Update shared on 15 Nov 2025
Fair value Increased 1.09%Analysts have raised their price target for Axis Bank to ₹1,368.65 from ₹1,353.90. This reflects incremental improvements in revenue growth expectations and a slightly lower discount rate.
What's in the News
- Axis Bank is seeking buyers for its unresolved exposure to Lavasa Corporation, offering INR 5,110 million in claims for sale at a reserve price of INR 800 million. Submissions are due by November 18 and auctions are scheduled for November 21 (Key Developments).
- The lender is the first among its peers to initiate the sale of this debt. Other creditors are still considering their next steps following ongoing litigation in the resolution process (Key Developments).
- Axis Bank is reassessing its plans to sell a stake in its nonbanking subsidiary, Axis Finance, as it awaits regulatory clarity from the Reserve Bank of India's upcoming guidelines on forms of business (Key Developments).
- Potential investors have requested regulatory clarity before firming up valuations for Axis Finance, which is impacting both merger and investment timelines (Key Developments).
- The Axis Bank Board held a meeting on October 15, 2025, to consider the bank's unaudited financial results and to approve amendments to its Global Depositary Receipts deposit agreement (Key Developments).
Valuation Changes
- The consensus analyst price target has increased slightly from ₹1,353.90 to ₹1,368.65.
- The discount rate has decreased marginally from 15.06 percent to 14.78 percent.
- Revenue growth expectations have edged up from 16.14 percent to 16.19 percent.
- The net profit margin has remained steady, moving from 32.86 percent to 32.87 percent.
- The future P/E ratio saw a minor rise from 16.57x to 16.60x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.