View ValuationThis company is no longer activeThe company may no longer be operating, as it may be out of business. Find out why through their latest events.See Latest EventsIDFC 将来の成長Future 基準チェック /06現在、 IDFCの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Capital Markets 収益成長17.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Oct 10IDFC Limited(BSE:532659) dropped from S&P Global BMI IndexIDFC Limited(BSE:532659) dropped from S&P Global BMI Indexお知らせ • Sep 07IDFC Limited Announces Resignation of Shivangi Mistry, Company Secretary, Effective Date October 31, 2024IDFC Limited informed that Ms. Shivangi Mistry, Company Secretary (Key Managerial Personnel), of IDFC Limited (Bank), has tendered her resignation to pursue career opportunities outside the Company, and the same has been accepted by the IDFC. The effective date of her release shall be October 31, 2024 (close of business hours).お知らせ • Jul 29IDFC Limited to Report Q1, 2025 Results on Aug 02, 2024IDFC Limited announced that they will report Q1, 2025 results on Aug 02, 2024Upcoming Dividend • Jul 09Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 03 August 2024. The company last paid an ordinary dividend in April 2014. The average dividend yield among industry peers is 1.4%.お知らせ • Jul 04IDFC Limited Declares Interim Dividend, Payable on or After July 23, 2024IDFC Limited at its board meeting held on July 4, 2024 declared an Interim Dividend of 10% i.e. INR 1.00/- per equity share of the Company. The Interim Dividend, shall be payable to all those equity shareholders, whose names appear in the Register of Members of the Company as at close of day on July 16, 2024, being the record date for the purpose of the aforesaid Interim Dividend. Interim Dividend will be paid to eligible shareholders on or after July 23, 2024.Recent Insider Transactions • Jun 28Independent Non-Executive Chairman recently sold ₹24m worth of stockOn the 25th of June, Anil Singhvi sold around 200k shares on-market at roughly ₹122 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anil's only on-market trade for the last 12 months.お知らせ • Apr 24IDFC Limited to Report Fiscal Year 2024 Results on May 07, 2024IDFC Limited announced that they will report fiscal year 2024 results on May 07, 2024お知らせ • Dec 27IDFC Limited to Report Q3, 2024 Results on Jan 31, 2024IDFC Limited announced that they will report Q3, 2024 results on Jan 31, 2024お知らせ • Sep 27IDFC Limited to Report First Half, 2024 Results on Oct 30, 2023IDFC Limited announced that they will report first half, 2024 results on Oct 30, 2023Board Change • Sep 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. No highly experienced directors. Additional Independent Director Jaimini Bhagwati is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Aug 19IDFC Limited Announces Cessation of Ajay Sondhi as Independent DirectorIDFC Limited announced that Mr. Ajay Sondhi (DIN: 01657614) has ceased to be an Independent Director of the Company upon completion of his term at the conclusion of the 26 annual general meeting held on August 17, 2023. Membership of Board Committees: Audit Committee – Member; Corporate Social Responsibility; Committee – Member; Nomination & Remuneration; Committee -Member; Stakeholder & Relationship Committee -Member; Independent Director Committee - Member.お知らせ • Aug 18IDFC Limited Appoints Bipin Gemani as Whole Time DirectorIDFC Limited at its Annual General Meeting held on August 17, 2023, approved appointment of Mr. Bipin Gemani as the Whole Time Director.New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 459% Last year net profit margin: 12,106% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.お知らせ • Jul 28IDFC Limited to Report Q1, 2024 Results on Aug 04, 2023IDFC Limited announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • Jul 24IDFC Limited, Annual General Meeting, Aug 17, 2023IDFC Limited, Annual General Meeting, Aug 17, 2023, at 15:00 Indian Standard Time. Agenda: To consider and approve the audited consolidated financial statements of the Company for the financial year ended March 31, 2023 and the Report of the Auditors thereon; to consider reappointment of Director in place of Mr. Mahendra N Shah who retires by rotation; to consider re-appointment of Mr. Mahendra N Shah as the Managing Director and payment of his remuneration; and to consider appointment of Mr. Bipin Gemani as the Whole Time Director and Chief Financial Officer and payment of his remuneration.