印度以私人银行为首的银行在2027-28年的贷款增加、利润增加和资产稳定的情况下,将保持强劲的收益增长。 India's banks, led by private ones, are set for strong earnings growth in 2027-28 amid rising loans, better margins, and stable assets.

根据IIFL资本的预测,印度银行业在27-28财年将有17%的收益回升, India's banking sector is projected to rebound 17% in earnings for FY27-28, driven by stronger loan growth, recovering margins, and stable asset quality, according to IIFL Capital. 预计私营银行的年增长率将达到20%,比公共银行的增长率高出11%,核心业绩更好,对非核心收入的依赖程度降低,这些都为它们提供了帮助。 Private banks are expected to lead with 20% annual growth, outpacing public banks at 11%, aided by better core performance and lower reliance on non-core income. 26财政年度的利润增长3%,为复苏创造了条件,辅之以债券收益率的提高、宽松的贷款规则以及不断的存款重新估值。 A 3% profit rise in FY26 sets the stage for recovery, supported by rising bond yields, relaxed lending rules, and ongoing deposit repricing. 尽管投资者风险降低,包括150亿美元的外国出售,但私人银行却更倾向于更强有力的基本面和收入前景。 Despite reduced investor exposure, including a $15 billion foreign sell-off, private banks are favored for stronger fundamentals and earnings outlook.