ICICI BANK NIM
ICICI Bank shares rise 2% after Q4 results. What Jefferies, Bernstein and other brokerages are saying
Brokerages remain bullish on ICICI Bank after a strong quarter, citing stable margins, healthy loan growth and improving asset quality. Motilal Oswal, Elara Capital and JM Financial maintained buy ratings, with target prices up to Rs 1,783. They expect steady returns, strong buffers and consistent execution to support premium valuations and earnings growth over FY27-28.
Fall in provisions help ICICI Bank's net profit in Q4 FY26
ICICI Bank's net profit rose 9% to Rs 13,702 crore in March 2026, driven by stable loan growth and a significant drop in provisions. Total advances increased 16%, with strong contributions from business banking and rural portfolios. The bank maintained a healthy net interest margin and stable asset quality.
YES Bank Q4 preview: NII to grow up to 12%; PAT estimates diverge. 8 things to watch
YES Bank is poised for a steady Q4FY26 performance, with brokerages forecasting healthy earnings growth driven by stable margins and resilient loan expansion. Analysts anticipate a profit after tax between Rs 765 crore and Rs 1,066 crore, reflecting significant year-on-year growth.
ICICI Bank Q4 preview: PAT to grow up to 6% YoY, NII seen rising up to 8%. 8 things to watch
ICICI Bank is expected to post a steady Q4FY26 performance, with brokerages projecting 2–6% YoY PAT growth and a 4–8% rise in NII. While loan growth and asset quality remain healthy, margins may face mild pressure. Key monitorables include NIM trajectory, deposit trends, credit costs, and provisioning.
HDFC Bank Q4 preview: PAT seen stable with up to 10% YoY growth; NIM pressure persists. 8 things to watch
HDFC Bank is expected to post a steady Q4FY26, with PAT likely growing 6–10% YoY and NIM pressure persisting. Brokerages foresee moderate NII growth, stable asset quality, and healthy deposits. Key monitorables include NIM trajectory, credit costs, loan–deposit gap, and management commentary after the Chairman’s exit.
Coal India, NMDC emerge as must-watch mining plays as spot prices surge, says Motilal Oswal's Siddhartha Khemka
India's mining and metals sectors show strong opportunity with surging coal and iron ore prices, benefiting Coal India and NMDC. Private banks are outperforming PSUs due to NIM recovery, with SBI and ICICI Bank as top picks. The auto sector saw robust Q4 volume growth, while consumption remains mixed with jewellery and liquor showing resilience.
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Earnings vs signals: Q4 results may matter more than they look
The March quarter earnings season arrives at an inflection point, with stable numbers masking underlying economic shifts. Escalation of the Gulf conflict introduced external shocks, with first-order impacts visible in rising input costs. Investors should focus on forward-looking signals as second-order effects are expected to unfold in Q1 FY27.
Aditya Shah sees PSU banks, SBI and HDFC as key picks amid volatility
India's banking sector demonstrates resilience with steady loan and deposit growth, particularly from private lenders like HDFC Bank. While concerns about margins and global risks persist, the micro-lending cycle has bottomed out, and public sector banks are poised for continued strong performance. Investors are advised to balance opportunities with caution.
Q4 impact: Bank stocks slump up to 32% in 3 months, but brokerages bet on SBI, HDFC Bank, 6 more stocks. Check why
Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.
Reserve Bank of India to hold interest rates until at least mid-2027: Reuters poll
The Reserve Bank of India will keep its key interest rate at 5.25%. This decision is expected to hold until mid-2027. Benign price pressures allow the RBI to assess the impact of the Middle East conflict. Inflation remains below the target. Economic growth is strong. The conflict poses risks to price stability.
Nomura upgrades Kotak Mahindra Bank, calls ICICI Bank preferred compounder. Here's why
Nomura has upgraded Kotak Mahindra Bank to Buy, making it its top pick among Indian banks, while retaining ICICI Bank as its “preferred compounder.” The call comes amid tightening liquidity, rising funding costs, and delayed NIM recovery across the sector. Kotak shares rose ~2%, ICICI ~1.5%, with targets of Rs 445 and Rs 1,535, respectively.
AI euphoria: How India's old economy is giving FIIs a safe hiding place
Foreign investors are shifting investments in India. They are buying shares in metals, capital goods, and power sectors. This move is a hedge against artificial intelligence disruption. Technology stocks are seeing significant selling. This rotation signals a change in market focus. Old economy sectors are now attracting foreign capital.
