New IL&FS Management Committee Identifies 25 Assets for Sale; to Raise Rs30,000 crore; Ramesh Bawa Resigns
In a letter to employees today, Mr Hari Shankaran, vice chairman and close associate of founder Ravi Parthasarathy announced a series of measures to deal with the crisis at IL&FS. However, what is clear is that the same management team remains in charge with the exception of Mr Ramesh Bawa who, the letter says has resigned. 
 
  • IL&FS identifies 25 assets for sale. 
  • Expects asset sale to reduce debt by over Rs30,000 crore. 
  • Claims expression of interest in 14 of the 25 identified assets
  • Forms management committee comprising closest associates of founder Ravi Parthasarathy: Mr Hari Sankaran, Mr Arun Saha, Mr Vibhav Kapoor, Mr K Ramchand, Mr Kaushik Modak, Mr RCM Reddy, Mr Ashwani Kumar, Mr Mahesh Babu, Mr Mukund Sapre
  • Mr Ramesh Bawa, head of IL&FS Financial  (IFIN) resigns. Mr Kaushik Modak replaces him as CEO.
 
Insiders say he has been asked to go. Sources say that an anonymous whistleblower’s letter about goings-on in IFIN may have been the primary reason. Here is what Mr Hari Shankaran wrote to employees:
 
At the very outset, I want to thank each and everyone of you for waking up in the morning, reading the newspaper over a cup of tea or coffee, and still coming to Office !. Yesterday, I had an opportunity to speak to IFIN folks in an impromptu town hall and today with Nalanda. It is important that we all meet as often as we can to share concerns and focus on the key issues
 
You will recall that some 25 assets have been identified for sale. Together, sale of these assets will result in a reduction in our debt of over Rs30,000 crores. In a remarkable sign of confidence, 14 of the 25 assets have received expressions of interest with offers around our expected benchmark of valuation
 
Given the scale of efforts being made, we need to expand the Group Management Board and make it more inclusive. Accordingly, I am pleased to announce that the Board concurred with the induction of the following individuals to form Group Management Board will now comprise of:
 
Mr Hari Sankaran
Mr Arun Saha
Mr Vibhav Kapoor
Mr K Ramchand
Mr Kaushik Modak
Mr RCM Reddy
Mr Ashwani Kumar
Mr Mahesh Babu
Mr Mukund Sapre
 
Please join me in congratulating them and wishing them all the very best
 
Mr Ramesh Bawa has requested to be relieved of his responsibilities. In a Meeting of the IFIN Board, his resignation was accepted. The Board noted that Mr Bawa had joined IL&FS in the mid nineties and had worked hard and selflessly for the Group. He has kindly consented to be available to provide continuity in closing out on initiatives that are at an advance stage of closure
 
Mr Kaushik Modak will assume responsibility as CEO of IFIN, and will lead the implementation of the new business model which our colleagues in IFIN have been developing over the past 12 months
 
The press have been having a field day in reporting on the IL&FS Group. Please be rest assured that we are working on a comprehensive and integrated plan to restore normalcy across the Group. On September 29, 2018, the IL&FS AGM will vote on increasing IL&FS authorised capital to Rs4,500 crores. This will be the starting point for the implementation of a plan to restore normalcy
 
I will keep you updated on developments as they unfold, but please be assured that we are all aligned to one purpose: the resumption of IL&FS business verticals in the fields of Infrastructure and Financial Services. 
Comments
Ravindran
6 years ago
Is there anyway of punishing the board members who are responsible for reducing the wealth of the retail investors like me; based on the share holding by companies like LIC,SBI, etc. I had bought the shares of IL&FS. But now I had to sell them at a substantial loss. Does SEBI think that it is not in a way responsible? What is the role of rating agencies which downgrade, only after knowing that there will be defaults in a day or two? Who will take action on them?
raghuvirp prabhu
Replied to Ravindran comment 6 years ago
Seems you made a hasty decision to sell your shares in ILFS group. Its obvious that its problem is liquidity due to default by Govt to settle claims within time and not bad quality assets or misuse of funds. You can still buy the shares back at a low price.
Rajendra Ganatra
6 years ago
Hari can't write proper English! All that is empty talk, and he knows it. It's Ahmedabad Mehsana toll road had highly over optimstic traffic estimates. IDFC had reduced the estimates by 21%. Yet the project failed and had to be bailed out with sacrifices by the banks. It's same story with other projects too. Its Cuddalore power project is going the IBC way and may fetch less than half the value, and hit the banks. Other projects are no different and the sale if all will cause major hair cut to banks. I hope the banks take charge of these under IBC which only will give them the best possible value and reduce head-cut! Leaving it to the current bunch will mean more value erosion!

Did this so called professional management with no skin in the game not have short term and long term capital budget? It did have, and has crumbled when it could raise no more debt to service its debt! At this stage the bravado of 25 project sale is a ploy to continue to squeeze the group through fat pay-checks and costly non-pecuniary benefits.

This is a sad story of criminal profligacy by a bunch of so called professionals who have treated the shareholders' and lenders' money as OPM (other people's money) to be splurged. It is a pity that the capital providers' Stockholm Syndrome is absolutely laughable!

I had heard something called DFS. What is it doing?
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