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RBI Draft Circular: Limits on Bank Lending to Capital Markets & Corporate Acquisitions

26 Oct 2025 GS 3 Economy
RBI Draft Circular: Limits on Bank Lending to Capital Markets & Corporate Acquisitions Click to view full image

Background

  • The Reserve Bank of India (RBI) issued a draft circular (October 2025) to regulate banks’ exposure to capital markets and acquisition financing.

  • Aim: To prevent concentration risk, ensure financial stability, and maintain prudential lending norms after recent relaxations.

Key Highlights

1. Exposure Caps

  • Direct exposure to capital markets + acquisition finance:
    ➤ Capped at 20% of Tier 1 capital.

  • Aggregate capital market exposure (direct + indirect, incl. funds, guarantees, etc.):
    ➤ Capped at 40% of Tier 1 capital.

  • Exposure specifically to acquisition finance:
    ➤ Not to exceed 10% of Tier 1 capital.

2. Definition of Tier 1 Capital

  • Represents the core strength of a bank.

  • Includes:

    • Equity capital

    • Retained earnings

    • Certain loss-absorbing instruments

  • Acts as the first line of defence during financial stress.

3. Acquisition Financing Norms

  • Banks may finance up to 70% of an acquisition deal value.
    ➤ Remaining 30% must be funded by the acquiring company.

  • Lending allowed only to listed entities with:

    • Satisfactory net worth, and

    • Profit record of at least 3 years.

  • Loans must be fully secured by shares of the target company.

4. Recent Policy Relaxations

  • RBI earlier:

    • Allowed banks to fund mergers and acquisitions (M&A).

    • Raised IPO financing limit from ₹2 million → ₹20 million.

    • Permitted unrestricted bank lending against listed debt securities.

5. NBFCs – Revised Risk Weights

  • RBI also proposed revised risk-weight norms for NBFC infrastructure loans.

  • Objective: Reduce capital requirements and promote infrastructure lending.

Objectives of the Move

🔸 Maintain prudential exposure limits for banks.

🔸 Prevent over-leverage in capital markets.

🔸 Encourage responsible financing for corporate acquisitions.

🔸 Strengthen systemic risk management.

🔸 Support domestic M&A activity without destabilizing credit quality.

Tier 1 Capital – Explained

Meaning

  • Tier 1 Capital is the core capital of a bank — the most reliable and permanent source of funds.

  • It represents the bank’s capacity to absorb losses while continuing operations.

  • It forms part of the Basel III capital adequacy framework followed by RBI.

Components of Tier 1 Capital

1. Common Equity Tier 1 (CET1)

This is the highest quality capital and forms the major part of Tier 1.
Includes:

  • Paid-up equity share capital

  • Share premium (reserves)

  • Statutory reserves and retained earnings (profits not distributed as dividends)

  • Other disclosed free reserves

  • Capital reserves representing realized gains

  • Goodwill, intangible assets, and accumulated losses are deducted from Tier 1 capital

💡 Purpose: CET1 provides a permanent buffer that can absorb losses directly.

2. Additional Tier 1 (AT1) Capital

This is perpetual debt-like capital that can also absorb losses when needed.
Includes:

  • Perpetual Non-Cumulative Preference Shares (PNCPS)

  • Perpetual Debt Instruments (PDIs) (e.g., Basel III compliant bonds)

  • These do not have maturity and can be written down or converted to equity in stress situations.

💡 Purpose: Strengthens the bank’s resilience during financial shocks.


Prelims Practice MCQ

Q. Consider the following statements regarding Tier 1 Capital under Basel III norms:

  1. It includes equity share capital and disclosed reserves.

  2. Goodwill and other intangible assets form a part of Tier 1 capital.

  3. It is designed to absorb losses while the bank remains a going concern.

Which of the statements given above are correct?

(a) 1 and 3 only
(b) 2 and 3 only
(c) 1 and 2 only
(d) 1, 2 and 3

Answer: (a)
Explanation:

  • Statement 1 - Correct (core components).

  • Statement 2 - Incorrect (they are deducted, not included).

  • Statement 3 - Correct; Tier 1 capital absorbs losses during ongoing operations.

Q. Consider the following statements regarding the RBI’s recent measures to boost bank lending:

  1. RBI has allowed banks to finance corporate acquisitions, a function previously limited mostly to NBFCs and foreign lenders.

  2. The new framework allows banks to lend up to 70% of the acquisition value.

  3. The acquiring company must fund at least 40% of the deal value from its own sources.

Which of the statements given above is/are correct?

A. 1 and 2 only
B. 2 and 3 only
C. 1 and 3 only
D. 1, 2 and 3

Answer: A. 1 and 2 only

Explanation:

  • The acquiring company must contribute at least 30%, not 40%.

  • Banks may finance up to 70% of the total deal.

  • This policy shift opens new opportunities for domestic banks in the corporate acquisition space.



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