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Earnings Call Transcript

Axis Bank Earnings Call Transcript: Key Takeaways

Axis Bank reported Q1FY27 PAT of ₹7,114 cr (up 23% YoY) with an ROA of 1.56%. Strategy focuses on 'GPS' (Growth, Profitability, Sustainability) amidst a bottoming NIM cycle.

Highlights
MarginsManagement believes 3.46% NIM is cycle bottom; targeting 3.8% structurally.
Demand visibilityStrong momentum in SME (25% YoY) and Wholesale (38% YoY) advances.
Management confidenceHigh; citing resilient franchise and quality corporate book.

Growth

Advances grew 19% YoY; Deposits grew 18% YoY. NII increased 8% YoY to ₹14,646 cr.

Outlook

Management maintains structural NIM guidance of 3.8% and expects growth at industry plus 300 bps.

Risks

NIM compressed 34 bps YoY to 3.46%; competitive pricing intensity and balance sheet mix shifts remain headwinds.

Source

Earnings Call Transcript filed with NSE, NSE: AXISBANK. Summary written with AI assistance from the document.

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Axis Bank Ltd: key numbers

Share price
₹1,222.40
Market cap
₹3,80,603 Cr
Revenue (annual)
₹1,32,538 Cr
Net profit (annual)
₹26,385 Cr
P/E (TTM)
13.7×Sector 22.0×
Promoter holding
7.87%-0.27% QoQ
FII holding
39.91%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Axis Bank Ltd

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10:18 IST NSE
Management Change

Axis Bank Management Change

Axis Bank appointed Arvind Subramanian as additional independent director for a four-year term. He currently serves as EVP and MD at Iron Mountain India.

17:20 IST NSE
Board Meeting Date

Axis Bank Board Meeting Date

Axis Bank will hold a board meeting on October 17, 2026, to consider and approve its unaudited standalone and consolidated financial results for the quarter ended September 30, 2026.

19:07 IST NSE
Employee Stock Options

Axis Bank Employee Stock Options

Axis Bank allotted 68,291 equity shares under its ESOP/RSU scheme. The allotment results in a minor increase to the bank's paid-up share capital.

13:12 IST NSE
Debt & Borrowing

Axis Bank Debt & Borrowing: ₹292.4 Cr

Axis Bank confirms timely payment of interest on debentures due on September 5, 2026. This is a routine interest payment intimation filed per SEBI regulations.

Value
₹292.4 Cr