Banking stocks entering profitability-led re-rating phase; large private lenders remain top picks: Kotak

A recent report by Kotak Institutional Equities indicates that India's banking sector is entering a profitable phase, driving stock re-ratings. The report favors large private lenders like HDFC Bank and ICICI Bank amidst stable asset quality and improved operating metrics.

Jul 1, 2026 - 16:00
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Banking stocks entering profitability-led re-rating phase; large private lenders remain top picks: Kotak
A recent report by Kotak Institutional Equities indicates that India's banking sector is entering a profitable phase, driving stock re-ratings. The report favors large private lenders like HDFC Bank and ICICI Bank amidst stable asset quality and improved operating metrics.

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