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Government Says No PSB Mergers and No FDI Hike as State-Run Bank Stocks Slide

The formal replies in Parliament keep policy unchanged despite unconfirmed reports of a FY27 consolidation blueprint.

Overview

  • Pankaj Chaudhary told the Lok Sabha there is no proposal under consideration to merge or consolidate public sector banks.
  • The minister also said there is no plan to raise the foreign direct investment ceiling in PSBs from 20% to 49%.
  • PSU bank shares fell on Wednesday after the clarification, with Indian Bank down about 5% and PNB losing over 3%, while several peers declined 1–2%.
  • The government reiterated existing rules, noting PSBs have a 20% FDI cap, private banks allow up to 74%, and any holding of 5% or more in a bank requires prior RBI approval.
  • The strategic disinvestment of IDBI Bank continues under the 2021 CCEA approval, with 60.72% on offer from the Centre and LIC alongside a transfer of management control.