Comparison of IDFC First Bank, Yes Bank, and Axis Bank Stocks Post Q1 2025 Results
IDFC First Bank, Yes Bank, and Axis Bank have released their Q1 FY26 earnings for June 30, 2025. Yes Bank shows strong growth, stable asset quality, and strategic partnerships. IDFC First Bank displays robust customer deposits and loans growth but faces challenges. Axis Bank offers moderate growth with some asset quality stress.
Private banks IDFC First Bank, Yes Bank, and Axis Bank have reported their quarterly earnings for the period ending on June 30, 2025. Analysts suggest that each bank has its strengths based on the Q1 FY26 results.
IDFC First Bank recorded a profit after tax (PAT) of ₹462.6 crore for the June quarter, a 32.07% decline from ₹681 crore in the same quarter last year. However, its net interest income (NII) increased by 5% year-on-year to ₹4,933 crore from ₹4,695 crore.
On the other hand, Yes Bank's standalone net profit for Q1FY26 surged by 59% year-on-year to ₹801 crore, up from ₹502 crore in the same period last year. Sequentially, PAT rose over 8% from ₹738 crore in the January–March quarter of FY25.
Axis Bank reported a net profit of ₹462.6 crore for the June quarter, a 32.07% decline from ₹681 crore in the corresponding quarter last year. However, its net interest income (NII) rose by 5% year-on-year to ₹4,933 crore from ₹4,695 crore.
According to Seema Srivastava, Senior Research Analyst at SMC Global Securities, Yes Bank's 59.4% YoY PAT growth, stable asset quality, and strong CASA ratio improvement make it a strong contender for long-term growth. IDFC First Bank demonstrated robust growth in customer deposits and loans and advances, with a capital adequacy ratio set to improve. Axis Bank showed moderate growth with some asset quality stress.
Analyst Anshul Jain from Lakshmishree Investment believes that Axis Bank stands out among the three banks in both fundamentals and technical setup. He sees potential for long-term growth in Axis Bank's stock due to its balance sheet strength and stable asset quality.
On the other hand, Seema Srivastava of SMC Global Securities finds Yes Bank to be the most attractive for long-term investment, while IDFC First Bank also presents a strong case. Axis Bank, with its moderate growth and slightly stressed asset quality, may be less appealing for long-term investment.
According to the source: Mint.
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