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Core Purpose

Notification by the Department of Economic Affairs, Budget Division announcing the auction for sale/re-issue of three Government Securities (New GS 2026, 7.18% GS 2037, and 7.25% GS 2063) to be conducted by the Reserve Bank of India on 27 October 2023.

Detailed Summary

Ministry of Finance, Department of Economic Affairs (Budget Division) notification F. No. 4(3)-B(W&M)/2023 dated 23 October 2023 notifies the sale (issue/re-issue) of three Government Securities - New GS 2026 (notified amount Rs. 8,000 crore, maturing 30 October 2026), 7.18% GS 2037 (Rs. 10,000 crore, maturing 24 July 2037) and 7.25% GS 2063 (Rs. 12,000 crore, maturing 12 June 2063) - with the Government of India retaining an option for additional subscription of up to Rs. 2,000 crore per security; the auction, governed by the General Notification F.No.4(2)-W&M/2018 dated 27 March 2018, will be conducted by the Reserve Bank of India, Mumbai Office on 27 October 2023 via the E-Kuber electronic bidding system (non-competitive bids 10:30-11:00 a.m., competitive bids 10:30-11:30 a.m.), with payment by successful bidders due 30 October 2023; up to 5% of the notified amount is reserved for allotment to eligible individuals and institutions under the annexed Scheme for Non-Competitive Bidding Facility; signed by Ashish Vachhani, Additional Secretary, by order of the President of India.