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹77.80, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 21x in the Capital Markets industry in India. Total returns to shareholders of 131% over the past three years.Upcoming Dividend • Feb 06Upcoming dividend of ₹11.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 13 February 2023. Payment date: 03 March 2023. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (2.4%).お知らせ • Feb 02IDFC Limited Declares Special Interim Dividend, Payable on or After February 24, 2023IDFC Limited at its board meeting held on February 1, 2023, considered and declared a Special Interim Dividend of 110% that is INR 11 per equity share of the Company. Total amount of dividend payout would be approx. INR 17,600 million. The Special Interim Dividend, shall be payable to all those equity shareholders, whose names appear in the Register of Members of the Company as at close of day on February 13, 2023, being the record date for the purpose of the aforesaid Special Interim Dividend. Special Interim Dividend will be paid lo eligible shareholders on or after February 24, 2023.お知らせ • Jan 26IDFC Limited to Report Q3, 2023 Results on Feb 01, 2023IDFC Limited announced that they will report Q3, 2023 results on Feb 01, 2023Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Additional Independent Director Jaimini Bhagwati is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 13First half 2023 earnings released: EPS: ₹3.73 (vs ₹0.92 loss in 1H 2022)First half 2023 results: EPS: ₹3.73 (up from ₹0.92 loss in 1H 2022). Revenue: ₹1.17b (down 52% from 1H 2022). Net income: ₹5.95b (up ₹7.44b from 1H 2022). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Board Change • Nov 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Additional Independent Director Jaimini Bhagwati is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • Oct 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. MD, CEO & Director Sunil Kakar is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Aug 10First quarter 2023 earnings released: EPS: ₹1.44 (vs ₹2.57 loss in 1Q 2022)First quarter 2023 results: EPS: ₹1.44 (up from ₹2.57 loss in 1Q 2022). Revenue: ₹223.7m (down 79% from 1Q 2022). Net income: ₹2.31b (up ₹6.41b from 1Q 2022).Recent Insider Transactions • Jul 03Chief Financial Officer recently bought ₹2.4m worth of stockOn the 29th of June, Bipin Gemani bought around 48k shares on-market at roughly ₹49.60 per share. This was the largest purchase by an insider in the last 3 months. This was Bipin's only on-market trade for the last 12 months.Reported Earnings • May 21Full year 2022 earnings released: ₹0.009 loss per share (vs ₹2.11 loss in FY 2021)Full year 2022 results: ₹0.009 loss per share (up from ₹2.11 loss in FY 2021). Revenue: ₹973.4m (down 76% from FY 2021). Net loss: ₹28.6m (loss narrowed 99% from FY 2021). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 12Inaugural dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in July 2011. The average dividend yield among industry peers is 1.8%.Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 15Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹0.11 (up from ₹1.28 loss in 3Q 2021). Revenue: ₹1.61b (up 57% from 3Q 2021). Net income: ₹182.3m (up ₹2.24b from 3Q 2021). Profit margin: 11% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 361%. