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Release
August 2026 · rev 1
Opportunities PMS · Published
As at 31 Aug 2026 · IST₹ · ₹ cr · BSE 500 TRI
Present
Internal working platform. Published figures are extracted from the August 2026 source package and reviewed; reference prices and fundamentals are unlicensed working data, not for redistribution. Past performance is not indicative of future returns.
Company Atlas/Banking/State Bank of India
NSE: SBIN· BankingCore · Aug 26Large cap

State Bank of India

Cheapest large bank; funding moat

Last close
₹964.70
29 Sept 2026 · reference
1D · 1M
+0.3% · −7.9%
price-only
Weight
4.0%
31 Jul 2026 · Aug rank 3
Thesis review
8 Sep 2026
Why We Own, p29
Coverage owner: Research (per book); latest results Q Jun-26Buoyant AIF I Top 30 Holdings - Aug 2026.pdf · p1Buoyant_Why_We_Own_What_We_Own_Sep2026.pdf (portfolio as of 31 July 2026) · p29Screener ↗Tijori ↗NSE ↗
OverviewBusiness & segmentsChartsFinancialsValuationThesisRisks & catalystsCompetitorsResearch & documents
What the company does

State Bank of India · Banks - Regional

State Bank of India (SBI) provides a wide range of products and services to individuals, commercial enterprises, large corporates, public bodies, and institutional customers through its various branches and outlets, joint ventures, subsidiaries, and associate companies. It has always been in the forefront to embrace changes without losing sight of its values such as Service, Transparency, Ethics, Politeness and Sustainability.

Full profile (Yahoo)

State Bank of India provides banking products and services in India and internationally. The company operates through the Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Business segments. It offers personal banking products and services, including current, savings, salary, and deposit accounts; home, personal, pension, auto, education, and gold loans, as well as loans against insurance property, and securities; debit, business debit, prepaid, and green remit cards; overdrafts; mutual funds, insurance, equity trading, portfolio investment schemes, remittance services; digital lending; and mobile, internet, and digital banking services. The company also provides corporate banking products and services comprising corporate accounts, working capital and project finance, deferred payment guarantees, corporate term loans, structured finance, dealer and channel financing, equipment leasing, loan syndication, construction equipment loans, financing Indian firms' overseas subsidiaries or JVs, and cash management, as well as trade and service products. In addition, it offers NRI services, including accounts, investments, loans, and remittances; agricultural banking services; and international banking services. Further, it provides life and general insurance; estate planning services; merchant banking and advisory; securities broking; trusteeship service; factoring; payment solution; asset management; portfolio and investment management; credit cards; and custody and fund accounting services. State Bank of India was founded in 1806 and is headquartered in Mumbai, India.

Sector (Yahoo)
Financial Services
Industry (Yahoo)
Banks - Regional
Employees
2,45,131
Website
sbi.bank.in

Key people: Mr. Rana Ashutosh Kumar Singh (MD of International Banking, Global Markets & Technology & Director) · Mr. Ravi Ranjan (Managing Director of Risk, Compliance, & SARG & Director) · Mr. Ashwini Kumar Tewari (MD of Corporate Banking (CAG & CCG) and Subsidiaries and Director) · Mr. Rama Mohan Rao Amara (Managing Director of Retail Business & Operations & Director) · Mr. Sunil Ramgopal Agrawal (Chief Financial Officer) · Mr. Sahadevan Radhakrishnan (Deputy MD & COO)

Who are the competitors of State Bank Of India?

State Bank Of India major competitors are HDFC Bank, ICICI Bank, PNB, Union Bank Of India, Bank Of Baroda, Indian Bank, Canara Bank. Market Cap of State Bank Of India is ₹9,19,923 Crs. While the median market cap of its peers are ₹1,35,458 Crs.

Is State Bank Of India financially stable compared to its competitors?

State Bank Of India seems to be financially stable compared to its competitors.The probability of it going bankrupt or facing a financial crunch seem to be lower than its immediate competitors.