Full Text

EXTRAORDINARY PART I —Section 1 PUBLISHED BY AUTHORITY No. 273] NEW DELHI, MON DAY, OCTOBER 23, 2023/KARTIKA 1, 194 5 CG-DL-E-23102023-249648 MINISTRY OF FINANCE (Department of Economic Affairs ) (BUDGET DIVISION ) NOTIFICATION New Delhi, the 23rd Octo ber, 2023 Auction for Sale ( Issue/ re-issue) of Government Secur ity (GS) F. No. 4(3)-B(W&M)/202 3.—Government of India (GoI) hereby notifies sale ( Issue / re-issue ) of the following Government Securities GoI will have the option to re tain additional subscription up to ₹ 2,000 crore against each security mentioned above. The sale will be subject to the terms and conditions spelt out in this notification (called ‘Specific Notification’). The Securities will be sold through Reserve Bank o f India, Mumbai Office, Fort, Mumbai - 400 001 as per the terms and conditions specified in the General Notification F.No.4(2) –W&M/2018, dated March 27, 2018 issued by Government of India. Allotment to Non -competitive Bidders 2. The Government Security up t o 5% of the notified amount of the sale will be allotted to eligible individuals and institutions as per the enclosed Scheme for Non -competitive Bidding Facility in the Auctions of Government Securities ( Annex ). Place and date of auction 3. The auction wi ll be conducted by Reserve Bank of India, Mumbai Office, Fort, Mumbai -400 001 on Octo ber 27, 2023 . Bids for the auction should be submitted in electronic format on the Reserve Bank of India Core Banking Solution (E -Kuber) system on Octo ber 27, 2023 . The no n-competitive bids should be submitted between 10:30 a.m. and 11 :00 a.m. and the competitive bids should be submitted between 10:30 a.m. and 11 :30 a.m. When Issued Trading 4. The Securities will be eligible for “When Issued” trading in accordance with the guidelines issued by the Reserve Bank of India. Date of issue and payment for the security 5. The result of the auction shall be placed by the Reserve Bank of India on its website (www.rbi.org.in) on Octo ber 27, 2023 .The payment by successful bidders wil l be on Octo ber 30, 2023 i.e. the date of issue / re-issue . The payment for the securities will include accrued interest on the nominal value of the Securities allotted in the auction from the date of original issue / last coupon payment date to the date up to which accrued interest is due as mentioned in the table in para 6. Payment of Interest and Re -payment of security 6. Interest will accrue on the nominal value of the Securities from the date of original issue / last coupon payment and will be paid half yearly . The Securities will be repaid at par on date of maturity. Name of the Security Coupon rate (%) Date of Last Coupon payment Date up to which accrued interest is due Date of Coupon payments (month / date) New GS 2026 Yield based* New Security New Security Apr 30 and Oct 30 7.18% GS 203 7 7.18 New Security Oct 29, 2023 Jan 24 and Jul 24 7.25% GS 206 3 7.25 New Security Oct 29, 2023 Dec 12 and Jun 12 *The coupon rate for the security will be set at the cut -off yield to maturity rate decided in t he auction. The interest will be payable half -yearly. By Order of the President of India , ASHISH VACHHANI, Addl. Secy. Annex Scheme for Non -competitive Bidding Facility in the Auction of Government of India Dated Securities and Treasury Bills I. Scope : With a view to encouraging wider participation and retail holding of Government securities, retail investo rs are allowed participation on “non -competitive” basis in select auctions of dated Government of India (GoI) securities and Treasury Bills. Name of the Security Date of Original Issue Tenure (yy-mm-dd) Date of Maturity Base Method Notified Amount (in ₹ Crore) New GS 2026 Oct 30, 2023 03-00-00 Oct 30, 2026 Yield Uniform 8,000 7.18% GS 203 7 July 24, 2023 14-00-00 July 24, 2037 Price Uniform 10,000 7.25% GS 206 3 June 12, 202 3 40-00-00 June 12 , 2063 Price Multiple 12,000 II. Definitions : For the purpose of this scheme, the terms shall bear the meaning assigned to them as under: a. Retail i nvestor is any person, including individuals, firms, companies, corporate bodies, institutions, provident funds, trusts, and any other entity as may be prescribed by RBI. b. ‘Aggregator/Facilitator’ means a Scheduled Bank or Primary Dealer or Specified Stock Exchange or any other entity approved by RBI, permitted to aggregate the bids received from the investors and submit a single bid in the non -competitive segment of the primary auction. c. ‘Specified stock exchange’ means SEBI recognized Stock Exchange, which have received No Objection Certificate (NOC) from SEBI to act as aggregator/facilitator in the primary auction segment. d. ‘Eligible Provident Funds’ are those non -government provident funds governed by the Provident Funds Act, 1925 whose investment pattern i s decided by the Government of India. III. Eligibility : a. Participation on a non -competitive basis in the auctions will be open to a retail investor who: 1. Does not maintain current account (CA) or subsidiary General Ledger (SGL) account with the Reserve Bank of India; and 2. Submits the bid indirectly through an Aggregator/Facilitator permitted under the scheme; or 3. Maintains the ‘Retail Direct Gilt Account’ (RDG Account) with RBI Exceptions : a. Regional Rural Banks (RRBs) and Cooperative Banks: i. Regional Rural Banks (R RBs) and Cooperative Banks shall be covered under this Scheme only in the auctions of dated securities in view of their statutory obligations. ii. Since these banks maintain SGL account and current account with the Reserve Bank of India, they shall be eligible to submit their non -competitive bids directly. b. State Governments, eligible provident funds and Others: i. State Governments, eligible provident funds in India, the Nepal Rashtra Bank, Royal Monetary Authority of Bhutan and any Person or Institution, specifie d by the Bank, with the approval of Government, shall be covered under this scheme only in the auctions of Treasury Bills. ii. These bids will be outside the notified amount. iii. There will not be any restriction on the maximum amount of bid for these entities. IV. Quantum : Allocation of non -competitive bids from retail investors will be restricted to a maximum of five percent of the aggregate nominal amount of the issue within the notified amount as specified by the Government of India, or any other percentage determ ined by Reserve Bank of India. V. Amount of Bid : a. The minimum amount for bidding will be ₹10,000 (face value) and therefore in multiples in ₹10,000 as hitherto. b. In the auctions of GoI dated securities, the retail investors can make a single bid for an amount not more than Rupees Two crore (face value) per security per auction. VI. Other Operational Guidelines : a. The retail investor desirous of participating in the auction under the Scheme would be required to maintain a depository account with any of the depo sitories or a gilt accoun5 under the constituent subsidiary general ledger (CSGL) account of Aggregator/Facilitator or ‘Retail Direct Gilt Account’ (RDG Account) with RBI. b. Under the Scheme, an investor can make only a single bid in an auction. An undertak ing to the effect that the investor is making only a single bid will have to obtained and kept on record by the Aggregator/Facilitator. Submission of Bids: c. Each Aggregator/Facilitator on the basis of firm orders received from their constituents with submi t a single consolidated non -competitive bid on behalf of all its constituents in electronic format on the Reserve Bank of India Core Banking Solution (E -Kuber) system. Except in extraordinary circumstances such as general failure of the Reserve Bank of Ind ia Core Banking Solution (E -Kuber) system, non - competitive bid in physical form will not be accepted. Allotment of Bids: d. Allotment under the non -competitive segment to the Aggregator/Facilitator will be at the weighted average rate of yield/price that wi ll emerge in the auction on the basis of the competitive bidding. The securities will be issued to the Aggregator/Facilitator against payment on the date of issue irrespective of whether they have received payment from their clients. e. In case the aggregate amount of bid is more than the reserved amount (5% of notified amount), pro rata allotment would be made. In case of partial allotments, it will be the responsibility of the Aggregator/Facilitator to appropriately allocate securities to their clients in a transparent manner. f. In case the aggregate amount of bids is less than the reserved amount, the shortfall will be taken to competitive portion. Issue of Security: g. Security would be issued only in SGL form by RBI. The Aggregator/Facilitator has to clearly indicate at the time of tendering the non -competitive bids the amounts (face value) to be credited to their main SGL or CSGL account. h. Delivery in physical form from the Main SGL account is permissible at the instance of the investor subsequently. i. It wil l be the responsibility of the Aggregator/Facilitator to pass on the securities to their clients. Except in extraordinary circumstances, the transfer of securities to the client should b completed within five working days from the date of issue. Commissio n/Brokerage charged to Clients: j. The Aggregator/Facilitator can recover up to six paise per ` 100 as brokerage/commission/service charges for rendering this service to their clients. Such costs may be built into the sale price or recovered separately from t he clients. k. In case, the securities are transferred subsequent to the issue date of the security, the consideration amount payable by the client to the Aggregator/Facilitator will include accrued interest from the date of issue. l. Modalities for obtaining payment from clients towards cost of the securities, accrued interest, wherever applicable, and brokerage/commission/service charges may be worked out by the Aggregator/Facilitator as per agreement with the client. m. It may be noted that no other costs, suc h as funding costs, should be built into the price or recovered from the client. VII. Reporting Requirements : Aggregators/Facilitators will be required to furnish information relating to operations under the Scheme to the Reserve Bank of India (Bank) as may be called for from time to time within the time frame prescribed by the Bank. VIII. The aforesaid guidelines are subject to review by the Bank and accordingly, if and when considered necessary, the Scheme will be modified. Uploaded by Dte. of Printing at Government of India Press, Ring Road, Mayapuri, New Delhi -110064 and Published by the Controller of Publications, Delhi -110054.

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