IP
IndiaPulse

Indian Overseas Bank (IOB)

Large Cap

Financial Services stocks · Large cap · NSE

Indian Overseas Bank is a public sector bank offering a comprehensive suite of financial products and services. The bank reported strong growth in advances, deposits, and profitability for Q1FY27, alongside significant improvements in asset quality and capital adequacy, supported by a high government ownership.

₹33.55
+0.32 · +0.96%
Quote04 Sept, 03:59 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags03 May 2026
Coverage13/14 · 93%
Valuation2026-07-20 · Rf 6.8% · Financial Services P/E 18.5 (n=240)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Investable fundamentals, management trust is supportive, price trend argues for patience, and recent execution is consistent.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
UNDERVALUED
63

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Healthy Trust
77

low confidence · 0/0 claims checked

Technical
Neutral
41

Timing lens: price trend and sector relative strength.

Result consistency
consistent
87

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Excellent · 75/100

Rev +19% YoY · PAT +46% YoY · operating leverage

Filed 30 Jun 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹8,778 Cr+18.8%+3.4%
EBITDANDFNDFNDF
Operating marginNDFNDFNDF
PAT₹1,716 Cr+45.7%+10.3%
PAT margin19.6%+360 bps+122 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-07-21T07:14:32.015Z
Management commentary snapshot

Indian Overseas Bank reports robust Q1FY27 performance with Net Profit up 49.32% YoY to Rs 1659 Cr, driven by 34.30% YoY NII growth and 22.75% YoY advances growth. Asset quality improved significantly with GNPA at 1.33% and NNPA at 0.18%.

The bank demonstrated strong financial and operational improvements, with significant growth in advances, deposits, and profitability. Asset quality metrics show continued improvement, and capital adequacy remains robust, supporting future growth. However, the sharp rise in operating expenses warrants close monitoring.

Current business mix

Advances by Segment (June 2026)

Latest issuer-disclosed distribution across 4 reported categories.

Businessmix
Retail32.0%
Agri37.0%
MSME17.0%
Corporate/others14.0%
Growth engines

Retail Advances

Grew 36.49% YoY to Rs 96,637 Cr in Jun-26, contributing 32% to total advances.

Agriculture Advances

Grew 46.84% YoY to Rs 112,403 Cr in Jun-26, contributing 37% to total advances.

MSME Advances

Grew 16.15% YoY to Rs 52,554 Cr in Jun-26, contributing 17% to total advances.

Digital Adoption

UPI registered users grew to 166.62 lakhs, Mobile Banking to 137.65 lakhs, and Internet Banking to 40.57 lakhs in Jun-26.

Capacity and execution

Domestic Branches

Increased to 3522 in Jun-26 from 3494 in Mar-26 and 3345 in Jun-25.

ATM/CR Outlets

Increased to 3691 in Jun-26 from 3651 in Mar-26 and 3461 in Jun-25.

Business Correspondents (BC)

Increased to 13401 in Jun-26 from 12187 in Mar-26 and 10872 in Jun-25.

Tailwinds

Strong RAM Segment Growth

Retail, Agri, and MSME segments are driving advances growth, with RAM to Advances ratio at 81.21% in Jun-26.

Improved Asset Quality

Consistent reduction in GNPA and NNPA ratios, with slippage ratio at 0.06% in Jun-26, indicating better credit health.

Digital Transformation

Increasing digital user base and new digital offerings like IOB Digital FD, VCIP, WhatsApp Banking, and Unified Lending Interface (ULI).

Headwinds

Operating Expenses Growth

Operating expenses increased 68.81% YoY and 50.52% QoQ, significantly outpacing operating profit growth.

CASA Ratio Decline (YoY)

Global CASA% declined 273 bps YoY, though it saw a slight QoQ increase.

Risk radar

Operational Risk RWA Increase

Operational Risk RWA increased to Rs 26,365 Cr in Jun-26 from Rs 22,587 Cr in Mar-26.

Staff Expenses Surge

Staff expenses grew 80.45% YoY and 109.15% QoQ, contributing significantly to the rise in operating expenses.

