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Trading at a 60% discount to HDFC Bank: 3 Private banking stocks for your 2026 watchlist

Investors are increasingly looking at private bank stocks beyond the well-known HDFC Bank and Kotak Mahindra Bank. We identified three…

May 20, 2026 05:27 IST
A banking sector infographic showing the PNB logo with a downward arrow for NIM (2.47%) and an upward arrow for the projected RAM (Retail, Agri, MSME) mix of 60%.
PNB target cut: Why Emkay sees a 10% downside risk after Q4 margin miss

Emkay cuts PNB target by 10% on margin pressure and treasury drag—see why and what lies ahead for investors. Read…

May 7, 2026 12:27 IST
A professional financial chart showing the Nifty Bank index downward trend alongside an infographic explaining the Three Stages of Loan Risk under the new RBI ECL norms.
Banking stocks under pressure: Nifty Bank drops over 1.5%; Axis Bank, Bank of Baroda, PNB slide 3% each

Banking stocks tumble as Nifty Bank drops over 1.5% after RBI tightens bad loan norms—track key resistance and support levels…

April 30, 2026 13:53 IST
RBI ECL norms impact Indian banks SBI ICICI HDFC Bank provisioning stress
Banks face twin reset: Stricter RBI provisioning, faster IBC recovery – Nomura, Ambit warn of near-term stress

RBI’s new loan recognition rules may dent bank profits now but faster insolvency recoveries could unlock hidden gains.

Updated: April 29, 2026 11:20 IST
A financial chart showing Bandhan Bank’s stock hitting a 52-week high of ₹196.51 with an overlay highlighting the 68% net profit surge and GNPA improvement to 3.27%.
Bandhan Bank hits 52-week high as Q4 net profit jumps 68%; Brokerages see up to 25% upside

Bandhan Bank share hits 52-week high with 68% Q4 profit jump; explore brokerages’ bullish targets and growth prospects now!

April 29, 2026 10:12 IST
IDFC First Bank vs IndusInd Bank Q4 FY26 earnings comparison
IDFC First Bank vs IndusInd Bank: The Q4 report card – Margins plateau while credit costs drive earnings divergence

Margins may have peaked—but the real story is unfolding in credit costs. IDFC First Bank powers ahead with growth, while…

Updated: April 28, 2026 10:26 IST
HDFC Bank vs ICICI Bank Q4 FY26 results net interest margin comparison
HDFC Bank vs ICICI Bank: Margin blues to growth drivers in Q4- 7 key takeaways

The era of 4%+ net interest margins (NIM) may be ending for India’s banking giants. While HDFC and ICICI Bank…

Updated: April 20, 2026 10:18 IST
The HDFC Bank corporate headquarters with a digital overlay showing a Rs 19,221 crore net profit and the Rs 13 per share dividend announcement.
HDFC Bank shares in focus after steady Q4 net profit growth – 3 key factors to watch

HDFC Bank shares on focus today, April 20: HDFC Bank posts steady Q4 profit growth with a Rs 19,221 crore…

April 20, 2026 07:52 IST
Ujjivan SFB’s universal bank plan hits hurdle as RBI returns application

Ujjivan Small Finance Bank’s plan to become a universal bank faces a setback as RBI returns its application, citing insufficient…

April 13, 2026 22:01 IST
Maruti Suzuki share price
Nomura maintains ‘Buy’ On HDFC, Axis, 4 other banks—signals sharp growth headwinds ahead

Nomura bullish on 6 major bank stocks including HDFC and Axis, but warns that recent growth trends may not fully…

Updated: April 8, 2026 14:44 IST
Kotak Bank unveils instant corporate loan disbursal

Kotak Mahindra Bank launches instant one-click corporate loan disbursals, reducing processing time to seconds and digitising high-volume working capital lending.

Updated: April 7, 2026 22:25 IST
A financial infographic showing HDFC Bank’s 14.4% deposit growth vs 10.2% AUM expansion, the CASA ratio dip to 37%, and a summary of the Rs 18,654 crore Q3 net profit
HDFC Bank shares in focus after Q4 Update: CASA deposits surge 12%

HDFC Bank shares in spotlight after 12% CASA deposit surge in Q4; see if the momentum can lift stock ahead…

April 6, 2026 07:56 IST
A professional financial comparison table showing SBI, Bajaj Finance, and Kotak Mahindra Bank with projected upsides of 38% to 46% based on Axis Securities' April 2026 report.
SBI, Bajaj Finance, Kotak Mahindra Bank – Axis Securities’ top banking sector picks with 38% to 46% upside

Discover Axis Securities’ top bank picks—SBI, Bajaj Finance, Kotak Mahindra—with up to 46% upside potential. See the detailed analysis now!

April 3, 2026 12:12 IST
A financial infographic showing the timeline shift from April to July 1, 2026, for the RBI's amended capital market exposure directions, highlighting key changes for banks, REITs, and mutual funds.
RBI relief for banks: Defers implementation of capital market exposure rules to July

RBI defers new capital market exposure rules for banks to July 2026. Read the official circular for details on revised…

March 31, 2026 09:09 IST
A red-themed financial dashboard showing the Nifty Bank index down 2.5%, with individual losers like AU Small Finance Bank (-4%) and Axis Bank (-3.9%) highlighted against a $100 million RBI open position cap.
Bank stocks crack over 4%: Why RBI action on open positions spooked banking sector

Bank stocks drop over 4% as RBI limits open positions; learn why new rules are rocking financial markets and what…

March 30, 2026 13:19 IST
A financial comparison chart showing Jefferies removing HDFC Bank and adding a 4% weight to HSBC, alongside a timeline of the HDFC Bank chairman’s resignation and the subsequent 20% six-month stock decline.
Why did Jefferies exit HDFC Bank across 3 global portfolios? Trims India exposure

Jefferies trims India exposure, drops HDFC Bank for HSBC amid leadership concerns; explore portfolio changes and market impact now.

March 27, 2026 14:53 IST
Jefferies Motilal Oswal stock picks HDFC Bank Reliance ICICI Bank upside
HDFC Bank to Reliance Industries: Why top brokerages are bullish on these 5 stocks with up to 55% upside

Brokerage consensus stocks: From Jefferies, Motilal Oswal, Antique Stock Broking and JM Financial highlight HDFC Bank share price target, Reliance…

March 22, 2026 08:37 IST
A professional candlestick stock market chart of the Nifty 50 showing the price breaking below the 200-day moving average line with volume bars and sectoral performance overlays.
Monday Watchlist: HDFC Bank, ICICI Bank, SBI in focus as Nifty breaks 200-DMA floor

Markets watchlist today, March 02: Nifty slips below 200-DMA as banks drag index lower; track key levels and market trends…

March 2, 2026 05:40 IST
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NTPC scouts for tech solutions to operate coal units at 25% load
NTPC scouts for tech solutions to operate coal units at 25% load
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