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SBI Posts Record FY26 Profit as Margin Squeeze and Treasury Hit Weigh on Q4

Management guides for 13–15% loan growth next year on the back of strong liquidity.

Overview

  • SBI reported a Q4 net profit of Rs 19,684 crore on Friday, with growth held back by thinner lending margins and a 29% drop in non-interest income after bond yields rose and the RBI curbed a forex trade.
  • Following Friday’s earnings release, SBI shares fell 6.62% on the BSE as investors focused on pressure in core income lines.
  • For the full year, net profit reached an all-time high of Rs 80,032 crore and the board declared a dividend of Rs 17.35 per share, with overall capital at a comfortable ~15.4%.
  • Chairman C S Setty warned that a long war in West Asia could cool consumer demand in India, though he said current stress by sector remains contained.
  • The bank kept a 13–15% loan growth goal for FY27, citing a Rs 5.5 lakh crore pipeline, about Rs 3 lakh crore of surplus SLR holdings that can be used for liquidity, and scope to lend Rs 70,000–80,000 crore under the government-backed ECLGS.