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Indian Bank (BOM:532814) Q3 2025 Earnings Call Highlights: Robust Profit Growth and Digital ...

In This Article:

  • Total Business Growth: Increased from INR12.44 trillion to INR12.61 trillion, YoY growth of 8.33%.

  • Deposit Growth: Increased from INR6.93 trillion to INR7.02 trillion, YoY growth of 7.34%.

  • CASA Growth: Maintained at 40% share, grew by 3.86%.

  • Advances Growth: Increased from INR5.51 trillion to INR5.59 trillion, YoY growth of 9.61%.

  • Net Profit: Increased from INR2,119 crores to INR2,852 crores, YoY growth of 34.57%.

  • Operating Profit: Increased from INR4,097 crores to INR4,749 crores, YoY growth of 15.91%.

  • Net Interest Income (NII): Increased from INR5,815 crores to INR6,415 crores, YoY growth of 10.32%.

  • Net Interest Margin (NIM): Increased from 3.41% to 3.45% YoY.

  • Return on Assets (ROA): Increased from 1.11% to 1.39% YoY.

  • Return on Equity (ROE): Maintained at 21%, YoY growth of 108%.

  • Cost-to-Income Ratio: Reduced from 45.12% to 44.56%.

  • Provision Coverage Ratio (PCR): Maintained at 98.09%, up 209 basis points YoY.

  • Credit Cost: Reduced to 0.47% from 0.65% a quarter ago.

  • Earnings Per Share (EPS): Increased from INR67.12 to INR84.70, YoY growth of 26%.

  • Book Value: Increased from INR347.73 to INR412.42 YoY.

  • Gross NPA: Reduced to 3.26%, down 121 basis points YoY.

  • Net NPA: Reduced to 0.21% from 0.53% a year ago.

  • Slippage Ratio: Reduced to 0.78% from 1.06% in September.

  • Digital Business Growth: Increased by 125% from INR52,884 crores to INR1,18,981 crores.

Release Date: January 29, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Indian Bank (BOM:532814) reported a YoY net profit growth of 34.57%, reaching INR2,852 crores.

  • The bank's operating profit increased by 15.91% YoY, amounting to INR4,749 crores.

  • Net Interest Income (NII) saw a YoY growth of 10.32%, totaling INR6,415 crores.

  • The bank's Return on Assets (ROA) improved to 1.39%, surpassing the guidance of 1.20%.

  • Digital business growth was significant, with a 125% increase in digital channel transactions.

Negative Points

  • The bank faces challenges in achieving its credit growth target of 11% to 13%, requiring substantial growth in the fourth quarter.

  • Deposit growth has been muted, with only a 1% increase in the first nine months of FY25.

  • The cost of deposits increased by 5 basis points QoQ, impacting overall margins.

  • The SMA book showed some stress, with three large accounts initially slipping into SMA 2.

  • The bank's co-lending business has been paused due to reconciliation issues, impacting potential growth avenues.

Q & A Highlights

Q: Given the need for significant growth in the fourth quarter to meet credit growth targets, how does Indian Bank plan to achieve this? A: Binod Kumar, Managing Director & CEO, stated that the bank has a strong pipeline of around INR40,000 crores in various stages of disbursement. He expressed confidence in achieving the 11% to 13% credit growth target, citing higher demand in the fourth quarter.