  during  FY12. Also, your Bank  introduced  five  new 
customer-centric  area specific products to suit the local  cluster  needs. 
Bank  introduced  a  new  asset  side  product  named  as  "Baroda  Channel 
Financing" on a pilot basis.

Your Bank sponsored workshop on "Management Skills to Source Financing  and 
Management  of Technology by SMEs" for entrepreneurs arranged by All  India 
Management Association (AIMA) at Hyderabad, Ahmedabad and Jaipur. Your Bank 
even introduced "Baroda Entrepreneur Awards" for Micro & Small enterprises.

Additionally,  your  Bank released a Booklet named as "Practical  guide  to 
Becoming An Entrepreneur", inter alia, giving information on the Bank`s SME 
products  and "Frequently Asked Questions" on Credit Guarantee  Fund  Trust 
For  Micro And Small Enterprises (CGTMSE) scheme. Your Bank also  signed  a 
MoU  with four different Credit Rating Agencies during FY12 for  rating  of 
SME accounts.

Business and Financial Achievements in FY12:

As described earlier, your Bank delivered another cheery performance during 
FY12  despite difficult economic environment. As in the past  three  years, 
your  Bank`s  performance on the business front was comfortably  above  the 
banking industry`s average performance.

Your  Bank`s Global Business touched the mark of Rs 6,72,248 crore in  FY12 
posting  a growth of 25.9% (y-o-y). In its Indian operations, its  Deposits 
and  Advances  increased healthily by 20.1% and 19.3%,  respectively.  Your 
Bank`s   Domestic  Low-cost  or  CASA  deposits  grew  by   15.9%   (y-o-y) 
notwithstanding  higher interest rates on retail term deposits  and  formed 
33.2% share of the total Domestic Deposits in FY12.

Your  Bank`s Priority Sector Credit too recorded a decent growth  of  19.5% 
during  FY12  and  formed 43.37% of its Adjusted Net  Bank  Credit  (ANBC), 
comfortably surpassing the mandatory requirement of 40.0%. Your Bank posted 
a growth of 26.1% in its SME credit, 18.4% in Farm credit, 24.9% in  Direct 
Agriculture  credit and 10.0% in Retail credit reflecting  a  well-balanced 
growth across different sectors in tune with opportunities available within 
the system.

During FY12, the Total Business of your Bank`s Overseas branches registered 
a  robust  growth of 44.6%. In Overseas Operations,  your  Bank`s  Customer 
Deposits increased healthily by 40.4%, Total Deposits by 45.2% and Advances 
by 43.9%. Supported by steady and better than industry average spreads  and 
a  good  pool  of fee-based income, your Bank`s Gross  Profit  in  Overseas 
operations posted a healthy growth of 48.5%.

It may be noted that your Bank`s Overseas Business contributed 28.3% to its 
Global Business, 20.7% to Gross Profits and 34.0% to Core Fee-based Income. 
Besides, the Total Assets of the Bank`s Overseas Operations increased  from 
Rs  91,273 crore to Rs 1,28,398 crore registering a growth of 40.7%  during 
the year FY12.

For  the Bank as a whole, Gross Profits recorded a healthy growth of  23.6% 
to  Rs 8,630.37 crore. Despite increased provisions, a stable  momentum  in 
Net  Interest  Income (NII), a good traction in non-interest income  and  a 
controlled  growth of operating expenses raised your Bank`s Net  Profit  in 
FY12  by  a  rich 18.0% (y-o-y) to Rs 5,007 crore, much  above  the  street 
expectations. While, NII increased by 17.2% (y-o-y), Other Income (or  Non-
Interest  Income)  grew by 21.8% (y-o-y), primarily  driven  by  impressive 
treasury gains and strong recovery from the written off accounts.

Despite an ongoing cyclical downturn, your Bank maintained one of the  best 
asset  qualities in the banking arena by the end of FY12. In line with  its 
past record, your Bank succeeded in restricting its Gross NPAs to 1.53% and 
Net  NPAs  to  0.54%  during FY12. The  Bank`s  Loan  Loss  Coverage  Ratio 
(including technical write-offs) too stood at the pristine level of  80.05% 
as on 31st March 2012.

