Yes Bank Ltd. Share Price

YES Bank files SC review petition on AT1 bonds

YES Bank filed a review petition regarding the Supreme Court's October 15, 2026 judgment on the ₹8,415 crore Additional Tier-1 (AT1) bond writedown. This legal move follows a strong Q2 FY27 where net profit surged 65% YoY to ₹1,080 crore on a 23% rise in net interest income to ₹2,822 crore. The review petition seeks reconsideration of the judgment that directly impacts the bank's legacy capital structure and reserve accounting. I am watching the Q3 FY27 earnings call in January 2027 for management's commentary on the legal timeline and the sequential impact on the Common Equity Tier 1 (CET1) ratio, which stood at a comfortable 13.87% in early 2026 but faces a potential 250 bps swing depending on the final regulatory treatment of these instruments. The market currently prices YES Bank purely on its legacy asset quality baggage, viewing the AT1 bond litigation as a permanent suppression on its price-to-book multiple. What the consensus misses is the structural de-risking this specific legal maneuver enables. Step one: the 65% YoY profit growth proves the core lending franchise is generating robust internal capital, reducing reliance on external equity dilution. Step two: filing an Article 137 review petition is a calculated strategy to force finality or a negotiated settlement, eliminating the binary regulatory overhang that has kept institutional investors on the sidelines. Step three: with a strong CET1 buffer, the bank can absorb the accounting treatment of this ₹8,415 crore event without breaching regulatory minimums, turning a legacy liability into a resolved balance sheet footnote. The market misprices this as endless litigation risk, ignoring it is a deliberate catalyst to unlock the bank's normalized valuation multiple. Accumulate on legal overhang resolution for long-term price-to-book re-rating. D Disclosure: I do not hold positions in this stock. This is for educational purposes only and does not constitute investment advice. YESBANK

Sensex, Bankex analysis for 8/11/2026 (MARKET ANALYSIS)

1. BSE Sensex (Current Level: ~81,028) Current Standing: Sensex is trading at 81,028, holding firmly above the critical structural pivot level of 79,000. Trend & Strategy:Bullish / Long Bias: As long as prices sustain above 79,000, the structural bias remains positive, favoring long positions or holding existing longs. Bearish Trigger: A decisive breakdown and sustained trading below 79,000 would invalidate the current support floor, signaling a shift in momentum and triggering conditions to initiate short positions. 2. BSE Bankex (Current Level: ~66,470) Current Standing: Bankex is positioned at 66,470, comfortably trading above its key technical support threshold at 64,600. Trend & Strategy:Bullish / Long Bias: Holding above 64,600 keeps the broader upward trajectory intact, making it favorable to maintain long positions. Bearish Trigger: A breach and close below 64,600 would act as a warning signal of weakness, opening up the path for short setups. F&O top gainer was : YESBANK

Nifty, Banknifty, Finnifty analysis for 8/11/2026

1. Nifty 50 Current Level: 25,030 Trend & Action: Hold Long as long as the index trades above 24,300. Conditional Setup: Fresh short positions should only be considered if the index breaks and sustains below 24,300. 2. Bank Nifty Current Level: 59,086 Trend & Action: Hold Long while prices remain above 57,200. Conditional Setup: A bearish reversal or short setup is strictly conditional on dropping below 57,200. 3. Fin Nifty Current Level: 27,283 Trend & Action: Hold Long keeping support intact above 26,400. Conditional Setup: Short opportunities are restricted to a breakdown below 26,400. Summary Outlook All three major indices are currently trading comfortably above their respective crucial support thresholds (24,300 for Nifty, 57,200 for Bank Nifty, and 26,400 for Fin Nifty). The prevailing technical stance favors holding existing long positions, with strict conditional discipline to turn bearish only if these key support zones are violated. F&O top gainer was : YESBANK

