|
31 Jul 2025 |
Bandhan Bank
|
Consensus Share Price Target
|
168.27 |
192.42 |
- |
14.35 |
buy
|
|
|
|
|
25 Jul 2025
|
Bandhan Bank
|
Deven Choksey
|
168.27
|
198.00
|
184.15
(-8.62%)
|
17.67 |
Accumulate
|
|
|
Net Interest Income (NII) for Q1FY26 declined by 8.2% YoY (flat QoQ) to INR 27,572 Mn., below our estimates by 8.2%, mostly led by contraction in NIM margins. Non-interest income for Q1FY26 grew by 37.6% YoY (+3.8% QoQ) to INR 7,259 Mn., above our estimates, led by sharp increase in treasury gains.
|
|
21 Jul 2025
|
Bandhan Bank
|
Axis Direct
|
168.27
|
195.00
|
182.25
(-7.67%)
|
15.89 |
Hold
|
|
|
We maintain our HOLD recommendation, given limited upside potential.
|
|
26 May 2025
|
Bandhan Bank
|
Geojit BNP Paribas
|
168.27
|
192.00
|
165.62
(1.60%)
|
Target met |
Accumulate
|
|
|
Net advances were at Rs. 131,990cr, a 9.0% YoY growth, supported by increase in housing, retail and wholesale banking advances. GNPA and NNPA ratios deteriorated to 4.7% and 1.3% in Q4FY25 from 3.8% and...
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|
02 May 2025
|
Bandhan Bank
|
Axis Direct
|
168.27
|
180.00
|
161.74
(4.04%)
|
Target met |
Hold
|
|
|
We revise our rating from BUY to HOLD, as we see limited upside from the CMP
|
|
01 May 2025
|
Bandhan Bank
|
Motilal Oswal
|
168.27
|
170.00
|
165.62
(1.60%)
|
Target met |
Neutral
|
|
|
Bandhan Bank (BANDHAN) reported 4QFY25 PAT of INR3.2b (up 480% YoY), 29% below our estimate due to lower other income and higher provisions.
|
|
30 Apr 2025
|
Bandhan Bank
|
Anand Rathi
|
168.27
|
207.00
|
165.62
(1.60%)
|
23.02 |
Buy
|
|
|
Q4 was better than expected for Bandhan Bank, given the challenges the MFI segment was faced with. Though slippages were higher than in the prior quarter in the overall book incl. the EEB book, the decrease in the SMA book was positive, indicating lower incremental stress build-up.
|
|
01 Feb 2025
|
Bandhan Bank
|
BOB Capital Markets Ltd.
|
168.27
|
187.00
|
151.39
(11.15%)
|
Target met |
Buy
|
|
|
PPOP aided by one-offs in other income, payouts under CGFMU and Assam Microfinance relief scheme
|
|
01 Feb 2025
|
Bandhan Bank
|
Axis Direct
|
168.27
|
170.00
|
151.39
(11.15%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock, given the upside is over 10%.
|
|
19 Nov 2024
|
Bandhan Bank
|
Geojit BNP Paribas
|
168.27
|
186.00
|
167.61
(0.39%)
|
Target met |
Accumulate
|
|
|
|
|
28 Oct 2024
|
Bandhan Bank
|
Axis Direct
|
168.27
|
200.00
|
184.81
(-8.95%)
|
18.86 |
Buy
|
|
|
We revise our rating BUY from HOLD earlier.
|
|
27 Oct 2024
|
Bandhan Bank
|
Emkay
|
168.27
|
175.00
|
168.21
(0.04%)
|
Target met |
Sell
|
|
|
Bandhan Bank reported a 6% PAT beat at Rs9.4bn and RoA of 2.1%, mainly led by higher other income and lower than expected provisions – better than some peers that posted sharp earning downgrades.
|
|
29 Jul 2024
|
Bandhan Bank
|
Axis Direct
|
168.27
|
205.00
|
218.87
(-23.12%)
|
Target met |
Hold
|
|
|
We maintain our HOLD recommendation on the stock.
|
|
26 Jul 2024
|
Bandhan Bank
|
Motilal Oswal
|
168.27
|
220.00
|
192.50
(-12.59%)
|
Target met |
Neutral
|
|
|
Bandhan Bank (BANDHAN) reported a healthy beat on PAT at INR10.6b (+47.5% YoY) fueled by controlled opex and provisions
|
|
22 May 2024
|
Bandhan Bank
|
BOB Capital Markets Ltd.
|
168.27
|
222.00
|
183.50
(-8.30%)
|
Target met |
Buy
|
|
|
Healthy business growth, improved asset quality and higher other income supported topline; increased provision dragged PAT
|
|
18 May 2024
|
Bandhan Bank
|
Axis Direct
|
168.27
|
190.00
|
183.00
(-8.05%)
|
Target met |
Hold
|
|
|
We maintain our HOLD recommendation on the stock.
|
|
09 Apr 2024
|
Bandhan Bank
|
Axis Direct
|
168.27
|
175.00
|
182.70
(-7.90%)
|
Target met |
Hold
|
|
|
We revise our rating from BUY to HOLD lowering the valuation multiple from 1.5x Sep'25E ABV to 1.1x Sep'25E ABV. We arrive at a target price of Rs 175/share, implying a downside of ~5% from the CMP.
|
|
13 Feb 2024
|
Bandhan Bank
|
BOB Capital Markets Ltd.
|
168.27
|
270.00
|
199.05
(-15.46%)
|
|
Buy
|
|
|
AMBER: Persistent near-term challenges; cut to SELL. CPI and IIP: Still some pain points on inflation. Credit Composition: Study on personal loans. HMCL: Healthy quarter but positives priced in. TMX: Improving order outlook; maintain HOLD. BANDHAN: Recovery on track. IGL: Legacy UP, new GAs can offset slowdown, reiterate BUY. ZYWL: Seasonally weak quarter
|
|
12 Feb 2024
|
Bandhan Bank
|
Axis Direct
|
168.27
|
240.00
|
200.70
(-16.16%)
|
|
Buy
|
|
|
We revise our rating from HOLD to BUY, purely on valuation comfort.
|
|
12 Dec 2023
|
Bandhan Bank
|
BOB Capital Markets Ltd.
|
168.27
|
276.00
|
236.65
(-28.89%)
|
|
Buy
|
|
|
Expect 19% credit and deposit CAGR over FY23-FY25 on retail-led growth and targeted increase in secured book
|
|
01 Nov 2023
|
Bandhan Bank
|
Geojit BNP Paribas
|
168.27
|
246.00
|
213.50
(-21.19%)
|
Target met |
Accumulate
|
|
|
|