State Bank of India - 1% RoA Delivery Despite Headwinds; Valuations Attractive
FY26 was a strong year for SBI, as the bank successfully balanced growth and profitability despite headwinds on margins and treasury income.
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State Bank of India - Margins Disappoint; Optimism and Confidence Around 1% RoA Continues
The bank continues to witness strong traction in emerging sectors, including renewables, transmission, data centres, battery energy storage...
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Sector Update - FCNR (B) Deposit Mobilisation Update
The RBI's special FCNR(B) swap facility closed as scheduled on 31st August 2026, and as per the latest RBI print on 2nd Sep’26, data shows banks...
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High Conviction Ideas:Banking, Financial Services & Insurance
Banks (incl. SFBs) fared better across parameters in a seasonally weak Q1, with the key highlight of the quarter being robust credit growth...
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State Bank of India - Margin Resilience and Cost Discipline Reinforce 1%+ RoA Sustainability!
SBI’s strong credit growth momentum is expected to sustain, driven by robust performance in (a) home loans (projected at 15-16% growth)...
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