BSE MidCap Select 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

Keep track of all breaking news on BSE MidCap Select from all sources in a single place.

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Dixon Technologies (India) Ltd.

27 Apr 2025

16452.00

-0.98%

Dixon to make electronic components; Tata Electronics may invest Rs 2K cr

Business Standard

Electronics manufacturing services company Dixon Technologies will foray into the electronics component manufacturing space and use them for captive requirements before looking at exports, a senior company official said. According to sources, Tata Electronics is likely to invest Rs 2,000 crore for electronics components manufacturing under the Rs 23,000 crore incentive scheme launched by the government. Tata Electronics declined to comment on the query sent in this regard. Talking about the electronics component manufacturing scheme (ECMS) Dixon CEO Atul Lal said electronics component is the next phase of growth for the company. "We have already rolled out a project for display modules. We are evaluating various other component categories like camera modules, mechanical enclosures and also lithium ion batteries. So we are seriously evaluating and we will be deeply participating in ECMS," Lal said. He said initially the components will be produced for captive usage and will be expa

Dixon Technologies (.. has an average target of 20076.80 from 5 brokers.

IDFC First Bank Ltd.

27 Apr 2025

64.89

-3.05%

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 70.60 from 9 brokers.

IDFC First Bank Ltd.

27 Apr 2025

64.89

-3.05%

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. has an average target of 70.60 from 9 brokers.

IDFC First Bank Ltd.

26 Apr 2025

64.89

-3.05%

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 70.60 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

MphasiS Ltd.

25 Apr 2025

2469.00

-1.71%

Mphasis Q4FY25 net profit jumps 13.6% y-o-y; banking, insurance and TMT lead growth

Business Line

The total contract value (TCV) of new deals in the quarter surged to $390 million, or approximately 3,330 crore, more than doubling from $177 million in the same period last year.

MphasiS Ltd. is trading below its 100 day SMA of 2661.1

Mphasis Q4 net profit jumps 13.6% y-o-y; CEO bets on value-led growth amid static tech spending

Business Line | 25 Apr 2025 4 more

Supreme Industries Ltd.

25 Apr 2025

3539.00

-1.27%

Broker's call: Supreme Industrie (Hold)

Business Line

InCred Equities

Supreme Industries Ltd. has lost -28.58% in the last 1 Year

Lupin Ltd.

25 Apr 2025

2095.60

1.38%

Lupin-led price cut slashes cost of key TB drug pretomanid by 25%

Business Line

Multiple drug price reductions bring BPaLM treatment regimen price down 47 percent, at $310, since December 2022.

Lupin Ltd. has an average target of 2329.44 from 9 brokers.

MphasiS Ltd.

25 Apr 2025

2469.00

-1.71%

to see Rapid results content

MphasiS Ltd.

25 Apr 2025

2469.00

-1.71%

MphasiS Results Earnings Call for Q4FY25 & Full Year

Conference Call with MphasiS Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.

audio

Supreme Industries Ltd.

25 Apr 2025

3539.00

-1.27%

Soft performance; better days expected ahead, retaining a Buy

Buy: Supreme Industries Ltd.

Anand Rathi

Supreme Industries’ Q4 revenue remained muted at Rs30bn, up just 0.6% y/y, as overall volumes sold rose a meagre 2.3% y/y. Profitability was impacted as PVC pricing environment remained uncertain, with a downward bias deferring filling of channel inventory and under absorption of fixed overheads.

Supreme Industries L.. has an average target of 4517.33 from 9 brokers.

Is BSE MidCap Select worth buying?

12 Votes:

Buy 75.0%

Sell 16.67%

Hold 8.33%

BSE MidCap Select PB	5.3
BSE MidCap Select PE	41.2
BSE MidCap Select DIV	0.5
BSE MidCap Select EPS	383.4