IDFC First Bank: Profit more than doubled in Q1 FY27. CLSA upgraded to Outperform (up from Hold), jacking the target to ₹95 from ₹73. Nomura raised its FY27 and FY28 EPS estimates by 9% and 17% respectively. Investec went even bolder with a ₹115 target — the highest on the street. Loan growth guidance sits at 20% YoY, margins have been raised to 5.8%, and the CASA ratio improved by 300 basis points to an industry-leading 51%.
