India\u2019s financial sector saw renewed investor interest as leading institutions\u2014HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance\u2014posted robust Q2 FY26 business updates. The upbeat performance across lending and deposit metrics triggered a rally in financial stocks, with Bajaj Finance surging over 3% and Kotak Mahindra Bank among the top gainers on the Nifty and Sensex indices.<\/p>\n\n\n\n
HDFC Bank, India\u2019s largest private lender, reported a 9% year-on-year (YoY) growth in loans, reaching \u20b927.9 lakh crore as of September 30, 2025. Total advances under management rose to \u20b928.6 lakh crore, up from \u20b926.3 lakh crore a year ago.<\/p>\n\n\n\n
Deposits also saw strong traction, growing 15.1% YoY to \u20b927.1 lakh crore. The bank\u2019s average CASA (Current Account and Savings Account) deposits increased 8.5% to \u20b98.77 lakh crore, reflecting healthy retail participation and liquidity inflows.<\/p>\n\n\n\n
Kotak Mahindra Bank posted a 15.8% YoY rise in advances, reaching \u20b94.62 lakh crore in Q2 FY26, compared to \u20b93.99 lakh crore in the same period last year. Deposits grew 14.6% to \u20b95.28 lakh crore, indicating balanced growth across retail and corporate segments.<\/p>\n\n\n\n
The bank\u2019s performance signals strong credit demand and disciplined asset quality, reinforcing its position as a key player in India\u2019s private banking space.<\/p>\n\n\n\n
While Bajaj Finance\u2019s detailed Q2 results are awaited, early business updates and sector momentum pushed the stock up by 3% in Monday\u2019s trade. The company is expected to report strong growth in its consumer lending and digital finance segments, which have been key drivers of its valuation premium.<\/p>\n\n\n\n
The Q2 FY26 updates from top banks and NBFCs reflect a broader recovery in credit demand, improved liquidity, and stable macroeconomic conditions. Analysts expect continued traction in retail loans, SME financing, and housing credit, especially ahead of the festive season.<\/p>\n\n\n\n
With the RBI maintaining a supportive stance and inflation largely under control, financial stocks are well-positioned for further upside\u2014provided asset quality remains stable and deposit growth keeps pace with lending.<\/p>\n\n\n\n
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