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Earnings Call

Bandhan Bank Earnings Call: Key Takeaways

Bandhan Bank delivered healthy Q4FY26 results with PAT growing 68% YoY to ₹534 crore. Strategy focuses on diversification with secured loans now forming 56% of total advances and retail deposits reaching 74%.

Highlights
Revenue growthNII grew 1.4% YoY to ₹2,796 crore in Q4.
MarginsNIM improved to 6.2%; targeting 6.5% on earning assets by FY27.
Demand visibilityTargeting 14-15% credit growth; deposit environment remains competitive.
Management confidenceHigh; citing green shoots in EEB and strong secured book growth.

Growth

Gross advances grew 13% YoY to ₹1.54 lakh crore; retail term deposits surged 30% YoY.

Outlook

Guidance for FY27 ROA of 1.6%-1.8% and NIM improvement of 10-20 bps over next 2-3 quarters.

Risks

Elevated operating expenses due to IT and PSLC costs; potential impact of geopolitical tensions on credit costs.

Source

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

Read the document ↗

Bandhan Bank Ltd: key numbers

Share price
₹187.70
Market cap
₹30,241 Cr
Revenue (annual)
₹21,689 Cr
Net profit (annual)
₹1,224 Cr
P/E (TTM)
22.4×Sector 22.0×
Promoter holding
37.54%-1.44% QoQ
FII holding
18.64%Current quarter

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

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Other Announcement

Bandhan Bank Other Announcement

Bandhan Bank updated its list of Key Managerial Personnel authorised to determine and disclose material events under SEBI regulations, effective September 26, 2026.

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Credit Rating

Bandhan Bank Credit Rating

Bandhan Bank Limited received reaffirmation of its credit ratings from ICRA for its outstanding Non-Convertible Debentures and Certificates of Deposit.

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Bandhan Bank Price Movement Clarification

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Employee Stock Options

Bandhan Bank Employee Stock Options

Bandhan Bank granted 1,04,87,996 stock options to eligible employees under ESOP Series 1. These options were granted at a price of Rs. 164.95 per option.

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Management Change

Bandhan Bank Management Change

Bandhan Bank announced the re-appointment of Mr. Rajinder Kumar Babbar as Executive Director & Chief Business Officer and changes in its senior management team.