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SBI shares surge post strong Q3 results. What should investors do

07 Feb , 2022   By : Kanchan Joshi


SBI shares surge post strong Q3 results. What should investors do

India's biggest bank State Bank of India (SBI) reported 62% jump in standalone net profit at Rs8,432 crore for the quarter ended December 2021, helped by lower provisions, as compared to Rs5,196 crore in the year-ago quarter. Shares of SBI surged in Monday's opening deals to rs531 apiece on the BSE.


The lender's net interest income (NII), difference between interest earned and expended, rose over 6% to at rs30,687 crore whereas net interest margin (NIM) improved to 3.40% as against 3.34% year-on-year (YoY).


SBI has delivered a robust 3QFY22 and the PSU bank has been reporting continued traction in earnings every successive quarter, aided by controlled provisions, highlighted Motilal Oswal in a note. “SBI remains our conviction Buy in the sector. We revise our target price to Rs725 per share," the brokerage added.


The bank's gross non-performing assets (GNPA) ratio reduced to 4.50% whereas Net NPA ratio stood at 1.34%. Its total provisions declined to rs10,090 crore from rs12,137 crore in the year-ago period, as per the presentation uploaded on the exchanges. During the quarter, the bank made an additional provision of Rs1,700 crore as a prudent measure, SBI Chairman Dinesh Khara said.


“Asset quality improved, with GNPA ratio declining by 40 basis points (bps) QoQ to 4.5%. With the asset quality outlook positive and a healthy provisioning buffer, credit cost is expected to trend lower compared to the recent past, thereby aiding return ratios. The bank has reiterated its 15% ROE guidance," said analysts at Nirmal Bang, maintaining Buy rating on SBI stock with a target price (TP) of Rs639.


With further pick-up in utilization level, the corporate book could start to deliver better growth rates and support overall bank credit growth, the brokerage note added.


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