New Delhi, Oct. 18 -- India's three largest private-sector lenders delivered a mixed performance in the September quarter of FY27, with ICICI Bank reporting strong earnings growth, HDFC Bank navigating margin pressures and a leadership transition, and Axis Bank posting a sharp rise in profit alongside improving asset quality.

Brokerages remain positive on all three stocks, with Nuvama Institutional Equities retaining a 'Buy' rating on each. However, differences in credit growth, profitability and margin trends could influence investors' choices.

ICICI Bank reported a 20.1% year-on-year rise in standalone net profit to Rs.14,843 crore in Q2 FY27. Net interest income (NII) increased 17.7% to Rs.25,339 crore, supported by strong loan growt...