YES Bank shares have been actively discussed and traded recently due to significant developments. Here’s a breakdown of the key reasons:
Fundraising Plans: YES Bank’s board recently approved a plan to raise up to Rs 16,000 crore for FY26 through a combination of equity (up to Rs 7,500 crore) and debt instruments (up to Rs 8,500 crore). . Investors are keenly watching how this fundraising will be executed and its impact on the bank’s future.
Strategic Partnership with SMBC: Japan’s Sumitomo Mitsui Banking Corporation (SMBC) signed a definitive agreement to acquire a 20% stake in YES Bank from the State Bank of India (SBI) led consortium for Rs 13,483 crore. This is a significant cross-border investment and is seen as a major milestone for YES Bank, potentially bringing global expertise and supporting its next phase of growth and profitability. The amendment of YES Bank’s Articles of Association to facilitate SMBC’s increased stake and future board representation also adds to the focus.
SMBC Subsidiary Rumors and Clarification: Recent media reports were speculating that SMBC was seeking RBI approval to set up a wholly-owned subsidiary in India, with some linking this to a potential acquisition of a controlling stake in YES Bank. This news initially caused a surge in YES Bank’s share price. However, YES Bank subsequently issued a clarification denying any knowledge of such discussions and stating that references to “road map” discussions with the RBI for a controlling stake were “factually incorrect.” This clarification led to a sharp correction in the stock price
Block Deals and Profit Booking: Amidst these developments, there have been significant block deals where large stakes in YES Bank changed hands. For example, Carlyle Group, a private equity investor, recently sold a substantial 2.6% stake in the bank. These block deals, often involving profit booking by existing investors, contribute to the stock’s volatility.
Improved Financial Performance and Asset Quality: YES Bank has been showing signs of financial improvement. It reported a significant increase in net profit in the quarter ended March 2025, driven by lower provisioning for bad loans. Its gross and net Non-Performing Assets (NPAs) have also shown continuous improvement. This positive financial trajectory contributes to investor interest
Technical Chart Patterns: Technical analysts are also observing certain chart patterns, such as a “Pennant Pattern,” which some interpret as an indication of a continuation of the bullish trend for the stock.
In summary, YES Bank shares are in focus due to a combination of its ongoing fundraising efforts, the strategic investment by SMBC, the volatility created by rumors and clarifications regarding SMBC’s future plans, recent large block deals, and the underlying improvements in its financial performance
The article draws information from various sources and may contain unintentional factual errors . Readers are cautioned not to make any investment decisions based on the article . Readers may consult their financial advisors for any intended investment plans .
DISCLAIMER : We are not SEBI registered advisor and the the articles contained in the website , including this page / Post , is not an investment advice . In case if you are interested in Investing , you may contact your Financial Advisor for the same . We cannot be held for any loss arising out of your investment made as per the article .