Supreme Holdings & Hospitality (India) Ltd. Share Price

Yes Bank extends fall as Goldman cuts target to ₹17

Limited(YESBANK) fell 1.24% on October 21, touching a low of ₹16.37, after Goldman Sachs cut its target price to ₹17 from ₹22 and kept its Sell rating. The stock has now fallen for four straight sessions, losing 21.32% over that period. Goldman also cut its FY27 earnings estimate by 130%, which means it now expects Yes Bank to post a loss for the year instead of a profit. The downgrade follows the Supreme Court's October 15 ruling, which upheld the Bombay High Court's decision to cancel the write-off of ₹8,415 crore of Additional Tier-1 (AT1) bonds from the bank's 2020 rescue. Trading was heavy today, with over 5.25 crore shares changing hands. The ruling changes the bank's financial picture. Yes Bank must now honour these bonds at their original coupon rates of 9.5% and 9%. That brings back an obligation that had been written down to zero six years ago. It could hit profits, capital and possibly require fresh funding, depending on how the payout is structured. The stock has already fallen below Goldman's ₹17 target, so the selling may have run ahead of the downgrade. Still, the market is pricing in the worst case before the bank has explained the actual impact. The original bond amount, any immediate cash payment and the charge against profit are three different things, and none has been confirmed. The core business is still growing, with loans and advances up 4.3% sequentially to ₹2,85,315 crore. Investors should watch the bank's disclosure on how it will account for the AT1 liability, the impact on capital adequacy, any need to raise fresh capital, and Q2 FY27 results. The key question is whether the hit is a one-time accounting charge or a lasting drag on capital and earnings. Disclosure: I do not hold any position in Yes Bank Limited. This post is for informational purposes only and is not investment advice.

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YES Bank Ltd. in Focus as Q2 Profit Jumps 65%

YES Bank reported a 65% year-on-year increase in its second-quarter FY27 net profit to ₹1,080 crore, compared with ₹664 crore in the corresponding quarter last year. Net interest income (NII) rose 22.7% to ₹2,822 crore, supported by loan growth and lower provisions for bad loans. Advances increased 23.7% year-on-year, while deposits grew 19.5%. However, investor sentiment remains under pressure following the Supreme Court’s decision to overturn the 2020 write-off of ₹8,415 crore in Additional Tier-1 (AT-1) bonds. YES Bank indicated that, had the financial impact been recognised in its reported Q2 results, it would have posted a loss of approximately ₹5,217 crore instead of a profit. The bank is evaluating the ruling’s implications and considering further legal remedies. Going forward, investors will closely monitor the bank’s capital adequacy, potential fundraising measures and the legal developments surrounding the AT-1 bonds. Although strong operating performance and improving asset quality provide some support, the possible financial impact of the court ruling remains a major risk for the stock.

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YES BANK Quarterly Results Analysis Q2FY2027

Interest Earned for Q2FY27 is Rs. 8,640 Crs., 17.09% growth YoY, Net Interest Income is Rs. 2,822 Crs., 22.66% growth YoY, Total Income is Rs. 10,521 Crs., 16.6% growth YoY, Pre-Provisioning Operating Profit is Rs. 1,678 Crs., 29.41% growth YoY, PBT is Rs. 1,360 Crs., 55.03% growth YoY, Net profit is Rs. 1,080 Crs., 65.02% growth YoY. On QoQ basis Interest Earned has achieved 7.4% growth, But Net Interest Income has grown by 1.29% only, Total Income has grown by 6.9%, But Pre-Provisioning Operating Profit has grown Negatively by 1.53%, PBT grown by 3.89%, PAT is grown flat by 0.84%. For Q2FY27 Gross NPA 1.2% vs 1.6% in Q2FY26, Net NPA 0.2% vs 0.3% in Q2FY26. Return on Assets is 0.90% improved by 30 BPS YoY, Return on Equity is 8.20% also improved by 280 BPS YoY, Net Interest Margin is 2.60% also improved by 10 BPS YoY. Net Advances as on 30th Sep, 2026 is Rs. 3,09,510 Cr., grown by 23.70% YoY. Management examining carefully, including the options available to the bank with the 15 Oct 2026 Supreme Court judgment on the ₹8,415cr AT1 write-down (Mar-2020). The Court upheld Bombay HC, “setting aside the AT1 write down” and dismissed appeals by the Bank/Administrator/RBI/Union of India. Bank have informed that if impact would have taken then net Profit would be (-) 5,217 Cr. in place of Profit 1,080 Cr. reported and ROA would be -4.3% in place of reported 0.90.%. Bank raised ₹18,575cr FCNR(B) deposits and extended ₹15,215cr foreign currency term loans via IBU at GIFT City; management emphasized these flows distorted reported growth and certain income/expense lines.

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Yes Bank flags $549 mn Q2 loss from bond ruling.

Yes Bank Limited

said it would have posted a $549 million loss in the fiscal second quarter. This would have occurred if it had recognised the impact of the top court verdict overturning the write-off of its riskier bonds. The bank disclosed a potential $549 million loss for Q2. The figure stems from the Supreme Court verdict that overturned the earlier write-off of riskier bonds. The disclosure highlights the financial impact of the legal outcome on the lender’s books. The key number is the $549 million potential Q2 loss linked to the bond write-off ruling. This may pressure near-term price action for the stock. Peers such as Federal Bank, IDFC First Bank and RBL Bank could face relative comparison on capital and legal risks. Risks include further provisions or capital strain if the impact is booked. Competitors listed: Federal Bank, IDFC First Bank, RBL Bank. We have no financial interest in this news.

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Q2 Results: ₹1,080 Cr Profit Ya ₹5,217 Cr Loss?

Yes Bank Q2 Results: ₹1,080 cr PROFIT ya ₹5,217 cr LOSS? 😳 Headline ke peeche ki kahani 👇

🟢 Reported: Profit ₹1,080 cr (+65% YoY) | NII ₹2,822 cr (+22.7%) | Gross NPA 1.2% | Net NPA 0.2% ⚖️ Twist: Supreme Court ne 15 Oct ko ₹8,415 cr AT1 bonds case mein Bombay HC ka faisla barkarar rakha 🔴 Bank ki pro-forma table: impact lagaya jaye to Q2 mein ₹5,217 cr ka net loss ⏳ Bank legal remedies evaluate kar raha hai; auditors ne qualified review diya Seekh: headline profit nahi, footnote padho. 💬 Aap Yes Bank ko kaise dekhte ho? Comment karo 👇 Neha Gupta | SEBI Registered Research Analyst | Reg. No. INH000016542 ⚠️ Educational purposes only. Not investment advice. Investments in securities are subject to market risks. #YesBank #YesBankResults #AT1Bonds #Q2Results #Q2FY27 #BankingStocks #SupremeCourt #StockMarketIndia #SEBIRegistered

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