|
15 May 2025 |
State Bank
|
Consensus Share Price Target
|
807.75 |
930.42 |
- |
15.19 |
buy
|
|
|
|
|
05 May 2025
|
State Bank
|
Axis Direct
|
807.75
|
1025.00
|
790.00
(2.25%)
|
26.90 |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
05 May 2025
|
State Bank
|
BOB Capital Markets Ltd.
|
807.75
|
989.00
|
790.00
(2.25%)
|
22.44 |
Buy
|
|
|
PAT beat our estimates by 5% mainly aided by govt-guaranteed SRs; return ratios stay steady with RoA/RoE of 1.1/17.3% in FY25
|
|
05 May 2025
|
State Bank
|
KRChoksey
|
807.75
|
941.00
|
800.00
(0.97%)
|
16.50 |
Buy
|
|
|
Net Interest Income (NII) for Q4FY25 increased by 2.7% YoY (+3.2% QoQ) to INR 4,27,746 Mn, in-line with our estimates. PPOP grew by 8.8% YoY (+32.8% QoQ) to INR 3,12,860 Mn., 16.2% above our estimates driven by supported by ~2x QoQ growth in non-interest income.
|
|
04 May 2025
|
State Bank
|
Motilal Oswal
|
807.75
|
915.00
|
800.00
(0.97%)
|
13.28 |
Buy
|
|
|
State Bank of India (SBIN) reported a 4QFY25 PAT of INR186.4b (in line) with robust treasury gains offsetting higher opex and provisions. NII grew 3% YoY to INR427.7b (in line). NIM stood at 3.0% (1bp QoQ dip) with domestic NIM holding stable at 3.15%.
|
|
04 May 2025
|
State Bank
|
Emkay
|
807.75
|
975.00
|
800.00
(0.97%)
|
20.71 |
Buy
|
|
|
SBI posted a slightly soft quarter, as credit growth moderated to 12.4% YoY due to pre-payments in the corporate book, while higher opex (staff cost + deposit insurance) and provisions (std assets + investment + PLI incentive) caused a 5% earnings miss, with PAT at Rs186bn/1.1% RoA.
|
|
03 May 2025
|
State Bank
|
Sharekhan
|
807.75
|
980.00
|
800.00
(0.97%)
|
21.32 |
Buy
|
|
|
Q4 numbers were a mixed bag. NII at Rs. 42,775 crore (in line) grew by 3% y-o-y/ 3% q-o-q. NIMs were stable, declined marginally by 1 bps q-o-q to 3.0% although outlook on NIMs remains negative. Core fee income growth was healthy at 13% y-o-y/ 36% q-o-q.
|
|
22 Apr 2025
|
State Bank
|
Ventura
|
807.75
|
1025.00
|
822.40
(-1.78%)
|
26.90 |
Buy
|
|
|
Black & White
|
|
10 Mar 2025
|
State Bank
|
Sharekhan
|
807.75
|
980.00
|
728.90
(10.82%)
|
21.32 |
Buy
|
|
|
SBI is expected to sustain healthy performance in terms of growth and profitability in the near to medium term. Loan growth guidance is intact at ~14-15% y-o-y and deposit growth at 10% y-o-y.
|
|
03 Mar 2025
|
State Bank
|
Ventura
|
807.75
|
1049.00
|
95.52
(745.63%)
|
29.87 |
Buy
|
|
|
Slow & steady wins the race
|
|
10 Feb 2025
|
State Bank
|
KRChoksey
|
807.75
|
915.00
|
736.80
(9.63%)
|
13.28 |
Buy
|
|
|
Net Interest Income (NII) for Q3FY25 increased by 4.1% YoY (-0.4% QoQ) to INR 414,455 Mn. NII fell short of our estimates by 1.8%.
|
|
07 Feb 2025
|
State Bank
|
Prabhudas Lilladhar
|
807.75
|
900.00
|
737.20
(9.57%)
|
11.42 |
Buy
|
|
|
|
|
07 Feb 2025
|
State Bank
|
BOB Capital Markets Ltd.
|
807.75
|
972.00
|
737.20
(9.57%)
|
20.33 |
Buy
|
|
|
PAT declined sequentially with lower NII and other income, RoA of 1.09% in 9MFY25
|
|
07 Feb 2025
|
State Bank
|
ICICI Securities Limited
|
807.75
|
900.00
|
737.20
(9.57%)
|
11.42 |
Buy
|
|
|
State Bank of India (SBI) reported Q3FY25 PAT of INR 168.9bn (up 84% YoY) led by sharp opex reduction (off high base) and contained credit costs, while revenue growth was muted (up 2% YoY).
|
|
07 Feb 2025
|
State Bank
|
Axis Direct
|
807.75
|
1025.00
|
737.20
(9.57%)
|
26.90 |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
06 Feb 2025
|
State Bank
|
Sharekhan
|
807.75
|
980.00
|
752.25
(7.38%)
|
21.32 |
Buy
|
|
|
Q3 numbers were a mixed bag. NII at Rs. 41,446 crore (below estimate) grew by 4% y-o-y/ flat q-o-q. NIMs declined by 13 bps q-o-q to 3.01% led by higher cost of funds.
|
|
06 Feb 2025
|
State Bank
|
Anand Rathi
|
807.75
|
930.00
|
752.25
(7.38%)
|
15.13 |
Buy
|
|
|
State Bank of India saw a soft Q3 on subdued NII and miss in other income. The bank’s dominant market position, best-in-class management and strong digital abilities would aid in maintaining its market share, while delivering healthy profitability.
|
|
11 Jan 2025
|
State Bank
|
BP Wealth
|
807.75
|
900.00
|
743.25
(8.68%)
|
11.42 |
Buy
|
|
|
|
|
17 Dec 2024
|
State Bank
|
Sharekhan
|
807.75
|
1050.00
|
850.55
(-5.03%)
|
29.99 |
Buy
|
|
|
SBI is expected to sustain its steady performance in terms of growth and profitability in the near to medium term. Asset quality is holding up well and the portfolio is still not showing worrying signs, including unsecured retail loans despite the slowdown in growth.
|
|
10 Dec 2024
|
State Bank
|
Geojit BNP Paribas
|
807.75
|
927.00
|
867.50
(-6.89%)
|
14.76 |
Hold
|
|
|
|
|
11 Nov 2024
|
State Bank
|
Axis Direct
|
807.75
|
1040.00
|
847.65
(-4.71%)
|
28.75 |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|