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Bad Loans, NPAs and the IBC

Big IBC Cases: Essar Steel, Bhushan and Jet Airways

Large cases such as Essar Steel and Bhushan Steel were resolved through takeovers, while Jet Airways ended in liquidation.

How major cases turned out.

Steel

Bhushan Steel was bought by Tata Steel, Essar Steel by ArcelorMittal, and Bhushan Power by JSW.

Haircuts

Lenders took large losses on many of them, but recovered a portion.

Jet Airways

A consortium won the bid in 2021 but the plan failed, and the Supreme Court ordered liquidation in 2024.

Lesson

Speed matters, since assets lose value while cases drag on.

A takeover

A steelmaker buys a bankrupt rival and restarts production.

Believing every case ends well

Some fail.

Key takeaways
  • Steel cases were resolved by takeovers.
  • Haircuts were large.
  • Jet Airways was liquidated.
  • Delays destroy value.
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