Yes Bank Q2 preview: Will strong profit, NII growth offer relief for investors amid AT-1 bond saga?
Yes Bank is in focus in a quarterly results development.
· Economic Times Markets, ET Stocks, NDTV Profit, BS Companies
Yes Bank is expected to post a 48% YoY jump in Q2 net profit to Rs 969 crore, driven by robust loan growth and higher NII. However, investor focus remains on the Supreme Court ruling invalidating its Rs 8,415 crore AT-1 bond write-off, which has pressured the stock.
The analysis
Yes Bank reported Rs 969 crore and Rs 8,415 crore, with movement of 48% attached to those lines. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -1.8% on the day at ₹15.15, and has returned -32.8% over three months. It sits 40% below its 52-week high, which means a good deal of bad news was already in the price. The banks sector has moved -6.0% over the same period, so Yes Bank is running 26.8 points behind its peers.
For Yes Bank, the question is how much of this is already reflected in the price and how much re-rates the banks peer set alongside it.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- In focus: Yes Bank (YESBANK), in Banks.
- Over three months: Yes Bank -32.8% against Banks -6.0% (26.8 points behind).
- At least 25% below the 52-week high: Yes Bank (40%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Yes BankYESBANK · Banks | ₹15.15 | -1.8% | -27.7% | -32.8% | -40.5% | 0.7× | — |
Banks
1M -3.4% · 3M -6.0%
Yes Bank
Prices as of 30 Oct 2026, 16:11 IST. Sector moves are the average of the stocks we track in each sector.
In this story
Related coverage
Bank of Baroda Q2 Results: Standalone profit jumps 36% YoY to Rs 6,532 crore; NII up 9
BoB reports highest-ever quarterly profit of ₹6,532 crore in Q2FY27
Kotak Mahindra Bank shares gain over 4%, hit highest level since April 2025; here’s what you should know
Yes Bank shares extend decline to 26% in October, hit a multi-year low. Why are investors turning cautious?
City Union Bank shares rally 7% after Q2 net profit grows 27% YoY to Rs 416 Crore