Bank stocks in Q2 FY27: Why ICICI, SBI, Kotak and AU Bank are Motilal Oswal's top picks - Bank profits set to jump 25% in Q2 FY27
· economictimes.indiatimes.com
Motilal Oswal Financial Services' brokerage estimates point to a strong earnings season for Indian banks. Profit after tax (PAT) across the banks under coverage is expected to grow 25.4% year on year and 9.5% over the previous quarter. Looking further out, earnings are expected to compound at about 15% a year over FY26-28, led by private banks at around 20%. The brokerage’s top picks are ICICI Bank, SBI, Kotak Mahindra Bank and AU Small Finance Bank. Bank profits set to jump 25% in Q2 FY27
When Q2 FY27 results arrive, four numbers matter most:
Loan growth: Quarterly growth is expected to range from 3.1% to 14%, with ICICI Bank, IDFC First Bank ...