Yes Bank has issued a revised intimation regarding its US$850 million medium-term note (MTN) programme, correcting a typographical error in the accompanying investor presentation. The correction was disclosed on August 17, 2026, following the initial intimation dated August 16, 2026. The bank confirmed that aside from this clerical correction, all other contents of the original disclosure remain unchanged.

The revised investor presentation supersedes the version submitted with the earlier intimation. Yes Bank requested stakeholders to disregard the previous document and rely on the updated copy for their records. This procedural update ensures accuracy in the materials provided to potential investors ahead of the scheduled meetings.

Investor Meetings Schedule

The virtual debt investor meetings are scheduled to take place from August 17 to August 24, 2026. These sessions will be conducted in a group format outside India. Yes Bank stated that discussions during these meetings will rely solely on publicly available information, with no unpublished price-sensitive information to be shared. The scheduling was finalized at shorter notice due to constraints in aligning the availability of the bank’s representatives and external participants.

Regulatory Compliance

The revised disclosure was made under the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended. Sanjay Abhyankar, Company Secretary of Yes Bank Limited, signed the intimation on August 17, 2026. The offering circulars submitted to both India International Exchange (IFSC) Limited (India INX) and NSE IFSC Limited (NSE IX) remain publicly available on their respective websites.

Financial Context

The MTN programme is supported by the bank’s improving financial metrics. According to the investor presentation, Yes Bank reported a Return on Assets (RoA) of 0.9% in Q1FY27, up from 0.8% in FY26. The Net Interest Margin (NIM) expanded to 2.7% in Q1FY27 from 2.6% in FY26, driven by a reduction in the cost of deposits to 5.4% from 5.7% in FY26.

The bank also highlighted its strong capitalization, with a Common Equity Tier-1 (CET-I) ratio of 14.0% and a Return on Equity (RoE) of 8.9%. Sumitomo Mitsui Banking Corporation (SMBC) remains the largest shareholder with a 24.9% stake, providing strategic support for the bank’s growth phase.

What the Numbers Show

The improvement in RoA from 0.8% in FY26 to 0.9% in Q1FY27 coincides with a decline in the cost of deposits from 5.7% to 5.4%. This suggests that operational efficiencies in liability management are contributing positively to profitability, supporting the bank’s capacity to service international debt obligations.

Yes Bank will participate in the Emkay Confluence 2026 investor conference, holding physical meetings with analysts and institutional investors in Mumbai from August 12 to August 14, 2026. The event, titled "India: Full Throttle Ahead," will feature both group sessions and individual one-on-one discussions, providing market participants with direct access to the bank’s management team.

The disclosure was filed on August 06, 2026, pursuant to Regulation 30 read with clause 15 of Para A of Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This regulatory requirement mandates advance intimation of scheduled meetings with analysts and institutional investors to ensure equitable information dissemination.

Event Details

The conference will take place over three days, allowing for structured engagement with the investment community. Below are the specifics of the scheduled interactions:

Sanjay Madhav Abhyankar, Company Secretary at Yes Bank Limited, signed the disclosure. He noted that the schedule remains subject to change due to exigencies on the part of either the investors or the bank. A list of participants will be submitted to the exchanges after the conclusion of the investor meet.

Information Protocol

The bank explicitly stated that no Unpublished Price Sensitive Information (UPSI) is proposed to be shared during these meetings or calls. This assurance aligns with standard compliance protocols to prevent insider trading and maintain market integrity. All information shared during the sessions will be based on publicly available data or general strategic outlooks already disclosed to the market.

The details of this engagement have been hosted on the websites of both the BSE Limited and the National Stock Exchange of India Limited, as well as on the bank’s official website, www.yes.bank.in , ensuring broad accessibility for all stakeholders.