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS ₹1.65 (vs ₹0.91 loss in 2Q 2021)Second quarter 2022 results: Revenue: ₹1.38b (up 59% from 2Q 2021). Net income: ₹2.62b (up ₹4.07b from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Sep 15We Think Shareholders Are Less Likely To Approve A Large Pay Rise For IDFC Limited's (NSE:IDFC) CEO For NowUnder the guidance of CEO Sunil Kakar, IDFC Limited ( NSE:IDFC ) has performed reasonably well recently. In light of...Reported Earnings • Aug 12First quarter 2022 earnings released: ₹2.57 loss per share (vs ₹0.17 loss in 1Q 2021)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: ₹1.11b (up 9.7% from 1Q 2021). Net loss: ₹4.10b (loss widened ₹3.84b from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Jun 18Full year 2021 earnings released: ₹2.11 loss per share (vs ₹6.11 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: ₹4.42b (up 24% from FY 2020). Net loss: ₹3.36b (loss narrowed 66% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Executive Departure • Mar 27Government Nominee Director has left the companyOn the 25th of March, Soumyajit Ghosh's tenure as Government Nominee Director ended after 4.2 years in the role. We don't have any record of a personal shareholding under Soumyajit's name. A total of 2 executives have left over the last 12 months.Executive Departure • Mar 27Government Nominee Director has left the companyOn the 25th of March, Anshuman Sharma's tenure as Government Nominee Director ended after 2.6 years in the role. We don't have any record of a personal shareholding under Anshuman's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Feb 18Third quarter 2021 earnings released: ₹1.28 loss per share (vs ₹2.23 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: ₹1.02b (down 16% from 3Q 2020). Net loss: ₹2.06b (loss narrowed 42% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 78% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 10New 90-day high: ₹47.15The company is up 52% from its price of ₹31.05 on 12 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 19% over the same period.分析記事 • Feb 03Is IDFC Limited (NSE:IDFC) A Risky Dividend Stock?Dividend paying stocks like IDFC Limited ( NSE:IDFC ) tend to be popular with investors, and for good reason - some...Is New 90 Day High Low • Jan 07New 90-day high: ₹43.00The company is up 44% from its price of ₹29.85 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 18% over the same period.分析記事 • Dec 12What Is The Ownership Structure Like For IDFC Limited (NSE:IDFC)?Every investor in IDFC Limited ( NSE:IDFC ) should be aware of the most powerful shareholder groups. Large companies...Is New 90 Day High Low • Nov 23New 90-day high: ₹40.20The company is up 39% from its price of ₹28.90 on 25 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is up 7.0% over the same period.Reported Earnings • Nov 11Second quarter 2021 earnings released: ₹0.91 loss per shareThe company reported a solid second quarter result with reduced losses and improved revenues and control over expenses. Second quarter 2021 results: Revenue: ₹867.0m (up 50% from 2Q 2020). Net loss: ₹1.46b (loss narrowed 61% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.分析記事 • Oct 20How Much Did IDFC's (NSE:IDFC) CEO Pocket Last Year?Sunil Kakar has been the CEO of IDFC Limited (NSE:IDFC) since 2017, and this article will examine the executive's...分析記事 • Sep 15Does It Make Sense To Buy IDFC Limited (NSE:IDFC) For Its Yield?Dividend paying stocks like IDFC Limited (NSE:IDFC) tend to be popular with investors, and for good reason - some...分析記事 • Aug 12Is IDFC Limited's (NSE:IDFC) Shareholder Ownership Skewed Towards Insiders?A look at the shareholders of IDFC Limited (NSE:IDFC) can tell us which group is most powerful. Large companies... このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、IDFC は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測NSEI:IDFC - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20245068,673N/AN/AN/A3/31/202461410,4568,5978,597N/A12/31/20239565,909N/AN/AN/A6/30/20231,5387,067N/AN/AN/A3/31/20231,5356,73341,28241,282N/A12/31/20221,03610,273N/AN/AN/A9/30/20221,2917,5796,9136,913N/A6/30/2022546,538N/AN/AN/A3/31/2022916127433433N/A12/31/20215,394-890N/AN/AN/A9/30/20214,784-3,128-3,732-3,693N/A6/30/20214,163-7,202N/AN/AN/A3/31/2021334-4,768-1,022-1,022N/A12/31/20203,258-6,174N/AN/AN/A9/30/20203,451-7,680-7,004-6,810N/A6/30/20203,388-10,080N/AN/AN/A3/31/20203,522-9,753-12,254-12,061N/A12/31/20193,927-7,010N/AN/AN/A9/30/20192,151-10,773-25,218-24,883N/A6/30/20193,599-5,805N/AN/AN/A3/31/20193,749-5,69734,18434,184N/A12/31/2018-20,889-4,279N/AN/AN/A9/30/2018-12,4664,125N/AN/AN/A6/30/201824,6513,073N/AN/AN/A3/31/20186,3737,642N/A-7,612N/A12/31/201740,4037,229N/AN/AN/A9/30/201740,2717,163N/AN/AN/A6/30/201741,5608,173N/AN/AN/A3/31/201736,6856,991N/A-38,061N/A12/31/201637,7156,947N/AN/AN/A9/30/201637,2887,428N/AN/AN/A6/30/201634,621-10,078N/AN/AN/A3/31/201631,644-9,348N/A29,937N/A12/31/201531,624-6,830N/AN/AN/A9/30/201532,332-4,108N/AN/AN/A6/30/201532,54114,794N/AN/AN/A3/31/201532,26017,070N/A75,238N/A12/31/201427,92315,827N/AN/AN/A9/30/201427,86116,618N/AN/AN/A6/30/201428,05717,271N/AN/AN/A3/31/201431,51218,027N/A-14,857N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: