Kranthi Bathini said that the news about marquee investors investing in Bandhan Bank could generate interest among investors, given the bank's current valuation.
The Nifty Private Bank index advanced over 1%, while the Bank Nifty and Nifty PSU Bank index rose 0.6% and 0.3% respectively on Tuesday, a day ahead of the RBI policy decision.
Stocks to buy: Chandan Taparia of Motilal Oswal is bullish on Bandhan Bank and Sona BLW Precision Forgings.
The lender has launched Sparks, Ignite, Flare and Lumina, targeting customer segments ranging from Gen Z and emerging affluent customers to frequent travellers and premium consumers
Shah's derivative strategies point to downside risk, with the Nifty bear put spread offering a maximum profit of ₹10,270, while the Bandhan Bank spread offers ₹10,620 profit.
Among sectoral indices, the BSE IT surged 16% followed by Consumer Durables (9%), Realty (8%) and Auto (6%). On the flip side, Capital Goods and Power indices declined 7% and 6%, respectively.
The lender lowered its FY27 return on assets guidance after June-quarter earnings, overshadowing a 35 per cent rise in net profit and weighing on investor sentiment
Bandhan Bank Q1 results: The bank's management lowered its FY27 exit RoA guidance to 1.2-1.4 per cent from 1.6-1.8 per cent earlier.
Net interest income rose 5.9 per cent, while provisions fell 40.5 per cent and gross advances grew 16.4 per cent; the gross NPA ratio improved to 3.1 per cent
Hitesh Rathi of Angel One recommends adopting a buy on dips approach for the Nifty, near key support zones in the benchmark indices
Q1-FY27 numbers, according to Anirudh Garg, fund manager & partner, INVasset PMS, are likely to show soft margins across the board, but private banks will be the first to show the NIM trough is over
The Nifty Midcap 50 and Smallcap 50 have gained 21 per cent and 29 per cent thus far in FY27 led by strong gains in BHEL, Laurus Labs, Prestige Estates, Aegis Logistics and Welspun Corp.
Zensar Technologies, CDSL, Bandhan Bank and MRPL from the Nifty Smallcap 100 index rallied between 5% and 12% in Friday's intra-day trade.
Healthy credit growth and treasury gains are expected to lift banks' Q1FY27 profits, while asset quality remains stable despite concerns over the West Asia conflict
Kotak Institutional Equities said that the recent management changes at HDFC Bank, Axis Bank and Bandhan Bank appear to be driven by individual career considerations rather than bank-specific concerns
In a regulatory filing, the lender said Mantri submitted his resignation in a letter dated June 29, 2026, to pursue another opportunity for career growth
Stocks to watch today: Bharti Airtel, Adani Power, Vedanta, Rajesh Exports, HCLTech, IRFC, Swiggy, Bandhan Bank, Torrent Power, Hindustan Copper, Tata Steel, and others will be in focus today.
The lender has increased rates on fixed deposits in the two- to five-year buckets as banks intensify efforts to mobilise deposits amid widening credit-deposit gaps
Stocks to Watch today: BEL, IREDA, JSW Infra, Vodafone Idea, Vedanta Aluminium, Craftsman Automation, Delhivery, Bajaj Auto, Bandhan Bank and more will be in focus today.
Private-sector lender increases FCNR(B) deposit rates following RBI's forex swap facility and temporary removal of the interest rate ceiling on eligible deposits