Nestle better insulated from cost inflation than rural-heavy rivals: ICICI Sec's Manoj Menon
ICICI Bank is in focus in a monetary policy development.
· LiveMint Markets
Menon also said that DMart should avoid copying quick-commerce models and instead double down on its price advantage to protect market share.
The analysis
Against that, the stock is +0.8% on the day at ₹1,398.00, and has returned -2.5% over three months. It sits 4% below its 52-week high. The banks sector has moved -6.0% over the same period, so ICICI Bank is running 3.5 points ahead of its peers.
For ICICI Bank, the question is how much of this is already reflected in the price and how much re-rates the banks peer set alongside it.
Why it matters
- Rate decisions ripple straight into banks, NBFCs and every rate-sensitive sector — from real estate to autos.
Market context
- In focus: ICICI Bank (ICICIBANK), in Banks.
- On the day, 2 of 2 are higher: ICICI Bank leads at +0.8% and Avenue Supermarts (Dmart) trails at +0.8%.
- Over three months: ICICI Bank -2.5% against Banks -6.0% (3.5 points ahead); Avenue Supermarts (Dmart) -17.4% against Consumer & Retail -9.5% (7.9 points behind).
- At least 25% below the 52-week high: Avenue Supermarts (Dmart) (31%).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| ICICI BankICICIBANK · Banks | ₹1,398.00 | +0.8% | +5.8% | -2.5% | -4.4% | 0.9× | — |
| Avenue Supermarts (Dmart)DMART · Consumer & Retail | ₹3,199.00 | +0.8% | -15.8% | -17.4% | -30.9% | 0.4× | — |
Banks
1M -3.4% · 3M -6.0%
ICICI Bank
Consumer & Retail
1M -4.9% · 3M -9.5%
Avenue Supermarts (Dmart)
Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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