State Bank of India (SBIN) — concall transcript | 31 March 2024

· BSE 🟡 Notable Neutral
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings
🔮 What's Next
Loan growth guidance of 13-15%, CASA target of 75%, NIM maintained at 3.43%, and capital capacity for ₹7 trillion loan book; AT-1 issuance pending regulatory clarity; SBI Wealth AUM target of $1 trillion.
💡 Investor Takeaway
SBI delivered strong profitability and capital resilience, but faces regulatory headwinds on infrastructure provisioning that could pressure capital if guidelines tighten.

SBI reported record FY24 net profit of ₹61,077 crores (+21.6% YoY) driven by 20%+ credit growth, improved asset quality (gross NPA 2.24%, net NPA 0.57%), and 11% deposit growth, with CET-1 at 10.36% and LCR at 124%. Management highlighted robust profitability, digital adoption (61% savings via YONO), and liquidity strength, while addressing RBI's potential infrastructure provisioning concerns and clarifying capital adequacy impact on ~₹1.21 trillion exposure. Loan growth outlook remains 13-15%, with CASA targeting 75% and NIM held at 3.43%. Capital capacity supports up to ₹7 trillion in loans, and plans include SBI Wealth expansion to $1 trillion AUM, Tier-1 capital raises, and strategic focus on natural capital ploughing back before AT-1 issuance. Growth capital prioritization emphasizes organic growth, with divestment of Yes Bank stake noted at 3x prior valuations.

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About State Bank of India (SBIN)

Financial Services · Banks · Listed on BSE

Market Cap: ₹9,42,215.29 Cr P/E: 10.9 ROE: 14.8% ROCE: 31.8% Div Yield: 1.70%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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