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    Union Bank (I)

    UNIONBANKNeutral
    Financial Services·30 Oct 2025
    Management Summary

    Union Bank delivered strong Q2 performance with new leadership focusing on balanced growth and profitability. The bank strategically reduced high-cost bulk deposits while growing retail deposits and CASA. Asset quality showed remarkable improvement with lowest credit costs in years. Management provided confidence on achieving system-level growth going forward while defending margins.

    Highlights

    7
    • Net profit for Q2 FY'26 stood at INR 4,249 crores with Q-o-Q increase of 3.25%

    • H1 FY'26 net profit reached INR 8,365 crores, demonstrating consistent performance

    • Significant asset quality improvement: Gross NPA reduced 107 bps Y-o-Y to 3.29%

    • Credit cost dramatically improved to 22 bps vs 109 bps in Q2 FY'25

    • Strategic portfolio optimization with 21.85% reduction in high-cost bulk deposits

    • Strong recovery performance with H1 FY'26 gross recovery surpassing slippages by INR 1,800 crores

    • New MD Asheesh Pandey providing growth guidance for system-level performance

    What Changed2

    vs Q3 FY26

    Tone shiftconfident and optimistic → confident and forward-lookingGuidance items4 → 6 (+2)

    Key financials

    Single quarter

    04 metrics
    1. 01Net Profit Q2 FY'26₹4,249 Cr
    2. 02Net Profit H1 FY'26₹8,365 Cr
    3. 03Operating Profit Q2 FY'26₹6,814 Cr
    4. 04Operating Profit H1 FY'26₹13,723 Cr

    Guidance & targets

    6
    CategoryTargetPriority
    Credit Growth
    Loan Growth
    System level growth (9%-10%)
    High
    Credit Growth
    Quarter-on-Quarter Growth
    Better than system level
    High
    Portfolio Mix
    RAM Segment Share
    Increase from 55% to 58%
    High
    CD Ratio
    Credit-Deposit Ratio
    78.5% to 80%
    Medium
    NIM
    Net Interest Margin
    Stabilization from Q3, then improvement
    Medium
    PSLC Income
    Priority Sector Lending Certificate Income
    Similar to last year quantum
    Medium

    Risks & concerns

    4
    RiskSeverity

    Deposit Growth Lagging Strategy

    Cost of deposits reduction slower than expected due to timing of bulk deposit reduction strategy implementationOther acknowledged

    medium

    Advance Yields Declining Faster

    16 bps Q-o-Q decline in advance yields while implementing low-yielding to higher-yielding asset shiftOther acknowledged

    medium

    Growth Below System Levels

    Current 5% loan growth vs 11% system growth, management committed to catching upOther acknowledged

    medium

    Treasury Income Volatility

    Treasury profit declined to INR 192 crores from INR 961 crores in previous quarterOther acknowledged

    low

    Q&A highlights

    6

    “Going forward you will see that the system level, we will be at par with the industry... we are aspiring even better than the system level for quarter-to-quarter here onwards”

    Clear commitment to achieving industry-level growth from new MD

    asked by Jai Prakash Mundhra from ICICI Securities

    1 min read5 chapters

    Detailed Narrative

    01

    New Leadership and Growth Vision

    MD Asheesh Pandey returned to Union Bank with clear growth ambitions, targeting system-level performance. The bank has conducted comprehensive strategy reviews including field conferences and developed detailed geography-level implementation plans. Leadership emphasized moving from current 55% RAM segment share to 58% while maintaining focus on profitable growth.

    02

    Strategic Portfolio Optimization

    Bank executed strategic shift by reducing high-cost bulk deposits by 21.85% Y-o-Y while growing retail term deposits plus CASA by INR 1,03,000 crores Y-o-Y. This optimization aims to protect margins while building sustainable deposit franchise. The strategy shows timing lag but expected to yield results from Q3 onwards.

    03

    Asset Quality Excellence

    Remarkable improvement in asset quality with gross NPA declining 107 bps Y-o-Y to 3.29%, credit cost falling to 22 bps from 109 bps, and slippage ratio contained at 0.91% vs 2.40% last year. H1 FY'26 gross recovery exceeded slippages by INR 1,800 crores, demonstrating strong collection efficiency.

    04

    NIM Recovery Strategy

    NIM at 2.67% with management guidance that bottom has been reached. Expected stabilization from Q3 onwards with improvement thereafter, supported by deposit repricing and CRR cut benefits. The sequential decline is moderating, supporting recovery expectations.

    05

    Prudent Provisioning Approach

    Bank took INR 880 crores standard asset provisioning for ECL preparation and prudential coverage on specific accounts. This conservative approach positions bank well for regulatory transitions while maintaining strong PCR of 95.13%.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.