Posted on May 12, 2025, by Niftynews
The Yes Bank share price soared over 8.7% on May 12, 2025, after Sumitomo Mitsui Banking Corporation (SMBC) of Japan announced a ₹13,400 crore investment to acquire a 20% stake in Yes Bank. This major transaction not only lifted the yes bank share, but also sparked interest in SBI share price movements, as the state-run lender offloaded a large part of its holdings.
This strategic move marks a new chapter in Yes Bank turnaround story and reflects the growing confidence of global financial institutions in India’s banking sector.
🏦 Yes Bank Share Price Today: Big Surge on Heavy Volumes
The Yes Bank share price today hit a high of ₹21.74 on the BSE, rising sharply from the previous close of ₹20. The rally began last Friday when news of the deal surfaced, pushing the stock up nearly 10% before the weekend. As the news became official, the yes bank share jumped again, signaling strong investor interest.
The deal values Yes Bank at approximately ₹67,411 crore, with SMBC purchasing shares at ₹21.5 each.
💼 SBI Share Price Today: Impact of Stake Divestment
The SBI share price today is also under the radar. State Bank of India, which led Yes Bank’s bailout in 2020, sold 13.19% of its 24% stake in this deal for ₹8,889 crore. The move is expected to unlock value for SBI and could impact the SBI bank share price in the short term.
SBI had originally acquired Yes Bank shares at ₹10 apiece in 2020. With the exit price now at ₹21.5, the deal represents a more than 2x return on investment over five years.
🤝 Yes Bank–SMBC Deal: A Strategic Shift
SMBC decision to acquire a significant 20% stake in Yes Bank is being hailed as a strategic expansion into India’s fast-growing financial services sector. Under the deal, SMBC will:
- Pay ₹13,400 crore for the stake
- Gain rights to nominate two board members at Yes Bank
- Potentially consider increasing its stake in future phases
Meanwhile, seven private banks, including HDFC Bank, ICICI Bank, Axis Bank, Kotak Mahindra Bank, Bandhan Bank, IDFC First Bank, and Federal Bank, are offloading a combined 6.81% stake for ₹4,594 crore.
📉 Background: Yes Bank’s Recovery Since 2020
Yes Bank was rescued in March 2020 with backing from SBI and private lenders after a severe liquidity crisis. At the time, shares were issued at just ₹10. With the current yesbank share price more than doubling, this investment has paid off for early rescuers.
Today’s announcement represents a milestone in Yes Bank’s revival, attracting long-term global partners like SMBC and positioning the bank for sustained growth.
📊 Stock Market Reaction: Yes Bank and SBI in the Spotlight
Both the yes bank share and the SBI share price saw strong interest in early trading. Market experts expect the:
- Yes Bank share price to remain bullish in the short term as investor sentiment improves
- SBI share price to reflect improved capital position and liquidity post-deal
The broader banking sector is also expected to see a positive rub-off effect from this landmark transaction.
🧭 What’s Next for Yes Bank?
With SMBC now onboard as a strategic investor and board participant, Yes Bank is likely to:
- Expand its SME and corporate banking segments
- Strengthen digital banking and infrastructure
- Improve credit quality and customer outreach
- Prepare for a potential future majority acquisition by SMBC, pending regulatory approvals
Analysts believe this partnership could help Yes Bank elevate itself back into the top-tier private banking league.
✅ Conclusion
The Yes Bank SMBC stake acquisition is a game-changer—not just for Yes Bank, but also for SBI and India’s broader financial market. As the yes bank share price today reflects growing confidence, and the SBI share price adjusts to its divestment gains, investors are watching closely.
With a strong global partner, governance reforms, and renewed capital strength, Yes Bank is set to enter its next phase of growth—and the market is taking notice.
