MUMBAI, April 13 -- Indian banks are heading into the March quarter earnings season with geopolitical risks rising but little immediate damage to core performance.

Despite the prolonged West Asia war fuelling concerns around inflation, energy prices and rural cash flows, the impact on January-March (Q4FY26) earnings is expected to be limited. Loan growth has held up and asset quality remains stable, pointing to a steady quarter.

The earnings season will kick off on 18 April with major private sector lenders, including HDFC Bank, ICICI Bank, and Yes Bank, announcing their results.

Brokerage previews broadly agree the sector has weathered global volatility so far.

"The operating environment for Indian banks has weakened amid rising geop...