Volatility in Non-Interest Income

Profit/Loss on Sale of Investments was volatile, with a loss of Rs 63 Cr in Mar-26 before a gain of Rs 194 Cr in Jun-26.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

The document provides both YoY and QoQ comparisons for most financial metrics, which is crucial for assessing both long-term trends and recent sequential momentum in a financial services business like banking.

Sector KPIs management disclosed

NIM (Domestic)

3.48% for Jun-26, up 31 bps YoY from 3.17% in Jun-25.

NIM (Global)

3.37% for Jun-26, up 33 bps YoY from 3.04% in Jun-25.

Advances Growth (Global)

22.75% YoY to Rs 322,132 Cr in Jun-26; 3.77% QoQ from Mar-26.

Total Deposits Growth

13.72% YoY to Rs 376,193 Cr in Jun-26; 2.17% QoQ from Mar-26.

Management forward view

Digital Transformation Focus

Management is focused on self-service, mobile-first digital solutions, robotic automation, AI/ML, and leveraging Digital Public Infrastructure.

Customer-Centric Innovations

Launching IOB Digital FD, VCIP, IOB BUDDY chatbot, IOB Digital Hub, and online Re-KYC to enhance customer experience.

Employee-Centric Innovations

Implementing IOB Gold Nest, Geo-location based lead generation, Tab Banking, and Loan Origination System for operational efficiency.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Operating Expenses Growth68.81% YoY, 50.52% QoQModeration in operating expense growth to sustain profitability and improve cost-to-income ratio.
CASA Ratio (Global)41.05%Stability or improvement in CASA ratio to manage cost of funds and maintain NIM.
Slippage Ratio0.06%Continued low slippage ratio to maintain asset quality and control credit costs.
RAM Segment Contribution81.21% of advancesSustained high growth and contribution from Retail, Agri, and MSME segments to drive overall advances growth.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

41Neutral

SMA20 -2.6% / mo · MACD +

Stock trend: 41
Sector RS:

Technical chart

IOBdaily · 1Y · AUTO-2.9%
Latest close ₹33.55 on 2026-09-04
Bar
+0.7%
RSI
53
MACD hist
0.04
52W pos
22%
2026-09-04O ₹33.31H ₹33.64L ₹33.02C ₹33.55Vol 26.7L sh
₹30.93₹32.40₹33.87₹35.33₹36.8052L33.552026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term trend down. RSI 53. Wait for confirmation.

  • Price below SMA200 (long-term downtrend) — short-term bounces likely countertrend.
  • SMA20 falling (~2.7% over last month) — short-term momentum negative.
  • RSI(14) at 53 — rising, no extreme reading.
  • MACD above signal but histogram contracting — bullish momentum cooling.
  • 20% off 52W high · 8% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Nifty 500 leadership

Relative Strength & Trend Stage

31
RS percentile
Stage 1 Base / Transition
1M return
-2.1%
3M return
+0.4%
6M return
-0.9%
1Y return
-16.4%
RS 1D
+1
RS 20D
-7
Sector rank
#9
Industry rank
#10
Stage evidence
  • Price is within 1.4% of the 30-week proxy.
  • The 30-week proxy changed -0.7% over 20 sessions.
  • The moving-average structure does not confirm Stage 2 or Stage 4.
50-DMA
price below
200-DMA
price below
Sector
neutral
Industry
neutral
Relative-strength line vs Nifty 500 (base 100)
264 observations
04 Sept 2026Value 90+0.96%
859298105111Aug 25Dec 25Apr 26Sept 2690
RS vs Nifty 50090

Valuation & score drivers

U-Score 63 · UNDERVALUED · pillar breakdown, sector model, fair-value anchor

63U-SCORE
UNDERVALUED

Fundamental score breakdown

UNDERVALUED
Valuation20/30
Growth16/25
Quality8/20
Balance Sheet7/15
Cash Flow9/10
Piotroski
5/9 (+3)
Penalties
0
Raw sum
63

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

63/100 · UNDERVALUED

Positive drivers

  • FCF yield is supportive at 6.4%.
  • Fair-value margin of safety is positive at 60.9%.
  • Cash flow contributes 9/10 to the score.

