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While earnings season has started, HDFC Bank's earnings on Saturday, April, 19, 2025 will be a curtain raiser for the BFSI pack. Brokerage Motilal Oswal FInancial Services (MOFSL) remains bullish on banks, expecting outperformance. NBFCs could pivot back to growth, it said. Based on reasonable valuations and a healthy growth outlook, MOFSL has curated a list of five stocks that may deliver 10-15% returns.
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ICICI Bank Q4 preview: The lenders net interest income (NII)the gap between interest earned and interest paid during the quarteris expected to grow by 7.6% to 11% compared to the same quarter last year, likely falling between 20,543 crore and 21,170 crore.
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Infosys reported a 12% YoY drop in Q4 net profit and missed revenue estimates. The company in its guidance has projected revenue growth of 0%3% in constant currency and an operating margin of 20%22% for FY26.Brokerages like Nuvama and Emkay cut FY26-27 EPS and target prices but maintained 'Buy' ratings, citing deal wins and cautious growth guidance.
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