NSE: IDFCFIRSTB | BSE: 539437

Mid-range Performer

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70.14 -1.64 (-2.28%)

33.70% Gain from 52W Low

35.7M NSE+BSE Volume

NSE 04 Mar, 2026 2:36 PM (IST)

60,314.7

Market Cap

Below industry Median

Beta 1Year

Low volatility

IDFC First Bank Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for IDFCFIRSTB, BSE:539437 IDFC First Bank Ltd.

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IDFC First Bank Ltd.

25 Feb 2026

70.14

-2.28%

IDFC First Bank Ltd

Sell: IDFC First Bank Ltd.

Recommendation Target

Keynote Capitals Ltd

Company Update

IDFC First Bank Ltd. has an average target of 78.18 from 8 brokers.

IDFC First Bank Ltd.

23 Feb 2026

70.14

-2.28%

Company Update:IDFC First Bank

Buy: IDFC First Bank Ltd.

Target

Axis Direct

We reiterate our BUY recommendation with a revised TP of Rs 87/share, implying an upside of 24% from the CMP, valuing the stock at 1.4x Sep'28E ABV (vs 1.6x earlier) for a RoA/RoE delivery of 1-1.2%/9-12% over FY27-28E vs 0.4/3.7% in FY26E.

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

IDFC First Bank Ltd.

23 Feb 2026

70.14

-2.28%

Uncovers malafide transactions at Chandigarh branch

Neutral: IDFC First Bank Ltd.

Target

Motilal Oswal

IDFC First Bank (IDFCB) has reported certain fraudulent transactions in respect to unauthorized withdrawal of deposits amounting to INR5.9b from its branch in Chandigarh, Haryana.

IDFC First Bank Ltd. is trading below all available SMAs

IDFC First Bank Ltd.

23 Feb 2026

70.14

-2.28%

IDFC First Bank (BUY): Fraud impact manageable with forensic findings awaited

Buy: IDFC First Bank Ltd.

Target

BOB Capital Markets Ltd.

IDFCFB flags suspected fraud at the Chandigarh branch related to Haryana government; forensic audit underway

FII/FPI have increased holdings from 24.64% to 36.76% in Dec 2025 qtr.

IDFC First Bank Ltd.

02 Feb 2026

70.14

-2.28%

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...

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

IDFC First Bank Ltd.

01 Feb 2026

70.14

-2.28%

Result Update:IDFC First Bank

Buy: IDFC First Bank Ltd.

Target

Axis Direct

We maintain our BUY recommendation on the stock.

IDFC First Bank Ltd. has an average target of 78.18 from 8 brokers.

IDFC First Bank Ltd.

01 Feb 2026

70.14

-2.28%

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

FII/FPI have increased holdings from 24.64% to 36.76% in Dec 2025 qtr.

IDFC First Bank Ltd.

31 Jan 2026

70.14

-2.28%

In-line quarter; asset quality outlook improving

Neutral: IDFC First Bank Ltd.

Target

Motilal Oswal

IDFC First Bank (IDFCFB) reported 3QFY26 PAT of INR5b (up 48% YoY/up 43% QoQ, in line), as NII and PPoP both stood in line. NII grew 12% YoY/7.4% QoQ to INR54.9b (in line). NIMs expanded 17bp QoQ to 5.76%, with the outlook improving amid a better asset mix and benefits from the recent cut in SA rates.