BF Investment Ltd Share Price

Investment Update: Bandhan Bank Q1 Review & Guidance Revision

Market Action: Shares of Bandhan Bank Ltd. corrected by ~15% to trade near ₹177 following the release of its Q1 financial results and subsequent management conference call. Prior to this session, the stock had advanced 44% year-to-date. Key Operational Highlights & Management Guidance RoA Guidance Downgrade: Management reduced its exit Return on Assets (RoA) guidance to 1.2%–1.4% (down from 1.6%–1.8% previously). Margin Compression: Net interest margins (NIMs) are expected to remain under pressure due to rising cost of funds. Toward the end of Q1, the bank increased peak Term Deposit and Savings Account rates by ~20 bps amid aggressive industry deposit competition. Slower Loan Growth: Management narrowed its loan growth target to the lower band of 14%–15%. Macro & Asset Quality Risks: The bank adopted a cautious growth strategy, citing asset quality risks driven by supply chain disruptions, elevated energy costs, and monsoon uncertainties. Wall Street & Brokerage Sentiment Summary Brokerage Rating Price Target Key Takeaway Motilal Oswal Hold (Downgraded from Buy) ₹225 Cut FY27/28 earnings estimates by 14% and 6%. Projects RoA at 1.0% (FY27) and 1.4% (FY28). JPMorgan Neutral ₹175 Sees ~15% potential downside; cited RoA and growth guidance cuts as major catalysts. Nomura Neutral ₹190 Reduced FY27–28 EPS estimates by 4%–7% to build in 18–24 bps lower margins. CLSA Outperform ₹235 Considers street reaction oversold; noted their FY28 RoA estimate (1.3%) already baked in conservative performance. Jefferies Hold / Buy -- Cut earnings by >10%, but expects valuation cushion at 1.2x FY27 Adj. P/BV. Investment Outlook Across 26 analysts covering Bandhan Bank, consensus stands at 15 Buys, 7 Holds, and 4 Sells. Near-term stock performance will likely remain capped until deposit costs stabilize and asset quality trends clarify over coming quarters.

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SWOT Analysis – BF Investment Limited

Strengths Established investment company and listed NBFC with a focused investment business model. Strong exposure to strategic investments and associate companies. FY2025-26 standalone total income rose to about ₹207.4 crore from ₹136.7 crore. Standalone PAT increased to about ₹146.5 crore from ₹92.5 crore in FY2024-25. Low operating-cost structure compared with traditional lending NBFCs. Potential value creation from appreciation in underlying investments. Weaknesses Earnings are highly dependent on dividend and investment income. Limited operating business diversification. Holding-company structure may lead to a market valuation discount. Financial performance can fluctuate with underlying investee companies. Limited control over the operational performance of portfolio companies. Opportunities Value unlocking from strategic holdings and associate companies. Rising market value of underlying investments may improve net asset value. Potential for higher dividend income from investee companies. Portfolio restructuring can improve capital allocation. A ₹10-per-share final dividend was recommended for FY2025-26, subject to the applicable approval process. Threats Equity-market volatility can affect investment valuations. Concentration in group-related investments creates portfolio concentration risk. Regulatory changes affecting NBFCs and investment companies. Weak performance of major investee companies may affect profitability. Persistent holding-company discount may limit market re-rating. Interest-rate and broader economic uncertainty can impact market valuations.

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Major manufacturing expansion - Hitachi Energy India Ltd

CODE BSE: 543187 NSE:

Hitachi Energy secures India’s grid future with major manufacturing expansion A) Investment of approximately Rs 2000 crore by Hitachi Energy India Limited to establish a new Large Power Transformer factory in Vadodara, India, strengthening regional transformer footprint. B) The investment reinforces Hitachi Energy’s long-term commitment to India and supports the country’s “Make in India” vision through local manufacturing, skilled job creation, and supply chain development

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Receives SEBI approval to incorporate a new Coal Exchange - Multi Commodity Exchange of India Ltd

Code BSE: 534091 NSE:

MCX receives SEBI approval to incorporate a new Coal Exchange Key details of the venture include: a) Ownership: MCX will initially hold a 100% stake in the subsidiary, with the potential to join hands with strategic partners. b) Investment: A capital commitment of up to ₹100 Crore to comply with minimum net worth requirements as per draft Coal Exchange Rules. c) Market Mechanism: The exchange will provide a transparent, standardized digital platform for the physical delivery of coal at market-driven and robust prices

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Tata Steel Ltd inaugurated India's first scrap-based Electric Arc Furnace (EAF) at Ludhiana

inaugurated India's first scrap-based Electric Arc Furnace (EAF) at Ludhiana on March 20, 2026 (₹3,200 Cr investment, 0.75 MTPA capacity, CO₂ <0.3 tps, 50% renewable energy, 100% scrap feedstock, Tata Tiscon rebar output). Board approved Neelachal Ispat Nigam merger, up to $2 Bn investment in Singapore arm, and full acquisition of Medica TS Hospital (₹1.49 Cr completed Mar 30).

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