Kya hua
ICICI Bank ne Rs 14,843 crore ka Q2FY27 net profit report kiya, jo YoY 20.1% zyada hai. Goldman Sachs ne Rs 2,025 par Buy rating banaye rakhi hai, jabki baaki peers ka target Rs 1,740-1,800 ke beech hai.
Mujhe kya farq padta hai
Holders ko Rs 1,397 ke close se 25-45% target-based upside mil sakta hai, halanki FCNR-B deposits normalize hone tak NIM pressure mein rahega.
Yaad rakh
ICICI Bank: Q2 profit beats, Goldman ko 45% upside dikh raha hai.
Aur context aur kis par asar
ICICI Bank ne September quarter ka net profit Rs 14,843 crore report kiya, jo YoY 20.1% zyada hai. Yeh CNBC-TV18 poll estimate Rs 14,280 crore ko beat karta hai, kyunki net interest income strong thi aur provisions kam the.
Numbers dekhne ke baad global brokers bullish ho gaye. JPMorgan ne apna target badhakar Rs 1,800 kar diya, jabki Nomura, Citi, Jefferies aur Bernstein ne buy ratings banaye rakhi aur unka target Rs 1,740-1,800 band mein hai. Goldman Sachs ne Rs 2,025 par Buy hold kiya hai, jiska matlab Friday ke Rs 1,397 close se kareeb 45% upside hai.
Net interest margin girkar 4.18% ho gaya kyunki bank ne RBI swap ke zariye Rs 1.6 lakh crore ke FCNR-B deposits jama kiye; analysts ko abhi bhi ummeed hai ki December quarter mein repo-linked loan book normalize hone par NIM bounce karega.
- Q2FY27 standalone net profit
- Rs 14,843 cr YoY 20.1% up, Rs 14,280 crore poll estimate ko beat karta hai.MoneycontrolBusiness Standard
- Net interest margin
- 4.18% Q1FY27 ke 4.36% se down, kyunki FCNR-B deposits ke Rs 1.6 lakh crore ne margins ko hit kiya.Business Standard
- Goldman Sachs target
- Rs 2,025 16 Oct 2026 ke Rs 1,397 close se kareeb 45% upside imply karta hai.Moneycontrol
- Peer broker target band
- Rs 1,740-1,800 Nomura, Citi, Jefferies aur Bernstein is range ke andar Buy ratings hold karte hain.Moneycontrol
Timeline
Is earnings cycle ki key dates.
- 16 Oct 2026 — ICICI Bank shares Rs 1,397 (+0.55%) par close hue.
- 17 Oct 2026 — Q2FY27 results release: net profit Rs 14,843 cr, YoY 20.1% up.
- 19 Oct 2026 — Goldman Sachs, JPMorgan, Nomura, Citi, Jefferies aur Bernstein fresh targets publish karte hain.
Stock Market Investors · Retail Traders
Global broker targets Rs 1,740–2,025 ke beech hain, jiska matlab holders ke liye Rs 1,397 ke close se 25–45% upside hai.
Stock Market Investors
Analysts ne near-term risk ke taur par FCNR-B deposits ke Rs 1.6 lakh crore ki wajah se NIM compression ko 4.18% tak flag kiya hai.
Finance Professionals
Yeh beat analysts, bankers aur portfolio managers ke liye private-bank ki resilience ka signal hai jo is quarter mein sector bets laga rahe hain.
ReportingMoneycontrol ↗Business Standard ↗
Sources aur jaanch2 sources · 4 daave
Yeh is khabar ke source records hain. Source link hona apne aap mein independent confirmation nahi hai.
- MoneycontrolReportingPublish hua Oct 19, 2026 · Dekha gaya Oct 19, 2026
- Business StandardReporting
ICICI Bank Q2 net rises 20% to Rs 14,843 crore as provisions fall ↗
Publish hua Oct 17, 2026 · Dekha gaya Oct 19, 2026
Daave aur unke sources
ICICI Bank ne FY27 ke September quarter mein standalone net profit mein 20.1% YoY ki badhotri ke saath Rs 14,843 crore report kiya, jo CNBC-TV18 poll estimate Rs 14,280 crore ko beat karta hai.
Goldman Sachs ne Rs 2,025 ki target price ke saath Buy maintain kiya hai, jiska matlab 16 October 2026 ke Rs 1,397 close se kareeb 45% upside hai.
JPMorgan ne apna target badhakar Rs 1,800 kar diya, jabki Nomura (Rs 1,740), Citi (Rs 1,770), Jefferies (Rs 1,750) aur Bernstein (Rs 1,800) sabhi ne buy ratings maintain ki hain.
RBI swap ke zariye FCNR-B deposits ke Rs 1.6 lakh crore ke baad net interest margin ghatkar 4.18% ho gaya, halanki JPMorgan ko abhi bhi December quarter mein NIM expansion ki ummeed hai.
