Rs 3.2 lakh crore: The hidden treasure the govt can tap into if it cuts stakes in PSUs

The government could garner Rs 3.2 lakh crore as disinvestment receipts (excluding LIC) if it decides to cut down its stakes in all public sector enterprises, public sector banks and other financial institutions to 51 per cent

BT Magazine’s The Point:
Potential for disinvestment

While the government announces its disinvestment target during the Budget presentation every year, it has achieved the target just once in the past five years. As per the Economic Survey 2022-23, Rs 4.07 lakh crore is the total amount realised by the government from disinvestments between FY15 and FY23 (as of Jan 18, 2023)

Disinvestment target
in previous years

The number of listed companies, excluding LIC, in which the Government of India holds over 51 per cent stake stood at 68, as of December 31, 2022

Over 51% stake of govt
in 68 companies 

HAL, Coal India and ONGC are among the top 10 companies that can add Rs 1 lakh crore to the exchequer if the central government were to reduce its stake to 51 per cent

Windows of Opportunity

More than 30 per cent stake dilution is possible in ten non-financial PSUs. However, that would only fetch Rs 23,500 crore due to the low market cap of firms such as HMT, KIOCL, Scooters India and more

Maximum Cushion 

SBI, Indian Overseas Bank, Union Bank, UCO Bank and Punjab National Bank are the top 5 lenders that can help the government collect revenues of around Rs 90,000 crore through divestment if the government cuts its stake to 51 per cent in PSUs

Squeezing the Piggy Banks

The government has garnered over Rs 31,000 crore so far from stake sales in 2022-23, and a bulk of it came from LIC’s Initial Public Offering (IPO)

LIC to the Rescue

If Public Sector Banks are divested, the banking sector can contribute the highest amount to the government’s coffers

Locked Potential

The government is likely to miss the revised divestment target for FY23

Off Target

Read Business Today magazine’s latest issue - On Stands Now!

Magazine story by: Rahul Oberoi
& Prince Tyagi
Graphics by: Raj Verma