share: Up 13% in 2 days, YES Bank shares hit 7-month high; what’s buzzing?

Shares of YES Bank surged as much as 10% in intra-day trade on Monday, extending gains from the previous session, and hit the highest level in over 7 months.

The sharp rally in the stock was backed by significant volumes, as more than 647 million shares changed hands on the NSE, which was nearly six times higher than the 6-month average trading volume of 115 million shares.

In two sessions, the stock has gained more than 13%, and it scaled a 7-month high of Rs 19.

According to reports, JC Flower asset reconstruction company has reached a resolution with Subhash Chandra-led Essel Group to settle the outstanding dues, thereby ending a 2-year tussle between the group and YES Bank.

In April last year, YES Bank transferred Rs 48,000 crore of its bad loans to JC Flower, and the bank’s exposure to Essel Group was part of this.

JC Flowers ARC has worked out a one-time settlement with the group that will lead to a 75% haircut, reports said.

Against an outstanding debt of Rs 6,500 crore, Chandra’s Essel Group will pay JC Flowers Rs 1,500 crore to regain ownership of the family’s stake in assets, including Dish TV and Zee Learn, as well as three properties, including a bungalow in central Delhi.The sale of bad loans did help in improving YES Bank’s balance sheet. In the June quarter, the bank’s gross non-performing assets ratio came down significantly to 2% from as high as 13.4% a year ago. However, provisions for bad loans doubled on year to Rs 360 crore.

While the stock has seen a sharp rally in the past two sessions, year-to-date, it has lagged the benchmark Nifty 50. The stock has net lost over 9% so far in 2023, whereas Nifty 50 has gained 8% in the same period.

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