YES Bank share price jump 22% in last 6 Monts following SMBC’s strategic stake acquisition. CEO Prashant Kumar highlights the potential for a rating upgrade, supporting new capital inflows which enhanced business tie-ups and stronger Q1 FY26 results with a 56% YoY profit jump.
SMBC Stake BUY
YES Bank share price went up by more than 8% on September month, to reach 21.63 This rise happened after SMBC, a large bank from Japan, bought about 25% of YES Bank and became its biggest owner. SMBC invested around ₹16,000 crore in YES Bank, bringing in a lot of new money. This money will help YES Bank grow faster, work with more partners and make better profits.
Rating Upgrade CEO’s Views
YES Bank CEO Prashant Kumar highlighted that the SMBC partnership opens the door to a possible rating upgrade, which would boost the bank’s ability to attract deposits and funding from corporate and government entities that depend on investment-grade ratings. With its credit rating already moving up to ‘AA-‘, the bank is now on a stronger footing versus its troubled past, further supported by continued SBI backing (over 10% shareholding).
Also Read: Yes Bank Share Price Target 2025-2050
Yes Bank’s share price as of September 25, 2025, is trading at around ₹21.50 on NSE with jump 1.51% compared to the previous day. The stock has shown strong movement in recent sessions with volume in the private sector bank.
Q1 FY26 Financial Performance
In Q1 FY26 Yes Bank net profit Up by 59% year-on-year to ₹801 crore showing successful turnaround and improved operational efficiency. Also bank improve Revenue for the quarter with jump of 4.81% YoY to ₹9,429 crore. Net Interest Income (NII) remained stable while asset quality improved as gross NPAs declined to 1.6% from 1.7% last year.
| Details | Q1 FY26 Result | YoY Change |
| Net Profit (PAT) | ₹801 crore | +59% |
| Revenue (Total Income) | ₹9,429 crore | +4.8% |
| Gross NPA (%) | 1.6% | -0.1% |
| Share Price (Sep 22) | ₹21.21 | +1% |
Yes Bank Holding Pattern
Shareholding pattern of YES Bank for Q1 FY26 (June 2025):
- Promoters: 0%
- Foreign Institutional Investors (FIIs): 24.95%
- Domestic Institutional Investors (DIIs) including Mutual Funds: 40.27%
- Retail and Others: 34.78%
This pattern shows a significant institutional holding, with SMBC recently becoming the largest single shareholder with about 20% stake acquired from SBI and other banks, while SBI remains a major shareholder with over 10% after this transaction.
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Growth Strategy
YES Bank plans to improve its balance sheet and SMBC alliance to deepen its footprint in high-margin lending segments such as affordable loans and used-car finance. The management aims for a return on assets of 1% by FY27, up from the current 0.8%, and expects net interest margins to bottom out in Q2 FY26 before trending higher.
Kunal Parar from Choice Broking recommends a buy with a target price around 23.40 to 24, expecting a potential rally beyond 22 with about 10% upside. The main stop loss is suggested at 20
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