CLSA Backs India's Largest Lender, SBI, as 'Long-Term Compounder' Despite Recent Rally

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CLSA Bets Big on SBI: 'Good, Long-Term Compounder' Despite Recent Rally

CLSA Bets Big on SBI: 'Good, Long-Term Compounder' Despite Recent Rally

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CNBC TV18•26-02-2026, 08:17

CLSA Bets Big on SBI: 'Good, Long-Term Compounder' Despite Recent Rally

•CLSA maintains an 'Outperform' rating on State Bank of India (SBI) with a price target of ₹1,275 per share, implying a 6% upside.
•Despite recent rally, CLSA views SBI as a strong long-term compounder, noting its faster-than-industry growth over five years.
•SBI leveraged its branch infrastructure for retail lending and narrowed the cost of deposits gap with peers like Axis Bank and Kotak Mahindra Bank.
•High liquidity coverage ratio allows SBI to grow loans faster than deposits and positively impacts margins.
•Management raised credit growth guidance to 13-15% after strong Q3 results; 42 out of 49 analysts recommend 'Buy'.

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