📰 ET Stocks 📊 EARNINGS 🕒 08 Oct 2026, 10:28 AM IST

RBI rate hike done. Now what’s ahead for bank stocks? Jefferies, other analysts weigh in

⚡ Instant Key Takeaways (TL;DR)

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Core Development: RBI rate hike done. Now what’s ahead for bank stocks? Jefferies, other analysts weigh in

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Market & Financial Impact: RBI’s first rate hike in nearly four years has put the spotlight on banking stocks, with analysts divided on the near-term impact on margins. Jefferies sees large private banks such as ICICI Bank and Kotak Mahindra Bank as key beneficiaries, while Q2 earnings could offer clues on the sector’s outlook.

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Actionable Insight: 📊 Earnings Focus: Assess quarterly EBITDA margins, year-over-year revenue, and management guidance.

The Reserve Bank of India’s Monetary Policy Committee raised the repo rate by 25 basis points to 5.50% on Wednesday

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Official Publisher Attribution: This report is aggregated from Economic Times. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.

Read Original Full Coverage on Economic Times ↗

RBI rate hike done. Now what’s ahead for bank stocks? Jefferies, other analysts weigh in

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