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Investor Presentation

Bank of India Investor Presentation: Key Takeaways

Bank of India's Q1FY27 presentation highlights strong growth with Net Profit up 36.23% YoY. The bank is pivoting toward a higher-yielding RAM portfolio and maintaining healthy asset quality.

Highlights
MarginsNIM stable at 2.52% YoY; Yield on advances at 7.46%.
Demand visibilityStrong credit demand; Non-Food Credit growth at 15.9% in FY26.
Management confidenceHigh confidence in RAM portfolio and asset quality improvement.

Growth

Global Business grew 16.57% YoY to ₹17.56 Lakh Cr; Global Advances up 18.64%; Net Profit rose to ₹3,068 Cr.

Outlook

Focus on RAM advances (now 58.30% of domestic mix) and infrastructure sector; maintaining CRAR at 130 bps improvement YoY.

Risks

Rising cost of deposits and interest expenditure (up 6.78% YoY) despite overall NIM stability.

Last quarter's promises, checked

Delivered

  • Guided ROA 1% for FY27 → delivered 1% in Q1 (= BEAT)
  • Targeted Gross NPA improvement → delivered 111 bps YoY reduction to 1.81% (= BEAT)
  • Guided Global Advances growth 15-16% → delivered 18.64% YoY (= BEAT)

Partly delivered

  • Targeted $1.2B FCNR deposits by Sept → delivered $200M as of July (= PARTIAL)
  • Targeted ₹8,000 Cr ECLGS sanctions → delivered ₹6,000 Cr sanctions (= PARTIAL)

Missed

  • Guided Global NIM 2.55-2.60% → delivered 2.52% (= MISS)
Source

Investor Presentation filed with NSE, NSE: BANKINDIA. Summary written with AI assistance from the document.

Read the document ↗

Bank of India: key numbers

Share price
₹137.94
Market cap
₹62,800 Cr
Revenue (annual)
₹75,613 Cr
Net profit (annual)
₹10,306 Cr
P/E (TTM)
5.3×Sector 22.0×
Promoter holding
73.38%+0.00% QoQ
FII holding
6.87%Current quarter

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

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