RBL Bank's C/I ratio remains elevated at 70.7 per cent due to investments in retail, digital and risk infrastructure, and lower treasury income in Q2FY26.
Data shows that bank stocks such as RBL Bank, AU Small Finance Bank, Canara Bank, The South Indian Bank and City Union Bank surged over 55 per cent since the RBI first cut repo rate in February 2025.
The brokerage argued that the profitability downcycle, marked by several quarters of net interest margin (NIM) compression and elevated credit costs, is now behind the sector.
ICICI Bank is seen trading close to its weekly trend line support, and the 50-MMA; key technical indicators the stock has not violated since May 2023 and November 2020, respectively; show charts.
Nifty PSU Bank index leads gains in 2025 as public sector lenders post strong loan growth, stable profitability and valuation comfort. Analysts expect the rally to continue into 2026
HDFC Bank shares hit a 52-week high after strong Q2FY26 results, lifting markets, while ICICI Bank dipped slightly. Analysts stayed bullish on both lenders, citing robust growth and stable margins
Emirates NBD Bank (PJSC) and RBL Bank have entered into a definitive agreement for ENBD to acquire a majority stake in the private lender through primary infusion of approximately $3 billion
Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.
Technical charts flag up to 22% downside risk for PSU bank shares such as Indian Overseas Bank, Uco Bank, Central Bank of India and Punjab & Sind Bank as government stake sale buzz looms.
ICICI Bank stock has dipped over 8% from its record high, and now trades within striking distance of the 200-day moving average; here's why technical chart flags another 7% downside risk for the stock
Despite a nearly 5x jump in aggregate mcap since FY20, most coverage PSBs still trade at reasonable valuations of 0.8-1x forward P/B & 5-7x FY27E EPS, leaving room for further upside.
On the bourses, AU SFB share price was buzzing in trade in a subdued market on Tuesday, September 23, 2025, with the scrip rising as much as 3.83 per cent to hit an intraday high of ₹733.25 per share.
PSU banks rally 21% in 6 months, outpacing private lenders. Experts say strong earnings and credit growth fuelled the surge. Time to rebalance portfolio? Find out investment strategy in bank stocks
The weighted average lending rate (WALR) on fresh loans rose by 18 bps M-o-M in July 2025, led by a sharp 31 bps rise for PSU banks, while private banks saw a 16 bps decline.
