S&P全球评级表示，尽管印度最高法院针对Yes Bank的裁决将对盈利造成压力，但预计不会影响其评级。
S&P Global Ratings does not expect India’s Supreme Court ruling against Yes Bank to affect its ratings, though it would weigh on earnings.
印度最高法院撤销了该行在2020年救援中对840亿卢比（约8.837亿美元）附加一级资本债券的核销，这一决定对该行及其时曾为该核销辩护的监管机构构成打击。以下是一些细节：S&P周四表示，Yes Bank的信用状况能够承受该裁决的影响，该裁决涉及2020年救援过程中核销的程序性失误。S&P预计Yes Bank将保持充足的资本水平，其风险调整后资本比率预计将在2028年3月前维持在8.0%至8.5%之间，而2026年3月为9.0%。
India's top court set aside the bank's write-off of 84 billion rupees ($883.7 million) in additional tier-1 bonds, dealing a blow to the lender and regulators that had defended the 2020 wipeout. Here are some details:
S&P表示目前尚不清楚Yes Bank是否会对该裁决提出挑战。
S&P预计，约840亿卢比对普通股权的冲击将 largely 通过恢复这些债券而得到抵消。
S&P表示，Yes Bank的监管资本充足，其2026年3月末普通股一级资本比率为13.87%，能够吸收预计的250个基点冲击，同时仍远高于5.5%的最低要求。
S&P said on Thursday that Yes Bank’s credit profile can withstand the ruling, which addresses procedural lapses in the write-down under the 2020 rescue S&P expects Yes Bank to remain adequately capitalized, with its risk-adjusted capital ratio projected to remain between 8.0% and 8.5% through March 2028, compared with 9.0% in March 2026 It was unclear whether Yes Bank would challenge the ruling, S&P said S&P expects the roughly 84 billion rupee hit to common equity to be largely offset by the reinstatement of the bonds Yes Bank’s regulatory capital is adequate, with its common equity tier-1 ratio of 13.87% at end-March 2026 able to absorb an expected 250-basis-point hit while staying well above the 5.5% minimum requirement, S&P said