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HDFC Bank, SBI Among Motilal Oswal's Top Picks In Bank Stocks — Check Full List
Large diversified banks like ICICI Bank, HDFC Bank, and SBI showed significant resilience in earnings, with modest cuts, adds Motilal Oswal.
16 Sep 2025, 09:48 AM IST 
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Consensus earnings estimates for private banks were lowered by 5%-14% for FY26 and 1%-6% for FY27, while PSU banks saw milder revisions for the same periods.
. (Photo: Radha Raswe/NDTV Profit)
Biggest earnings downgrades have been concentrated among mid-size private banks with higher exposure to unsecured retail and MFI segments, whereas larger and more diversified banks proved more resilient. Bandhan Bank, Equitas, IDFC Bank and RBL Bank witnessed a sharp 41-95% cut in FY26E earnings over the past one year.
