2027财年第二季度银行股：为什么 ICICI、SBI、Kotak 和 AU Bank 是莫蒂拉尔·奥斯瓦尔的首选——预计 2027财年第二季度银行利润将飙升 25%
据券商莫蒂拉尔·奥斯瓦尔 (Motilal Oswal) 预测，印度银行板块的利润在 2027财年第二季度有望同比飙升逾 25%。顶级投资精选包括 ICICI 银行、印度国家银行、科塔克马欣达银行和小金融银行 AU。
Indian financial institutions are positioned for a strong second-quarter earnings season with aggregate net profits expected to expand over 25% year-on-year. Motilal Oswal Financial Services highlighted ICICI Bank, State Bank of India, Kotak Mahindra Bank, and AU Small Finance Bank as top investment opportunities. Bank earnings are projected to gain further momentum, reflecting sequential net profit growth near 10% alongside resilient asset quality. Steady loan demand and robust retail credit expansion continue to support core net interest income across major lenders. Long-term projections indicate financial earnings will compound at an attractive rate over the coming fiscal years. Solid balance sheet health provides a strong cushion against macro economic volatility in the domestic market.
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