HDFC Bank posted a 12.2% rise in net profit to ₹18,155 crore, up from ₹16,175 crore last year.

Its net interest income (NII) grew by 5.4% to ₹31,440 crore.

Other income doubled to ₹21,730 crore, boosting overall revenue.

HDFC announced a 1:1 bonus issue and ₹5/share interim dividend.

However, provisions rose 5x to ₹14,440 crore, mainly as a precaution.

ICICI Bank reported a 15.5% jump in profit to ₹12,768 crore vs ₹11,059 crore last year.

Its NII rose 10.6% to ₹21,635 crore, and loans grew by 12%.

ICICI’s gross NPA improved to 1.67%, with provisions rising 36% to ₹1,815 crore.

Both banks warned of margin pressure due to RBI's 100 bps rate cut in 2025.

Despite challenges, both posted strong profits, solid growth, and investor-friendly payouts.