State Bank of India — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SBI's Q2FY26 analyst call highlighted strong operational execution. Domestic NIMs improved 7 bps QoQ to 3.09%, driven by liability management. Core fee income jumped 25% on volume growth. The bank successfully raised ₹25,000 Cr via a QIP.

Management detailed a robust ₹7 lakh Cr corporate credit pipeline, targeting 12-14% overall credit growth. Strategic initiatives like Project SARAL and YONO 2.0 aim to enhance digital capabilities and operational efficiency. SBI AMC and General Insurance are potential listing candidates for value recognition, with management confident in long-term valuation alignment.