Narrative Update on IDFC First Bank: Analyst Price Target Revision
Analysts have raised their price target for IDFC First Bank from ₹76.53 to ₹77.82. This revision is attributed to an improved revenue growth outlook, although analysts note a slight decline in profit margins and higher expected discount rates.
What's in the News
- IDFC First Bank will hold a Board Meeting on October 18, 2025, to consider and approve the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025. The results will be subject to limited review by the joint statutory auditors. (Board Meeting)
- On August 19, 2025, IDFC First Bank completed a private placement, issuing 43,71,85,666 shares at an issue price of INR 60, raising gross proceeds of INR 26,231,139,960. Platinum Invictus B 2025 RSC Limited participated in this transaction, which was approved by the board of directors. (Private Placements)
Valuation Changes
- Consensus Analyst Price Target has increased slightly from ₹76.53 to ₹77.82.
- Discount Rate has risen marginally, increasing from 14.95% to 15.05%.
- Revenue Growth projections are up modestly from 30.79% to 31.16%.
- Net Profit Margin has fallen significantly, decreasing from 16.42% to 14.04%.
- Future P/E ratio estimate has nearly doubled, moving from 11.02x to 20.93x.
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