Looking ahead to 2026, speaking to Business Today, Tapse identified five key sectors—banking, capital markets, real estate, new-age businesses, and manufacturing—and lists 12 stocks that could deliver returns in 2026.
Axis Bank's valuations at 1.5 times estimated FY27 adjusted book value should cushion any downside, said a broking firm.
An analyst from Anand Rathi said that A breakout is visible on the daily charts of Kotak Mahindra Bank, after a phase of consolidation in the Rs 2,125–2,165 range.
HDFC Bank clarified that it does not intend to invest in IndusInd Bank. Instead, it would be investments by HDFC Bank group entities such as HDFC Mutual Fund, HDFC Life Insurance Company Limited and HDFC ERGO.
In the September quarter, banks had delivered some margin related surprises, with many of them reporting an earlier-than-expected recovery, even after absorbing the full impact of the 50 bps rate cut in June 2025.
Among Sensex constituents, HDFC Bank led losers, falling 1.32 per cent to Rs 989.30. ICICI Bank slipped 0.83 per cent.
ICICI Bank said it would raise Rs 3,945 crore through the allotment of unsecured, subordinated Tier-2 bonds on a private placement basis.
During its Q2 earnings show, the bank reported a 10.8 per cent year-on-year (YoY) rise in standalone net profit.
HDFC Bank: Given superior asset quality and improving core earnings, Nuvama said the stock should outperform peers going ahead.
The week's financial reporting will crescendo on Friday, October 17, with conglomerate Reliance Industries Limited headlining the day.
For Bandhan Bank, gross loans grew 7.2 per cent YoY and 4.8 per cent QoQ. HDFC Bank reported gross AUM growth of 8.9 per cent YoY. AU SFB clocked headline loan growth of 22.4 per cent YoY and 5.3 per cent QoQ.





