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Investor Presentation

ICICI Bank Investor Presentation: Key Takeaways

ICICI Bank's Q1-2027 presentation showcases strong profit growth and robust asset quality. The bank maintains its position as India's 2nd largest private-sector bank and a Domestic Systemically Important Bank (D-SIB).

Highlights
MarginsHealthy NIM at 4.3% in FY2026; Q1-2027 NIM at 4.36%.
Demand visibilityStrong credit demand reflected in 19.6% YoY advances growth.
Management confidenceHigh; strong capital adequacy (CET-1 at 16.19%) and prudent credit quality.

Growth

PAT grew 15.9% YoY to ₹148.05 bn in Q1-2027; Advances grew 19.6% YoY to ₹16,312.60 bn.

Outlook

Focus on maintaining stable NIM (4.3%) and healthy RoA (2.49%) while expanding branch network (7,608 branches).

Risks

Moderate CASA ratio decline to 39.5%; potential impact from changing debt market investor sentiment.

Last quarter's promises, checked

Delivered

  • Guided NIM range-bound for FY27 → delivered 4.36% in Q1-2027 (= BEAT)
  • Guided credit cost under 50 bps → delivered 3 bps in Q1-2027 (= BEAT)
  • Guided focus on asset quality (Net NPA 0.33%) → delivered 0.35% (= BEAT)

Partly delivered

  • Guided deposit and credit growth in tandem → delivered 14.0% vs 19.6% (= PARTIAL)
Source

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

Read the document ↗

ICICI Bank Ltd: key numbers

Share price
₹1,326.80
Market cap
₹9,52,438 Cr
Revenue (annual)
₹1,95,218 Cr
Net profit (annual)
₹54,208 Cr
P/E (TTM)
17.0×Sector 22.0×
Promoter holding
0.00%+0.00% QoQ
FII holding
33.79%Current quarter

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

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