IDFC First Bank - Q4 FY24 Results Analysis | Parimal Ade
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- Опубликовано: 26 апр 2024
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Wherever there is positive write that in green, where things are negative write in red.
We dont know if idfc first is in ur portfolio or not but its definitely in ur heart 😊
Only u can put things in such a simple manner
Kudos to u
I liked the analysis. Specific, factual, crisp
Thank you for sharing in detail. This really helps in understanding the financial results which are usually very difficult for retail investors sometime
Nice Analysis.Very helpful.Thanks
Very crisp and straight forward analysis…great insights Sirji👌✌️😌
Lata was quoting the same issue high provision during 3qtr result. But Mr. VV explained on different ways.
Hi Parimal, any views on DII holding constantly declining since last 4y while no. of retail holders growing 2.5x?
Keep up the good work! Very plan finance is your USP!
Watching your video for the first time. Thank you for sharing this insightful analysis ❤
Thanks Parimal Sir. Waiting for this analysis.🙏
Frankly, this is an amazing result. Because you should check net of trading gains. Trading gain is just fluke, cannot be valued. Net of the core earning is up 28%. My view. Thanks
Good analysis आडे साहेब.
Well difined and research
Thank you sir for this informative video
Thanks for biz analysis. Technically its good. Fresh wave likely from ~73.35 anytime before next qtr result until ~125+ in one row. Levels visible for beyond period too...overall investment script....
great way of explanation!
Good and Informative. I believe merger with IDFC also will add some weight on the bank. Let's see how it moves
Thank you parimal Sir
You have improved in the explanation quality of co. result.
It can be more better if draw graphs also.
Thank you 🙏
I want market to have negative sentiment on IDFC as it gives me more opportunity to buy in dip
as i am holding it for 5 years
Same me too
Nice efforts and thanks you 🎉
Wonderful analysis
What is provision coverage ratio now that we need know
The way market has behaved to results this year it will go up for once
Hi Parimal sir. which device & app are you using for this presentation
Within your articulation you tend to stammer quite a bit repeating statements. I believe the entire video can be squeezed in half the time with the updates.
Good analysis 🎉
Very nice info, simply best
The bank become multibagger in next 10 years.This is for investor not trader. It gives 200 % return in 2 years from rs 30 to 100.parimal gives long term approach.......
Very very proper way of presenting the results for a company... 👍
Thank you sir
Ye Jo fundamental h vo hi share up Jane ki disa tay krti h kya sir
Thanks 🙏
I don't know anything about bank related things.But in my opinion IDFC first bank is currently in expansion mode. Maybe that is the reason why this quarter is negative. But in my opinion the coming years are bright full for IDFC first bank.
Somehow market always trust this management.. even if numbers are weak, the share price is up 54%. God knows best.
Plz post analysis of sbi card with scenario analysis - conservative, moderate n aggressive
Sir, use blue colour to explain the numbers
Except for high Provisions, IDFC First Bank's Q4 results looks great!
Let's see how market reacts on Monday. I am going to buy every dip I get. Bullish for LT ⚡
No growth in eps, it is stagnant at 1 rupees
Sir, very informative video🙏 please make a video on bandhan bank &zomato
Hi Parimal
Superb Analysis.
Always watch your videos.
Let me humbly suggest to write the positives in blue ink and negatives in red ink.
Helps give a clearer snapshot.
Nice explanation
Except for icici bank, all banks are performing below par. Better to focus on other sectors like clean energy, ports, equipment providers like ABB, Apar, etc.
goodwork sir
GREAT INFORMATIONS
I would love to read a book by you about fundamental analysis, especially of banks and financial stocks. Please make it a reality.
Good bank good to be invested long term.
Is it indian jurcy effect?
Coming down to rs 55, better to buy bank of maharashtra I think recover after 2 to 3years, not worth for current price of rs85
Inflation is high. Provision is more. There is problem in economy. Interest rate should increase
Bhai humara GDP 8+ hi so bul jao intrest rate + -
What about HDFC Bank & ICICI Bank sir
Need to have patience 🙌
Your ICICI bank's video is better than idfc first Bank. That video sequence was good. . However, this video is also good. Thanks
YoY net profit has gone up as per the published P&L - from 2,437 crore in FY23 to Rs. 2,957 crore in FY24. But in the initial minutes, the presentation says the YoY net profit is down 9%. But at the end the same net profit YoY is shown as up 21%. Not sure which data is correct then
Net Profit for Q4 of FY24 stood at Rs. 724 crore as compared Rs. 803 crore in Q4 of FY23. So basically the PAT went down when we compare the 4th quarter across the two financial year..
However, the YoY Net profit is up by 21% from Rs. 2,437 crore in FY23 to Rs. 2,957 crore in FY24. (In this case the net profits of all the 4 quarters of FY 23 and 24 are calculated and compared).
L@@DEV-ey8jblisten please guide me I a lady doctor I have 7000 idfc first VC shares @ 84
What should I do? I don't know much about market..so this script I should hold or not for NXT 7 yrs? Plz plz help n answer me
@@Dharmamehta5731Hold is gold
I dont understand that why NPA & GNPA are down but provision are high
It's worst result of IDFC on YOY and QoQ basis. However, Revenue has increased on both YOY and QoQ basis. But Profitability wise it's down.
