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IDFCFIRSTB.NS Stock Today: February 25 – RBI: No Systemic Risk, Funds Recovered

Global Market Insights
5 mins read

IDFC First Bank share price is in focus after the lender disclosed a ₹590 crore fraud at its Chandigarh branch linked to Haryana government accounts. Today, the stock traded near ₹70.97, up 1.33% intraday, as sentiment improved. The Haryana Chief Minister said the entire ₹556 crore plus about ₹22 crore interest was returned within 24 hours, and the RBI signalled no systemic risk. These updates reduce tail risk and could stabilise near-term price action while investors reassess fundamentals and controls.

What happened and why it matters

IDFC First Bank reported a ₹590 crore fraud tied to Haryana government accounts. The state said ₹556 crore plus about ₹22 crore interest was returned within 24 hours, limiting loss exposure source. The RBI said the incident does not pose systemic risk to the banking sector source. Rapid recovery and the regulator’s stance support confidence.

For investors, the issue appears isolated and operational, not a balance sheet contagion event. The swift reversal of funds reduces potential provision hits and protects depositor confidence. Still, we should track audit findings, process fixes, and any penalties. Clear communication on controls and reconciliations can cap the risk premium and help the IDFC First Bank share price stabilise near current levels.

IDFC First Bank share price today

In NSE trade, IDFCFIRSTB.NS was around ₹70.97 (+1.33%). The stock opened at ₹69.89, hit a low of ₹68.50 and a high of ₹72.24. Turnover jumped, with volume at 32.15 crore shares versus a 2.52 crore average, about 12.8x normal. Elevated volume signals active price discovery, often seen when news flow resets expectations and market participants rebalance positions.

Despite today’s bounce, near-term trend remains weak. The stock is below its 50-DMA ₹83.93 and 200-DMA ₹76.12. Returns: 1D +1.33%, 5D -16.45%, 1M -14.48%, YTD -17.10%, 1Y +18.48%. The 52-week range is ₹52.46 to ₹87.00. This mix shows the IDFC First Bank share price is correcting within a longer uptrend, pending fresh catalysts.

Valuation, fundamentals, and risk

At ₹70.97, the bank trades near 1.57x book and 37.35x trailing earnings. ROE is 4.15% and net margin 3.30%, indicating room to improve profitability. Book value per share stands at ₹45.12, and debt-to-equity is 1.10. These metrics suggest the franchise is priced for growth, so any governance or control slippage can widen the discount if not addressed quickly.

Signals are mixed. One composite model shows a D+ with a Strong Sell stance, while a separate stock grade scores 70.94, or B+, implying BUY. EPS is ₹1.90, price-to-sales is 1.28, and dividend yield is about 0.35%. The next earnings date is 23 April 2026. Management commentary on controls will likely steer the IDFC First Bank share price reaction.

Technical setup and levels

Momentum gauges lean oversold. RSI is 26.41 and MFI is 8.42, while CCI is -230.42. MACD is negative with a widening histogram, and ADX at 21.29 shows a modest trend. Such readings can precede short-term bounces, but confirmation from price and volume is key. We prefer evidence of higher lows before assuming a sustained turn.

Price sits below lower Bollinger ₹74.08 and Keltner ₹74.68 bands, highlighting stretched conditions. Immediate support is the intraday low ₹68.50, then ₹67 if weakness persists. Resistance is ₹72.24, the ₹74–₹75 zone, and the middle band near ₹82.25. The 200-DMA at ₹76.12 is another pivot. ATR of ₹3.22 frames likely daily swings.

Final Thoughts

The fraud disclosure shocked sentiment, but rapid recovery of Haryana’s funds and the RBI’s no systemic risk signal reduce worst-case fears. That combination should ease volatility and help the IDFC First Bank share price find a base as the market digests controls and governance updates. Near term, monitor disclosures on audit outcomes, process changes, and provisioning. Track price versus ₹68.50 support, ₹72–₹75 resistance, and the 200-DMA near ₹76. Sustained closes back above those levels would strengthen the case for stabilisation. For longer-term investors, focus on profitability gains, asset quality trends, and capital discipline. As always, align any decision with risk tolerance and time horizon.

FAQs

Why did IDFC First Bank share price fall sharply last week?

The stock slid after the bank disclosed a ₹590 crore fraud at its Chandigarh branch tied to Haryana government accounts. Even though funds were swiftly recovered with interest, the headline risk caused risk-off trading. High volumes reflect short-term uncertainty and portfolio rebalancing by traders and funds.

Does the RBI see systemic risk from the IDFC First Bank fraud?

No. The RBI indicated the incident does not pose systemic risk to the banking sector. Combined with Haryana’s recovery of funds, this reduces tail risk and supports sector stability. Still, investors should watch for audit findings and operational fixes that strengthen internal controls and reconciliation processes.

What is the near-term outlook for the IDFC First Bank share price?

Indicators are oversold, which can support a technical bounce, but confirmation is needed. Stabilisation depends on clear control enhancements and clean upcoming results. Watch ₹68.50 as support and ₹72–₹75 as resistance. A move above the 200-DMA near ₹76 would improve momentum and sentiment.

Which technical levels should traders track now?

Key levels are ₹68.50 support, then ₹67 if selling resumes. Resistance sits at ₹72.24, the ₹74–₹75 area, and the middle Bollinger near ₹82.25. The 200-DMA around ₹76.12 is a pivot. With ATR at ₹3.22, expect wider daily ranges until volatility cools.

Disclaimer:

The content shared by Meyka AI PTY LTD is solely for research and informational purposes.  Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.

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