I raise ICICI Bank's rating to 'Buy,' following a strong Q4FY26 showing and an encouraging FY27 outlook. IBN's Q4FY2026 net profit rose 9% YoY to INR137 billion, representing an 8% beat, thanks to loan growth acceleration, lower funding costs, and cost optimization. I am predicting that its bottom-line expansion will improve from FY2026's +6% to FY2027's +10%; my assumptions include a rate hike for India and the business banking unit's continued outperformance.
ICICI Bank posts 8.5% y/y Q4 profit growth on higher NII and fee income, while lower provisions offset rising expenses and a treasury loss.
ICICI Bank Limited (IBN) Q4 2026 Earnings Call Transcript
I leave my existing "Hold" rating for ICICI Bank unchanged after reviewing its 3QFY2026 financial disclosures. ICICI's weaker-than-peer growth rates and earnings miss were disappointing. But IBN's asset quality and capital adequacy ratios are healthy; CEO Bakhshi's re-appointment also ensured leadership continuity.
ICICI Bank's Q3 FY26 earnings fall 4% due to higher provisions, costs and treasury loss, even as NII, fee income and loans post solid growth.
ICICI Bank Limited (IBN) Q3 2026 Earnings Call Transcript
Investors with an interest in Banks - Foreign stocks have likely encountered both Toronto-Dominion Bank (TD) and ICICI Bank Limited (IBN). But which of these two stocks is more attractive to value investors?
Investors looking for stocks in the Banks - Foreign sector might want to consider either Toronto-Dominion Bank (TD) or ICICI Bank Limited (IBN). But which of these two stocks is more attractive to value investors?
IBN, TSM and MELI stand out as emerging-market plays as stronger growth, cheaper valuations and sector tailwinds set the stage for 2026 momentum.
Investors interested in Banks - Foreign stocks are likely familiar with Toronto-Dominion Bank (TD) and ICICI Bank Limited (IBN). But which of these two companies is the best option for those looking for undervalued stocks?
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The consensus price target hints at a 30.8% upside potential for ICICI Bank (IBN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.