Analysts at PL Capital expect domestic-oriented sectors to outperform, naming banks, NBFCs, autos, retail, consumer staples, defence, metals, and select consumer durables as top picks.
Technical charts flag up to 22% downside risk for PSU bank shares such as Indian Overseas Bank, Uco Bank, Central Bank of India and Punjab & Sind Bank as government stake sale buzz looms.
IndusInd Bank shares fell after it reported a sequential decline in both advances and deposits for the quarter ended September 30, 2025
Nomura noted that HDFC Bank is well-positioned to sustain credit growth at system levels or slightly higher through FY26.
ICICI Bank stock has dipped over 8% from its record high, and now trades within striking distance of the 200-day moving average; here's why technical chart flags another 7% downside risk for the stock
Despite a nearly 5x jump in aggregate mcap since FY20, most coverage PSBs still trade at reasonable valuations of 0.8-1x forward P/B & 5-7x FY27E EPS, leaving room for further upside.
On the bourses, AU SFB share price was buzzing in trade in a subdued market on Tuesday, September 23, 2025, with the scrip rising as much as 3.83 per cent to hit an intraday high of ₹733.25 per share.
Top banking picks for Motilal Oswal include ICICI Bank, HDFC Bank, SBI, and AU Small Finance Bank
Nomura has picked ICICI Bank, State Bank of India (SBI), and Axis Bank as its top picks to play this recovery trend.
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
The weighted average lending rate (WALR) on fresh loans rose by 18 bps M-o-M in July 2025, led by a sharp 31 bps rise for PSU banks, while private banks saw a 16 bps decline.
ICICI Bank has sustained healthy loan growth of ~15 per cent CAGR over FY23-25, outpacing system growth, driven primarily by retail and business banking.
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
The retail asset business is expected to grow significantly, driven by a structured customer acquisition strategy tailored to suit different branch formats and customer segments, CSB Bank said.
City Union Bank's share price was trading 3.2 per cent lower at ₹219.2 per share on the NSE after it reported strong numbers for the June 2025 quarter
Bank stock to buy: While analysts like ICICI Bank's unblemished report card for Q1FY26, they see HDFC Bank emerging as a stronger franchise over long-term. Axis Bank's weak Q1 has left if off radar
Here's a technical outlook on HDFC Bank, ICICI Bank, YES Bank, RBL Bank, Union Bank of India post Q1 results.
The private sector lender reported a 15.5 per cent year-on-year (Y-o-Y) rise in standalone net profit to ₹12,768 crore in Q1FY26, supported by strong treasury gains and healthy credit growth.
Axis Bank Q1 results: Asset quality issues, slow loan growth and rate cut cycle hit Axis Bank Q1 earnings. Should you buy, sell, or hold the stock now? Read to find out analysts' review
In past one month, RBL Bank has outperformed the market by surging 24 per cent, as compared to less than 1 per cent rise in the BSE Sensex.