Banking Stocks

Today's gains in HDFC Banks stock came even as the Nifty Bank index flattened out. The stock found support from Macquarie, which said it expects HDFC Bank to deliver a strong earnings trajectory over the next two years.

Bank Nifty gains nearly 1% to hit new all-time high; HDFC Bank, Axis, Kotak stocks lead momentum today

Bank Nifty has gained 14.2 percent over the past year, outperforming the NSE Nifty 50, which has risen 6.8 percent in the same period.

Banks staring at a valuation reset as slippages rise, margins shrink: Aequitas’ Siddhartha Bhaiya

Slippages across banks have risen 26% on-year to Rs 63,000 crore, with private banks recording a sharper 41% rise, said Siddhartha Bhaiya of Aequitas Investment, adding that a rise in lower-quality retail loans coupled with lack of low-cost CASA deposits has resulted in some stress in the microfinance space.

Bank Nifty powers ahead for 12th straight session; Axis Bank, SBI, Kotak Bank surge up to 7%

Bank Nifty rallied for the 12th consecutive session on September 18, climbing 4 percent in two weeks as credit growth optimism, asset quality stability, and policy support lifted banking stocks

Street conservative on private banks amid margin squeeze, weak loan growth in Q1; time to relook?

Analysts cautioned that the coming quarters may stay subdued as the full impact of repo rate cuts is yet to play out on profitability

IndusInd Bank: Buy or sell? Valuation at historic low, but analysts still wary of fresh buys

Downgrades pile up, yet most brokerages remain cautious despite deep-value appeal

India-Pakistan tensions flare up: Defence stocks stay strong; textile, banking stocks slip

Defence stocks remained in focus amid continued investor interest, while textile stocks saw profit-booking and banking stocks came under pressure after sharp declines in HDFC Bank and ICICI Bank ADRs

Banking stocks hold ground, cushion Nifty's fall; all eyes on SBI Q4 results

Q4 results from leading private sector lenders—HDFC Bank, ICICI Bank, and Axis Bank—have so far received positive reactions from brokerages

The Sanjay Malhotra effect: Banking stocks rally as RBI’s liquidity push, rate cuts fuel optimism

Amid uncertainty over Trump tariffs, Indian banks are leading the stock market rebound from the front

Bank Nifty rises for 9th straight day, crosses 52,000-mark as RBI changes PSL norms

To strengthen credit availability across key sectors, the revised PSL norms will introduce higher loan limits, expand eligibility criteria, and set increased lending targets for banks

Growth recovery crucial for banking stocks to rebound, says Axis MF's Ashish Gupta

"Growth multiples that banks once enjoyed will no longer be available unless they return to strong growth," says Ashish Gupta, Chief Investment Officer at Axis MF.

Banking stocks fell after Budget 2025 increases gross borrowings by 6% to Rs 15 lakh crore in FY26

Analysts had said that with more tax exemptions, people would have more money in hand, which could improve deposit and credit growth for banks.

Pitch Report: Banks look for capex push and tax incentives to drive deposit growth from Budget 2025

Analysts expect the government to maintain a strong focus on capital expenditure, particularly in roads, railways, and urban development, to spur investment opportunities and thus credit demand for banks.

Union Budget 2025: Will tax reforms, capex surge lift banking stocks?

Banking sector is eagerly awaiting measures in the 2025 Union Budget to stimulate credit expansion and improve liquidity, fostering future growth

Brokerages positive on HDFC Bank on improving LDR, deposit growth in Q3 update

Brokerages remain largely positive on the private lender as loan-to-deposit ratio (LDR) fell below 100 percent for the first time after merger

Kotak Bank shares gain after CCI approves acquisition of Standard Chartered's personal loan book

The acquired loans are categorised as standard assets, further aligning with Kotak Mahindra Bank's plan to accelerate growth and expand its market share

SBI Q2 preview: NII, profit to grow in double-digits YoY amid healthy loan, deposit growth

SBI is expected to register healthy 10 percent YoY growth in net interest income (NII) to Rs 43,464 crore in Q2FY25

Bandhan Bank surges 9% on healthy Q2 performance, brokerages retain bullish stance

Brokerages were impressed by the results and retained their 'buy' calls, seeing up to 36 percent upside potential.

DCB Bank skyrockets 10% after healthy Q2FY25 results

Following its Q2 update, Kotak Institutional Equities maintained their 'buy' rating and kept target price unchanged at Rs 160 per share

Bank stocks under pressure as lenders flag stress in MFI portfolio, weaker asset quality

Apart from IndusInd Bank, Kotak Mahindra, RBL Bank, and AU Small Finance Bank have reported stress in their asset quality, with significant increase in bad loans driven by stress in credit card and microfinance loans

ICICI Bank Q2 preview: Strong deposit, loan growth to drive NII, profit; margin may see minor dip

Profit is estimated to rise by 7 percent YoY to Rs 10,667 crore in Q2FY25, as compared to Rs 10,261 crore in the year-ago period.

IndusInd Bank down 15% on higher provisions after one-time profit hit unsettles Street

While the bank faces persistent stress in the micro-finance segment, management remains hopeful that disbursements will normalise soon, driving recovery

Kotak Mahindra Bank top Nifty loser as Q2 results disappoint Street, RBI embargo may weigh on outlook

Weaker loan growth, higher slippages, shrinking margins, and the RBI's restrictions on its digital banking operations impacted the bank’s Q2 performance, with brokerages warning that these challenges could remain key concerns moving forward

HDFC Bank jumps 4%, emerges top Nifty gainer as Street rejoices Q2 results, fall in CD ratio

The consensus view is that the bank is on a stable path to address post-merger challenges as NII, profit metrics grow and credit to deposit ratio drops

Bank of Baroda rises 4% on healthy Q2 update; Citi, Morgan Stanley forecast up to 17% upside

Bank of Baroda also announced its decision to divest its Oman operations to Bank Dhofar