PNB, Bank of Baroda ve AU Small Finance Bank'ın Hisseleri Q2 Büyümesiyle Yükseldi: Yatırımcı Beklentileri Artıyor

Kısaca

PNB, Bank of Baroda ve AU Small Finance Bank hisseleri 4% civarında yükseldi; Q2 iş güncellemesi yatırımcı güvenini güçlendirdi Hindistan bankalarının global iş hacmi ve mevduatları yıllık bazda artış kaydetti piyasa: yatırımcılar vadeli beklentileri artırdı; izlenecek: hangi bankacılık göstergelerinde güçlenme sürüyor

Ana mesele

Q2 güven tazelemesiyle PNB, Bank of Baroda ve AU Small Finance Bank hisseleri yükseldi

Ne değişti?

Q2 verileri, önceki yılın aynı dönemine göre iyimserlik sağladı

Beni nasıl etkiler?

Yatırımcı güveni toparlandı; bankaların sermaye ve mevduat görünümü güçlendi

Ne oldu?

Hisseler Q2 iş güncellemesi sonrası %0-4 aralığında arttı.

Neden şimdi?

Geçen hafta açıklanan büyüme rakamları ve hissedar dönüşümü etkili oldu.

Neden önemli?

Bankaların küresel iş hacmi ve mevduatlarda güçlenmesi, karlılık ve dağıtılabilir kar üzerinde baskıyı azaltabilir.

Kimler etkileniyor?

• Yatırımcılar
• Bankalar
• Finansal hizmet sağlayıcıları

Sektör ve piyasa etkisi

Hindistan bankacılık sektörü ve ilgili finansal piyasalar olumlu yönde hareketlendi

Riskler

• Kamu kredileri riskleri
• global getirilerde dalgalanma
• dağılım riskleri

Takip edilmesi gerekenler

• Hisselerin devam eden performansı
• global iş hacmi ve mevduat trendleri
• ilgili kredili mevduat oranları

Haberin tamamı

Shares of Punjab National Bank (PNB), AU Small Finance Bank and Bank of Baroda jumped up to 4% on Monday after their respective Q2 business updates boosted investor sentiment.AU Small Finance Bank shares jumped around 3.5% to trade at Rs 1,021 apiece on the NSE, the highest level seen by the stock in more than a week.

PNB shares jumped 4% to near Rs 114 apiece, while Bank of Baroda shares rose 3% to Rs 237.32 apiece.Also Read | Yes Bank shares rise 3% after Q2 business update shows loans surging 24% YoY, deposits up 20%PNB Q2 business updateLast week, PNB reported nearly 12% year-on-year growth in its global business to Rs 31.2 lakh crore in the quarter which ended on September 30, 2026, from Rs 27.87 lakh crore reported in the corresponding quarter of the previous financial year.

Sequentially, its global business grew over 4% YoY from Rs 29.98 crore in Q1 FY27. The PSU lender’s domestic business meanwhile increased around 11% YoY to Rs 29.7 lakh crore during the quarter under review.The bank’s global deposits increased around 10% YoY to Rs 17.77 lakh crore during the second quarter of FY27, from Rs 16.17 lakh crore reported in the same period last year. Its global advances meanwhile increased 15% YoY to Rs 13.43 lakh crore.

Overall, the company’s global CD ratio stood at 75.65% in Q2 FY27, as against 72.33% in Q2 FY26 and 73.81% in Q1 FY27.Bank of Baroda Q2 business updateBank of Baroda’s global business increased more than 17% YoY to nearly Rs 32.64 lakh crore in the second quarter of FY27, from Rs 27.79 lakh crore reported in the corresponding quarter of the previous financial year.

Its global deposits increased 17% YoY to Rs 17.5 lakh crore, with domestic deposits rising to 14.88 lakh crore.Bank of Baroda’s global advances meanwhile increased over 18% YoY to Rs 15.12 lakh crore during the quarter, while domestic advances grew a little over 13% from the same period last year.

The company’s domestic retail advances jumped nearly 19% YoY to Rs 3.24 lakh crore.AU Small Finance Bank Q2 business updateAU Small Finance Bank’s total deposits jumped nearly 29% YoY to Rs 1.7 lakh crore during the second quarter of FY27, from Rs 1.32 lakh crore reported in the year-ago period.

Its CASA deposits increased more than 29% YoY to Rs 50,290 crore, while CASA ratio stood at 29.5%, as against 28.8% reported in the same period last year.The lender’s gross advances meanwhile increased nearly 28% YoY to Rs 1.5 lakh crore during the quarter which ended on September 30, 2026.Also Read | HDFC Bank shares rise after appointing Anup Bagchi as new CEO, Q2 biz update.

Buy, sell or hold?What lies ahead?It is important to note that these are provisional numbers, and the audited results will be released later.

Meanwhile, Nomura in its latest note said that it expects Q2 results to show high-teens loan growth and stable asset quality, and sees momentum sustaining through the second half of FY27.Margins, however, should remain under pressure in the near term, as banks carry surplus FCNR(B)-led liquidity in low-yielding assets, the international; brokerage noted, adding that it expects this to ease by the third quarter of FY27 as the excess is deployed into loans and used to retire high-cost liabilities.

A likely repo hike should also support NIMs, benefiting banks with a higher share of floating-rate loans, it further said.Disclaimer: This article has been written by Debaroti Adhikary, who is not a SEBI-registered Research Analyst or an Investment Adviser. Debaroti Adhikary and his/her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication.

The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.

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