T

The Federal Bank Limited

FEDERALBNKNSE
Market snapshot · 2026-08-11 12:36 UTC

354.55

₹-3.80 (-1.06%)

MARKET CAP

₹87.50K Cr

STOCK P/E

18.9x

52W HIGH

₹371.70

52W LOW

₹188.40

BOOK VALUE

₹162.45

EPS

₹18.71

ROE

SECTOR

Financials

GROSS NPA

1.52%

VOLUME

48.42L

P/B RATIO

2.18x

NET NPA

0.18%

Sector

Financials

Themes

Private BanksRakesh Jhunjhunwala PortfolioRekha Jhunjhunwala PortfolioVanguard Fund Portfolio
D
Dividend
E
Earnings
₹356.25₹314.82₹273.39₹231.95₹190.52VolumeDEEEEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for FEDERALBNK.

34.00 analysts

Price Forecast

Current
₹354.55
High Target
₹425.00
▲ +19.9%
Median Target
₹360.00
▲ +1.5%
Low Target
₹284.00
▼ -19.9%
Now₹354.55High ₹425.00Median ₹360.00Low ₹284.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
34 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹315.90 - ₹437.4080%
6M₹309.61 - ₹490.5580%
12M₹309.38 - ₹593.1380%
Realized vol: +25.4% · Drift: +22.1%

Revenue Forecast

₹ Cr
Jun '26Current₹7,238.0
Sep 2026 ETrend estimate range
High₹7,776.6Base₹7,200.5Low₹6,624.5
Sep '25: ₹6,742.0 · Dec '25: ₹6,868.0 · Mar '26: ₹7,399.0 · Jun '26: ₹7,238.0 · Sep '26: ₹7,200.5 · Dec '26: ₹7,335.1
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E6,742.06,868.07,399.07,238.07,200.57,335.1
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹4.77
Sep 2026 ETrend estimate range
High₹5.31Base₹4.74Low₹4.17
Sep '25: ₹3.88 · Dec '25: ₹4.23 · Mar '26: ₹5.11 · Jun '26: ₹4.77 · Sep '26: ₹4.74 · Dec '26: ₹5.16
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E3.884.235.114.774.745.16
PastCurrentTrend estimate: Low / Base / High
EPS forecast unavailable from FMP/yfinance.
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
58%
Analyst Consensus
Weakening

From 34 analysts

Mean upside+1.8%

Fundamentals

Strong

Fundamentals institutional score is 81 using growth durability 81.2.

Valuation

Premium valuation

Valuation institutional score is 12 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 48 using mean target upside 1.8%; dispersion penalty 15.6; recommendation breadth from available consensus.

Technical Structure

Strong Trend

Technicals institutional score is 87 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 5 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals and technical structure provide support, while valuation and analyst consensus remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Premium valuationAnalyst Consensus NeutralTechnical Structure Strong TrendMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price361.1 target
Mean Upside+1.8%
Technical Score87%
Fundamental Score81%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 82.9% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.62). Confidence: 73%.

Live forward EPS implies next-12-month EPS of ₹26.99. Applying the stock's normalized valuation corridor produces a fair range of ₹233.19 to ₹341.96, with base value near ₹279.62 (-21.1% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Above normalized range

