Sector Banks - Latest news, views and updates

SECTOR | 07 Jul 2025

Banks Apr-Jun'25 Earnings Preview Sequential movement in NII/NIM...

by Prabhudas Lilladhar

Prabhudas Lilladhar

be a key monitorable in this quarter. Due to seasonality in case of PSU banks, fees might fall by 11.1% QoQ but grow by 15.1% YoY to Rs394.7bn, which would be partially offset by 5.9% QoQ fall in opex to Rs914bn (+11.2% YoY). Core PPoP may be Rs927bn (-1.5% QoQ/+3.4% YoY) due to weaker NII/fees. Slippage ratio may increase owing to rise in agri slippages (usually in Q1). Banks' PAT is expected to decrease by 5.3% QoQ but increase by 6.2% YoY to Rs673bn....

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

Alert

Retail loan origination slows down in FY25 amid multiple headwinds

SECTOR | 04 Jul 2025

Business Standard

Home loan originations slowed down to 2.7 per cent in FY25, compared to 9.9 per cent in the previous year due to higher property prices and macroeconomic challenges

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

UBS, Citi Among Banks Punished In Singapore Laundering Saga

SECTOR | 04 Jul 2025

NDTV Profit

This is the biggest regulatory action taken by MAS since it shut down Swiss bank BSI SA's local unit in 2016 and penalized banks for their failings related to Malaysia's troubled 1MDB fund.

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

Banks want to park more than 1.7 lakh crore at VRRR auction

Business Line | 04 Jul 2025 2 more

Private banks see deposits outpacing credit growth in Q1; PSBs fare better

Business Line | 04 Jul 2025

To retain depositors in a falling interest rate regime, state-owned Banks waiving penalty for non-maintenance of min balance

Business Line | 04 Jul 2025

Indian companies reduce reliance on external debt, NBFCs record the largest increase

SECTOR | 04 Jul 2025

Business Line

External debt nears $740 billion, NBFCs step up

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

India's liquidity surplus unlikely to lift credit grpwth, says JP Morgan

SECTOR | 04 Jul 2025

Business Standard

While surplus liquidity influences overnight borrowing costs, a recent analysis by the firm showed it does not impact credit or deposit growth in the economy

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

Bajaj Finance shares gain 3% on strong Q1 growth in new loans and AUM

SECTOR | 04 Jul 2025

Business Standard

Bajaj Finance shares rose over 3 per cent after the NBFC reported growth in new loans and assets under management

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

L&T Finance Q1 Updates: Retail Loan Book Rises 18%, Urban Finance Leads

NDTV Profit | 03 Jul 2025

Is July 7 A Public Holiday? Check If Schools, Banks, And Government Offices Will Remain Open Or Closed

SECTOR | 04 Jul 2025

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On the day of Muharram, central and state government offices, schools, colleges, and post offices across India will remain closed.

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

From BoB to Indian Bank, PSBs report double-digit credit growth in Q1

SECTOR | 03 Jul 2025

Business Standard

Bank of Baroda, Indian Bank lead state-owned lenders' strong credit expansion in April-June, while deposits grow at a slower pace

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

Prepayment penalty ban to hurt NBFCs more than banks, say experts

SECTOR | 03 Jul 2025

Business Standard

RBI's decision to bar prepayment penalties on fresh loans for micro and small enterprises will impact NBFCs more than commercial banks, experts say.

Deven Choksey released a Top Picks report for Banks on 11 Sep, 2025.

HDFC Bank, ICICI Bank, SBI Top Stock Picks By Motilal Oswal; Banks Q1 Results Preview

SECTOR | 03 Jul 2025

NDTV Profit

Banks Q1 Results Preview: Margin pressure to weigh on earnings projects Motilal Oswal, Recommends 'Buy' for HDFC Bank, RBLBank, Union Bank among others