Wow! I am amazed at the amount of interest the esteemed forum members here have in IDFC First Bank.
Read the Q2 investor presentation now and most of the metrics (except two) looked fine to me. The two that did not are the CASA ratio and the Cost-to-Income ratio. Now while I am no finance virtuoso, the deterioration in either of those two metrics to me did not seem remarkable as such. So all in all, a fine result set.
I also must admit that the transparency of the leadership of the bank is a case study in itself. Loved it!
Disclaimer – Not Invested (But on watchlist)
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