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Earnings Call

Karur Vysya Bank Earnings Call: Key Takeaways

KVB delivered record annual PAT of ₹2,500 cr with FY26 NIM at 3.97%. Strategy focuses on asset quality and RAM verticals which constitute 86% of advances.

Why this was an Alfa AlertNot a filter event. Performance was in line with prior guidance of 3.9% to 3.95% for NIM and reached guided targets.
Highlights
Revenue growthTotal business grew 15% YoY; Advances grew 17% YoY.
MarginsFY26 NIM at 3.97%; FY27 guidance lowered to 3.7%-3.8%.
Demand visibilityStrong momentum in RAM segments; moderate outlook for corporate credit.
Management confidenceHigh confidence in asset quality and reaching ROA targets despite volatility.

Growth

FY26 PAT grew 29% YoY; Total business reached ₹2,14,420 cr (+15% YoY). Advances and deposits grew 17% and 13% respectively.

Outlook

FY27 guidance: Credit growth 1%-2% above industry; NIM 3.7%-3.8%; ROA 1.7%-1.8%; planned expansion of 50 new branches.

Risks

Intense competition for deposits, potential margin pressure from high funding costs, and geopolitical uncertainties impacting specific commercial sectors.

Source

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

Read the document ↗

Karur Vysya Bank Ltd: key numbers

Share price
₹327.95
Market cap
₹31,703 Cr
Revenue (annual)
₹11,074 Cr
Net profit (annual)
₹2,510 Cr
P/E (TTM)
11.6×Sector 22.0×
Promoter holding
2.07%+0.00% QoQ
FII holding
17.92%Current quarter

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

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17:28 IST BSE
Promoter Buying (Off-Market)

Karur Vysya Bank Promoter Buying (Off-Market)

Promoter group member M S Jeevarekha acquired 66,000 shares (0.01% stake) of Karur Vysya Bank via transmission/inheritance from the late Shri M.K. Srinivasan.

Promoter stake change
+0.01%
12:10 IST NSE
Credit Rating

Karur Vysya Bank Credit Rating

ICRA has reaffirmed the [ICRA]A1+ credit rating for Karur Vysya Bank's Rs. 12,000 Crore Certificate of Deposit programme. This rating reflects the bank's strong liquidity profile.

Value
₹12,000 Cr
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Share Pledge

Karur Vysya Bank Share Pledge

Promoter group member M S Jeevarekha created a pledge on 40,000 shares of Karur Vysya Bank Ltd. This transaction is disclosed under PIT regulations.

15:12 IST NSE
Adverse Business Impact

Karur Vysya Bank Adverse Business Impact

The United Forum of Bank Unions has called for a strike from September 28 to 30, 2026. Karur Vysya Bank expects potential disruptions to normal branch operations.

17:59 IST NSE
Board Meeting Date

Karur Vysya Bank Board Meeting Date

Karur Vysya Bank Limited has scheduled a board meeting for October 15, 2026, to consider and approve the unaudited standalone financial results for the half-year period.

19:09 IST NSE
Capacity Expansion

Karur Vysya Bank Capacity Expansion

Karur Vysya Bank is inaugurating 2 new branches in Coimbatore and Perambalur on 23rd September 2026. This expansion enhances the bank's operational footprint.

new branches
2.0 branches