Private Sector Bank
19 companies · ₹35.0 L cr · 9 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 2026-03-31headwindWest Asia geopolitical conflict flagged as live macro risk across the sector6 managements
Six of nine managements — ICICI, Axis, Federal Bank, IndusInd, IDFC First, and CUB — independently cited the West Asia conflict (which escalated from late February 2026) as a…
- ICICIBANK (Q4 FY2026): “Of course, even RBI has mentioned that there is some amount of uncertainties on account…”
tailwind5 managements🔒tailwind5 managements🔒tailwind4 managements🔒headwind4 managements🔒mixed3 managements🔒tailwind3 managements🔒headwind2 managements🔒
7 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 | ₹11.9 L cr | 🔒 unlock to view | bank capital strongbank cost discipline strong | |
| ICICI Bank Ltd | ₹9.6 L cr | 🔒 unlock to view | bank capital strongbank cost discipline strong | |
| Axis Bank Ltd | ₹4.2 L cr | 🔒 unlock to view | bank capital strong | |
| Kotak Mahindra Bank Ltd | ₹4.0 L cr | - | bank capital strong | |
| IDBI Bank Ltd | ₹80,944 cr | - | bank capital strongbank nim compressing | |
| Federal Bank Ltd | ₹77,625 cr | 🔒 unlock to view | bank capital strong | |
| Yes Bank Ltd | ₹72,205 cr | 🔒 unlock to view | bank capital strongbank cost discipline weak | |
| IndusInd Bank Ltd | ₹71,405 cr | 🔒 unlock to view | bank capital strongbank cost discipline weak | |
| IDFC First Bank Ltd | ₹66,233 cr | 🔒 unlock to view | bank capital strongbank cost discipline weakbank nim strong | |
| Bandhan Bank Ltd | ₹33,183 cr | 🔒 unlock to view | bank capital strongbank cost discipline weakbank nim strongbank nim compressing | |
| Karur Vysya Bank Ltd | ₹27,912 cr | - | bank capital strong | |
| RBL Bank Ltd | ₹22,679 cr | - | bank capital strongbank cost discipline weakbank nim compressing | |
| Jammu and Kashmir Bank Ltd | ₹17,344 cr | - | bank capital strongbank cost discipline weak | |
| City Union Bank Ltd | ₹14,984 cr | 🔒 unlock to view | bank capital strong | |
| Tamilnad Mercantile Bank Ltd | ₹12,208 cr | - | net cashbank capital strong | |
| South Indian Bank Ltd | ₹12,198 cr | - | bank cost discipline weak | |
| Karnataka Bank Ltd | ₹10,438 cr | - | bank capital strongbank cost discipline weak | |
| CSB Bank Ltd | ₹6,319 cr | - | bank capital strongbank cost discipline weakbank nim compressing | |
| DCB Bank Ltd | ₹5,785 cr | - | bank cost discipline weak |