Announced Sat, 25 Apr · 16:47 IST
IDFC First Bank Q4 FY26 Investor Presentation: Loans up 20% YoY
IDFCFIRSTB · price
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Price reaction · full curve 14 horizons · vs prior close
+2.3%1-day move
₹67.39
prior close
₹67.86
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.9+2.0+1.9+2.5+2.3+3.9+3.5+3.5+2.2+5.1+0.5+6.7+16.5+25.9
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AI summary
IDFC First Bank filed its Q4 FY26 Investor Presentation. Loans & Advances grew 20% YoY to Rs. 2,90,278 Cr; deposits up 17% YoY to Rs. 2,94,475 Cr with CASA ratio at 49.8%. Q4 PAT of Rs. 319 Cr (4.9% YoY) was hit by a one-time Rs. 646 Cr fraud incident; normalized PAT jumped 145% YoY to Rs. 746 Cr. GNPA improved to 1.61% (lowest ever), NNPA at 0.48%. NIM at 5.75%, CRAR 15.60%. Bank targets C:I ratio cut from 73.5% to ~55% in 4-5 years.
Likely market impact
Mixed Q4 — one-time fraud hit reported PAT, but underlying normalized profit up 145% YoY. Strong asset quality, healthy capital, and long-term C:I improvement path.