IDFC First Bank Ltd. (V. Vaidyanathan) | Q1 2025 | Earnings Conference Call

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  • Опубликовано: 10 ноя 2024

Комментарии • 18

  • @madhukrishnayella539
    @madhukrishnayella539 3 месяца назад +3

    I believe the provisions are going like public sector banks are around 850 crores. When divided by the Net Interest Margin (NIM) of 6%, it implies that approximately 15,000 crores loans and advances. I am concerned that if the L&A increase by another 15,000 crores, it will result in an additional 850 crores in provisions. Please provide assurance on when we will see this reflected in profits. Additionally, please release the provisions related to the loan groups, as we are satisfied with the performance of those groups and have no related loans.
    I am a CA and any of my clients ask for suggestions i assured them of these stocks, but from the last 3 quarters every time all profits are washed by provisions. I assume these provisions are genuine. Hope for the best at least next quarter.

  • @vatsalsonigara3707
    @vatsalsonigara3707 3 месяца назад +1

    I agree with the app improvement and 4.9 rating on play store. The app is way superior compared to other banks. Hope so this quality persists

  • @ksd6581
    @ksd6581 3 месяца назад +4

    Provisions first profits last bank

  • @gautam7190
    @gautam7190 3 месяца назад +4

    i will wait for 2026 2027 2028 2029 and enjoy🤩

  • @sujatajoshi3451
    @sujatajoshi3451 3 месяца назад

    This man mr.Swaminathan is a biggest BOLBACHHN.He will bit even mr.Prashant Kumar ceo Yes Bank.Both are champions in making big assurances but in reality nothing gets materialized.
    It is better,one should come out from both these stocks at the first opportunity.

  • @ksd6581
    @ksd6581 3 месяца назад

    Customer Services and brand is just like others nothing great about it they are just good as anybody....

  • @aniruddhashingre5619
    @aniruddhashingre5619 3 месяца назад +1

    For last 5 years, every quarter VV keeps saying new reasons on why Cost2Income ratio and Provisions are high.
    Retail investors have lost faith and patience.
    Why other leading Banks or MFIs don't show such massive provisions. This bank needs new CEO who will regain trust of investors.

    • @hi4743
      @hi4743 3 месяца назад +1

      I dont agree he has improved operating profit from 1104 crore to 6600 cr, 6 x in 5 years. He has created magic. If he had not come here, this bank would have been gone, and there is 1 example before tou.

    • @aniruddhashingre5619
      @aniruddhashingre5619 3 месяца назад

      50 percent of Operating profits are going to provisions even after 5.5 years of this Bank. Is Bank lending to right people?
      High provisions, High C2I, Equity dilution every year, ESOPs to employees, and goal post on profitability keeps shifting to FY27,28,29....
      They have done tremendous hard work but they also need to admit mistakes and correct them quickly.
      How come institutional investors, Board members are not questioning.

    • @crazyhumanbeing1
      @crazyhumanbeing1 2 месяца назад

      Good things take time

  • @vatsalsonigara3707
    @vatsalsonigara3707 3 месяца назад

    The guy from Goldman Sachs looked quite stupid. In India majority of the savings accounts are below 5L. Keeping the rate high attracts customers and below 5L it is anways 3%. If a person has 10L in their account net rate boils down to ~5% which is way below than cost of funds at 6.47 due to FDs at >7.5%

  • @ksd6581
    @ksd6581 3 месяца назад

    The chain of promises infy20for longterm in fy21 longterm in fy22 longterm in fy 23longterm when long starts becoming short it's provisioned ..horrible

  • @ksd6581
    @ksd6581 3 месяца назад

    Reduced to a penny hope stock

  • @ksd6581
    @ksd6581 3 месяца назад

    The credit card is indistinguishable from any other y the hype all banks r like this infact sbi card is better than yours in most aspects ....there service and rates r better card app is also better ..so please don't brag

  • @ksd6581
    @ksd6581 3 месяца назад

    Casa and deposits r basic banking...nothing to brag about...like this bank does....

    • @hi4743
      @hi4743 3 месяца назад

      Yes but they have built from scratch in 5 years. Others built 25 years ago. So they havr costs. Other banks expensed it long ago.

  • @ksd6581
    @ksd6581 3 месяца назад +1

    There is nothing special about the bankiappp...its pretty ordinary like all other banks don't know y the hype....its as good as any other app...