YESBANKNSEYes Bank Limited· BanksHighNeutral
Announced Sat, 18 Apr · 14:05 IST

YES Bank Limited has informed the Exchange regarding a press release dated April 18, 2026, titled "Press Release and Investor Presentation on the Financial Results for the Quarter (Q4) and year ended on March 31, 2026".

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

YESBANK · price

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Price reaction · full curve 14 horizons · vs prior close
-3.1%1-day move
₹20.41
prior close
₹20.64
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AI summary

Yes Bank reported its highest-ever quarterly profit since reconstruction, with Q4FY26 net profit of INR 1,068 Crs, up 44.7% year-on-year and 12.3% quarter-on-quarter. Full-year FY26 net profit stood at INR 3,476 Crs, up 44.5% YoY. Net Interest Margin improved 20 basis points YoY to 2.7% in Q4, aided by a 60 bps drop in cost of deposits. The bank crossed key milestones — total deposits at INR 3.19 lakh Crs (up 12.1% YoY) and CASA deposits surpassing INR 1 lakh Crs. Asset quality strengthened with GNPA at 1.3% (lowest since FY20) and NNPA at 0.2%. Cost-to-income ratio improved to 63% in Q4 from 67.3% a year ago. CET-1 ratio remained comfortable at 13.8% and SMBC became the largest shareholder with a 24.9% stake.

Likely market impact

Strong all-round performance with record profitability, improving margins, and better asset quality is likely to be viewed positively by investors. The CASA milestone and falling cost of deposits support future margin expansion, while SMBC's increased stake reinforces institutional confidence.