IDFC First Bank Ltd. News and Updates

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

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

IDFC First Bank Ltd.

01 May 2025

67.02

1.42%

Warburg Pincus Seeks CCI Nod To Buy Nearly 10% In IDFC First Bank

NDTV Profit

Deal part of Rs 7,500 crore fundraise; ADIA arm also set to invest via preference shares.

Number of FII/FPI investors decreased from 636 to 624 in Mar 2025 qtr

Warburg Pincus seeks CCI approval to buy 10% stake in IDFC First Bank

Business Standard | 01 May 2025

IDFC First Bank Ltd.

28 Apr 2025

67.02

1.42%

Earnings to rise from FY26 as profitability hit lowest in Q4FY25, says IDFC First Bank MD

Business Line

IDFC First Bank has hit its lowest in terms of profitability in Q4FY25 and earnings are expected to improve from FY26 as asset quality trends improve, said MD & CEO V Vaidyanathan tells businessline. He spokeeaks on the bank's recent fund raise, cutting deposit rates and shares business guidance for FY26. Edited excerpts:

IDFC First Bank Ltd. is trading above all available SMAs

IDFC First Bank Ltd.

28 Apr 2025

67.02

1.42%

to see Rapid results content

IDFC First Bank Ltd.

28 Apr 2025

67.02

1.42%

IDFC FIRST Bank Q4 Results Review: Well Placed On Growth, Rate Cycle; ICICI Securities Maintains 'Buy'

NDTV Profit

ICICI Securities believes RoA has bottomed out and expect 1% RoA by exit FY26E, hence maintain Buy on IDFC First Bank.

IDFC First Bank Ltd. has an average target of 71.53 from 9 brokers.

IDFC First Bank Ltd.

28 Apr 2025

67.02

1.42%

IDFC First Bank (BUY): Poised for higher profitability

Buy: IDFC First Bank Ltd.

Target

BOB Capital Markets Ltd.

PAT beat estimates, aided by higher non-interest income and lower operating expenses

IDFC First Bank Ltd. has an average target of 71.53 from 9 brokers.

IDFC First Bank Ltd.

28 Apr 2025

67.02

1.42%

Result Update:IDFC First Bank

Hold: IDFC First Bank Ltd.

Target

Axis Direct

We maintain our HOLD recommendation on the stock.

BOB Capital Markets Ltd. increased Buy price target of IDFC First Bank Ltd. to 79.0 on 28 Apr, 2025.

IDFC First Bank Ltd.

27 Apr 2025

67.02

1.42%

Earnings in line; credit cost peaks out

Neutral: IDFC First Bank Ltd.

Target

Motilal Oswal

IDFC First Bank (IDFCFB) reported 4QFY25 PAT of INR3.04b (58% YoY decline, 6% beat to MOFSLe) amid lower tax expense. NII grew 10% YoY/ flat QoQ to INR49.1b (in line). NIMs contracted 9bp QoQ to 5.95% (in line), dragged by a decline in the MFI business.

IDFC First Bank Ltd. has an average target of 71.53 from 9 brokers.

IDFC First Bank Ltd.

27 Apr 2025

67.02

1.42%

Healthy balance sheet growth, credit costs peaked; retaining a Buy

Buy: IDFC First Bank Ltd.

Anand Rathi

Despite healthy balance sheet growth, higher provisioning led to a 58% y/y fall in IDFC First Bank’s PAT. Microfinance credit costs have peaked for the year. We value the bank at 1.2x FY27e PBV and retain a
Buy rating, primarily led by the higher balance sheet growth, strong NIM and improving operating leverage.