Bandhan Bank held a group meeting with institutional investors at the Goldman Sachs Asia Leaders Conference 2026 in Hong Kong on September 1, 2026. The engagement followed the bank's earlier disclosure of its participation schedule.

The bank disclosed the details of the meet under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This regulation mandates timely disclosure of material events to stock exchanges.

Event Details

Indranil Banerjee, Company Secretary of Bandhan Bank Limited, issued the intimation on August 26, 2026. The notification was simultaneously uploaded to the bank's official website.

Participating Institutions

Five institutional investors attended the session in Hong Kong.

Investors can access the presentation materials for the meet via the link provided in the regulatory filing.

Bandhan Bank has received a Neutral rating from Goldman Sachs with a target price of ₹180, as management holds FY27 loan growth guidance steady at 15-17%.

Key guidance metrics

Management indicated it is waiting for H2FY27 macro trends before accelerating growth in the microfinance institution (MFI) segment. Net interest margins (NIMs) are expected to moderate over time, while credit costs remain guided in the range of 1.6-1.8%. The medium-term return on assets (RoA) is guided at 1.2-1.4%.

The following table summarises the key parameters from Goldman Sachs' assessment:

What the numbers show

The Neutral stance from Goldman Sachs reflects a cautious outlook, anchored by management's deliberate approach to MFI expansion. The bank's decision to await H2FY27 macro signals before scaling MFI activity points to a measured risk posture. Credit cost guidance of 1.6-1.8% and a medium-term RoA target of 1.2-1.4% together indicate that profitability improvement is expected to be gradual rather than sharp.