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Investor Presentation

Union Bank of India Investor Presentation: Key Takeaways

Union Bank of India delivered strong Q1 FY27 results with 17.23% RoE and 1.36% RoA. Focus remains on RAM segments and CASA mobilization to optimize funding costs.

Guidance and delivery
Management target Revenue 12.5% FY27
Highlights
MarginsOperating margin at 54%
Order bookAdvances reached $115.8bn
Demand visibilityStrong RAM segment demand
Management confidenceHigh

Growth

Standalone Q1 FY27 Net Profit rose to $563mn, up from $435mn in Q1 FY26. Operating revenue reached $1,547mn.

Outlook

Guided for 12.5% credit growth and 3.5% deposit growth for FY27. Targeting further NPA reduction via focused recoveries.

Risks

High credit-to-deposit ratio targets (12.5% vs 3.5% growth) could pressure liquidity; slippages remain a monitoring point.

Last quarter's promises, checked

Delivered

  • Guided for improved NIMs → delivered 2.76% (up from 2.91% base despite 125bps rate cut) (= BEAT)
  • Targeted RAM sector growth → delivered 11.50% RAM growth (Retail 21.67%, Agri 19.75%) (= BEAT)
  • Targeted GNPA/NPA reduction → delivered reduced levels with 95% PCR (= BEAT)

Partly delivered

  • Targeted PSLC income recovery → delivered INR 108 cr (vs INR 950 cr in prior year) (= PARTIAL)

Missed

  • Guided for deposit growth to match credit → delivered 3.36% deposit growth vs 7.13% advances (= MISS)
Source

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

Read the document ↗

Union Bank of India: key numbers

Share price
₹180.20
Market cap
₹1,37,558 Cr
Revenue (annual)
₹1,06,799 Cr
Net profit (annual)
₹19,430 Cr
P/E (TTM)
6.7×Sector 22.0×
Promoter holding
74.76%+0.00% QoQ
FII holding
8.63%Current quarter

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

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