Archive · 17 Dec 2025
RBL Bank Sees Growth with Emirates NBD Deal
RBL Bank is in talks with Emirates NBD for a big deal.
The bank's boss thinks this deal will make RBL Bank much stronger.
They expect to get approvals by mid-2026.
After that, Emirates NBD might offer to buy shares at ₹280 each.
This deal could make RBL Bank's net worth about ₹45,000 crore and improve its financial health.
The bank plans to use this extra money to give better loans and grow faster.
Experts think the bank's stock is a good buy and set a target price of ₹375.
They believe the bank will make more money in the next few years.
RBL Bank expects regulatory approvals for the Emirates NBD deal by mid-Q4-FY26.
The deal could boost RBL Bank's net worth to ₹45,000 crore and CET 1 ratio to 39%.
Emirates NBD may launch an open offer at ₹280 per share post-approval.
The bank plans to shift its loan portfolio towards mortgages and corporates for better returns.
Analysts retain a 'Buy' recommendation with a target price of ₹375, raising earnings estimates for FY27-28E by 8%.
- Who
- RBL Bank and Emirates NBD
- What
- Potential acquisition deal and growth outlook
- When
- Regulatory approvals expected by mid-Q4-FY26
- Where
- India
- Why
- To boost net worth, CET 1 ratio, and explore new growth opportunities
- Current Market Price (CMP)
- ₹135.10
- Target Price (TP)
- ₹375
- Expected Regulatory Approvals
- Mid-Q4-FY26
- Expected Net Worth Post-Deal
- ₹45,000 crore
- Expected CET 1 Ratio Post-Deal
- 39%
- Open Offer Price
- ₹280 per share
- Analyst Recommendation
- Buy
- Earnings Revision
- 8% increase for FY27-28E