In  the  domain  of shareholders` return and liquidity  ratios,  your  Bank 
delivered better than its market guidance and maintained Return on  Average 
Assets (ROAA) at 1.24%, Earnings per Share (EPS) at Rs 127.84 and the  Book 
Value  per Share (BVPS) at Rs 637.37. Furthermore, your Bank`s  Cost-Income 
ratio sharply declined from the previous year`s level of 39.87% to  37.55%, 
reflecting  its  consistently  improving earnings  profile  and  a  prudent 
control  over operating expenses. Your Bank`s Capital Adequacy Ratio  under 
Basel-II  reached  a  sound level of 14.67%  comprising  10.83%  as  Tier-I 
capital  ratio  as  on 31st March 2012 - again one of the  highest  in  the 
state-owned banking segment.

Looking Forward:

While India`s growth remains relatively high in the global context, various 
factors,  including  the  unsettled  global  outlook  and  domestic  policy 
concerns,  have  weighed on investment. Inflation  has  started  moderating 
primarily  on  account  of a favourable statistical base giving  way  to  a 
modest decline in lending rates. Growth for FY13 is projected between  7.0% 
and  7.3%  by  various noted agencies, while risks from  slow  progress  on 
policy  front, high & volatile inflation and the global situation -  remain 
on the downside.

While  your  Bank`s overall business strategy during FY13  will  evolve  in 
response  to  the  emerging macroeconomic  environment,  your  Bank`s  well 
capitalized balance-sheet and robust business model would, no doubt, enable 
it to sustain its consistent performance in the coming years also.

During  FY13,  your Bank will continue to expand its market share  in  both 
deposits  and advances by exploiting its geographic & strategic  advantages 
and capital strength. As in the past, your Bank will focus on maintaining a 
high  growth  in  domestic CASA deposits. Your Bank  will  leave  no  stone 
unturned in maintaining its asset quality in terms of low NPA ratios.  Your 
Bank`s  policy of maintaining healthy Provision Coverage Ratio  year  after 
year  will  certainly  help it face any  adverse  economic  situation  with 
strength.

It  may  be  noted that for maintaining and  further  improving  the  asset 
quality  of the credit portfolio, your Bank has put in place  an  effective 
mechanism for ensuring expeditious review of accounts, compliance of  terms 
and  conditions  and up-gradation in credit ratings in high  value  advance 
accounts.

Aided  by  its  sustained high profitability, your Bank  will  continue  to 
maintain sufficiently high CRAR and Tier 1 ratios in the coming years also. 
As  your  Bank  has been maintaining healthy Capital  Adequacy  Ratio  with 
common  equity  constituting around 93% of Tier I Capital as at  end  March 
2012, its transition to Basel III regime would be extremely smooth.

Human Resource strategies have been a key component of your Bank`s  overall 
efforts  for business transformation. Your Bank is already endowed  with  a 
competent  and  highly  motivated employee base, yet it  has  initiated  an 
innovative  resourcing  channel with Manipal Global Education  Services.  A 
newly  set  up  Baroda Manipal School of Banking  is  expected  to  provide 
trained  officers to your Bank, who shall be deployed against its  specific 
requirements.

During  FY12,  your  Bank  took several steps to  revamp  its  existing  HR 
processes,  structures and policies in order to support its  technology-led 
business transformation.

A  focused  HR transformation project - ``SPARSH" has  been  introduced  to 
achieve  this goal. Various initiatives taken by your Bank such  as  Talent 
Management,  Succession  Planning, Creating a Scientific Staffing  Model  & 
Manpower  Planning,  Development  &  Capability  Building  and  Performance 
Management  will  produce substantial results going forward  enabling  your 
Bank to successfully address tough business challenges.

Today,  the major differentiator amongst the banking service  providers  is 
the quality of customer service. Your Bank enjoys the patronage of over  45 
million  global  customers.  Your Bank is  committed  and  focused  towards 
providing excellent Customer Service through all delivery channels and  has 
been  making  continuous  efforts for enhancing  the  level  of  customers` 
satisfaction by leveraging technology to provide e-products and alternative 
delivery channels best suited to the diverse needs of different  customers. 
The varied interests and expectations of customers will be taken care of by 
further improving upon the various processes and procedures.

