Mumbai, May 8 -- State Bank of India is expected to report a resilient fourth-quarter (Q4FY26) on Friday, with strong credit growth and steady asset quality offsetting pressure on treasury income and margins from the recent interest rate cycle, according to four brokerages.

Analysts expect India's largest lender to continue outperforming peers on loan growth and net interest margin (NIM) stability, even as higher bond yields weigh on treasury gains during the January-March quarter.

"Broad-based loan growth at 17% year-on-year and 5% quarter-on-quarter. NIMs to remain steady as yield repricing offset by cost of funds reduction; NIM performance most resilient among PSU peers. 4Q PAT headwind is treasury-driven as government securities yie...