Banking stocks may see up to 35% rise in Q4
after close1 source ↓written by the desknot a recommendation
- for Indian banks
- 14% loan growth
Analysts project a 14% loan growth for Indian banks in Q4FY26E despite a challenging environment. While net interest margins may remain flat for large banks, small and mid-sized banks could see expansion. Asset quality is expected to stay stable, but risks in unsecured retail and microfinance persist.
• Geopolitical tensions and inflationary pressures are straining cash flows.
• Valuations have corrected but are above trough levels.
• Increased reliance on higher-cost funding may pressure margins.
Not investment advice. For informational purposes only.