Snapshot and what to watch · Tijori · 19 Sep 2026
  • SBI is India's largest state-owned bank by advance scale, lending to retail customers, self-employed and professional borrowers, MSMEs and corporates, with a wealth and insurance subsidiary stack.
  • Standalone segment mix is retail banking ~48%, corporate/wholesale ~27% and treasury ~25%. Retail and MSME advances are 66.78% of the book versus 33.22% corporate, and the mix is shifting further toward retail.
  • Earnings are driven by loan growth in retail and MSME, corporate credit from a pipeline above ₹1 lakh Cr, and treasury income, with credit cost and deposit repricing creating the volatility.
  • Growth legs management has pitched are self-employed and professional loans, deeper-market consumer and commercial products via its collection-staffing subsidiary SBOSS, retail current deposits, wealth management and cross-sell through the digital platform YONO, which has 10.5 crore users with ~95% of transactions direct.
  • Its asset-management subsidiary SBI Funds Management listed in July 2026 after a 41.66x-subscribed IPO; SBI General Insurance is the next listing candidate, with no timeline.
  • Q1FY27 was operating-led: net interest income and operating profit each rose 15% YoY and drove record standalone PAT of ₹21,321Cr (+10%) even though non-interest income fell 9% and provisions rose 9%.
  • Management guides FY27 credit growth of 13–15% (raised on 7 August from 12–14%), corporate credit growth of 14–15%, a full-year domestic NIM of 3.00% and credit cost of ≤50 bps.
  • Near-term earnings hinge on converting the corporate pipeline while MCLR repricing is still incomplete; corporate margins could not recover the 7 bps domestic NIM regained this quarter.
  • Asset quality is stable with GNPA at 1.47% and credit cost at 0.27%; the pending ECL transition will be quantified only at Q2, with relief and capital set to absorb the change.
  • Capital and liquidity are strong — CAR 15.67%, CET1 12.89% — and funding access is open, with an AT1 issue in July and a USD500m 5-year bond in August.

Yahoo profile 23 Sept 2026 · Tijori 23 Sept 2026

Segments

Revenue mix and market share

Segment Break-Up
  • Retail Banking39.2%
  • Corporate /Wholesale Banking21.7%
  • Treasury19.6%
  • Insurance16.0%
  • Others3.5%
Loan Break-Up
  • Home Loans22.4%
  • Retail Loans - Others15.8%
  • Industries - Others15.0%
  • Services14.3%
  • Agriculture Loans10.2%
  • Power6.0%
  • Auto Loans3.2%
  • Petroleum & Petrochemicals2.4%
  • Roads & Ports2.0%
  • Commercial Real Estate2.0%
  • Iron & Steel1.9%
  • Engineering1.5%
  • Infra - Others1.0%
  • Textiles1.0%
  • Others0.9%
  • Telecom0.5%
Location Wise Break-Up
  • India93.2%
  • Rest of the World6.8%
Operating Profit Break-Up
  • Retail Banking53.1%
  • Corporate / Wholesale Banking19.2%
  • Treasury17.0%
  • Others7.9%
  • Insurance Business2.9%
Borrowings Break-Up
  • Borrowings and Refinance outside India57.1%
  • Others19.5%
  • Capital Instruments12.4%
  • Reserve Bank of India10.9%
Premium Break-Up - General Insurance
  • Motor44.2%
  • Health Insurance37.5%
  • Personal Accident8.9%
  • Fire3.2%
  • Weather & Crop Insurance2.7%
  • Others2.4%
  • Others (Marine,Workmen's Compensation,Public Liability,Engineering)1.1%
Investment Break-Up - General Insurance - Insurance
  • Government securities and Government guaranteed bonds including Treasury Bills34.0%
  • Others20.9%
  • Investments in Infrastructure and Housing20.7%
  • Other Investments(Equity,Preference,Debentures/Bonds,Mutual Funds,Securities,Real Estate)18.4%
  • Other Approved Securities5.9%
AUM Break-Up - Asset Management
  • Equity38.7%
  • ETF27.0%
  • Liquid/ Money Market11.3%
  • Balanced schemes9.9%
  • Debt9.9%
  • Others3.2%
Asset Break-Up
  • India87.6%
  • Others12.4%
Priority vs Non-Priority Sector
  • Non Priority Sector75.1%
  • Priority Sector24.9%
NPA Break-Up
  • Agriculture41.4%
  • SME25.5%
  • Pre-Segment16.0%
  • Corporate15.9%
  • Others1.2%

Latest reported mix as compiled by Tijori from company disclosures; percentages of revenue.

Operating metrics

Company-reported KPIs (Tijori) · latest quarter

As the company reports them. They can differ from the ratio table on the Financials tab, which uses Tijori's own definitions (for example NIM on average total assets rather than on interest-earning assets); the Cross-check panel there lines both up.

