ICICI Bank shares fell over 2% after RBI flagged gaps in agri PSL classification, forcing higher provisions and a 4% drop in Q3 net profit
Reversal of provisioning is also expected to support the stock going ahead
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.
Private sector lender ICICI Bank on Saturday said its consolidated net profit for the December 2025 quarter declined 2.68 per cent to Rs 12,537.98 crore. ICICI Bank had posted a consolidated net profit of Rs 12,883.37 crore for the October-December period last year and Rs 13,537.06 crore in the preceding September quarter. On a standalone basis, the second-largest private sector lender reported profit after tax of Rs 11,318 crore, up from Rs 11,792 crore in the year-ago period. The core net interest income jumped 7.7 per cent year-on-year to Rs 21,932 crore during the reporting quarter, on the back of an 11.5 per cent loan growth and a 0.05 per cent expansion in the net interest margin to 4.30 per cent. Its non-interest income, excluding treasury operations, increased 12.4 per cent to Rs 7,525 crore during the reporting quarter. It had to set aside Rs 145 crore following the implementation of the new labour codes, and the overall provisions doubled to 2,556 crore. The bank disclo
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
ICICI Bank Q3FY26 results preview: Brokerages expect moderate profit growth, stable loan growth, margin pressure and higher provisions
ICICI Bank has entered a phase where its operating variables exhibit far less volatility, with robust loan growth, solid asset quality, and leading returns, believe analysts.
Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.
While the consensus outlook for FY27 remains positive for the sector, Elara believes that a stronger liability franchise will be key, with risk-reward ratio more favorable for frontline private banks
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.
Similarly, ICICI Bank and Asahi India too registered a close below the Supertrend line indicator on Monday.
In general, a bearish engulfing candlestick pattern is considered as a bearish sign, as the latest candle completely overshadows the preceding day's price action on the charts.
ICICI Bank, HDFC Bank, IndusInd Bank from private lenders, and state-run SBI and Bank of Baroda look favourably placed on charts, says Aakash Shah, Technical Research Analyst of Choice Equity Broking.
The combined market valuation of eight of the top-10 most valued domestic firms eroded by Rs 79,129.21 crore last week, with Bajaj Finance and ICICI Bank taking the biggest hit, amid a largely bearish trend in equities. Last week, the BSE benchmark index declined by 444.71 points or 0.51 per cent. From the top-10 pack, Reliance Industries and Larsen & Toubro were the only gainers, while HDFC Bank, Bharti Airtel, Tata Consultancy Services (TCS), ICICI Bank, State Bank of India, Infosys, Bajaj Finance and Life Insurance Corporation of India (LIC) faced erosion from their valuation. The market capitalisation (mcap) of Bajaj Finance dropped by Rs 19,289.7 crore to Rs 6,33,106.69 crore. ICICI Bank's valuation tumbled Rs 18,516.31 crore to Rs 9,76,668.15 crore. The mcap of Bharti Airtel tanked Rs 13,884.63 crore to Rs 11,87,948.11 crore and that of State Bank of India diminished by Rs 7,846.02 crore to Rs 8,88,816.17 crore. Infosys lost Rs 7,145.95 crore from its market valuation which
HDFC Bank's earnings growth is likely to converge with ICICI Bank by FY28, helping the former achieve premium valuation over the latter, Emkay Global said
Stocks to watch on December 9, 2025: TCC Concept, VTM, Bajaj Finserv and Welspun Corp are other key stocks on investors' radar today.
The country's second largest private sector lender ICICI Bank is aiming to maintain over 51 per cent stake in all three of its listed entities, a senior official said on Monday. Its Executive Director Sandeep Batra said the bank is also committed to maintaining over 51 per cent stake in the IPO-bound ICICI Prudential Asset Management Company, and hence, it is upping stake by 2 percentage points before the entity hits the markets. "We are committed to ensuring all our three listed entities remain our subsidiaries. So, our stake will remain at over 51 per cent," Batra told reporters at a press conference here. The mutual fund arm's Managing Director and Chief Executive Nimesh Shah said that ICICI Bank will pick up the additional 2 per cent stake for the same price as the one which will be paid by other investors as part of its initial public offering. Shah added that at present, the ICICI Bank ownership in the company is 51 per cent, which will go up to 53 per cent post the IPO, ...
Stocks to Watch today, December 8, 2025: Bajaj Finserv, ONGC, AU Small Finance Bank, P N Gadgil Jewellers, Cochin Shipyard, Delhivery, and TVS Motor Company are among the top stock to remain in focus