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YESBANK - Fundamental Analysis: Financial Health & Valuation

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Rating: 3.2

Last Updated Time : 04 May 26, 11:42 am

Fundamental Rating: 3.2

Stock Code YESBANK Market Cap 62,541 Cr. Current Price 19.9 ₹ High / Low 24.3 ₹
Stock P/E 18.0 Book Value 16.3 ₹ Dividend Yield 0.00 % ROCE 5.96 %
ROE 7.03 % Face Value 2.00 ₹ DMA 50 19.8 ₹ DMA 200 20.6 ₹
Chg in FII Hold 0.68 % Chg in DII Hold 0.69 % PAT Qtr 1,068 Cr. PAT Prev Qtr 952 Cr.
RSI 55.5 MACD 0.24 Volume 7,31,55,380 Avg Vol 1Wk 8,45,98,254
Low price 17.2 ₹ High price 24.3 ₹ PEG Ratio 0.26 Debt to equity 7.52
52w Index 38.5 % Qtr Profit Var 44.8 % EPS 1.11 ₹ Industry PE 15.0

📊 Financials: YESBANK shows weak efficiency with ROCE at 5.96% and ROE at 7.03%, reflecting poor capital utilization. Debt-to-equity ratio is very high at 7.52, raising leverage concerns. EPS of ₹1.11 is modest, though quarterly PAT improved (₹952 Cr → ₹1,068 Cr, +44.8%), indicating earnings recovery. Cash flows remain under pressure due to high debt.

💹 Valuation: Current P/E of 18.0 is slightly above industry average (15.0), suggesting fair but not cheap valuation. PEG ratio of 0.26 highlights undervalued growth potential. P/B ratio (~1.22) is reasonable relative to book value. Dividend yield is 0.00%, offering no income support.

🏢 Business Model & Advantage: YESBANK operates in retail and corporate banking, benefiting from institutional presence and customer base. Competitive advantage is limited by weak fundamentals and high leverage, though earnings recovery and institutional inflows provide some optimism.

📈 Entry Zone: Attractive accumulation near ₹17–₹19 (close to DMA 50 and DMA 200 support). Current price (₹19.9) is near fair entry, with resistance at ₹23–₹24.

Long-Term Holding: Suitable only for speculative investors with a 2–3 year horizon. Long-term holding requires significant improvement in ROE/ROCE and debt reduction. Partial profit booking advised near ₹23–₹24 resistance.


Positive

  • PEG ratio of 0.26 suggests undervalued growth potential
  • Quarterly PAT growth (+44.8%)
  • FII holdings increased (+0.68%)
  • DII holdings increased (+0.69%)

Limitation

  • Weak ROCE (5.96%) and ROE (7.03%)
  • High debt-to-equity ratio (7.52)
  • Dividend yield of 0.00%
  • Modest EPS of ₹1.11

Company Negative News

  • High leverage continues to weigh on financial stability

Company Positive News

  • Quarterly PAT growth highlights earnings recovery
  • Institutional inflows (FII and DII) show confidence

Industry

  • Industry P/E at 15.0 indicates moderate sector valuation
  • YESBANK trades slightly above industry average, reflecting cautious optimism

Conclusion

YESBANK is a speculative candidate with earnings recovery and undervalued PEG ratio, but weak efficiency metrics and high debt limit attractiveness. Entry is safer near ₹17–₹19, with profit booking advised near ₹23–₹24. Long-term holding is risky unless debt reduces and ROE/ROCE improve significantly.

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