Loading...
Back to narrative

539437: Upcoming Earnings Review And Shareholder Vote Will Guide Outlook

Revenue Outlook And Private Placement Will Shape Future Value Creation

539437 logo
539437
AnalystConsensusTarget
Not Invested
Published 07 Dec 2024

Update shared on 09 Dec 2025

Fair value Increased 0.36%
Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
28.2%
7D
1.8%

Analysts have marginally increased their price target on IDFC First Bank to Rs 81.59 from Rs 81.29. This reflects slightly improved confidence in the bank's earnings trajectory, supported by stable discount rates, consistent revenue growth assumptions, and a modestly higher future valuation multiple.

What's in the News

  • Board meeting scheduled for October 18, 2025, to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025, subject to limited review by joint statutory auditors (company filing)
  • Special and extraordinary shareholders meeting to be conducted via postal ballot in India on December 20, 2025 (company filing)

Valuation Changes

  • Fair Value Estimate has risen slightly to ₹81.59 from ₹81.29 per share, indicating a marginally higher intrinsic valuation
  • Discount Rate has edged down slightly to 14.76 percent from 14.77 percent, reflecting a marginally lower perceived risk or cost of equity
  • Revenue Growth remains unchanged in practical terms at about 31.17 percent, indicating stable top-line growth expectations
  • Net Profit Margin is effectively flat at around 14.08 percent, suggesting no material change in profitability assumptions
  • Future P/E has risen slightly to 21.72x from 21.64x, implying a modest increase in the valuation multiple applied to forward earnings

Have other thoughts on IDFC First Bank?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.