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VIDEO · 10 APRIL 2026

RBI's Revised Dividend Framework (2026): Implications For Bank Valuations And Investor Returns (Video)

The Reserve Bank of India has introduced a revised pidend framework on March 10, 2026, replacing the earlier 2025 directions and redefining how banks determine shareholder payouts.

IndiaFinance and Banking
IndiaLaw LLP
IndiaLaw LLP

self

The Reserve Bank of India has introduced a revised pidend framework on March 10, 2026, replacing the earlier 2025 directions and redefining how banks determine shareholder payouts. The new guidelines link pidend eligibility to a bank's capital strength, particularly its CET-1 ratio, while also introducing Adjusted Profit After Tax (Adjusted PAT)—ensuring that pidends are paid only out of sustainable earnings after accounting for asset quality, including NPAs. Additionally, non-recurring and uncertain income streams have been excluded from pidend calculations, reinforcing a stricter, stability-focused approach. For investors, this framework is likely to create clear pergence within the banking sector—with well-capitalised banks gaining flexibility to distribute pidends, while weaker institutions may face restrictions. This video provides a focused breakdown of the framework and its implications for banking stocks and investment decisions.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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