Solid bets
Antique Stock Broking has named its top picks in the Indian banking sector, favouring large lenders like Axis Bank, HDFC Bank, ICICI Bank, Kotak Mahindra Bank, and SBI. It also sees strong upside in smaller banks such as Ujjivan, Equitas, Federal Bank, CUB, and KVB. While near-term consolidation is likely, broader gains are expected from Q3FY26.
Axis Bank http://nseindia.com/get-quotes/equity?symbol=AXISBANK
LTP: Rs 1,164
Target Price: Rs 1,403
Upside Potential: 21%LTP: Rs 1,164
HDFC Bank https://www.nseindia.com/get-quotes/equity?symbol=HDFCBANK
LTP: Rs 2,005
Target Price: Rs 2,269
Upside Potential: 13%
ICICI Bankhttps://www.nseindia.com/get-quotes/equity?symbol=ICICIBANK
LTP: Rs 1,423
Target Price: Rs 1,640
Upside Potential: 15%
Kotak Mahindra Bank http://nseindia.com/get-quotes/equity?symbol=KOTAKBANK
LTP: Rs 2,224
Target Price: Rs 2,540
Upside Potential: 14%
SBI ( State Bank Of India )https://www.onlinesbi.sbi/
LTP: Rs 808
Target Price: Rs 955
Upside Potential: 18%
Agencies
Ujjivan Small Finance Bank https://www.nseindia.com/get-quotes/equity?symbol=UJJIVANSFB
LTP: Rs 47
Target Price: Rs 70
Upside Potential: 50%
Equitas Small Finance Bank https://www.nseindia.com/get-quotes/equity?symbol=EQUITASBNK
LTP: Rs 65
Target Price: Rs 93
Upside Potential: 43%
Federal Bank https://www.federalbank.co.in/
LTP: Rs 211
Target Price: Rs 239
Upside Potential: 13%
City Union Bank https://www.nseindia.com/get-quotes/equity?symbol=CUB
LTP: Rs 214
Target Price: Rs 245
Upside Potential: 15%
Karur Vysya Bankhttps://www.nseindia.com/get-quotes/equity?symbol=KARURVYSYA
LTP: Rs 271
Target Price: Rs 310
Upside Potential: 14%
