Data shows that bank stocks such as RBL Bank, AU Small Finance Bank, Canara Bank, The South Indian Bank and City Union Bank surged over 55 per cent since the RBI first cut repo rate in February 2025.
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
Nomura expects Indian markets to trade in the range of 20-22x one-year forward earnings, assuming risk premia remain low.
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
ICICI Bank is seen trading close to its weekly trend line support, and the 50-MMA; key technical indicators the stock has not violated since May 2023 and November 2020, respectively; show charts.
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
ICICI Bank has increased senior citizen retail deposit rates to 7.2% for deposits below Rs 3 crore, even as policy rates soften and loan growth outpaces deposit mobilisation across the banking sector
Motilal Oswal said that while PSU institutions are turning more aggressive, private lenders retain an edge through superior execution and tech-driven processes