BANDHANBNKNSEBandhan Bank LimitedMediumNeutral
Announced Wed, 7 May · 19:24 IST

Bandhan Bank Limited has informed the Exchange about Transcript of the Earnings Call on the Audited Financial Results for the quarter (Q4) and Financial Year ended March 31, 2025.

Mgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bandhan Bank reported FY25 PAT of INR 2,745 crore, up 23% YoY, with RoA at 1.5% and RoE at 11.6%. Q4FY25 PAT came in at INR 318 crore (vs INR 55 crore in Q4FY24) on NII of INR 2,756 crore and operating profit of INR 1,571 crore. Advances grew 10% YoY to INR 1.37 lakh crore, with the secured book rising 32% YoY to 50.5% of the mix, while deposits grew 12% YoY to INR 1.51 lakh crore with retail term deposits up 30%. Asset quality held steady at GNPA 4.7% and NNPA 1.3%, with capital adequacy improving to 18.7% post RBI's February risk weight clarification; the board recommended a dividend of INR 1.50 per share.

Likely market impact

Despite ongoing microfinance sector stress, the bank is steadily improving its secured loan mix and deposit granularity, which should support long-term stability. Management's multi-year roadmap targets 15-17% advances CAGR, RoA of 1.8-1.9%, and credit cost of 1.5-1.6% over 2-3 years, though near-term NIMs may see some pressure from the continued shift toward secured lending.