Update shared on 15 Dec 2025
Fair value Decreased 2.26%Narrative Update on Bandhan Bank
Analysts have trimmed their price target on Bandhan Bank slightly to around ₹220 from approximately ₹225, reflecting a modestly higher perceived risk. This comes even as they factor in stronger revenue growth, improved profit margin expectations, and a lower future earnings multiple.
What's in the News
- Board meeting scheduled on November 27, 2025, to consider sale of identified non performing assets and written off portfolios through a bidding process with asset reconstruction companies and other permitted transferees (company filing)
- Special shareholders meeting via postal ballot on December 11, 2025, to approve appointment of Avijit Mukerji as non executive, non independent director and Gauri Prosad Sarma as independent director (company notice)
- Board meeting on October 30, 2025, to review and approve unaudited financial results for Q2 and the half year ended September 30, 2025 (results calendar)
Valuation Changes
- Fair Value: Trimmed slightly to about ₹220 from ₹225, implying a modestly lower intrinsic value estimate.
- Discount Rate: Risen slightly to around 14.76 percent from about 14.57 percent, reflecting a marginally higher perceived risk profile.
- Revenue Growth: Raised significantly to roughly 42.4 percent from about 28.3 percent, indicating a much stronger growth outlook.
- Net Profit Margin: Improved slightly to around 23.7 percent from about 22.6 percent, suggesting modestly better profitability expectations.
- Future P/E: Reduced moderately to about 9.8x from roughly 10.7x, pointing to a lower valuation multiple applied to forward earnings.
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