“Bullish on the Banking sector, particularly large-cap private banks, seeing an attractive entry point due to Nifty Bank trading at a blended forward P/B of 1.51x, well below its five-year average. System credit growth accelerated to 17.7% YoY by mid-June 2026, expected to sustain through FY27, supporting 7-11% earnings growth in FY27 despite potential H1 margin compression.”