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Banks

SECTOR | 23 Jun 2025

Stock Recommendations Today: Banks, Metals, Aditya Birla Real Estate, Polycab, Colgate On Brokerages' Radar

NDTV Profit

While Jefferies has hiked the target price for Polycab, UBS has cut the target price for Colgate Palmolive Ltd. after it posted a weak fourth quarter result.

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 23 Jun 2025

Banks Sector Update RBI measures: a shot in...

Banks

Prabhudas Lilladhar

since Apr'25. We could see a credit upcycle from FY27E suggesting higher than expected loan growth. Sensitivity analysis indicates that if loan growth for FY27E is 210bps higher at 14.7% YoY, aggregate core PAT would be upgraded by 3.6%; sector would re-rate and multiples/TP could increase by 5.0-11.0%. However, in a credit upcycle, valuation discount of other banks to sector leaders like ICICB/HDFCB (6-7% upgrade) would narrow suggesting higher upgrades. From an alpha generation perspective, we would prefer players like...

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 21 Jun 2025

Charting the Global Economy: Key Central Banks Hold On Rates

NDTV Profit

Central bankers in the US, UK and Japan held the line on interest rates this week as officials attempt to gauge the impact of tariffs

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 21 Jun 2025

PSBs lead credit growth in rural India, outshine private peers in FY25

Business Line

While private banks saw an elevated Credit-Deposit ratio earlier, their incremental CD ratio dropped in FY25, signalling reduced credit expansion

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 20 Jun 2025

Macro indicators, retail participation aligning for a multi-decade bull run: Madhu Kela

Economic Times

Market veteran Madhu Kela advises investors to focus on bottom-up ideas and segregate research from execution. He is bullish on India's long-term prospects, citing favorable macro parameters. Kela highlights opportunities in select sectors and stocks, particularly NBFCs, due to improved regulations and liquidity. He suggests that range-bound markets are ideal for stock picking, identifying potential multibagger stocks.

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 20 Jun 2025

Stock Recommendations Today: Banks, Autos, Dr. Reddy's, Swiggy On Brokerages' Radar

NDTV Profit

NDTV Profit tracks what analysts are saying about various stocks and sectors. Here are the analyst calls to keep an eye out for on Friday.

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 20 Jun 2025

Indian Banks' earnings growth forecast halved amid economic caution and high deposit costs

Economic Times

Indian banks are facing a significant slowdown in earnings growth, potentially halving to 6.5% in FY26 due to a cautious economy and reduced core profits. Muted credit demand, high deposit costs, and RBI's measures to control unsecured lending contribute to this deceleration. However, a rebound to 16.1% is expected in FY27 with anticipated rate cuts and improved demand.

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 19 Jun 2025

94 candidates apply for six executive director positions in PSBs

Business Standard

FSIB likely to hold interviews month-end

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 19 Jun 2025

Crisil completes acquisition of minority stake in OPL for 33 crore

Business Standard

Crisil, the provider of ratings, data, research, analytics and solutions, has invested Rs 33.25 crore to acquire a minority stake in Online PSB Loans Ltd (OPL). In December 2024, Crisil had announced its intention to invest. OPL is a digital credit infrastructure company that develops and integrates advanced technologies, transforming the credit ecosystem through end-to-end automation, Crisil said in a regulatory filing. The company facilitates ease of credit delivery to micro, small and medium enterprises (MSMEs) and retail borrowers through unique analytics and artificial intelligence/machine learning-based solutions, enabling faster credit decision making, it said. OPL's offerings enable financial institutions to enhance their MSME lending infrastructure, it said. The platform's existing group of shareholders include several prominent financial institutions, including public and private sector banks, credit bureaus and government organisations.

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

Banks

SECTOR | 19 Jun 2025

DreamFolks Row: Why Major Banks, Card Networks Look To Part Ways With The Lounge Access Aggregator

NDTV Profit

DreamFolks came under flak in September last year, after disruption in its services affected access to 49 lounges at 34 airports across India.

IDBI Capital released a Sector Update report for Banks on 01 Sep, 2025.

ICICI, Axis Banks Look To Move Away From DreamFolks After Service Disruptions; Others May Follow

NDTV Profit | 19 Jun 2025