IIFL Capital forecasts flattish earnings for banks in FY26, but expects a strong rebound in FY27-28, with earnings CAGR of 21 per cent for private banks and 14 per cent for PSUs
UBS believes Axis Bank has moved past the most challenging phase of its operating cycle and is now positioned for a gradual re-rating.
Leading the list is GNG Electronics (Target: ₹482 | Upside: 52%), named by Nirmal Bang, which expects robust growth as the company benefits from the govt's 'Make in India' thrust on electronics mfg.
Nifty Bank index hit an intra-day high of 57,458.85 on the NSE, and was just 170-odd points shy from it's all-time high level of 57,628.40 registered on July 2, 2025.
Goldman Sachs expects Nifty Bank to outperform Nifty50 in the near-term, aided by easing regulatory norms and better liquidity
Axis Bank share price today surged 4.2 per cent in the intraday trade on the BSE. Most analysts have maintained their ratings on the stock post its Q2FY26 results, released on 15 October, 2025
Stocks to watch today: Angle One, KEI Industries, Jyoti Structures and KEC International are among other top stocks to track today:
Despite a profit decline due to standard asset provisions, Axis Bank's asset quality improved and loan growth remained steady in Q2FY26
Axis Bank's total income for the quarter stood at ₹39,769.85 crore, up 1.4 per cent year-on-year (Y-o-Y) from ₹39,203.77 crore, and down 1.5 per cent sequentially
Stocks to watch today: Kolte-Patil, Saatvik Green, Thyrocare, Persistent Systems are among other top stocks to track.
Q2FY26 company results: HDFC Asset Management Company, HDB Financial Services, Angel One, Tata Communications, and Delta Corp are also to release their July-September quarter earnings reports today
Despite global headwinds and subdued returns in Samvat 2081, analysts expect the coming year to offer selective opportunities across banking, consumption, infrastructure, and technology themes.
Axis Bank Q2 results expectations: Axis Bank Q2 results on Oct 15 may show 20-24 per cent profit drop as margins shrink and provisions rise. Here's what brokerages expect for Q2FY26 performance
Credit costs may also weigh on margins, given the stress in the unsecured loan book, bankers said
According to a Bank of Baroda report, the RBI's decision has the potential to open the doors to an industry which market sources value at around $40 billion or ₹3.5 trillion
Nomura's top picks in the current tariff scenario include ICICI Bank (Buy), State Bank of India (SBI) (Buy), and Axis Bank (Buy)
Nomura has picked ICICI Bank, State Bank of India (SBI), and Axis Bank as its top picks to play this recovery trend.
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
S&P Market Intelligence expects Indian banks' dividend pay-outs to decline 4.2% in FY26 as margins and profits weaken, with HDFC Bank and Bank of Baroda set to cut dividends
As of June 2025, home loans, according to the Equirus note, grew 12.8 per cent y-o-y to Rs 41.2 trillion, led by state-owned banks (+15.5 per cent y-o-y) and NBFCs / state finance banks