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
RBL Bank also reported healthy growth, with loans up 14 per cent Y-o-Y to ₹1.02 trillion and deposits up 8 per cent Y-o-Y to ₹1.16 trillion
RBI Policy Impact: At 10:34 AM; Nifty Auto, Nifty Realty, Nifty Financial Services and Nifty Bank indices were up nearly 1 per cent, as compared to 0.3 per cent rise in the Nifty 50.
Parthasarthy currently heads Branch Banking, Infrastructure, Treasury, and Virtual Channels divisions at HDFC Bank
Top banking picks for Motilal Oswal include ICICI Bank, HDFC Bank, SBI, and AU Small Finance Bank
Data shows that as of date 36 out of Nifty 50 shares, and 314 out of Nifty 500 stocks were trading above the long-term 200-Day Moving Average.
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
Stocks to buy, September 2025: HDFC Bank, UltraTech Cement are among 10 picks by Motilal Oswal Wealth Management, which can provide up to 24 per cent upside
This latest revision, it said, was shaped by several factors, which meant increasing exposure to the financials and consumer sectors, booking gains in stocks where the market drivers are in place
Bank stocks extended losses as Nifty Bank index slipped 7% from its July peak. Analysts flag US tariff risks may hit HDFC Bank, IndusInd Bankm City Union Bank, Federal Bank
Copley Fund Research finds HDFC Bank held by 71% of EM funds, making it the most critical emerging-market bank globally, with allocations surging post-HDFC merger
HDFC Bank had announced a bonus issue in the ratio of 1:1, and the record date for this corporate action is August 27, 2025
Here is the complete list of stocks that will remain in the spotlight today following their announcement of corporate actions such as dividends, and bonus share issues