Private Sector Bank sector
19 companies · ₹35.4 L cr · 18 with AI deep dives
5y revenue CAGR
median 12.69%(p25 9.77% · p75 16.07%)
Debt / equity
median 0.58x(p25 0.41x · p75 0.97x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-06-30tailwindBroad-based loan growth, led by corporate and SME/MSME segments15 managements
Advances growth of 15 - 27% YoY was reported across almost every covered bank. Corporate and SME/MSME segments consistently outpaced overall book growth. ICICI business banking…
- ICICIBANK (Q1-2027): “The total loan portfolio grew by 19.6% year-on-year and 5.0% quarter-on-quarter at June…”
headwind11 managements🔒tailwind12 managements🔒headwind9 managements🔒headwind10 managements🔒mixed5 managements🔒mixed3 managements🔒
6 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| HDFC Bank Ltd | ₹11.3 L cr | Unlock | bank capital strong | |
| ICICI Bank Ltd | ₹10.2 L cr | Unlock | bank capital strong | |
| Kotak Mahindra Bank Ltd | ₹3.8 L cr | Unlock | bank capital strong | |
| Axis Bank Ltd | ₹3.8 L cr | Unlock | bank capital strong | |
| IDBI Bank Ltd | ₹92,213 cr | Unlock | bank capital strong | |
| Federal Bank Ltd | ₹88,220 cr | Unlock | bank capital strong | |
| IndusInd Bank Ltd | ₹77,348 cr | Unlock | bank capital strong | |
| IDFC First Bank Ltd | ₹73,880 cr | Unlock | bank capital strong | |
| Yes Bank Ltd | ₹71,625 cr | Unlock | bank capital strong | |
| RBL Bank Ltd | ₹56,445 cr | Unlock | bank capital strong | |
| Karur Vysya Bank Ltd | ₹32,543 cr | Unlock | bank capital strong | |
| Bandhan Bank Ltd | ₹27,195 cr | Unlock | bank capital strong | |
| City Union Bank Ltd | ₹23,610 cr | Unlock | bank capital strong | |
| Jammu and Kashmir Bank Ltd | ₹19,546 cr | Unlock | bank capital strong | |
| Tamilnad Mercantile Bank Ltd | ₹13,736 cr | Unlock | net cashbank capital strong | |
| South Indian Bank Ltd | ₹12,355 cr | Unlock | ||
| Karnataka Bank Ltd | ₹10,463 cr | Unlock | bank capital strong | |
| DCB Bank Ltd | ₹6,326 cr | Unlock | ||
| CSB Bank Ltd | ₹5,887 cr | Unlock | bank capital strong |