KARURVYSYABSEKarur Vysya Bank LtdMediumNeutral
Announced Tue, 12 May · 16:57 IST

Karur Vysya Bank Ltd has informed BSE regarding "Transcript of the Conference Call held with respect to the Audited Financial Results of the Bank for the quarter and year ended March 31, 2026".

Mgmt Guided Margin PressureInvestor Communications View source PDF

KARURVYSYA · price

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Price reaction · full curve 14 horizons · vs prior close
+2.3%1-day move
₹283.45
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₹283.20
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After-mkt
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AI summary

Karur Vysya Bank reported record full-year net profit of INR 2,500 crores (up 29% YoY) with operating profit of INR 4,075 crores (up 27%). Total business grew 15% to INR 2,14,420 crores, with advances at INR 98,754 crores (17% growth) and deposits at INR 1,15,666 crores (13% growth). RAM verticals constituted 86% of the loan book, with gold loans at 30% of total advances. NIM for FY '26 came in at 3.97% (above the guided 3.9%-3.95%), with Q4 NIM at 4.25% supported by a 9 bps reduction in cost of funds and repricing benefits. Asset quality remained robust with GNPA at 0.75% and net NPA at 0.19%. The bank took a one-time prudential provision of INR 163 crores covering sectors like textiles, ceramics, fertilizers, and chemicals due to geopolitical uncertainty. For FY '27, NIM guidance is 3.75%-3.8%, credit growth 1-2% above industry, ROA 1.7%-1.8%, and GNPA below 1.5%. The bank plans to open 50 branches and expects CASA growth to continue with a focus on transaction banking and institutional deposits.

Likely market impact

Strong full-year results with record profitability, but management has guided for margin compression in FY '27 as deposit costs rise and competitive pressure on loan yields intensifies. The bank is prioritizing relationship retention over margin preservation, which may weigh on near-term NIMs despite a healthy asset quality outlook.