Provision is high because of rbi instruction regarding small retail loan also
Looks like after falling over each other in giving uncontrolled personal loans, banks are now afraid that those loans will go bad.
No EPS growth for last four quarters, very expensive valuations now.
My opinion is credit cost of all banks will come down soon due to better handling of Inflation. US Inflation numbers r a worry and it affects globally.. in 3 years IDFC will be doing good.
🎉
Multibagger in the making , 10 years from now
Pls come up with smallcase
Respected sir, please talk about Adani group ❤❤
IDFC bank stock is the best to invest on
Sir IDFC 130 CE hold kya hoga ye? Please guide me
Lag gaye
I want yourvSugestion not like
Idfc is so close to Parimal's ❤️
Calculation blunder - 1.8 of 75000 cr is only 1354 cr.
After deducting tax the net profit will come out 56000 cr approx.
Your analysis is very very conservative and a worst case scenario.
❤❤
Wonder why they are sponsoring IPL and BCCI matches including Ranji trophy? That is where huge amount is spent and not on opening new branches
Sab Khel hai 😂 if ur friend does something won't u support him ?
I won't use public money to please my friend....if assuming what you say is true then the friend will ask many things to do which is recipe for disaster.
@@ganeshv2809 friend ko friend Samaj baithe aap
Provision are high of all banks in this quarter
Really?
❤❤❤❤ nice sir
Idfc ke 500 share h 30 ke average ke
The branches of this bank r increasing fast!!! The visibility/ sponsorship is very high.
100 at 75 ❤️
👍👍👍👍
Sir please analyse Zomato. ❤❤❤❤❤lots of love
Provision high Kiya hai
When is the merger of IDFC with IDFC First Bank is happening?
👍🏻
i have 500 share at 85 any suggestions please
Hold upto 6 months
I have 7000 shares @ 84 ..what should I do?
@@Dharmamehta5731 what is your outlook?? I would recommend to hold it will go to 120 by year end
Beard suits u.. 😍
Going to sell for ever. Hope you are not getting sponsored by this bank .
Good sell ASAP, less retail participation will be good for the stock. Tell your friends also to sell.
👌🏻👌🏻👌🏻👌🏻👌🏻👌🏻
Jaldi nikal jaiea ai stock sa.
1st comment. Not good result. That means economy is not doing good due to high inflation. People have less disposable money.
Yes ब्रो, इकॉनॉमी डॉइंग good only in news
Yes, we got your point!
Lets vote for Rahul Ghundi! Silly fellow.
How can you blindly link this to economy man!
@@user-zh9cv2dj5f Rahul Gandhi can't fix it. I will vote for Modi. But that doesn't mean I won't state fact. Due to high inflation, people have less disposable income.
Banks increasing provision... is it sign of upcoming global economy crisis🤔
Kaunse school se padhe ho?
Abhi school me hi hu... Just for understanding HDFC mentioned them as floating provisions hence maybe they are anticipating NPA to increase... Could it not be something to worry about
Phaji, maja nahin hai is bank main...Ujjivan, utkarsh, yes b, bank of india, baroda, south indian, equitas are great wealth makers...apka research bahut expensive and theoritical hai...thoda market focused and cut throat research karo bhai...hunky dory bat mat karo
PROVISIONS ARE INCREZSED FOR THE EXPANSIDS DO YOU THINK IT IS WORRY FOR INVESTORS THERWISE IT IS OK.
Just reading of numbers ..
when IDFC will cross 150 mark
Accumulate at 75 Rs
After they started sponsoring Indian cricket, their downfall started.
Indian cricket team has a graveyard of sponsors. Don't you think this is scary
IDFC 🤞🤞🤞
Hey hi friends well come to IDFC FIRST BANK
😂 Mocking?
😂😂bhai kya bola ekdum💯
This bank has ruined investors wealth.only media shows by Vaidyanathan. Naam bade aur darshan chhote. Keeps on diluting equity.Canara bank has tripled. Even bank of Maharashtra has tripled. Bank of Maharashtra is giving dividend of of 1.4 rupees. V vaidyanath has ruined retail investors.
IDFC too has doubled
Are you new to the market? Any stupid person will tell almost all PSU stocks were doubled/tripled for the last 12-15 months. And just because the numbers are down YoY and that too the reason was already known doesn't make this bank bad. Don't try to be an Investor with a trader's mentality.
@@shubhamlahoti1325 invest and keep on loosing your wealth. Now all bank are smarter like idfc first bank and doing proper risk management. Focusing on retailers. Best of psu is that government employees have their account on psu bank and hence they have low cost deposits. Icici bank, hdfc bank axis bank are better option.
Right 6 saal ho gye operations ko npa hi khatam nhi hote everytime he comes up with an excuse and fool the peope that it is on the path of become hdfc bank
That one lose coment 😅 ignore it guys please focus long term
V Baidyanathan is one of the biggest speculator of our country. I am watching him for last 5 -6 years. Most of the time his promises are fake, makes funny excuses after poor results. I know you are a big admirer of him. But he lost trust of many investors.
Honestly you are wrong. He literally saved the bank. See the condition of the bank when he took over, bad loans, infra loans, 8.5% casa v low.. loss making and seenit tofay
Every follower of Parimal Ade bulk invested in Idfc firstB. 😂 😂 😂 .