Q4 results today: ICICI Bank, HDFC Bank, YES Bank, among others, to announce quarterly results on April 19; check details

Banks are likely to report lower earnings growth in the fourth quarter of the financial year 2025, with analysts projecting a 0.5% annual increase in net profit. The banking sector, particularly private lenders, is expected to feel the impact of slowing credit demand and ongoing asset quality stress, leading to muted profitability.

However, lately, banking shares have rallied significantly. Data show that the NIFTY BANK index has rallied over 8% in the past week.

In its recent note on the banking sector, global investment bank Goldman Sachs said that it sees early signs of improvement in asset quality and operating profitability.

"In the near term, the data points could remain soft, given sluggish credit growth, impact on NIMs due to lead/lag between loans vs. deposits and elevated credit costs, driving modest EPS cuts of 2% on average for our coverage for FY26E. We believe the sector could be closer to the bottom of the cycle, with cuts to consensus EPS forecasts for FY26-FY27E to end in 1HFY26," Goldman Sachs said in a report.

Q4 results on April 19; check the list

• HDFC Bank;

• ICICI Bank;

• YES Bank;

• Mid East Portfolio Management;

• Integra Capital.

On Thursday, India's second-largest IT company, Infosys, reported an 11.7% decline in consolidated net profit to ₹7,033 crore for the March quarter.

It had posted a profit (attributable to owners of the company) of ₹7,969 crore in the year-ago period.

Revenues for the quarter came in at ₹40,925 crore, 7.9% higher than the ₹37,923 crore logged in Q4 FY24.

The IT major has guided for a revenue growth of 0-3% in constant currency (CC) terms for FY26.

Infosys' board has also proposed a final dividend of ₹22, which, along with the interim dividend, is an increase of 13.2% over last year.