Bank stocks rally on India-US trade deal, and hopes of the government raising FDI cap in PSBs to 49 per cent, and relaxing voting rights, believe analysts.
The India-US trade deal, Antique believes, is significantly positive for Indian equities as FPI equity outflow of $34 billion since October 2024, the highest among emerging markets (EMs), may reverse
Motilal Oswal Financial Services explains how priority sector lending is shifting from regulatory burden to earnings lever for banks and highlights HDFC Bank and Indian Bank as top stock picks
The stock price of SBI hit a new high of ₹1,083.95 on the BSE in Sunday's intra-day trade and has rallied 10% thus far in the calendar year 2026.
S&P Global Market Intelligence data compiled on January 21 shows that three Indian banks account for a major share of regional upside potential, even as several peers trade closer to fair value.
In the past six months, the stock price of SBI has surged 31 per cent, as compared to 10.2 per cent decline in market price of ICICI Bank and 8.6 per cent fall in HDFC Bank.
Shares of HDFC Bank were down 2% at ₹915.40 on the BSE in Wednesday's intra-day deals, also its lowest level since April 11, 2025.
Stocks to watch today, Wednesday, January 21, 2026: Cyient DLM, Shoppers Stop, HDFC Bank, Tata Steel, and Vikram Solar are among other key stocks to track today.
HDFC Bank on Tuesday said that the RBI has approved the appointment of Kaizad Bharucha as a whole-time director on the bank's board. In a regulatory filing, HDFC Bank said, "The RBI, vide its communication dated January 20, 2026, has given approval for the re-appointment of Mr. Kaizad Bharucha as the Whole-time Director (Deputy Managing Director) of the Bank for a further period of 3 (three) years w.e.f. April 19, 2026." Shares of HDFC Bank closed at Rs 931.15, up 0.38 per cent over the previous close on BSE.
HDFC Bank and ICICI Bank Q3FY26 results draw mixed analyst reactions. Here's why ICICI Bank shares fell and why HDFC Bank faces growth concerns.
Aakash Shah of Choice Equity Broking says that HDFC Bank may remain tepid as long as the stock trades below ₹970; while ICICI Bank needs to sustain above ₹1,380 to maintain its long-term positive bias
Stocks to watch on Monday, January 19: At around 7:10 AM, GIFT Nifty futures were down 180 points at 25,571.50, signaling a gap-down start for the bourses.
HDFC Bank on Saturday said its consolidated profit jumped 12.17 per cent to Rs 19,807 crore in the December quarter. The city-headquartered lender had reported a consolidated net profit of Rs 17,657 crore in the year-ago period and Rs 19,611 crore in the preceding September quarter. On a standalone basis, the profit of the country's largest private sector lender increased 11.46 per cent to Rs 18,653.75 crore for the October-December period. The core net interest income grew 6.4 per cent to Rs 32,600 crore, while the non-interest income came at Rs 13,250 crore, as per an exchange filing. The net interest margin at the overall level stood at 3.35 per cent, it said. Implementation of the new labour codes led to an impact of Rs 800 crore in expenses for the bank during the quarter.
Q3FY26 company results: Firms including Punjab & Sind Bank, UCO Bank, IDBI Bank, RBL Bank, Oswal Yarns, and Netweb Technologies are also to release their October-December earnings reports today
HDFC Bank Q3FY26 results preview: Analysts see gradual earnings recovery with stable margins, improving loan growth and pressure on deposits. Check brokerage estimates
The benchmark BSE Sensex declined as much as 715 points, or 0.85 per cent, to hit an intraday low of 82,861, while the NSE Nifty50 shed 210 points, or 0.81 per cent, to touch 25,683 on Monday
HDFC Bank shares slide 4% in two days and fall below the 200-DMA. Analysts explain FII selling, Q3FY26 update impact and strategy ahead.
HDFC Bank's C/D ratio surges to 99.5%
HDFC Bank merged with its parent HDFC in July 2023, adding a significant pool of loans but a smaller volume of deposits
Over the last ten calendar years (2016-2025), the Sensex has delivered annual returns consistently, albeit uneven. The strongest year of the decade was 2017, when the index surged 27.9 per cent.