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26 Nov 2025 |
IDFC First Bank
|
Consensus Share Price Target
|
80.63 |
81.29 |
- |
0.82 |
buy
|
|
|
|
|
28 Oct 2024
|
IDFC First Bank
|
Axis Direct
|
80.67
|
66.00
|
67.13
(20.17%)
|
Target met |
Hold
|
|
|
We downgrade the stock to HOLD from BUY earlier.
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|
27 Oct 2024
|
IDFC First Bank
|
Motilal Oswal
|
80.67
|
73.00
|
65.50
(23.16%)
|
Target met |
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
|
80.67
|
91.40
|
75.39
(7.00%)
|
|
Buy
|
|
|
Quarterly Update Q1FY25
|
|
29 Jul 2024
|
IDFC First Bank
|
Axis Direct
|
80.67
|
90.00
|
74.83
(7.80%)
|
|
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
29 Jul 2024
|
IDFC First Bank
|
ICICI Securities Limited
|
80.67
|
95.00
|
74.83
(7.80%)
|
|
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
|
80.67
|
83.00
|
74.48
(8.31%)
|
|
Neutral
|
|
|
IDFC First Bank (IDFCFB) reported a 1QFY25 PAT of INR6.8b (-11% YoY, in line) dragged down by elevated provisions.
|
|
21 May 2024
|
IDFC First Bank
|
ICICI Securities Limited
|
80.67
|
95.00
|
77.45
(4.16%)
|
|
Buy
|
|
|
We upgrade IDFC First Bank (IDFCFB) to BUY (from Hold) as we see the near-term (H1FY25) stagnation in the costincome ratio/rise in credit costs likely being outweighed by industry-leading deposits/loan/PAT growth.
|
|
13 May 2024
|
IDFC First Bank
|
Geojit BNP Paribas
|
80.67
|
86.00
|
77.15
(4.56%)
|
|
Accumulate
|
|
|
|
|
29 Apr 2024
|
IDFC First Bank
|
Axis Direct
|
80.67
|
104.00
|
81.65
(-1.20%)
|
|
Buy
|
|
|
IDFCFB currently trades at 1.6x Sep'25E ABV and we value the stock at 2.0x Sep'25E ABV, to arrive at a target price of Rs 104/share. This TP implies an upside of 23% from CMP.
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|
28 Apr 2024
|
IDFC First Bank
|
Motilal Oswal
|
80.67
|
88.00
|
84.80
(-4.87%)
|
|
Neutral
|
|
|
IDFC First Bank (IDFCFB) reported broadly in-line PAT of INR7.2b (down10% YoY/up1.2% QoQ) in 4QFY24, amid elevated provisions and higher opex.
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