Main drags

  • Quality is weaker at 8/20; verify the latest quarterly trend.
  • Balance sheet is weaker at 7/15; verify the latest quarterly trend.
  • Growth is weaker at 16/25; verify the latest quarterly trend.
Sector valuation model

Bank valuation: P/B adjusted for ROE and asset quality

Banks are balance-sheet businesses, so book value quality matters more than simple earnings multiples.

Bank P/B
Primary lens
Price/book and ROE/ROA, not trailing PE alone.
Secondary checks
Capital adequacy, credit cost, NPA trend, deposit franchise.
Main risk check
Low P/B can be a trap if asset quality or credit cost is worsening.
PE
10.8
PB
1.7
EV/EBITDA
ROE
15.6%
ROCE
6.1%
FCF Yield
6.4%
Debt/Equity
0.1
MoS
+60.9%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
63
Previous: 63
Verdict
UNDERVALUED
Previous: UNDERVALUED
Margin of safety
+60.9%
Previous: +60.9%

Score history

12 stored score snapshots. Latest stored move: -1 points.

05 Sept 2026
v4.3-runtime-valuation
67
67
63
63
63
63
63
64
64
64
64
63

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹37.48
+10.5% MoS
Growth-justified P/E
27.8
Growth-justified Value
₹85.75
+60.9% MoS
PEG
0.25

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
77Healthy Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Healthy Trust: Claim history is still being built. It ranks around the 83rd percentile of the scored universe and 90th percentile within Financial Services. Main check: financial discipline is weak at 56/100.

High Trust Lite: Promoter holding is 92.4%. Key concern: Promoter holding fell 2.2%.

Computed 05 Sept 2026
management-trust-v1
104 docs text-extracted · 16 concalls text-extracted
Score band
Healthy Trust

Generally investable credibility. Look for weak sub-scores before increasing position size.

Relative rank
83rd percentile

overall median 67 · Financial Services: 90th pctile, median 62 · Large: 65th pctile, median 73

Evidence depth
Financial-only

104 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Healthy Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Can support position sizing if valuation and trend also agree.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
78
strong · holding, pledge, alignment
Cash flow
89
strong · profit to cash conversion
Balance sheet
73
acceptable · leverage and solvency
Discipline
56
watch · capital discipline
Results
87
strong · quarterly consistency

Trust positives

  • Promoter holding is 92.4%.
  • Promoter pledge is zero.
  • FCF yield is 6.4%.
  • 4 years of positive FCF.

Trust risks

  • Promoter holding fell 2.2%.
  • ROCE is low at 6.1%.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
10.80
P/B
1.66
EV/EBITDA
Market Cap
64606.00Cr

Profitability

ROE
15.60%
ROCE
6.12%
ROA
1.26%
Dividend Y

Growth (CAGR)

Revenue 5Y
13.00%
EPS 5Y
48.00%
Revenue 3Y
18.00%
EPS 3Y
37.00%

Balance Sheet

Debt/Equity
0.13
Interest Coverage
Altman Z
1.84
Book Value
20.20

Cash Flow

FCF Yield
6.41%
FCF Positive Y
4/5
OCF
4780.00 Cr
EPS TTM
3.09

Shareholding

Promoter Hold
92.44%
Promoter Pledge
0.00%
Momentum 52W
23%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Financial Services, ranked by similarity

Peers

Business-comparable peers in Financial Services — ranked by industry, sub-sector, theme-tag overlap, market cap, and U-Score similarity. Green cells mark the best available peer metric in this table.

Compare all ↗
Ticker
Name
Why peer
Score
PE
ROE
MoS
Verdict
MAHABANK
Large
Bank of Maharashtra
Banking
match 168
63
8.8
22.6%
+68%
UNDERVALUED
BANKINDIA
Large
Bank of India
Banking
match 167
69
5.6
12.4%
+80%
UNDERVALUED
UCOBANK
Large
UCO Bank
Banking
match 162
55
12.6
8.5%
+55%
FAIR VALUE
CENTRALBK
Large
Central Bank of India
Banking
match 162
68
6.2
11.9%
+78%
UNDERVALUED
PNB
Large
Punjab National Bank
Banking
match 157
68
6.1
13.0%
+78%
UNDERVALUED
Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.