banking

IDFC First Bank

IDFCFIRSTB · Nifty 50

77.38

Price 2026-06-17

BROAD EXPANSION73% confidence

At a Glance

Sector Positionbanking sector. Flow: neutral. is not among current leaders. Regime: BROAD EXPANSION (73%).
Fundamental Score63/100 (ADEQUATE). 0 positive flags, 2 concerns.
Historical Context54 similar technical setups. Average outcome: -8.1% decline. 0% positive.
Bank HealthROA 0.39% · PB 1.4 · Asset growth 16.2%.

Fundamental

63/100

ADEQUATE

Trust

90/100

Verification

Coverage

44/100

LIMITED

Quick Take

IDFC First Bank scores 63/100 on fundamentals (adequate). IDFC First Bank: BROAD EXPANSION regime.

Fundamental Score: 63/100 · ADEQUATE · 1 signals detected

DuPont Analysis

ROE 3.3% broken into three drivers. Each shows how efficiently the company generates returns.

ROE3.3%=
5.4%Net Margin
×
0.1xTurnover
×
8.4xLeverage

ROE of 3.29% is modest leverage-driven and stable. Net margin of 5.4% × asset turnover of 0.07x × leverage of 8.4x. High leverage amplifies returns but increases risk. Low asset turnover is normal for banks.

What This Means

Net margin of 5.4% means the company keeps ₹5.4 as profit for every ₹100 of revenue. This is a moderate-margin business. Asset turnover of 0.07x means the company generates ₹0.07 of revenue for every ₹1 of assets. This is a capital-heavy business. Leverage of 8.4x means the company uses significant debt. Higher leverage amplifies returns but also risk.

Margin Structure

Gross

100.0%

Operating

%

Net

5.4%

declining

Financial Health

Peer Comparison

IDFC First Bank is compared against 10 peers in the banking sector.

Bank Metrics

Return on Assets

0.39%

Benchmark: >1%

Efficiency Ratio

94.6%

Lower is better

Asset Growth

+16.2%

Year over year

PB Ratio

1.4x

Price to book

ROA of 0.39% is weak (benchmark: >1% for banks). P/B of 1.39x — trading above book. Reasonable valuation for a bank.

Key Watchpoints

🟢

Breaks above ₹81 (+5%)

Trend reversal confirmation

🔴

Breaks below ₹74 (-5%)

Further downside risk

🟢

Banking sector entering leadership

Sector rotation signal

Detected Patterns

✅ Strong Loan Book Growth: Assets growing 16.2% — loan book expansion

Risk Flags

⚠️ 2 Warning2 total flags
⚠️Low promoter holding: 14%
Governance

No single controlling shareholder. Management may not be aligned with shareholders.

⚠️Price/Sales: 22.2x — expensive on revenue basis
Valuation

High revenue multiple. Market pricing in significant growth or margins expansion.

➡️ 2 flags — 0 positive, 2 warning. Mixed profile.

Data Quality

90/100All ratios self-computed from verified sources. 🟢 5 years of financial data — sufficient for trend analysis

News Correlation

margin pressure (4)management outlook (4)
Our margin analysis (declining) matches news reports of cost/margin pressure

50 articles scanned for fundamental themes

Facts

P/E Ratio
40.7UNAVAILABLE
P/B Ratio
1.4HIGH
Market Cap
₹6589117.2L CrHIGH
From 52W High
89% of high
Sector Peers
10
IDFC First Bank Stock Analysis, Valuation, Fundamentals & Intelligence | FynSight