Gross NPA1.47 % 2026-06
Net Interest Margin2.86 % 2026-06
CASA Ratio39.24 % 2026-06
Fresh Slippages - Quarterly7,046 Crs 2026-06
Credit Deposit Ratio83.12 % 2026-06
Capital to Risks Assets Ratio (CRAR)15.67 % 2026-06
Cost To Income Ratio46.71 % 2026-06
Yield On Total Investments - General Insurance5.56 % 2026-03
Combined Ratio105.58 % 2026-03
Business model

How the company earns

India's largest bank: ₹50 lakh crore of loans, ₹60 lakh crore of deposits, 23,000 branches, a 22–23% share of system deposits and a 39% CASA ratio no private bank can match. Since the 2016–19 asset-quality review it has rebuilt from a ₹6,500 crore loss (FY18) to an ₹80,000 crore profit (FY26), with net NPA down from 5.7% at the FY18 peak to 0.4%. Listed subsidiaries — SBI Life, SBI Cards, SBI Funds (AMC), SBI General, SBI Caps — are worth ~₹240 a share today (₹270 on a Sep-2027 basis) after a 20% holding-company discount.

Competitive position · why this and not peers
Bank of Baroda / Canara / PNBCheaper on paper (0.9–1.0x book) but with 32–35% CASA, thinner capital, weaker retail franchises and 12–13% ROEs that depend on treasury gains — SBI's premium is the price of the only PSU balance sheet that came through the AQR with a better retail book than most private banks.
HDFC BankWe own both. HDFC Bank's ROA is 1.8% vs SBI's 1.1%, so it deserves its 1.6x to SBI's 1.25x; SBI's advantage is CASA, excess liquidity and subsidiaries.
Kotak MahindraKotak's 12% ROE at 2.0x core book versus SBI's 15% at 1.25x — the same ROE arithmetic the house has always used, and it points to SBI.
Segment economics

Reported revenue mix

Segment Break-Up

share of revenue, %
  • Retail Banking
    39.2%
  • Corporate /Wholesale Banking
    21.6%
  • Treasury
    19.6%
  • Insurance
    16.0%
  • Others
    3.5%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Loan Break-Up

share of revenue, %
  • Home Loans
    22.4%
  • Retail Loans - Others
    15.8%
  • Industries - Others
    15.0%
  • Services
    14.3%
  • Agriculture Loans
    10.2%
  • Power
    6.0%
  • Auto Loans
    3.2%
  • Petroleum & Petrochemicals
    2.4%
  • Roads & Ports
    2.0%
  • Commercial Real Estate
    2.0%
  • Iron & Steel
    1.9%
  • Engineering
    1.5%
  • Infra - Others
    1.0%
  • Textiles
    1.0%
  • Others
    0.9%
  • Telecom
    0.5%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Location Wise Break-Up

share of revenue, %
  • India
    93.2%
  • Rest of the World
    6.8%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Operating Profit Break-Up

share of revenue, %
  • Retail Banking
    53.1%
  • Corporate / Wholesale Banking
    19.2%
  • Treasury
    17.0%
  • Others
    7.9%
  • Insurance Business
    2.9%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Borrowings Break-Up

share of revenue, %
  • Borrowings and Refinance outside India
    57.1%
  • Others
    19.5%
  • Capital Instruments
    12.4%
  • Reserve Bank of India
    10.9%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Premium Break-Up - General Insurance

share of revenue, %
  • Motor
    44.2%
  • Health Insurance
    37.5%
  • Personal Accident
    8.9%
  • Fire
    3.2%
  • Weather & Crop Insurance
    2.7%
  • Others
    2.4%
  • Others (Marine,Workmen's Compensation,Public Liability,Engineering)
    1.1%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Investment Break-Up - General Insurance - Insurance

share of revenue, %
  • Government securities and Government guaranteed bonds including Treasury Bills
    34.0%
  • Others
    20.9%
  • Investments in Infrastructure and Housing
    20.7%
  • Other Investments(Equity,Preference,Debentures/Bonds,Mutual Funds,Securities,Real Estate)
    18.4%
  • Other Approved Securities
    5.9%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

AUM Break-Up - Asset Management

share of revenue, %
  • Equity
    38.7%
  • ETF
    27.0%
  • Liquid/ Money Market
    11.3%
  • Balanced schemes
    9.9%
  • Debt
    9.9%
  • Others
    3.2%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Asset Break-Up

share of revenue, %
  • India
    87.6%
  • Others
    12.4%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Priority vs Non-Priority Sector

share of revenue, %
  • Non Priority Sector
    75.1%
  • Priority Sector
    24.9%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

NPA Break-Up

share of revenue, %
  • Agriculture
    41.4%
  • SME
    25.5%
  • Pre-Segment
    16.0%
  • Corporate
    15.9%
  • Others
    1.2%

Share of revenue as disclosed in filings (Tijori normalisation). Segment profit measure: not disclosed in this source — segment EBIT/EBITDA/PBT are not shown rather than estimated. Eliminations and unallocated costs not available here.

