📰 ET Stocks 📊 EARNINGS 🕒 12 Oct 2026, 10:07 AM IST

Will RBI’s CRR hike to 99% hit HDFC, SBI and other bank stocks? Here’s what Jefferies says

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Core Development: Will RBI’s CRR hike to 99% hit HDFC, SBI and other bank stocks? Here’s what Jefferies says

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Market & Financial Impact: The RBI has raised the minimum daily CRR maintenance requirement to 99% from 90% from October 16 to curb banking system liquidity. Jefferies expects a limited impact on banks’ net interest margins, estimating a potential 1-2 basis point increase in funding costs. It prefers banks over NBFCs in a rising-rate environment and sees up to 47% upside in Bandhan Bank.

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

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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 ↗

Will RBI’s CRR hike to 99% hit HDFC, SBI and other bank stocks? Here’s what Jefferies says

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