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Yes Bank is expected to post strong YoY earnings growth in Q4FY25, with PAT rising up to 44%, according to JM Financial and Anand Rathi. While profit momentum remains solid, margin pressure persists. Divergent projections reflect mixed views on profitability, NII growth, and loan performance.
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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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