Stocks to Watch today, December 03: Shares of SBI, HDFC Bank, and ICICI Bank will remain in focus today as RBI has announced that they will continue to be classified as systemically important banks
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.
Stocks to Watch Today, December 1, 2025: Shares of automobile-related companies will remain in focus as November automobile sales data is due to be released today
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
Zomato emerges fastest-rising brand for second year in a row
As per the new rules, the index must include a minimum of 14 constituents, compared with the current 12, while the weight of the top constituent will be capped at 20% - down from 33% presently.
HDFC Bank (HDFCB) reported a steady Q2FY26, with profit rising 11 per cent Y-o-Y to ₹186.4 billion, aided by healthy NII of ₹315.5 billion and strong treasury gains of ₹23.9 billion
SBI hit an all-time high of ₹913.40, as the stock rallied 3% on the BSE in intra-day trade, surpassing its previous high of ₹912.10 touched on June 6, 2024.
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
Stocks to watch on October 20: Dixon Tech, PNB and IndusInd Bank are among tother top stocks to track today.
HDFC Bank has set up its own factory for some of the emerging technologies, says MD Jagdishan
HDFC Bank on Saturday reported a 10 per cent jump in its consolidated net profit for September quarter at Rs 19,610.67 crore. On a standalone basis, the largest private sector lender's net rose 10.82 per cent to Rs 18,641.28 crore for the July-September period. The bank's overall income rose to Rs 91,040 crore as against Rs 85,499 crore in the year-ago period, and Rs 99,200 crore in the preceding June quarter. The gross non-performing assets ratio improved to 1.24 per cent as of September from 1.40 per cent three months ago and 1.36 per cent in the year-ago period. Overall provisions increased to Rs 3,500 crore from Rs 2,700 crore in the year-ago period, but was much lower than Rs 14,441 crore recorded in the previous quarter.
Q2FY26 company results: Many banks including IDBI, IDFC First, IndusInd, Jammu & Kashmir Bank, and Punjab National Bank will also release their September quarter earnings reports today
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
HDFC Bank Q2FY26 results may show flat profit growth, said analysts. They expect strong loan growth but pressure on margins. Results to be announced on Saturday, October 18, 2025
Ambit analysts see HDFC Bank benefiting from accelerating credit growth, normalisation in cost of funds, and focus on high-yield segments like MSME, gold, and unsecured retail loans.
Credit costs may also weigh on margins, given the stress in the unsecured loan book, bankers said
Nomura noted that HDFC Bank is well-positioned to sustain credit growth at system levels or slightly higher through FY26.
Stocks to Watch today, October 6, 2025: From HDFC Bank, IndusInd Bank to Infosys, here is a list of stocks that will be in focus