Private sector banks and insurers report higher employee costs in Q3FY26 after accounting for statutory impact of New Labour Codes notified by the Centre in November 2025
Paharia points out that sectors like healthcare, telecom, consumer discretionary, and private banks and NBFCs appear attractive currently
IndusInd Bank shares rose to the highest level in over nine months even after it reported a drop in third-quarter advances and deposits
RBI data show public sector banks added staff in FY25 for the first time in five years, while private banks' headcount fell, led by a sharp drop at ICICI Bank
Cleaner balance sheets, regulatory support and strong growth prospects helped Indian private banks attract over $6 billion in foreign capital, with more deals expected in 2026
RBL Bank's management indicated that regulatory approvals for the deal are expected by mid-Q4FY26
Private banks drew more complaints than state-owned lenders for the first time in FY25, as overall grievances under RBI's Ombudsman Scheme rose sharply
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.
Analysts attribute the relative slowdown among private-sector banks partly to specific events, notably the merger between HDFC Bank and HDFC
The private sector lender has also informed that its board has allotted 1,049,475 equity shares under the City Union Bank Employees Stock Option Scheme (ESOS)
The company is looking to raise 20 billion rupees through debentures and 30 billion rupees via a green shoe option
Motilal Oswal said that while PSU institutions are turning more aggressive, private lenders retain an edge through superior execution and tech-driven processes
Corporate earnings logged a 3rd straight quarter of double-digit growth, underpinned by strong performances from OMCs, Metals, Telecom, Technology, Cement, NBFCs - Lending, and Capital Goods.
The government is also planning to more than double the foreign-investment cap in state-owned lenders to 49%, Reuters reported last week
City Union Bank reported a 15 per cent year-on-year (Y-o-Y) increase in net profit to ₹328.6 crore during the September 2025 quarter
Bandhan Bank's share price declined after the private lender reported a weak set of numbers for the September quarter of FY26 (Q2FY26).
As per the new rules, the index must include a minimum of 14 constituents, compared with the current 12, while the weight of the top constituent will be capped at 20% - down from 33% presently.
As per the state-wise holiday list for 2025-2026, the RBI has designated 5 bank holidays for November 2025. In India, bank holidays might vary per regional, national, or religious celebrations
Following the RBI's 100-bps policy rate cut, private banks showed faster transmission to lending rates, while PSBs led in passing on deposit rate reductions
Foreign banks have bought up to 60% stake in Yes Bank and RBL Bank; will these deals help Indian private bank stocks outperform PSU banks in coming months? Here's what technical charts suggest.