IDFCの予測収益成長が 貯蓄率 ( 6.7% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: IDFCの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: IDFCの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: IDFCの収益がIndian市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: IDFCの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: IDFCの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/01/06 05:23終値2024/10/09 00:00収益2024/06/30年間収益2024/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IDFC Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35 アナリスト機関Vishal Sheth360 ONE Capital Market Private LimitedPankaj AgarwalAmbit Capitalnull nullAnand Rathi Shares and Stock Brokers Limited32 その他のアナリストを表示
お知らせ • Oct 10IDFC Limited(BSE:532659) dropped from S&P Global BMI IndexIDFC Limited(BSE:532659) dropped from S&P Global BMI Index
お知らせ • Sep 07IDFC Limited Announces Resignation of Shivangi Mistry, Company Secretary, Effective Date October 31, 2024IDFC Limited informed that Ms. Shivangi Mistry, Company Secretary (Key Managerial Personnel), of IDFC Limited (Bank), has tendered her resignation to pursue career opportunities outside the Company, and the same has been accepted by the IDFC. The effective date of her release shall be October 31, 2024 (close of business hours).
お知らせ • Jul 29IDFC Limited to Report Q1, 2025 Results on Aug 02, 2024IDFC Limited announced that they will report Q1, 2025 results on Aug 02, 2024
Upcoming Dividend • Jul 09Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 16 July 2024. Payment date: 03 August 2024. The company last paid an ordinary dividend in April 2014. The average dividend yield among industry peers is 1.4%.
お知らせ • Jul 04IDFC Limited Declares Interim Dividend, Payable on or After July 23, 2024IDFC Limited at its board meeting held on July 4, 2024 declared an Interim Dividend of 10% i.e. INR 1.00/- per equity share of the Company. The Interim Dividend, shall be payable to all those equity shareholders, whose names appear in the Register of Members of the Company as at close of day on July 16, 2024, being the record date for the purpose of the aforesaid Interim Dividend. Interim Dividend will be paid to eligible shareholders on or after July 23, 2024.
Recent Insider Transactions • Jun 28Independent Non-Executive Chairman recently sold ₹24m worth of stockOn the 25th of June, Anil Singhvi sold around 200k shares on-market at roughly ₹122 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anil's only on-market trade for the last 12 months.
お知らせ • Apr 24IDFC Limited to Report Fiscal Year 2024 Results on May 07, 2024IDFC Limited announced that they will report fiscal year 2024 results on May 07, 2024
お知らせ • Dec 27IDFC Limited to Report Q3, 2024 Results on Jan 31, 2024IDFC Limited announced that they will report Q3, 2024 results on Jan 31, 2024
お知らせ • Sep 27IDFC Limited to Report First Half, 2024 Results on Oct 30, 2023IDFC Limited announced that they will report first half, 2024 results on Oct 30, 2023
Board Change • Sep 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 2 experienced directors. No highly experienced directors. Additional Independent Director Jaimini Bhagwati is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Aug 19IDFC Limited Announces Cessation of Ajay Sondhi as Independent DirectorIDFC Limited announced that Mr. Ajay Sondhi (DIN: 01657614) has ceased to be an Independent Director of the Company upon completion of his term at the conclusion of the 26 annual general meeting held on August 17, 2023. Membership of Board Committees: Audit Committee – Member; Corporate Social Responsibility; Committee – Member; Nomination & Remuneration; Committee -Member; Stakeholder & Relationship Committee -Member; Independent Director Committee - Member.
