YES Bank has scheduled its conference call with analysts and investors on Saturday, October 18, 2025, at 2:30 pm IST to discuss its Q2 FY26 financial results, which will be released earlier that day. The lender confirmed the details in an exchange filing on Friday, October 10.
The call will feature key executives including MD & CEO Prashant Kumar, Executive Directors Rajan Pental and Manish Jain, CFO Niranjan Banodkar, and Head of Investor Relations and Sustainability Sunil Parnami.
This will be the first investor interaction since Japanese banking major Sumitomo Mitsui Banking Corporation (SMBC) acquired a 24.22 percent stake in YES Bank in September 2025 from multiple shareholders including SBI, HDFC Bank, Federal Bank, Bandhan Bank, and Carlyle’s affiliate CA Basque Investments. SMBC now holds 759.51 crore shares in the lender.
Shares of YES Bank hit a 52-week high of Rs 24.30 on Friday before closing at Rs 24.01, valuing the lender at over Rs 75,000 crore. The stock has gained around 50 percent in the last seven months, rebounding from its 52-week low of Rs 16.02.
Street Expectations
Brokerage houses expect a mixed performance for the September quarter, with steady margins but subdued growth.
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Emkay Global Financial Services expects net interest income (NII) at Rs 2,309.4 crore, up 2.4 percent year-on-year but down 1 percent sequentially, with NIMs stable at 2.4 percent. It projects PPOP at Rs 1,293.8 crore (up 32.7 percent YoY, down 4.7 percent QoQ) and net profit (PAT) at Rs 782.8 crore (up 41.5 percent YoY, down 2.3 percent QoQ). Emkay maintains a ‘sell’ rating with a target price of Rs 17, citing potential retail stress and elevated slippages.
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JM Financial expects NII at Rs 2,339.2 crore, up 6.3 percent YoY but down 1.4 percent QoQ. PPOP is seen at Rs 1,197 crore, up 2.7 percent YoY but down 11.4 percent QoQ, and PAT at Rs 692.6 crore, up 25.2 percent YoY but down 13.5 percent QoQ. The brokerage also has a ‘sell’ rating with a target price of Rs 17.
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Anand Rathi Share & Stock Brokers projects NII at Rs 2,325.1 crore (up 5.7 percent YoY, down 2 percent QoQ), PPOP at Rs 1,371.7 crore (up 40.6 percent YoY, down 1 percent QoQ), and PAT at Rs 798.9 crore (up 44.5 percent YoY, flat QoQ).
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ICICI Securities estimates NII at Rs 2,294.9 crore (up 4.3 percent YoY, down 3.2 percent QoQ) with NIMs at 2.43 percent, PPOP at Rs 1,128.5 crore (up 15.7 percent YoY, down 16.9 percent QoQ), and PAT at Rs 763.9 crore (up 38.1 percent YoY, down 4.6 percent QoQ).
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Analysts expect earnings support from recoveries via asset reconstruction channels, even as retail loan stress may weigh on growth and margins.
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Disclaimer: This post is for general informational purposes only. It does not constitute financial advice. Please consult a qualified professional before making financial decisions.
