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532215: Upcoming Leadership Changes And Asset Sale Will Influence Medium-Term Outlook

Update shared on 29 Nov 2025

Fair value Increased 0.37%
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AnalystConsensusTarget's Fair Value
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1Y
7.4%
7D
-4.3%

Analysts have marginally increased their price target for Axis Bank from ₹1,368.65 to ₹1,373.65, citing improved revenue growth and slight enhancements in profit margin assumptions.

What's in the News

  • A board meeting is scheduled for November 26, 2025, to approve the appointment of Anand Viswanathan as Chief Risk Officer for three years, replacing Amit Talgeri, and to discuss other matters (Board Meeting).
  • Axis Bank is offering its INR 5,110 million exposure to Lavasa Corporation Limited for sale at a reserve price of INR 800 million. The bank is inviting expressions of interest from asset reconstruction companies, NBFCs, and financial institutions. Auctions are set for November 21, 2025 (M&A Rumors and Discussions).
  • A board meeting was held on October 15, 2025, to consider and approve unaudited financial results and amendments to the Deposit Agreement related to the Bank’s Global Depositary Receipts, subject to regulatory approval (Board Meeting).
  • Axis Bank is reassessing plans to sell a stake in its nonbanking subsidiary, Axis Finance, and is awaiting regulatory clarity from the Reserve Bank of India on the "forms of business" circular. Potential private equity investment and a possible IPO are being explored (M&A Rumors and Discussions).

Valuation Changes

  • Consensus Analyst Price Target: Increased slightly from ₹1,368.65 to ₹1,373.65.
  • Discount Rate: Declined marginally from 14.78% to 14.77%.
  • Revenue Growth: Projected to rise slightly from 16.19% to 16.21%.
  • Net Profit Margin: Expected to improve marginally from 32.86% to 32.88%.
  • Future P/E: Edged down a bit from 16.60x to 16.59x.

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Disclaimer

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