Yes Bank’s stock came under sharp selling pressure this week, tumbling over 7-9% amid large block deals and speculation around a potential capital raise. Additionally, eyes are on the ongoing stake acquisition talks with Japan’s Sumitomo Mitsui Banking Corporation (SMBC).
Table of Contents
- Yes Bank Shares Fall Over 7% on Heavy Block Deals
- Yes Bank Board Meeting 2025: Fundraising Plans in Focus
- SMBC to Acquire Major Stake in Yes Bank? Here’s the Update
- Yes Bank Q4 FY25 Results: Financial Performance
- Key Triggers to Watch for Yes Bank Share
- Yes Bank Stock Outlook: What Lies Ahead
- FAQs
The biggest trigger for the sharp fall in Yes Bank stock came from substantial block deals executed during Tuesday’s trading session.
- Around 3% of Yes Bank’s total outstanding equity - over 9 crore shares valued at nearly ₹2,022 crore - changed hands.
- Market buzz indicates a private equity firm could be the seller, though no official confirmation has been made yet
- As a result, Yes Bank shares plunged over 8% in early trade on June 3, touching ₹21.55 at one point
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To see Yes Bank's latest stock performance, price chart, and key valuation ratios, check the Yes Bank Share Price now.
Amid the market buzz, Yes Bank’s Board of Directors convened on Tuesday, June 3, 2025, to explore fresh capital-raising opportunities.
- The bank is considering raising funds via equity shares, debt securities, or other eligible financial instruments
- Potential fundraising methods include private placements, preferential issues, and other permissible modes
- All capital raise proposals would be subject to necessary regulatory and shareholder approvals
Parallel to these developments, discussions around a strategic stake acquisition by Sumitomo Mitsui Banking Corporation (SMBC) have caught investor attention.
- Reports suggest SMBC may acquire 13.2% to 20% stake in Yes Bank, potentially buying a portion of SBI’s existing holding
- The estimated deal size ranges between ₹13,480 crore to ₹13,483 crore
- Market chatter hints that SMBC could pump in additional capital for an extra 6-7% stake, potentially taking its holding up to 51% via an open offer
- SMBC is also reportedly in talks with the Reserve Bank of India (RBI) to set up a wholly-owned subsidiary in India
Want to know why Yes Bank’s share price was skyrocketing recently? Check out the video below.
Amid the strategic developments, Yes Bank’s recent financial performance has shown steady improvement.
- Net profit jumped 63% year-on-year to ₹738 crore in Q4 FY25.
- Net Interest Income (NII) grew by 14% to ₹2,153 crore.
- Gross NPA stood at 1.7%, while Net NPA improved to 0.6%.
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Investors are keenly awaiting clarity on multiple fronts over the coming weeks.
- Official details of the block deal participants and stake transfer specifics.
- Outcomes from Yes Bank’s board meeting regarding capital raising plans
- Further updates on the SMBC stake acquisition progress and RBI’s stance
- Market reaction and share price movement following concrete announcements
Yes Bank’s stock volatility is a reflection of the high-stakes environment surrounding the lender - from large equity transactions and capital raising efforts to strategic stake acquisition talks with SMBC. While operational performance has shown encouraging signs of recovery, investor sentiment hinges on how the bank manages its fundraising plans and whether the SMBC deal materialises.
Want to know what led to Yes Bank’s 10% surge before the recent fall? Read more on the SMBC Yes Bank deal and the buzz around a potential controlling stake.
1. Why did Yes Bank shares fall in June 2025?
Yes Bank shares dropped over 7-9% on June 3, 2025, following large block deals where around 3% of the bank’s equity changed hands, coupled with market speculation about a fresh capital raise.
2. Who sold the Yes Bank shares in the June 2025 block deal?
While over 9 crore Yes Bank shares worth ₹2,022 crore changed hands in block deals, the identity of the seller hasn’t been officially confirmed. Market reports hint at a possible private equity firm exit.
3. Is Sumitomo Mitsui Banking Corporation (SMBC) acquiring a stake in Yes Bank?
As per reports, SMBC is in talks to acquire a 13.2% to 20% stake in Yes Bank, with the deal size estimated between ₹13,480 crore to ₹13,483 crore. Discussions about a possible open offer to increase its holding to 51% are also speculated.
4. What are Yes Bank’s fundraising plans for 2025?
Yes Bank’s board met on June 3, 2025, to discuss capital-raising options via equity shares, debt securities, or other instruments. Fundraising methods under consideration include private placements and preferential issues, subject to regulatory and shareholder approvals.
5. How did Yes Bank perform in Q4 FY25?
In Q4 FY25, Yes Bank posted a 63% YoY rise in net profit to ₹738 crore, with Net Interest Income (NII) growing 14% to ₹2,153 crore. Gross NPA improved to 1.7%, while Net NPA dropped to 0.6%.