Q2 FY26 Results: A Preview of India’s Leading Banks
Many of India’s leading banks are set to announce their results for the second quarter of FY26. Investors and analysts will be tracking the results as it will provide vital information about the performance of the banking sector. The results will also help to gauge the performance of the respective banks and predict their future trajectories.
HDFC Bank: Expectations and Past Performance
HDFC Bank has scheduled a meeting of its Board of Directors on October 18 to consider and approve the unaudited standalone and consolidated financial results of the bank for the quarter and half-year ending September 30, 2025.
In the previous quarter, HDFC Bank reported a 1.3% year-on-year (YoY) decline in consolidated net profit to Rs 16,257.91 crore in Q1FY26 from Rs 16,474.85 crore in Q1FY25. The bank saw a 13.7% YoY increase in total income to Rs 1,33,054.97 crore in Q1FY26 from Rs 1,16,996.49 crore in Q1FY25. Total expenditure, excluding provisions and contingencies, rose 6.3% YoY to Rs 96,891.51 crore in Q1FY26 from Rs 91,126.03 crore in the same period in the previous financial year.
Shares of HDFC Bank have fallen 2.67% in the past five trading sessions. In the past month, it has declined 1.41% and in the past six months, it has increased 3.46%. On a year-to-date basis, it has grown 5.93%. Over the past year, it has climbed by 7.75%.
ICICI Bank: Expectations and Past Performance
In an exchange filing dated September 20, ICICI Bank announced that a meeting of its Board of Directors is scheduled on October 18 to consider and approve the unaudited standalone and consolidated financial results for the quarter and six months ending September 30, 2025.
ICICI Bank saw a 16% YoY rise in consolidated net profit to Rs 13,557.60 crore in Q1FY26 from Rs 11,695.84 crore in Q1FY25. Total income increased 10.86% YoY to Rs 74,576.03 crore in Q1FY26 from Rs 67,270.06 in the same period in FY25.
Shares of ICICI Bank have fallen 2.68% in the past five trading sessions on the NSE. In the past month, it has declined 2.62% and in the past six months, it has risen 1.93%. On a year-to-date basis, it has grown 6.14%. Over the past year, it has gone up by 4.28%.
IDFC First Bank: Expectations and Past Performance
In an exchange filing dated September 26, IDFC First Bank announced that a meeting of its Board of Directors will be held on October 18 to consider and approve the unaudited standalone and consolidated financial results for the quarter and six months ending September 30, 2025.
A jump in provisions against bad loans led IDFC First Bank to report a standalone net profit of Rs 463 crore, down by 32% on year. According to the financial metrics, this was largely impacted by microfinance business and interest rate movement.
Provisions and contingencies of the bank jumped 67% on year to 1,659 crore. This was impacted by slippages in the bank’s micro-finance book, the press release said.
Shares of IDFC First Bank have fallen 4.13% in the past five trading sessions on the NSE. In the past month, the share price has risen by 0.88% and in the past six months, it has risen by 20.57%. On a year-to-date basis, it has grown 6.95%. Over the past year, the shares have fallen by 7.47%.
Jana Small Finance Bank: Expectations and Past Performance
A meeting of Jana Small Finance Bank’s Board of Directors is scheduled on October 17 to consider and approve the unaudited financial results for the quarter and half-year ended September 30, 2025.
Jana Small Finance Bank reported a 40.4% decline in profit after tax to Rs 102 crore in Q1FY26 from Rs 171 crore in Q1FY25. However, adjusted PAT rose 17.8% YoY to Rs 252 crore.
Shares of Jana Small Finance Bank have declined 1.90% in the past five trading sessions. In the past month, it has fallen 4.78% and in the past six months, it has risen by 15.78%. On a year-to-date basis, the shares have increased 15.71%. Over the past year, the share price has dropped by 20.73%.
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Conclusion
The Q2 FY26 results of India’s leading banks, including HDFC Bank, ICICI Bank, and IDFC First Bank, are expected to provide vital information about the performance of the banking sector. Investors and analysts will be tracking the results closely to gauge the performance of the respective banks and predict their future trajectories.