BANDHANBNKNSEBandhan Bank LimitedMediumNeutral
Announced Fri, 18 Jul · 15:47 IST

Bandhan Bank Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

BANDHANBNK · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Bandhan Bank reported weak Q1FY26 results with Profit After Tax falling 65% year-on-year to ₹3.7 billion, though it recovered 17% sequentially from Q4FY25. Net Interest Income declined 7.7% YoY to ₹27.6 billion and Net Interest Margin compressed sharply by 117 bps YoY to 6.4%. Asset quality deteriorated with Gross NPA rising to 5.0% (from 4.2% YoY) and Net NPA at 1.4%, while Credit Cost jumped to 3.5% (up 184 bps YoY). Deposits grew 16.1% YoY to ₹1,546.7 billion but CASA ratio dropped sharply to 27.1% from 33.4% a year ago. The bank continued diversifying away from its core EEB (microfinance) book, with secured book rising to 52.1% of advances and EEB share falling to 39.5%.

Likely market impact

Shareholders face a tough quarter with sharply lower profitability, margin compression, and rising asset quality concerns, although sequential improvement and continued book diversification toward secured lending offer some comfort. The stock may remain under pressure near-term as NIM contraction and elevated credit costs continue to weigh on earnings.