Forward EPS

₹26.99

Forward P/E

13.1x

Base Fair Value

₹279.62

Fair Range

₹233.19 - ₹341.96

Upside To Base

-21.1%

Estimate Source

Live forward EPS

Growth Estimate

+32.7%

P/B
Strongly Overvalued

5Y Average

1.77

Current

2.18

Overvalued

2.03

Undervalued

1.50

P/E
Strongly Overvalued

5Y Average

9.23

Current

18.95

Overvalued

12.67

Undervalued

8.64

P/S
Strongly Overvalued

5Y Average

2.79

Current

5.74

Overvalued

3.25

Undervalued

2.04

Peers & Comparison

Sector: Financials · Theme: Private Banks

Private Banks Peers8 peers
Avg P/E: 22.5x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
KOTAK MAHINDRA BANK LTD
KOTAKBANKPrivate Banks
+21.0%28.5%
19.1x
Fair
-15% vs avg
+0.4%
IDBI BANK LIMITED
IDBIPrivate Banks
48.6%
9.7x
Undervalued
-57% vs avg
-6.1%
YES BANK LIMITED
YESBANKPrivate Banks
+19.8%23.2%
18.9x
Undervalued
-16% vs avg
+21.5%
AXIS BANK LIMITED
AXISBANKPrivate Banks
+14.0%36.0%
13.8x
Undervalued
-39% vs avg
+16.6%
CITY UNION BANK LTD
CUBPrivate Banks
+23.3%37.8%
14.8x
Undervalued
-34% vs avg
+38.3%
IDFC FIRST BANK LIMITED
IDFCFIRSTBPrivate Banks
-1.1%32.8%
32.4x
Premium
+44% vs avg
+23.2%
KARUR VYSYA BANK LTD
KARURVYSYAPrivate Banks
+26.0%41.3%
11.8x
Undervalued
-48% vs avg
+55.9%
INDUSIND BANK LIMITED
INDUSINDBKPrivate Banks
+1.0%7.6%
59.4x
Premium
+164% vs avg
+30.5%
WHY THESE PEERS

FEDERAL BANK LTD trades at a discount (18.9x vs peer avg 22.5x), suggesting potential undervaluation relative to the Private Banks cohort. Peers include KOTAK MAHINDRA BANK LTD, IDBI BANK LIMITED, YES BANK LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹7.24K CrJun 2026

Latest net profit

₹1.18K CrJun 2026

Free cash flow

₹6.93K CrMar 2026

Net Profit

₹1.18K CrProfit conversion

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr2.00K Cr4.00K Cr6.00K Cr8.00K Cr
  • Revenue
  • Net income
  • Net margin %

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
Total incomeInterestOtheradjustmentsProfitbefore taxTax &minorityNet Profit0.00 Cr2.00K Cr4.00K Cr6.00K Cr8.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Debt free
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-1.30L Cr0.00 Cr1.30L Cr2.60L Cr3.90L Cr
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue +5,0255,4555,7305,9786,3316,5776,8096,6486,6876,7426,8687,3997,238
Interest3,1063,3993,6073,7834,0394,2104,3774,2714,3504,2474,2154,2264,292
Expenses +1,5041,5061,6401,7441,8511,9242,0702,0562,2942,2962,3562,7822,415
Financing Profit41455048445144144336132143199297390531
Financing Margin %8%10%8%8%7%7%5%5%1%3%4%5%7%
Other Income +7327308637549159649161,0061,1131,0821,1001,1451,048
Depreciation0000000000000
Profit before tax1,1471,2811,3461,2051,3571,4071,2771,3271,1561,2811,3971,5351,580
Tax %26%26%25%25%26%25%25%22%25%25%25%18%25%
Net Profit +8549541,0079061,0101,0579551,0308629551,0411,2591,177
EPS in Rs4.034.064.143.724.124.313.894.203.513.884.235.114.77
Gross NPA %2.38%2.26%2.29%2.13%2.11%2.09%1.95%1.84%1.91%1.83%1.72%1.62%1.52%
Net NPA %0.69%0.64%0.64%0.60%0.60%0.57%0.49%0.44%0.48%0.48%0.42%0.20%0.18%
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
FIIs +26.86%25.54%24.94%26.05%27.71%
DIIs +48.17%49.71%51.10%50.39%49.27%
Public +24.96%24.74%23.96%23.56%23.00%
Others0.01%0.01%0.02%
Jun 2026
FIIs +
DIIs +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 10, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Aug 06, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 05, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Aug 05, 2026PDFCompany Reports Open