Live Report · Updated January 26, 2026

ICICI Bank vs KKR

ICICI Bank Ltd. and KKR & Co. L.P. are examined here to compare their business models, financial performance, and market context in a clear, neutral, and accessible way. This page provides a structured view of how each organisation operates, the sectors they engage with, and the factors that shape their market positions. Educational content, not financial advice.

ICICI Bank Ltd. and KKR & Co. L.P. are examined here to compare their business models, financial performance, and market context in a clear, neutral, and accessible way. This page provides a structure...

Comparison Snapshot

Key Financial Metrics

IBN

Metric

KKR

$104.83B

Market Cap

$105.76B

31.26%

Potential Profit

36.46%

Strong Buy

Analyst Rating

Buy

Why It's Moving

ICICI Bank's Q3 Earnings Miss Sparks Sharp Selloff Amid Mixed Banking Sector Signals

Profit after tax declined 4% YoY to Rs 11,318 crore, missing expectations and pressuring margins amid rising provisions.
Net interest income grew 7.7% with retail loans up 7.2%, but weaker bottom-line growth overshadowed core lending momentum.
Shares gapped down over 5% to $29.26 on January 20, extending a 2-3% drop on results day as markets digested the underwhelming print.

Sentiment:

🐻Bearish

KKR gears up for Q4 earnings amid fresh dealmaking spree and bullish 2026 outlook.

KKR-led consortium ramped up investment in Sylvan on January 20, highlighting sustained appetite for targeted buyouts.
KKR boosted its ownership in Altavair on January 19, strengthening its real assets portfolio amid rising demand.
Firm's 2026 Outlook stresses portfolio adaptation to a shifting macro environment, with supportive backdrops for private markets.

Sentiment:

⚖️Neutral

ICICI Bank's Q3 Earnings Miss Sparks Sharp Selloff Amid Mixed Banking Sector Signals

Profit after tax declined 4% YoY to Rs 11,318 crore, missing expectations and pressuring margins amid rising provisions.
Net interest income grew 7.7% with retail loans up 7.2%, but weaker bottom-line growth overshadowed core lending momentum.
Shares gapped down over 5% to $29.26 on January 20, extending a 2-3% drop on results day as markets digested the underwhelming print.

Sentiment:

🐻Bearish

KKR gears up for Q4 earnings amid fresh dealmaking spree and bullish 2026 outlook.

KKR-led consortium ramped up investment in Sylvan on January 20, highlighting sustained appetite for targeted buyouts.
KKR boosted its ownership in Altavair on January 19, strengthening its real assets portfolio amid rising demand.
Firm's 2026 Outlook stresses portfolio adaptation to a shifting macro environment, with supportive backdrops for private markets.

Sentiment:

⚖️Neutral

Investment Analysis

ICICI Bank

IBN

Pros

ICICI Bank has a strong return on equity (ROE) around 16.18%, indicating efficient profitability relative to shareholders’ equity.
The bank maintains a healthy capital adequacy ratio of 16.55%, supporting its risk absorption capability and regulatory compliance.
It has a large and diversified business with significant retail and corporate banking operations, plus insurance services, aiding revenue stability.

Considerations

ICICI Bank's price-to-earnings (P/E) ratio near 18 is higher than the industry average, which may indicate potentially rich valuation.
The bank shows a relatively low dividend yield under 1%, which could deter income-focused investors.
It has large contingent liabilities approximately Rs. 80 trillion, representing potential off-balance-sheet risks.

KKR

Pros

KKR actively manages a diversified global investment portfolio focusing on private equity, infrastructure, and real estate assets.
The firm’s recent financial disclosures show consistent earnings generation and solid asset-based finance capabilities.
KKR’s outlook for 2025 remains positive despite market volatility, reflecting strong strategic positioning in hard assets.

Considerations

KKR’s stock currently trades significantly below its 52-week high, signalling potential market concerns or valuation pressure.
The investment landscape volatility in 2025 may impact KKR’s returns and heighten risk exposure in its alternative asset strategies.
KKR’s business depends heavily on capital markets conditions and deal flow availability, which can be cyclical and variable.

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