NYSE$IBN

ICICI Bank Ltd-ADR · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

ICICI Bank reported solid results in Q3 2026 with stable profitability and strong growth in core operations.

ICICI Bank posted a net income of $1.3 billion and revenue of $3.24 billion for Q3 2026, supported by growth in net interest and fee income, despite a rise in provisions.

  • Net income for Q3 2026 was $1.3 billion, slightly lower than the previous year.
  • Revenue reached approximately $3.24 billion, driven by higher net interest income.
  • Provisions surged to $284 million due to regulatory requirements on agricultural sector loans.
  • Net NPA ratio improved to 0.37%, reflecting asset quality strength.

Headline financials

Total Revenue

$3.25B

No prior period
EPS (adj)

$0.43

No prior period
Net NPA Ratio

0.4%

No prior period
Gross NPA Ratio

1.5%

No prior period
Return on Assets

2.4%

No prior period
Net Worth

$38.7B

No prior period
Net Income

$1.32B

No prior period
Operating Income

$1.91B

No prior period

Revenue & EPS history

ICICI Bank · Revenue · Quarterly

$3.25B

Q3 2026
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

ICICI Bank remains optimistic about continued loan growth and stable margins, though it remains cautious on regulatory provisioning and rural portfolio compliance.

Tailwinds

  • Strong growth in domestic loan book (11.5% YoY).
  • Retail and business banking portfolio showed resilience.
  • CASA ratio maintained at 39%.
  • Capital adequacy ratio at 17.34%, well above regulatory requirement.
  • Improved asset quality metrics.

Headwinds

  • Higher provisions due to regulatory scrutiny of agri-loans.
  • Treasury losses of $17 million impacting bottom line.
  • Moderation in profit growth versus prior year.
  • Rising operating expenses driven by labor code provisions.
  • Muted performance in rural portfolio growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+1.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

67%

24 / 36 earnings

Positive

+12.6%

Q3 2021

Best reaction

-8.4%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-4.4%-2.6%-10.3%
Q1 2026+0.6%+5.7%-0.6%
Q3 2025+1.4%+3.1%+1.0%
Q2 2025+5.7%-2.2%-8.4%
Q2 2024+1.2%-0.7%-0.0%
Q1 2024+0.0%+1.3%-3.5%
Q4 2023+1.6%+2.6%+4.2%
Q3 2023+1.2%-3.1%-3.3%
Q2 2023+3.7%+0.6%-0.8%
Q1 2023+0.0%-7.8%-2.4%
Q4 2022+3.0%+3.4%-2.2%
Q3 2022+0.3%-0.7%-5.3%
Q2 2022+9.0%+2.4%+8.0%
Q1 2022+0.4%+2.9%+1.8%
Q4 2021+5.7%+11.2%+17.9%
Q3 2021+12.6%+14.9%+12.1%
Q2 2021-4.7%-4.8%+17.3%
Q1 2021-4.2%-9.0%+1.0%
Q4 2020+5.8%+11.9%-11.0%
Q3 2020-2.1%-1.3%+2.0%
Q2 2020+4.2%+6.7%+13.3%
Q1 2020+6.1%+0.5%-4.8%
Q4 2019-4.8%-3.7%+4.9%
Q3 2019+5.3%+2.1%+2.4%
Q2 2019+6.3%+8.3%+12.2%
Q1 2019+5.5%-0.7%+16.1%
Q4 2018+6.3%-0.5%+12.2%
Q3 2018-0.8%-7.4%-13.2%
Q1 2018-4.6%-2.0%+13.4%
Q4 2017+8.8%+1.3%+3.0%
Q3 2017+2.8%+3.3%+0.6%
Q2 2017-0.5%-4.4%-8.5%
Q1 2016-8.4%-8.9%-8.2%
Q4 2016-7.6%
Q3 2016-5.2%
Q2 2015+1.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro