UNIONBANKNSEUnion Bank of India· BanksMediumNeutral
Announced Wed, 29 Apr · 19:43 IST

Union Bank of India has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

UNIONBANK · price

Loading chart…

▲ 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
-1.9%1-day move
₹167.18
prior close
₹165.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1-0.4-0.4-0.2-1.9-2.0+1.1+0.1-0.4-2.7-3.5-2.4+3.2
Up moveDown movePending
AI summary

Union Bank of India reported a net profit of ₹18,697 crores for FY26 with Q4 profit exceeding ₹5,300 crores. The bank achieved 9.74% Y-o-Y growth in gross advances and 2.72% deposit growth (or ~9% when including ₹46,000 crores of alternative funding). Asset quality improved significantly with gross NPA reduced by 78 bps to 2.82% and net NPA at 0.48%. The board recommended a dividend of ₹5 per share (50% payout). CASA ratio improved from 32.51% to 35.21%, while the bank shed bulk deposits worth ~₹70,000 crores by shifting to retail deposits. CRAR stands at 18.10% with CET1 at 15.69%. Management maintained an additional prudent provision of ₹700 crores separately without impacting profit or capital. The bank also settled the Sterling Biotech account during Q4, booking recovery income of ₹658 crores.

Likely market impact

The bank's strong profitability, improving asset quality, and strategic shift toward CASA and retail deposits indicate a healthier balance sheet. However, NIM compression from 2.91% to 2.64% remains a concern. Management's 13-14% credit growth target for FY27 with focus on quality suggests continued expansion but with caution on margins.