HDFC Bank's standalone net profit for July-September 2026 rose 4.7% to Rs 19,510 crore. Treasury trading gains fell to Rs 780 crore from Rs 2,390 crore; excluding them, profit grew about 12.6%. Net interest income rose 9.7% to Rs 34,620 crore and gross NPAs eased to 1.11% of advances. The same day ICICI Bank reported consolidated profit of Rs 16,333 crore, up 22.3%.
Why it matters for listed companies
The two largest private banks show how lenders are earning as rates turn up: bond-trading gains shrink when yields rise, so core lending income carries more of the result. Net interest margins and loan-loss provisions at these banks are reference points for Axis Bank, Kotak Mahindra Bank and IndusInd Bank, which report in the following week.
No trading session has closed since this was reported yet — the table appears after the next close.
These figures are measured, not attributed. Prices and rates move for many reasons at once; they show
what happened after this story, not that the story caused it. Nothing here is a recommendation to buy, sell or hold.
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