NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
We estimate banking system loan growth to moderate to 12.5% compound annual growth rate over FY24- 26E and estimate a 15% earnings CAGR for our banking universe over FY25-26E.
Robust balance sheets and reasonable sector valuations keep us positive on the sector even as headwinds are likely to persist in growth, margins and credit costs in the near term.
Over FY25/FY26, we estimate earnings growth of 11%/16% YoY for private banks and 19%/14% for PSBs.
Our preferred ideas: ICICI Bank, SBI, AU Small Finance Bank.
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This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.
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