IDFCFIRSTB IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| ICICIBANKICICI Bank Ltd. | UNSTATED | 12,785 | 12,785–12,785 | 31.5% | — | FY26 | EST | 75% |
| “He subsequently served as Vice President, Corporate Services Group at Times Bank and joined ICICI Bank in 2000, heading several functions including the Retail …” AR p.114 · 31-MAR-26 DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | 0 | 0–0 | 0.0% | — | FY26 | EST | 65% |
| “Mr. Vohra brings deep expertise in IT architecture, financial products, process re-engineering, technology operations, and strategy, and continues to serve on …” AR p.114 · 31-MAR-26 DOC | ||||||||
| BANKINDIABank of India | CONTRACT | CT 7 | — | — | — | FY26 | EST | 75% |
| “Earlier, in New York, he served as Global Controller for the Investment Bank at JP Morgan and as Global CFO for the Investment Bank and Consumer & Mortgage Pro…” AR p.112 · 31-MAR-26 · +2 DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “She served as Managing Director of Commonwealth Bank of Australia (India) from November 2019 to June 2024 and, prior to that, held several global leadership po…” AR p.113 · 31-MAR-26 · +1 DOC | ||||||||
| PFOCUSPrime Focus Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Customer Service: Our Prime Focus Loan Center WhatsApp Website Email Mobile Banking App Bank Branch Contact Center Customer Service across All Channels 9” AR p.12 · 31-MAR-26 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “10 NIM increased from 1.70% pre-merger to 5.75% 11 Breakup of Fee & Other Income – FY 2025-26 FY18 1.70% FY19 2.62% FY20 3.81% FY21 4.88% FY22 5.86% FY23 6.05%…” AR p.19 · 31-MAR-26 · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Building a ‘Customer- FIRST’ Consumer Brand Financial Year 2025-26 marked a year of steady and purposeful progress for the IDFC FIRST Bank brand, guided by its…” AR p.41 · 31-MAR-26 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 2025 erstwhile Securities and Exchange Board of …” AR p.141 · 31-MAR-26 · +1 DOC | ||||||||
| KFINTECHKfin Technologies Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Shareholders who have not received or encashed their dividend warrant(s) are requested to write to the Bank’s Registrar and Share Transfer Agent, KFin Technolo…” AR p.198 · 31-MAR-26 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “The Remuneration Policy was reviewed and revised in FY 2025-26 to strengthen the linkage of performance and remuneration and describe the governance process ar…” AR p.286 · 31-MAR-26 · +1 DOC | ||||||||
| Buyer | UNSTATED | — | — | — | SG&A | FY25 | EST | 70% |
| “SN Category (Shares) No. of Holders No. of Equity Shares % To Equity 10 Indian Financial Institutions 1 255 0.00 11 Insurance Companies 4 1,05,30,629 0.14 12 M…” AR p.242 · 31-MAR-25 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8-digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR p.387 · 31-MAR-26 · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| JIOFINJio Financial Services Ltd. | UNSTATED | 3,162 | 3,162–3,162 | 6.9% | — | FY26 | EST | 75% |
| “In his previous role, he served as Head – Legal at IDFC First Bank.” AR · +1 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “17 Significant accounting policies forming part of the financial statements for the year ended March 31, 2026 A Background IDFC FIRST Bank Limited (The “Bank”)…” AR p.232 · 31-MAR-26 · +1 DOC | ||||||||
| RBLBANKRBL Bank Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “She also served as an Independent Non - Executive Chairperson of IDFC First Bank Limited.” AR p.159 · 31-MAR-26 · +1 DOC | ||||||||
| POLICYBZRPB Fintech Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 75% |
| “She has also served as a director on the board of Liberty General Insurance Limited and as the non-executive chairperson of IDFC Bank Limited (now known as IDF…” AR p.152 · 31-MAR-25 DOC | ||||||||
| ASAHIINDIAAsahi India Glass Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Fax: +91 124 4062244 & 88 Bankers / Lenders Axis Bank Limited Bajaj Finance Limited Bank of Baharain & Kuwait Bank of Baroda Bajaj Finance Limited Central Bank…” AR DOC | ||||||||
| NCCNCC Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Sanjay Pusarla Padma Shri Awardee Dr. A V S Raju Founder & Chairman Emeritus Bankers • State Bank of India • Canara Bank • Punjab National Bank • Indian Overse…” AR p.11 · 31-MAR-26 DOC | ||||||||
| NCCNCC Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 75% |
| “CIN: L72200TG1990PLC011146 Bankers • State Bank of India • Canara Bank • Punjab National Bank • Indian Overseas Bank • ICICI Bank • Standard Chartered Bank • I…” AR p.13 · 31-MAR-25 DOC | ||||||||
| ICICIPRULIICICI Prudential Life Insurance Company Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “1 ICICI Bank Limited 2 AU Small Finance Bank Limited 3 Axis Bank Limited 4 Bank of Baroda (Dubai) 5 Capital Small Finance Bank Limited 6 Citibank N.A. 7 HDFC B…” AR p.73 · 31-MAR-25 DOC | ||||||||
| STLTECHSterlite Technologies Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “The Company has filed quarterly returns or statements with such banks and financial institutions, which are not in agreement with the unaudited books of accoun…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| RATINGS | 2/11 | 18% | 20-OCT-26 |
| SCREENER | 1/1 | 100% | 15-OCT-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 1.000 | 14-NOV-26 | ICICI Bank Ltd. share 100% |
| CUST MOM 1M | +14.0% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · Bank of India +18.2% w 0 · Kfin Technologies Ltd. +6.4% w 0 · ICICI Bank Ltd. +14.0% w 1 · Prime Focus Ltd. -2.7% w 0 |
| SUPP MOM 1M | +3.9% | 14-NOV-26 | from 15-OCT-26 · PB Fintech Ltd. +2.4% w 0 · Sterlite Technologies Ltd. -19.1% w 0 · RBL Bank Ltd. +3.1% w 0 · ICICI Prudential Life Insurance Company Ltd. +1.5% w 0 · Bank of India +18.2% w 0 · Jio Financial Services Ltd. +3.9% w 1 |