Industry cycle

Banking chapter

Banking — 21.1%: the largest exposure, chosen bank by bank

Banks are the cheapest way to own an economy growing 8–9% in nominal terms, and today they are cheap for a reason that has nothing to do with their economics. Every one of the four cycles that drive bank earnings is turning in their favour: deposits are growing 15.4% (the fastest in a decade) so the funding squeeze that capped growth in FY25–26 is easing; system credit is growing 18.3% and corporate borrowing is migrating from a shrinking bond market (issuance −18%) back onto bank balance sheets; margins troughed in the June 2026 quarter after 125 bp of repo cuts and are now rising as deposits reprice; and asset quality is the best in twenty years (large private-bank net NPAs 0.3–0.5%, SBI 0.38%). Yet the Bank Nifty trades below its own long-run average. The reason is mechanical: foreign investors have sold ₹1.8 lakh crore of Indian equity in FY26 and six of their ten largest holdings are banks. They can only sell what they own. Our own work — a capital-adjusted residual-income model of the four large private banks plus SBI, built from FY17 — says the four large private banks earn 14.5–17.5% on normalised capital against a 12.25–13% cost of equity and will compound book at 12–16% a year. Over ten-year horizons EPS growth and share-price growth converge; the arithmetic is on our side even if the timing of the narrative turn is not. The important sales point is that our alpha in financials has come from selection, not the index: SBI in 2017 when retail delinquencies were better than perceived, ICICI as a top pick from 2018, Axis through its credit-cost trough (up 40–50% for us). Roughly 40% of the bank index is HDFC Bank and Kotak and we deliberately did not hug it at 4–5x book.

Datapoints the team can quote
  • System deposit growth 15.4% YoY in Aug-2026, highest since Dec-2016; non-food credit +18.3% (Jun-26); CD ratio peaked at 82.5% — RBI / Business Standard / Buoyant macro sheet
  • Corporate bond issuance −18%: wholesale borrowing is migrating back to bank balance sheets; merger-adjusted loan growth at a three-year high — Buoyant Perspectives, Aug-2026
  • FPI equity outflow ₹1.8 lakh cr in FY26 vs DII inflow ₹8.5 lakh cr; six of the ten largest FPI holdings are banks — Buoyant macro sheet
  • Large private banks: ROA 1.5–2.2%, NNPA 0.3–0.5%, CET1 14–17%; SBI ROA 1.1%, NNPA 0.38%, CET1 12.9% (1QFY27) — Company filings, Buoyant model
  • Bank Nifty below its long-run average P/B in Aug-2026; our fair P/B (RIM): HDFC Bank 1.9x, ICICI 2.2x, Axis 1.7x, SBI 1.5x, Kotak 1.6x — Buoyant private-banks initiation, Sep-2026
What we deliberately do not own

Kotak Mahindra Bank is the obvious omission. Our model rates it REDUCE: a 12% ROE bank at 2.0x core book, priced for a 17% ROE it does not earn, with CASA sliding toward 40% and a CEO succession still ahead. The argument the house has used for years — a 16–17% ROE bank cannot compound above that without dilution, so 4–5x book is unsustainable — applies with more force to a 12% one. IndusInd is a governance rebuild we do not need to underwrite; Federal Bank and AU Small Finance are good franchises but neither has IDFC First's deposit engine or its operating-leverage runway at a comparable price. Among public-sector banks, Bank of Baroda and Canara are cheaper on paper but have weaker CASA, thinner capital and none of SBI's subsidiary optionality; SBI's premium (1.25x vs 0.9–1.0x) is the price of a franchise that survived the AQR and emerged with the best retail book in the system.

Market position

Market share (where tracked)

Auto Insurance - Market Share4.67 %as of Jul 26
Auto Loans - Market Share19.40 %as of Sep 25
Bank Advances - Market Share23.24 %as of Jun 26
Bank Deposits - Market Share22.89 %as of Jun 26
Debit Card Transactions - Market Share33.32 %as of Jul 26
Education Loans - Market Share35 %as of Mar 20
Equity AUM - Market Share13.14 %as of Jul 26
Gross Direct Premium Income - Market Share4.35 %as of Jul 26
Sector datapoints

From the one-pager

  • Public-sector banks' share of system deposits ~58%; SBI alone ~22–23%
  • PSU bank net NPAs at two-decade lows (SBI 0.38%); credit cost across PSBs 40–60 bp
  • SBI at 1.25x core book vs a 10-year 1-yr-forward average of 1.22x all-in — but on a 16% ROE versus a decade average near 8%