Yes Bank faces pressure over ₹8,415 crore AT1 bonds

The Yes Bank ( YESBANK ) AT1 Bond Holders Association has demanded a time-bound plan to restore ₹8,415 crore of written-off AT1 bonds. The group has also sought clarity on pending coupon payments and the bank's implementation of the Supreme Court ruling that questioned the original write-down. The dispute stems from the Supreme Court's October verdict upholding the Bombay High Court's view that the bank administrator lacked authority to write down these AT1 bonds during Yes Bank's 2020 rescue. Bondholders have now asked for restoration of principal, resumption of trading and clarity on unpaid coupons, including the 9% coupon due in October and the 9.5% coupon due in December. What matters for investors is not just the legal battle, but the potential capital impact. Earlier estimates cited in the report suggest that restoring the bonds could reduce Yes Bank's CET1 ratio by about 240 basis points, taking it from 13.7% to around 11.4%. While still above regulatory minimums, such a reduction would narrow the bank's capital buffer. The headline focuses on the bondholders' demands, but the bigger issue is execution risk. The bank must balance compliance with the court ruling, capital adequacy, regulatory expectations and investor claims. Any delay or further litigation could prolong uncertainty. The case also revives scrutiny of how complex AT1 instruments were distributed to retail investors, which may have broader implications for investor protection and the sale of high-risk financial products. Investors should watch for the bank's restoration plan, any update on coupon payments, regulatory responses and management commentary on the potential capital impact. View: The key monitor is the capital impact of any bond restoration and the timeline for implementation. Disclosure: This post is for informational and educational purposes only and should not be construed as investment advice. Please do your own research before making any investment decisions.

yes bank better to look price action accumulation to be made

YESBANK YES BANK is one of India's private sector banks, offering a wide range of banking and financial services, including retail banking, corporate banking, MSME lending, transaction banking and digital banking. Over the past few years, the bank has focused on improving its financial position, strengthening its asset quality and rebuilding customer confidence. Its key priorities include sustainable profitability, improving Net Interest Margins (NIM) and strengthening its Current Account and Savings Account (CASA) deposit base. From a technical perspective, investors should monitor the following indicators: - Trend Analysis: The Daily and Weekly chart structures should be evaluated to determine the prevailing trend. - Moving Averages: Sustaining above the 20 EMA, 50 EMA and 200 EMA could indicate improving bullish momentum. - RSI: A sustained RSI reading above 50 may indicate strengthening buying interest. - Volume Analysis: A breakout above an important resistance accompanied by strong trading volumes could provide better confirmation. - Support Levels: Previous swing lows and important demand zones should be monitored for potential support. Exact support, resistance and stop-loss levels should be determined using updated market charts rather than relying on historical price levels. 7. Investment Strategy Short-Term Outlook Short-term traders should wait for confirmation of the price trend, volume expansion and a sustained breakout before considering fresh positions. Medium-Term Outlook Investors should closely monitor NIM, CASA growth, credit costs, deposit growth and developments related to the AT1 bond matter. Long-Term Outlook YES BANK may offer a business recovery opportunity if it continues improving profitability, asset quality and return ratios. However, investors should evaluate its performance against other established private sector banks before making long-term investment decisions.

Axis Trustee Services has issued a strong warning

YESBANK Axis Trustee Services has issued a strong warning to Yes Bank regarding ₹8,415 crore worth of AT-1 bonds, which were written off during the bank's 2020 reconstruction. On October 15, 2026, the Supreme Court upheld the Bombay High Court's decision quashing the write-off, paving the way for restoration of these bonds to investors. Subsequently, Axis Trustee issued a three-working-day notice on October 28, asking Yes Bank to reinstate the bonds in its records, reactivate them through NSDL and CDSL, and restore trading on NSE and BSE. The trustee also warned that failure to comply could lead to contempt proceedings against Yes Bank, its directors and responsible officers before the Supreme Court. However, Yes Bank has rejected allegations of wilful disobedience and stated that it is examining the judgment and its legal implications. This development is important for Yes Bank because restoring the bonds could reduce its CET1 capital adequacy ratio by approximately 240 basis points, from 13.7% to around 11.3–11.4%, creating pressure on its capital position. The matter remains significant for shareholders as well as AT-1 bondholders, particularly regarding pending coupon payments.