KARURVYSYANSEKarur Vysya Bank Limited· BanksMediumNeutral
Announced Tue, 12 May · 16:14 IST

Karur Vysya Bank Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureInvestor Communications View source PDF

KARURVYSYA · 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 14 horizons · vs prior close
+2.3%1-day move
₹283.45
prior close
₹283.20
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.4-1.9-1.9-1.7+2.3+5.8+3.2+3.6+1.1+1.7+0.2+2.2+8.5
Up moveDown movePending
AI summary

Karur Vysya Bank reported its highest-ever annual net profit of INR 2,500 crores (29% YoY growth) and ROA of 1.93% for FY26. Total business crossed INR 2.14 lakh crore with 15% growth. Advances grew 17% to INR 98,754 crore while deposits rose 13% to INR 1,15,666 crore. NIM for the full year was 3.97% (vs initial guidance of 3.7%-3.75%), with Q4 NIM at 4.25%. Asset quality remained strong with Gross NPA at 0.75% and Net NPA at 0.19%. The bank declared 130% dividend. For FY27, management guided for NIM of 3.75%-3.8%, ROA of 1.7%-1.8%, and credit growth of 1-2% above industry. One-time prudential provisions of INR 163 crore were taken for sectors like textiles, ceramics, fertilizers and chemicals exposed to geopolitical risks.

Likely market impact

While FY26 results were strong and beat guidance, the FY27 NIM guidance of 3.75%-3.8% signals margin compression due to rising deposit costs and competitive pricing pressure from PSU and private banks. Investors should watch for yield pressures and sector-specific asset quality risks in textiles and related segments.