|
30 May 2025 |
IDFC First Bank
|
Consensus Share Price Target
|
67.90 |
71.11 |
- |
4.73 |
buy
|
|
|
|
|
05 May 2025
|
IDFC First Bank
|
Keynote Capitals Ltd
|
67.90
|
71.10
|
67.02
(1.31%)
|
4.71 |
Neutral
|
|
|
Quarterly Update Q4FY25
|
|
28 Apr 2025
|
IDFC First Bank
|
Axis Direct
|
67.90
|
68.00
|
66.50
(2.11%)
|
Target met |
Hold
|
|
|
We maintain our HOLD recommendation on the stock.
|
|
28 Apr 2025
|
IDFC First Bank
|
BOB Capital Markets Ltd.
|
67.90
|
79.00
|
66.50
(2.11%)
|
16.35 |
Buy
|
|
|
PAT beat estimates, aided by higher non-interest income and lower operating expenses
|
|
27 Apr 2025
|
IDFC First Bank
|
Motilal Oswal
|
67.90
|
72.00
|
66.08
(2.75%)
|
6.04 |
Neutral
|
|
|
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.
|
|
27 Apr 2025
|
IDFC First Bank
|
Anand Rathi
|
67.90
|
77.00
|
66.08
(2.75%)
|
13.40 |
Buy
|
|
|
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.
|
|
19 Apr 2025
|
IDFC First Bank
|
ICICI Securities Limited
|
67.90
|
75.00
|
63.00
(7.78%)
|
10.46 |
Buy
|
|
|
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.
|
|
17 Apr 2025
|
IDFC First Bank
|
Ventura
|
67.90
|
54.00
|
63.00
(7.78%)
|
20.47 |
Sell
|
|
|
Capital raise eases adequacy, but NPA pressures persist
|
|
03 Apr 2025
|
IDFC First Bank
|
Ventura
|
67.90
|
49.00
|
60.35
(12.51%)
|
27.84 |
Sell
|
|
|
Target 2.0 is a challenge given NPAs and capital adequacy constraints
|
|
27 Jan 2025
|
IDFC First Bank
|
BOB Capital Markets Ltd.
|
67.90
|
75.00
|
56.73
(19.69%)
|
10.46 |
Buy
|
|
|
Earnings lower on account of higher slippages, moderate loan book growth
|
|
27 Jan 2025
|
IDFC First Bank
|
Axis Direct
|
67.90
|
64.00
|
56.73
(19.69%)
|
Target met |
Hold
|
|
|
We maintain our HOLD recommendation on the stock.
|
|
26 Jan 2025
|
IDFC First Bank
|
Motilal Oswal
|
67.90
|
70.00
|
62.27
(9.04%)
|
Target met |
Neutral
|
|
|
IDFC First Bank (IDFCFB) reported a 3QFY25 PAT of INR3.4b (53% YoY decline, 32% miss to MOFSLe) due to an increase in opex (5% vs. our est) and elevated provisions.
|
|
16 Dec 2024
|
IDFC First Bank
|
Geojit BNP Paribas
|
67.90
|
71.00
|
64.34
(5.53%)
|
4.57 |
Accumulate
|
|
|
|
|
26 Nov 2024
|
IDFC First Bank
|
ICICI Direct
|
67.90
|
75.00
|
65.14
(4.24%)
|
10.46 |
Buy
|
|
|
|
|
30 Oct 2024
|
IDFC First Bank
|
Keynote Capitals Ltd
|
67.90
|
72.80
|
68.79
(-1.29%)
|
7.22 |
Neutral
|
|
|
Quarterly Update Q2FY25
|
|
28 Oct 2024
|
IDFC First Bank
|
Axis Direct
|
67.90
|
66.00
|
67.13
(1.15%)
|
Target met |
Hold
|
|
|
We downgrade the stock to HOLD from BUY earlier.
|
|
27 Oct 2024
|
IDFC First Bank
|
Motilal Oswal
|
67.90
|
73.00
|
65.50
(3.66%)
|
7.51 |
Neutral
|
|
|
IDFC First Bank (IDFCFB) reported 2QFY25 PAT of INR2b (73% YoY decline, significant miss to MOFSLe) due to a spike in provisions.
|
|
01 Aug 2024
|
IDFC First Bank
|
Keynote Capitals Ltd
|
67.90
|
91.40
|
75.39
(-9.94%)
|
34.61 |
Buy
|
|
|
Quarterly Update Q1FY25
|
|
29 Jul 2024
|
IDFC First Bank
|
Axis Direct
|
67.90
|
90.00
|
74.83
(-9.26%)
|
32.55 |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
29 Jul 2024
|
IDFC First Bank
|
ICICI Securities Limited
|
67.90
|
95.00
|
74.83
(-9.26%)
|
39.91 |
Buy
|
|
|
IDFC First Bank (IBFCFB) has reported a broadly in-line set of numbers with strong business growth and better cost income, though higher credit costs (as guided) weighed on PAT (INR 6.8bn) and RoA (down 12bps QoQ to 91bps).
|
|
28 Jul 2024
|
IDFC First Bank
|
Motilal Oswal
|
67.90
|
83.00
|
74.48
(-8.83%)
|
22.24 |
Neutral
|
|
|
IDFC First Bank (IDFCFB) reported a 1QFY25 PAT of INR6.8b (-11% YoY, in line) dragged down by elevated provisions.
|