YES Bank Q4 Results 2026: Date, time, targets, view

What YES Bank is set to announce on April 18

YES Bank Ltd will report its audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026 on Saturday, April 18. The schedule was disclosed through an exchange filing dated April 8. The announcement comes in the middle of the quarterly earnings season, when market attention typically shifts to net interest income, margins, and profit conversion.

The lender has also lined up an analyst and investor interaction on the same day, creating a tight cluster of events around the results. Because April 18 is a Saturday, the cash equity market will be shut, and any immediate reaction in the stock is expected only when markets reopen.

Board meeting: what the exchange filing says

In its regulatory disclosure, the Mumbai-based private sector lender said its board of directors will meet in Mumbai on April 18, 2026. The stated agenda is to “consider and approve” the audited financial results for Q4 and the year ended March 31, 2026. The filing covers both standalone and consolidated numbers.

This is the formal approval step before the audited results are released to the exchanges. For investors, the board meeting intimation also helps narrow down the window when the results are likely to be published.

Earnings call timing and what it implies

YES Bank has scheduled a conference call with analysts and investors at 3:00 pm IST on April 18, according to a separate exchange filing dated April 9. The bank said the call will discuss the financial results, indicating that the results should be announced before 3 pm.

The call is expected to include key management personnel such as the Managing Director and CEO, Executive Directors, the CFO, and the Head of Investor Relations, as per the information provided. The interaction typically gives investors colour on operating trends, one-off items, and key line items that explain quarter-on-quarter movement.

Key dates and access details

Brokerage expectations: the numbers in focus

Brokerage estimates cited ahead of the results point to mid single-digit to low double-digit growth in net interest income (NII), with varying views on margins and profit.

Kotak Institutional Equities expects NII at ₹2,478.2 crore, up 8.9% year-on-year (YoY) and 0.5% quarter-on-quarter (QoQ). It also expects net interest margins (NIMs) to contract to 2.8%. Kotak estimates pre-provision operating profit (PPOP) at ₹1,765.3 crore, up 1.5% YoY and 8.1% QoQ, and net profit at ₹765 crore, up 3.6% YoY but down 19.6% QoQ.

JM Financial expects NII at ₹2,499.2 crore, up 9.8% YoY and 1.4% QoQ. It estimates PPOP at ₹1,296 crore, down 1.4% YoY but up 5.1% QoQ, and net profit at ₹946.3 crore, up 28.3% YoY and 0.4% sequentially.

ICICI Securities estimates NII at ₹2,558.4 crore, up 12.4% YoY and 3.8% QoQ, with NIMs improving to 2.65%. It pegs PPOP at ₹1,439.7 crore, up 41.8% YoY and 16.7% QoQ, and net profit at ₹1,065.9 crore, up 44.4% YoY and 12% QoQ.

Anand Rathi Share & Stock Brokers expects NII at ₹2,543.9 crore, up 11.9% YoY and 3.2% QoQ. It sees PPOP at ₹1,342.5 crore, up 2.1% YoY and 8.8% QoQ, and net profit at ₹872.1 crore, up 18.2% YoY but down 8.4% QoQ.

What brokerages say could drive volatility

Kotak Institutional Equities flagged potential volatility due to the nature of income booked when security receipts mature and the impact of RIDF investments. It also said deposit growth has accelerated to 12% YoY, aided strongly through certificates of deposit, and added that the bank may be “a bit more positive on loan growth.”

Kotak also pointed to “steady traction on recovery and upgrades” from the retail portfolio. These comments matter because they highlight that quarterly profit can be influenced by items beyond core NII, especially when income recognition is lumpy.

Ratings and target prices: what the Street is signalling

On valuations and downside or upside risk, the cited broker calls are mixed but lean cautious.

Kotak Institutional Equities and JM Financial have a Sell rating on YES Bank with target prices of ₹17 and ₹15, respectively. Anand Rathi also has a Sell rating on the lender. ICICI Securities has a Hold rating with a target price of ₹24.

Stock snapshot and reference levels cited

In an update cited in Hindi, YES Bank shares were trading around ₹18.97 on the BSE at about 2 pm. Over the last year, the stock’s low was cited at ₹16.90 and the high at ₹24.30. On that reference price, the company’s market capitalisation was stated at ₹59,464.64 crore.

The same source also noted that YES Bank had released its Q3 results at around 12:52 pm, and market participants were expecting a similar timing around the April 18 event. With the results coming on a Saturday, the direct stock reaction would be visible when markets open on Monday.

Management context: CEO change disclosed

A separate update in the provided material said Prashant Kumar completed his tenure and stepped down as Chief Executive Officer of YES Bank on April 5, 2026, and no longer serves as CEO. With the earnings call scheduled shortly after, investors are likely to track how management commentary addresses continuity on strategy and operating priorities, based on what is said on the call.

Market impact: what matters on April 18

The most immediate market relevance is the timing. Results are expected before 3 pm, followed by the investor call at 3 pm, but the market is shut because it is a Saturday. That makes the first tradable reaction a Monday event.

From a numbers standpoint, the estimates cited set a broad expectation for Q4FY26 NII in a range of ₹2,478.2 crore to ₹2,558.4 crore. Within that, the key difference across broker views is the direction of NIMs, with Kotak expecting contraction to 2.8% and ICICI Securities expecting improvement to 2.65%. The dispersion in net profit estimates is also material, with forecasts ranging from ₹765 crore to ₹1,065.9 crore.

Conclusion

YES Bank’s audited Q4 and FY26 results are due on April 18, 2026, with a 3 pm analyst and investor call that implies the numbers should be released earlier in the day. Broker expectations point to NII growth, mixed margin views, and possible volatility linked to specific income and investment line items. The next confirmed milestone after results day is the postal ballot scheduled for April 24, 2026.