Tijori
2026-09-08 15:08
Buoyant
2026-09-07 (model valuation date)
41 lenders598 syncs ok2 failed

Profitability

§13 — ROA decomposed into its drivers as % of average assets, then levered into ROE. Open any bank for its waterfall.

ROA
1.1%
median, listed lenders
ROE
12.4%
median, listed lenders
NII/avg assets
3.2%
median, listed lenders
Other inc/avg assets
1.5%
median, listed lenders
Opex/avg assets
2.3%
median, listed lenders
Provisions/avg assets
0.9%
median, listed lenders

Median ROA across listed lenders

Median across the 41 listed lenders, FY17–FY26

ROA vs ROE

The wedge between them is balance-sheet leverage

display
#BankCategory
1IDBI Bankex-PSU2.1%14.3%3.1%1.5%2.2%0.3%3.6%52.0%
2Kotak Mahindra BankLarge Private2.0%11.3%4.3%4.1%5.1%1.1%4.5%45.6%
3Karur Vysya BankMid/Small Private2.0%19.0%3.9%1.6%2.3%1.2%4.3%41.8%
4ICICI BankLarge Private2.0%15.7%3.8%4.2%5.1%0.9%4.4%38.1%
5Tamilnad MercantileMid/Small Private1.9%14.1%3.6%1.2%2.2%0.7%4.3%39.1%
6Bank of MaharashtraPSU1.8%22.7%3.4%0.9%1.6%1.0%3.8%35.0%
7HDFC BankLarge Private1.6%13.7%3.5%3.2%3.9%1.1%3.3%39.2%
8City Union BankMid/Small Private1.5%13.9%3.2%1.2%2.1%0.8%3.8%45.4%
9AU Small Fin. BankSFB1.5%14.5%5.2%1.7%4.0%1.4%5.9%56.6%
10Axis BankLarge Private1.5%13.3%3.2%1.6%2.3%1.1%3.5%45.5%
11Ujjivan Small FinSFB1.3%11.1%7.4%2.1%6.2%1.9%8.5%62.0%
12J&K BankMid/Small Private1.3%15.1%3.3%0.5%2.1%0.3%3.3%58.9%
13Capital Small Fin.SFB1.3%10.5%4.2%0.9%3.1%0.6%4.2%59.5%
14Union Bank Of IndiaPSU1.3%14.9%2.4%1.4%1.9%0.6%2.8%45.3%
15Indian BankPSU1.3%15.5%2.9%1.2%1.9%0.8%3.4%44.8%
16Indian Overseas BankPSU1.2%16.0%2.9%1.3%1.9%1.1%3.5%54.0%
17CSB BankMid/Small Private1.2%14.1%3.3%2.2%3.4%0.9%3.7%64.5%
18Federal BankMid/Small Private1.1%11.4%3.1%1.2%2.3%0.9%3.3%52.5%
19South Indian BankMid/Small Private1.1%13.6%2.6%1.5%2.3%0.7%3.2%57.9%
20State Bank Of IndiaPSU1.1%14.9%2.6%2.5%3.4%0.6%2.9%46.7%
21Karnataka BankMid/Small Private1.0%10.2%2.5%1.1%2.0%0.5%3.2%55.1%
22Bank Of BarodaPSU1.0%12.7%2.6%1.1%2.0%0.8%2.8%49.2%
23Canara BankPSU1.0%15.8%2.1%1.5%1.7%0.8%2.5%49.0%
24PNBPSU0.9%12.8%2.2%1.0%1.6%0.6%2.5%50.3%
25Bank Of IndiaPSU0.9%12.1%2.3%0.9%1.6%0.6%2.5%46.3%
26DCB BankMid/Small Private0.9%12.0%3.0%1.0%2.4%0.7%3.4%60.9%
27CentralBank of IndiaPSU0.9%12.4%2.8%1.2%2.3%0.8%3.1%55.4%
28Suryoday Small Fin.SFB0.9%8.2%—2.0%——7.2%70.1%
29Yes BankMid/Small Private0.8%7.2%2.2%1.6%2.5%0.5%2.7%62.8%
30Punjab & Sind BankPSU0.8%9.8%2.2%1.0%2.0%0.5%2.5%60.2%
31Jana Small Fin. BankSFB0.8%8.1%6.0%2.4%5.7%2.0%7.5%67.0%
32UCO BankPSU0.7%8.4%2.8%1.3%2.3%1.0%3.0%37.5%
33Bandhan BankMid/Small Private0.6%5.0%5.4%1.4%3.8%2.3%6.2%61.5%
34RBL BankMid/Small Private0.5%5.8%3.9%2.5%4.4%1.5%4.1%64.7%
35Dhanlaxmi BankMid/Small Private0.5%7.6%3.2%1.0%3.1%0.6%3.6%75.8%
36IDFC First BankMid/Small Private0.4%3.7%5.7%2.1%5.9%1.5%6.0%70.7%
37Equitas Small Fin.SFB0.2%1.8%6.0%1.9%5.6%2.0%7.2%68.4%
38Indusind BankLarge Private0.2%1.3%3.3%1.3%2.9%1.5%3.6%78.9%
39ESAF Small FinanceSFB-0.6%-9.9%5.9%2.8%6.2%3.0%7.9%58.1%
40Utkarsh Small Fin.SFB-4.0%-42.0%5.2%1.5%6.5%4.2%——
41Fino Payments BankPayments Bank——————3.8%28.7%

All decomposition columns are Derived from the P&L and balance sheet: component ÷ average total assets. ROE = ROA × equity multiplier. Reconciles to Tijori's reported ROA within 0.15pp for 86% of bank-years; residual differences are consolidated-vs-standalone subsidiary effects.