Motilal Oswal Predicts Banking Stocks to Surge Up to 15% in 2025 with ICICI, HDFC, and SBI as Top Picks

Friday, Aug 29, 2025 7:30 am ET1min read
HDB--
IBN--

Motilal Oswal predicts a turnaround in the banking sector earnings cycle starting from H2FY26, with ICICI Bank, HDFC Bank, and SBI being top picks. The brokerage expects NII growth to improve from H2FY26, driven by gradual deposit repricing, recovery in loan growth, and CRR cuts, leading to a 9% YoY PAT growth and a 17% CAGR over FY26-FY28.

Motilal Oswal Predicts Banking Stocks to Surge Up to 15% in 2025 with ICICI, HDFC, and SBI as Top Picks

Stay ahead of the market.

Get curated U.S. market news, insights and key dates delivered to your inbox.

Comments



Add a public comment...
No comments

No comments yet