BANDHANBNKBSEBANDHAN BANK LIMITEDMediumNeutral
Announced Mon, 27 Jul · 19:52 IST

Bandhan Bank Q1FY27 earnings call transcript; cuts ROA guidance to 1.2-1.4%

Mgmt Guided Margin PressureInvestor Communications View source PDF

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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 Q1FY27: Gross advances grew 16% YoY to INR 1.56 lakh cr; deposits INR 1.65 lakh cr (+7% YoY). NIM stable at 6.2%, NII INR 2,921 cr (+6% YoY), PAT INR 502 cr (+35% YoY). GNPA 3.1%, NNPA 0.9%, credit cost fell to 1.8% from 2.0%. CASA ratio 29.4%, CAR 18.2%. Mgmt cut ROA guidance to 1.2-1.4% (from 1.6-1.8%) citing higher funding costs, elevated tech costs and Middle East crisis. Breakup: 30bps NIM hit, 10bps opex hit.

Likely market impact

ROA guidance cut signals margin pressure from rising funding and tech costs. Credit cost improving. Mixed outlook.