IDFC First Bank News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of IDFC First Bank Ltd. authored by ICICI Direct and published by - Trendlyne research reports.
Item: IDFC First Bank Ltd.
Rating: 5
Author: ICICI Direct

Keep track of all breaking news and updates on IDFC First Bank from all sources in a single place.

IDFC First Bank Ltd.

05 Feb 2026, 05:27PM

85.48

0.40%

Earnings Call

IDFC First Bank Ltd - 539437 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

BSE India

Please find enclosed Earnings Call Transcript for Q3 FY26

pdf

IDFC First Bank Ltd.

02 Feb 2026

85.48

0.40%

to see Rapid results content

IDFC First Bank Ltd.

02 Feb 2026

85.48

0.40%

IDFC First Bank

Buy: IDFC First Bank Ltd.

ICICI Direct

Q3FY26 performance: IDFC First Bank has delivered on most operational fronts in Q3FY26, with strong balance sheet growth, improving margins, and better asset quality trend. Loans grew ~21% YoY (4.8% QoQ) to ~2.8 lakh crore, led by broadbased traction across mortgages, vehicle, consumer, and MSME segments, while deposits rose ~24% YoY (5% QoQ) to ~2.82 lakh crore, with CASA ratio improving to ~51.6% (up 157 bps QoQ). NIM expanded 17 bps QoQ to 5.76%, aided by lower cost of funds and an improved liability mix, driving ~12% YoY growth in NII. Asset quality improved sequentially, with GNPA declining to 1.69% (down 17 bps QoQ) and credit cost moderating to ~2.05% (down 19 bps QoQ), supported by easing MFI...

IDFC First Bank has gained 23.29% in the last 6 Months

IDFC First Bank Ltd.

01 Feb 2026

85.48

0.40%

Bond markets to face over supply in FY27: Gaura Sengupta, IDFC First Bank

Business Standard

The tough position that the bond market finds itself reflects a much more fundamental issue, of rising government bond supply chasing limited domestic savings pool

IDFC First Bank Ltd. is trading above all available SMAs

IDFC First Bank Ltd.

01 Feb 2026

85.48

0.40%

Earnings Call

IDFC First Bank Ltd - 539437 - Audio Recording Of Earnings Call (Q3-FY26)

BSE India

Link of Audio Recording of Earnings Call for Q3-FY26

pdf

IDFC First Bank Ltd.

01 Feb 2026

85.48

0.40%

IDFC First Bank (BUY): Asset quality improving with MFI stress receding

Buy: IDFC First Bank Ltd.

Target

BOB Capital Markets Ltd.

PAT missed estimates marginally, mainly due to higher opex. Return ratio likely to improve on operating leverage and AQ improvement

Institutional Investors have increased holdings from 58.11% to 66.94% in Dec 2025 qtr.

IDFC First Bank Ltd.

01 Feb 2026

85.48

0.40%

Result Update:IDFC First Bank

Buy: IDFC First Bank Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

IDFC First Bank has gained 37.60% in the last 1 Year

IDFC First Bank Ltd.

31 Jan 2026

85.48

0.40%

IDFC First Bank Q3FY26 results: Net profit rises 48% to 503 crore

Business Standard

IDFC First Bank on Saturday reported a 48 per cent increase in net profit to Rs 503 crore for the third quarter ended December 2025. The private sector lender had earned a net profit of Rs 339 crore in the same quarter a year ago. Total income increased to Rs 12,542 crore during the quarter from Rs 11,123 crore in the same period a year ago, IDFC First Bank said in a regulatory filing. Interest income increased to Rs 10,417 crore from Rs 9,343 crore in the same quarter a year ago. Net Interest Income (NII) increased to Rs 5,492 crore in the third quarter of FY26 from Rs 4,902 crore in the third quarter of the previous financial year. However, Net Interest Margin (NIM) eased to 5.76 per cent in the quarter from 6.04 per cent recorded in the December quarter of the last year. On the asset quality front, the bank's gross non-performing assets ratio moderated to 1.69 per cent from 1.94 per cent a year ago. However, net NPAs, or bad loans, marginally increased to 0.53 per cent from 0