Yes Bank

Quick check

The five things to look at first. Open one for more.

• DebtHigh safetyRated AA+ to AA by 3 agencies.
• ResultsGrowingIn the Sep 2026 quarter, sales rose 17% and profit rose 63% from a year earlier.
• DilutionNo new sharesNo new shares issued in the last year, so existing shareholders' slices were not cut.
• ValuationCheap vs its pastThe share trades at 11.8 times its yearly earnings (P/E), cheaper than 100% of the time in the last 4 years. Its usual P/E is about 21.

Yes Bank against the typical company in its industry. The rank is out of the companies that report each figure; green means the better quarter of the pack, red the worse quarter.

• Valuation (P/E)11.8 against a typical 12.3: cheaper than most peers (1st = cheapest).10th of 20
• Sales growth+17.1% against a typical +16.2% from a year earlier.9th of 20
• Profit growth+63.3% against a typical +34.9% from a year earlier.4th of 19
• Share price, 3 months−31.7% against a typical −5.9%.20th of 20
• Size₹ 49,562.1 Cr. market value against a typical ₹ 32,210 Cr. (1st = largest).8th of 17

Exchange filings and their impact on the company.

• 24 Oct 2026General UpdatesHigh impactNegativePrice +0.4% on 26 Oct
  Yes Bank defers decision on AT1 coupon after Supreme Court reinstated Rs 8,415 cr bonds, keeping capital and earnings under pressure.

  Yes Bank said on 24 Oct 2026 it is still evaluating the Supreme Court judgment that revived its written-off Additional Tier-1 bonds and has not yet decided whether to pay the 9% coupon that was due on 18 Oct 2026. The bank said it has the right to skip coupons under the bond terms and will announce its decision after its assessment, while day-to-day operations continue normally. If the Rs 8,415 crore liability stands, the bank faces a large annual interest cost and will likely need to raise fresh capital to rebuild buffers.

  Full analysisFiling
• 23 Oct 2026Analysts/Institutional Investor Meet/Con. Call UpdatesHigh impactNegativePrice +0.4% on 26 Oct
  Strong Q2 overshadowed by Rs 8,415 cr AT1 reinstatement cutting CET1 to ~11.4% and forcing capital rebuild.

  Yes Bank's Q2FY27 earnings call disclosed a Supreme Court order of 15 Oct 2026 upholding the reversal of the Rs 8,415 crore AT1 bond write-down from March 2020. Management said this cuts CET1 by about 240 basis points to around 11.4% on a pro forma basis, while total Tier-1 stays near 13.7%. The quarter itself was strong with Rs 1,080 crore net profit up 65%, but the bank must now assess coupons, accounting and fresh capital needs.

  Full analysisFiling
• 17 Oct 2026Outcome of Board MeetingHigh impactVery negativePrice −3.5% on 19 Oct
  Strong Q2 overshadowed by Supreme Court upholding Rs 8,415 cr AT-1 write-back, wiping out profits and 12% of net worth.

  Yes Bank reported Q2 FY27 standalone net profit of Rs 1,080 crore, up 65% from a year ago, with asset quality improving to 1.2% gross NPA. However auditors gave a qualified review because the Supreme Court on October 15, 2026 upheld the Bombay High Court order quashing the March 2020 write-down of Rs 8,415 crore of AT-1 bonds. On a proforma basis if that liability was booked, Q2 would be a Rs 5,217 crore loss, net worth would fall to Rs 46,970 crore from Rs 53,268 crore and borrowings would rise to Rs 86,149 crore.

  Full analysisFiling
• 15 Oct 2026News VerificationHigh impactVery negativePrice −3.4% on 16 Oct
  Supreme Court ruled on Rs 8,415 cr AT-1 write-off, risking a multi-thousand-crore liability Yes Bank is still assessing.

  Yes Bank told NSE it is examining the Supreme Court judgment pronounced on 15 October 2026 on the March 2020 write-down of Rs 8,415 crore of AT-1 bonds. The case history goes back to the Bombay High Court setting aside the write-down in January 2023, followed by a Supreme Court stay in March 2023. The bank said all past developments were disclosed and it will make further disclosure once it assesses the final order, after the shares fell about 10% on the news.

  Full analysisFiling

Results dates and other board meetings. Full calendar

Compounded yearly rates over each period.

Listed companies in the same business.

Vinay Murlidhar Tonse

Chief Executive Officer, Managing Director, Executive Director

Niranjan Banodkar

Group Chief Financial Officer

Sanjay Madhav Abhyankar

Company Secretary and Compliance Officer

Manish Jain

Director and Executive Director

Rajan Pental

Executive Director