Bank`s Corporate Goals and Strategy:

Your  Bank  has articulated "Business Growth through  Higher  Productivity, 
Efficiency and Profitability" as the motto for the year FY13.

During  the  year FY12, your Bank introduced its Brand in Sonic  Medium  by 
launching  a "Signature Tune" on the occasion of its Bank`s Foundation  Day 
on  20th July, 2011. The prime purpose was to highlight the spirit  of  the 
Bank  as a vibrant and energetic organization complementing the Logo.  Your 
Bank will draw its mileage in positioning it strongly in the global market.

Your  Bank`s  Project  Navnirmaan  has  various  components  covering  both 
Business  Process Re-engineering and Organization Re-structuring, aimed  at 
transforming  the  Bank`s branches into sales and service  centres  through 
sustained  centralization.  This is expected to make  achieve  sound  sales 
growth, superior customer experience and alternate channel migration.  Your 
Bank has plans to convert all its metro and urban branches into  BarodaNext 
(i.e.  a branch where BPR is rolled out) within a stipulated timeline.  The 
initial impact of BarodaNext migration has been found to be rewarding  both 
in  terms of increased customer satisfaction and CASA growth.  Creation  of 
automated  and  lean Back Offices like City Back Office and  Regional  Back 
Office  on  a  wider  scale  will  certainly  improve  the  efficiency  and 
productivity  of  the  Bank`s  human  resources.  Your  Bank  has   already 
established  two Contact Centres (i.e., Call Centres) one each  at  Lucknow 
and Baroda.

To sustain sales growth, a new Sales Operating Model has been rolled out in 
certain identified branches of your Bank.

Your  Bank  has started opening Mid-corporate branches  to  ensure  focused 
credit dispensation to this specific segment of wholesale business. Further 
centralization  initiatives  are going to be piloted soon to  enable  these 
branches to become a "Sales-cum Service Outlet".

Your  Bank`s  consistent  and stable performance across  all  business  and 
financial parameters and superior leadership has earned it the approval  of 
various national and international organizations during FY12.

Amongst  several awards, in particular, your Bank has received  the  awards 
like  Best Public Sector Bank (PSB) by CNBC-TV18 & MCX; the Golden  Peacock 
Award for Excellence in Corporate Governance by the Institute of  Directors 
& World Forum for Corporate Governance in London; the Dainik Bhaskar  India 
Pride  Award  for  2011;  the  Most  Efficient  Bank  in  Kenya;  the  Best 
Initiatives  in  Inclusive  Banking  -  FIBC  Banking  Award;  the  Dun   & 
Bradstreet`s  Leading  PSB in "Global Business Development  Category",  the 
National  Award for Performance under the SME Business; the Award for  Best 
Utilisation  of Intellectual Resources; the Best Growing Large Bank by  the 
Business  World-PWC;  the Business Leadership Award by NDTV-  Best  PSB  in 
2011;  the Award for Excellence in Financial Reporting by the ICAI  in  PSB 
category;  the Fastest Growing Large Bank by Business World-PWC;  the  UTV-
Bloomberg  Financial  Leadership  Award and the  FM  Stars  Industry  Brand 
Leadership Award.

Furthermore,  your Bank`s Brand Ranking increased by 47 notches in  just  a 
year`s  time  in the Top 500 Banking Brands by The  Banker,  London  during 
FY12.

Your Bank wishes to protect its superior performance in the year FY13  also 
to earn awards for exceptional performance. So, it will try to maintain its 
position  in  terms of sound financial health, service  excellence,  strong 
corporate  governance, desirability as an employer and solid  contributions 
to national development.

In all its core businesses, your Bank has put strategies in place that seek 
both  to  address  near-term  challenges  and  to  seize  opportunities  to 
strengthen its platform for the future.

In this exciting journey of your Bank, I solicit your continued support and 
patronage.

M. D. Mallya
Chairman & Managing Director
 
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