IDFC First Bank Ltd. News and Updates

Name: Latest research reports of IDFC First Bank Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: IDFC First Bank Ltd.
Rating: 3
Author: Motilal Oswal

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IDFC First Bank Ltd.

27 Apr 2025

70.19

0.69%

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 71.34 from 9 brokers.

IDFC First Bank Ltd.

27 Apr 2025

70.19

0.69%

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.

IDFC First Bank Ltd. is trading above all available SMAs

IDFC First Bank Ltd.

26 Apr 2025

70.19

0.69%

IDFC First Bank profit falls 58% on worsening asset quality of micro loans

Business Standard

Fresh slippages during the quarter was Rs 2,175 crore including Rs 572 crore from the micro loan book, as compared to Rs 4195 crore and Rs 437 crore

IDFC First Bank Ltd. has an average target of 71.34 from 9 brokers.

IDFC First Bank reports a sharp 58% drop in Q4FY25 standalone net profit at 304 crore

Business Line | 26 Apr 2025 1 more

IDFC First Bank Ltd.

24 Apr 2025

70.19

0.69%

IDFC FIRST Bank Q4 Results: Date, Dividend News, Earnings Call Details And More

NDTV Profit

IDFC FIRST Bank shares hit a 52-week high of Rs 86.1 apiece on the NSE on April 26, 2024, and a 52-week low of Rs 52.46 apiece on April 7, 2025.

IDFC First Bank Ltd. has an average target of 71.34 from 9 brokers.

IDFC First Bank Ltd.

21 Apr 2025

70.19

0.69%

IDFC First Bank Gets 'Buy' Upgrade From ICICI Securities Capital Infusion, Fair Valuations To Aid Re-Rating

NDTV Profit

ICICI Securities upgrade IDFC First Bank to Buy on strong capital buffer, likely RoA revival (off low base) and inexpensive valuations, hikes target price.

IDFC First Bank Ltd. is trading above all available SMAs

IDFC First Bank Ltd.

19 Apr 2025, 12:00AM

70.19

0.69%

Large potential capital buffer, likely RoA revival and inexpensive valuations to aid re-rating

Buy: IDFC First Bank Ltd.

Target

ICICI Securities Limited

We upgrade IDFC First Bank (IDFCFB) to BUY with a revised TP of INR 75, as the large proposed capital infusion (INR 75bn) improves visibility on superior loan growth/operating leverage (without any material dilution in book value) topped with inexpensive valuations.

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

IDFC First Bank Ltd.

17 Apr 2025

70.19

0.69%

IDFC FIRST Bank eyes 20% loan book expansion with fresh capital boost

Economic Times

IDFC First Bank aims for a stable 20% growth, fueled by a recent capital raise of 7,500 crores, increasing their capital adequacy ratio to 19%. This infusion provides a buffer against global economic uncertainties and supports the bank's ambition to achieve a AAA rating.

IDFC First Bank Ltd. has an average target of 71.34 from 9 brokers.

Warburg Pincus, ADIA units to invest $877 million in IDFC FIRST Bank

Business Standard | 17 Apr 2025 1 more

IDFC First Bank Ltd.

17 Apr 2025

70.19

0.69%