お知らせ • Aug 18IDFC Limited Appoints Bipin Gemani as Whole Time DirectorIDFC Limited at its Annual General Meeting held on August 17, 2023, approved appointment of Mr. Bipin Gemani as the Whole Time Director.
New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 459% Last year net profit margin: 12,106% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
お知らせ • Jul 28IDFC Limited to Report Q1, 2024 Results on Aug 04, 2023IDFC Limited announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • Jul 24IDFC Limited, Annual General Meeting, Aug 17, 2023IDFC Limited, Annual General Meeting, Aug 17, 2023, at 15:00 Indian Standard Time. Agenda: To consider and approve the audited consolidated financial statements of the Company for the financial year ended March 31, 2023 and the Report of the Auditors thereon; to consider reappointment of Director in place of Mr. Mahendra N Shah who retires by rotation; to consider re-appointment of Mr. Mahendra N Shah as the Managing Director and payment of his remuneration; and to consider appointment of Mr. Bipin Gemani as the Whole Time Director and Chief Financial Officer and payment of his remuneration.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹77.80, the stock trades at a trailing P/E ratio of 12.1x. Average trailing P/E is 21x in the Capital Markets industry in India. Total returns to shareholders of 131% over the past three years.
Upcoming Dividend • Feb 06Upcoming dividend of ₹11.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 13 February 2023. Payment date: 03 March 2023. Trailing yield: 1.1%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (2.4%).
お知らせ • Feb 02IDFC Limited Declares Special Interim Dividend, Payable on or After February 24, 2023IDFC Limited at its board meeting held on February 1, 2023, considered and declared a Special Interim Dividend of 110% that is INR 11 per equity share of the Company. Total amount of dividend payout would be approx. INR 17,600 million. The Special Interim Dividend, shall be payable to all those equity shareholders, whose names appear in the Register of Members of the Company as at close of day on February 13, 2023, being the record date for the purpose of the aforesaid Special Interim Dividend. Special Interim Dividend will be paid lo eligible shareholders on or after February 24, 2023.
お知らせ • Jan 26IDFC Limited to Report Q3, 2023 Results on Feb 01, 2023IDFC Limited announced that they will report Q3, 2023 results on Feb 01, 2023
Board Change • Nov 16High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Additional Independent Director Jaimini Bhagwati is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 13First half 2023 earnings released: EPS: ₹3.73 (vs ₹0.92 loss in 1H 2022)First half 2023 results: EPS: ₹3.73 (up from ₹0.92 loss in 1H 2022). Revenue: ₹1.17b (down 52% from 1H 2022). Net income: ₹5.95b (up ₹7.44b from 1H 2022). Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 3 experienced directors. No highly experienced directors. Additional Independent Director Jaimini Bhagwati is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • Oct 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. MD, CEO & Director Sunil Kakar is the most experienced director on the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Aug 10First quarter 2023 earnings released: EPS: ₹1.44 (vs ₹2.57 loss in 1Q 2022)First quarter 2023 results: EPS: ₹1.44 (up from ₹2.57 loss in 1Q 2022). Revenue: ₹223.7m (down 79% from 1Q 2022). Net income: ₹2.31b (up ₹6.41b from 1Q 2022).
Recent Insider Transactions • Jul 03Chief Financial Officer recently bought ₹2.4m worth of stockOn the 29th of June, Bipin Gemani bought around 48k shares on-market at roughly ₹49.60 per share. This was the largest purchase by an insider in the last 3 months. This was Bipin's only on-market trade for the last 12 months.
Reported Earnings • May 21Full year 2022 earnings released: ₹0.009 loss per share (vs ₹2.11 loss in FY 2021)Full year 2022 results: ₹0.009 loss per share (up from ₹2.11 loss in FY 2021). Revenue: ₹973.4m (down 76% from FY 2021). Net loss: ₹28.6m (loss narrowed 99% from FY 2021). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 12Inaugural dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 19 April 2022. Payment date: 06 May 2022. The company is not currently making a profit and is not cash flow positive. The company last paid an ordinary dividend in July 2011. The average dividend yield among industry peers is 1.8%.
