|
20 Sep 2025 |
IDFC First Bank
|
Consensus Share Price Target
|
71.75 |
76.53 |
- |
6.66 |
buy
|
|
|
|
|
02 Mar 2023
|
IDFC First Bank
|
Motilal Oswal
|
71.75
|
70.00
|
55.15
(30.10%)
|
Target met |
Buy
|
|
|
|
|
23 Jan 2023
|
IDFC First Bank
|
ICICI Securities Limited
|
71.75
|
59.00
|
59.35
(20.89%)
|
Target met |
Hold
|
|
|
IDFC FIRST Bank (IDFCFB) reported a better than expected PAT of Rs6.05bn in Q3FY23, up 9% QoQ and 115% YoY. Beat was largely driven by higher NII as margins expanded 38bps QoQ to 6.36% and fee income increased 18% QoQ, which were well above our estimates.
|
|
23 Jan 2023
|
IDFC First Bank
|
ICICI Direct
|
71.75
|
70.00
|
59.30
(20.99%)
|
Target met |
Buy
|
|
|
|
|
23 Jan 2023
|
IDFC First Bank
|
Axis Direct
|
71.75
|
75.00
|
59.30
(20.99%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
22 Jan 2023
|
IDFC First Bank
|
Motilal Oswal
|
71.75
|
70.00
|
59.35
(20.89%)
|
Target met |
Buy
|
|
|
|
|
20 Jan 2023
|
IDFC First Bank
|
Keynote Capitals Ltd
|
71.75
|
82.00
|
59.35
(20.89%)
|
Target met |
Buy
|
|
|
Quarterly Update Q3FY23
|
|
03 Nov 2022
|
IDFC First Bank
|
Geojit BNP Paribas
|
71.75
|
62.00
|
57.15
(25.55%)
|
Target met |
Accumulate
|
|
|
|
|
30 Oct 2022
|
IDFC First Bank
|
Axis Direct
|
71.75
|
70.00
|
55.80
(28.58%)
|
Target met |
Buy
|
|
|
We maintain the BUY' rating with unchanged target price of Rs 70/share (1.6x FY25E ABV), implying an upside of 20% from CMP.
|
|
25 Oct 2022
|
IDFC First Bank
|
ICICI Securities Limited
|
71.75
|
59.00
|
58.40
(22.86%)
|
Target met |
Hold
|
|
|
IDFC FIRST Bank’s (IDFCFB) Q2FY23 sequential earnings delta was primarily due to treasury gain of Rs1.16bn (vs loss of Rs440mn in Q1FY23).
|
|
25 Oct 2022
|
IDFC First Bank
|
Keynote Capitals Ltd
|
71.75
|
81.00
|
56.80
(26.32%)
|
Target met |
Buy
|
|
|
Quarterly Update Q2FY23
|