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532215: Leadership Transition And Asset Sale Will Shape Balanced Medium Term Outlook

532215: Future Performance Will Reflect Balanced Risks Amid Ongoing Asset Sales And Delays

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532215
AnalystConsensusTarget
Not Invested
Published 07 Nov 2024

Update shared on 13 Dec 2025

Fair value Increased 0.27%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
7.4%
7D
-4.3%

Analysts have nudged their price target on Axis Bank slightly higher to ₹1,377 from ₹1,374, citing marginally lower discount rates and steady expectations for revenue growth, profit margins, and future valuation multiples as supporting factors.

What's in the News

  • Board meeting scheduled on October 15, 2025 to review unaudited standalone and consolidated results for Q2 FY26 and H1 FY26, and to consider amendments to the Global Depositary Receipts deposit agreement, subject to RBI approval (Board Meeting)
  • Board meeting set for November 26, 2025 to approve the appointment of Anand Viswanathan as Chief Risk Officer for a three year term starting January 1, 2026, replacing Amit Talgeri (Board Meeting)
  • Axis Bank has invited expressions of interest to sell its INR 5,110 million exposure to debt laden Lavasa Corporation at an INR 800 million reserve price, with bids due by November 18 and an e-auction on November 21 (M&A Rumors and Discussions)
  • The bank is reassessing plans to sell a stake in its non banking subsidiary Axis Finance, as potential investors await clarity on RBI's forthcoming forms of business circular, which could impact valuations and business scope for NBFC subsidiaries (M&A Rumors and Discussions)

Valuation Changes

  • The fair value estimate has risen slightly to ₹1,377.40 from ₹1,373.65, reflecting a marginally higher intrinsic valuation for Axis Bank shares.
  • The discount rate has edged down slightly to 14.75 percent from 14.77 percent, implying a marginally lower required return in the valuation model.
  • Revenue growth has slipped very slightly to 16.21 percent from 16.21 percent earlier, indicating virtually unchanged medium-term growth expectations.
  • The net profit margin has decreased slightly to 32.85 percent from 32.88 percent, suggesting a modest reassessment of long-term profitability assumptions.
  • The future P/E has increased slightly to 16.65x from 16.59x, pointing to a marginally higher valuation multiple applied to forward earnings.

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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.