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Anita Belani was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 15Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹0.11 (up from ₹1.28 loss in 3Q 2021). Revenue: ₹1.61b (up 57% from 3Q 2021). Net income: ₹182.3m (up ₹2.24b from 3Q 2021). Profit margin: 11% (up from net loss in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 361%. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS ₹1.65 (vs ₹0.91 loss in 2Q 2021)Second quarter 2022 results: Revenue: ₹1.38b (up 59% from 2Q 2021). Net income: ₹2.62b (up ₹4.07b from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Sep 15We Think Shareholders Are Less Likely To Approve A Large Pay Rise For IDFC Limited's (NSE:IDFC) CEO For NowUnder the guidance of CEO Sunil Kakar, IDFC Limited ( NSE:IDFC ) has performed reasonably well recently. In light of...
Reported Earnings • Aug 12First quarter 2022 earnings released: ₹2.57 loss per share (vs ₹0.17 loss in 1Q 2021)The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: ₹1.11b (up 9.7% from 1Q 2021). Net loss: ₹4.10b (loss widened ₹3.84b from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 18Full year 2021 earnings released: ₹2.11 loss per share (vs ₹6.11 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: ₹4.42b (up 24% from FY 2020). Net loss: ₹3.36b (loss narrowed 66% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Executive Departure • Mar 27Government Nominee Director has left the companyOn the 25th of March, Soumyajit Ghosh's tenure as Government Nominee Director ended after 4.2 years in the role. We don't have any record of a personal shareholding under Soumyajit's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Mar 27Government Nominee Director has left the companyOn the 25th of March, Anshuman Sharma's tenure as Government Nominee Director ended after 2.6 years in the role. We don't have any record of a personal shareholding under Anshuman's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Feb 18Third quarter 2021 earnings released: ₹1.28 loss per share (vs ₹2.23 loss in 3Q 2020)The company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2021 results: Revenue: ₹1.02b (down 16% from 3Q 2020). Net loss: ₹2.06b (loss narrowed 42% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 78% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 10New 90-day high: ₹47.15The company is up 52% from its price of ₹31.05 on 12 November 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 19% over the same period.
分析記事 • Feb 03Is IDFC Limited (NSE:IDFC) A Risky Dividend Stock?Dividend paying stocks like IDFC Limited ( NSE:IDFC ) tend to be popular with investors, and for good reason - some...
Is New 90 Day High Low • Jan 07New 90-day high: ₹43.00The company is up 44% from its price of ₹29.85 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Capital Markets industry, which is up 18% over the same period.
分析記事 • Dec 12What Is The Ownership Structure Like For IDFC Limited (NSE:IDFC)?Every investor in IDFC Limited ( NSE:IDFC ) should be aware of the most powerful shareholder groups. Large companies...
Is New 90 Day High Low • Nov 23New 90-day high: ₹40.20The company is up 39% from its price of ₹28.90 on 25 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Diversified Financial industry, which is up 7.0% over the same period.
Reported Earnings • Nov 11Second quarter 2021 earnings released: ₹0.91 loss per shareThe company reported a solid second quarter result with reduced losses and improved revenues and control over expenses. Second quarter 2021 results: Revenue: ₹867.0m (up 50% from 2Q 2020). Net loss: ₹1.46b (loss narrowed 61% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 20How Much Did IDFC's (NSE:IDFC) CEO Pocket Last Year?Sunil Kakar has been the CEO of IDFC Limited (NSE:IDFC) since 2017, and this article will examine the executive's...
分析記事 • Sep 15Does It Make Sense To Buy IDFC Limited (NSE:IDFC) For Its Yield?Dividend paying stocks like IDFC Limited (NSE:IDFC) tend to be popular with investors, and for good reason - some...
分析記事 • Aug 12Is IDFC Limited's (NSE:IDFC) Shareholder Ownership Skewed Towards Insiders?A look at the shareholders of IDFC Limited (NSE:IDFC) can tell us which group is most powerful. Large companies...