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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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