Iran war shock for Nifty bulls: How to tweak your portfolio for peace of mind
Indian stock markets are experiencing a sharp decline due to escalating Middle East tensions. Experts advise against panic selling, urging investors to identify quality businesses for long-term gains. Brokerages are recalibrating portfolios, favoring domestic cyclicals and specific sectors. While near-term volatility persists, historical data suggests geopolitical conflicts lead to temporary corrections, presenting opportunities for patient investors.
SBI block deal: BNP Paribas buys 5.28 lakh shares in a Rs 64 crore transaction
French bank BNP Paribas acquired 5.28 lakh shares of State Bank of India for Rs 64 crore. The transaction occurred through a block deal with Societe Generale. SBI shares have shown strong investor returns over the past year. The bank recently surpassed Tata Consultancy Services in market capitalization.
India market has bottomed out — but stock-picking just got much harder: Vinod Karki
India's stock market may have found its bottom. Three strong economic factors are supporting growth. Financials and domestic cyclical sectors offer good investment opportunities. Mid and small-cap stocks are now a pure growth bet with no safety margin. Technology stocks are in a slow recovery phase. Investors need to focus on stock selection for better returns.
The yield disconnect: why repo rate cuts aren’t lowering borrowing costs
India’s bond market is defying monetary policy easing, with benchmark yields staying elevated despite a 125bps repo rate cut. Structural liquidity tightness, weak deposit growth, and limited demand for G-Secs are driving this disconnect. The RBI’s proactive liquidity measures aim to ease funding stress as banks face margin pressures.
SBI’s 70% rally narrows valuation gap with HDFC Bank, ICICI — buy, hold or book profits?
State Bank of India's (SBI) stock has surged nearly 70% in the past year, narrowing its valuation gap with private sector giants like HDFC Bank and ICICI Bank. Experts suggest SBI is now fairly valued, with strong fundamentals and earnings visibility supporting its current price, though further significant upside may be limited.
ICICI Bank shares jump 5%, hit 52-week high on strong Q3 earnings. Should you buy?
ICICI Bank shares jumped 5% and hit their 52-week high of Rs 1,059.40 on the NSE on Tuesday after the second-largest private lender reported December quarter earnings which were better than Street's estimates. Top brokerages including Jefferies, Kotak Institutional Equities and Nuvama retained their buy rating on the stocks. ICICI Bank on Saturday reported a 23.6% year-on-year (YoY) growth in its profit after tax to Rs 10,272 crore for the quarter ended December 2023.
ICICI Bank Q1 Results: Profit rises 50% YoY to Rs 6,905 crore; NII jumps 21%
Non-interest income, excluding treasury income, climbed 25 per cent YoY to Rs 4,629 crore from Rs 3,706crore. Fee income was up 32 per cent YoY at Rs 4,243 crore from Rs 3,219 crore. Fees from retail, rural, business banking and SME customers constituted about 79 per cent of total fees, the lender said in a press release.
Why the ICICI stock may continue to remain under pressure?
Net profit fell about 19% to Rs 2,442 crore at the bank, the stock of which now trades about 1.5 times its FY18 book value.
Insurance arm's poor debut holds ICICI Bank down
The stock may not be able to enthuse investors despite relatively lower valuation till there is more clarity from the management on NPAs.
Banking stocks to stay under pressure in near term: Deven Choksey
Choksey believes that a pick up in credit growth could help offset some concerns. For now, he expects banking stocks to remain under pressure.
ICICI Bank Q1 PAT up 16.7% at Rs 2,655 crore; in line with estimates
The net interest margins came in at 3.4% versus 3.35% quarter-on-quarter. The Gross NPAs were reported at 3.05% versus 3.03% QoQ.
ICICI Bank beats estimates, Q2 net up 20%
ICICI Bank, the country's biggest private sector lender, beat analyst expectations by reporting a 20.1% jump in second quarter net profit.
Banking space undervalued at the moment: Suruchi Jain, Morningstar India
ICICI Bank has traded below our current fair value estimate of 1100 on the stock and it is modestly undervalued, says Suruchi Jain.
ICICI Bank net profit seen up 24% YoY; NII likely to improve
Net interest income or the difference between interest earned and interest paid is likely to rise by 29.4 per cent on year-on-year basis.
ICICI Bank well placed: Saurabh Mukherjea
ICICI Bank is well placed. But broadly for the banking space NIM pressure is something investors need to be wary of.
ICICI Bank eyes expansion with more branches
ICICI Bank is focussing on extending its national footprint with more branches with an eye on improving its net interest margin (NIM), while pruning its loan book.
Maintaining profits may get tougher now for ICICI Bank
India's second largest lender - ICICI Bank now seems to be focussing on extending its national footprint.
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