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Broker Research reports: Sector Updates
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In Q4FY25, India’s banking sector has witnessed a decline in credit growth led by slowdown in economic activities across sectors, slower pickup in government spending and regulatory caution on retail funding risks. As per the provisional reporting, Public sector banks (PSBs) drove credit expansion aggressively in Q4FY25, led by robust demand in retail, MSME, and a healthy corporate loan pipeline.
Positive Result Plays: Banks ICICI Bank, HDFC Bank, SBI, Kotak Mahindra Bank NBFCs Shriram Finance, Bajaj Finance, Cholamandalam Negative Result Plays: CreditAccess Grameen, Equitas SFB
Our Preferred Picks in the Sector Infra-Road: H G Infra Engineering Ltd, J Kumar Infraprojects Ltd Infra-Others : KEC International, Kalpataru Projects International Ltd
Top picks are: We lean towards domestic-focused companies and prefer APL Apollo Tubes and Coal India as Top Picks. We also like Hindalco, but recommend a Buy on Dips' approach amidst the volatile macro environment due to the impact of reciprocal tariffs.
