IDFCFIRSTB.NSE

IDFC First Bank Ltd.

New Delhi [India], December 30: FITT, IIT Delhi, in collaboration with IDFC FIRST Bank, today announced the launch of a new cohort under the IGNITE Program-- a focused initiative designed to support high-potential startups working across climate tech, clean energy, healthcare, agri-tech, mobility, education, and AI-driven solutions for social good.

In this briefing: Upgrading Spain to Overweight; EM Uptrend Break; Buys in Discretionary, Financials, Materials TISCO FINANCIAL GROUP Plc. (TISCO): 4Q25E Profit To Decline YoY And QoQ Long Yes Bank (YES IN) Vs. Short IDFC First Bank (IDFCFB IN): Quant-Driven Pair Trade Targeting 6% 2026 ICICI Pru AMC IPO Trading - Last of the Big Listing Sees Big Demand, SEBI Announces TER Changes 1. Upgrading Spain to Overweight; EM Uptrend Break; Buys in Discretionary, Financials, Materials We had a near-term bullish outlook on MSCI ACWI (ACWI-US) and the S&P 500 (SPX) from 4/22/25 to 11/18/25. After being near-term neutral for a week, we flipped back to bullish in our 11/25/25 Compass, all while maintaining our intermediate-term bullish outlook (as of our 5/14/25 Compass). We will stay near-term bullish as long as crucial support levels of 6480-6520 on SPX and $134-135.70 on ACWI-US continue to hold 2. TISCO FINANCIAL GROUP Plc. (TISCO): 4Q25E Profit To Decline YoY And QoQ We maintain a Neutral rating with a FV of Bt108.00, based on a PBV of 2.01x derived from a regression analysis.

In this briefing: INDIA NUCLEAR — SHANTI BILL 2025: From Liability Paralysis to a $550–750bn Private-Build Pipeline Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD Company Update: Tata Consultancy Services Ltd - 18th December, 2025 Long Yes Bank (YES IN) Vs. Short IDFC First Bank (IDFCFB IN): Quant-Driven Pair Trade Targeting 6% Apollo Hospitals Update (APOLLOHOSP ) – Retain Sell 1. INDIA NUCLEAR — SHANTI BILL 2025: From Liability Paralysis to a $550–750bn Private-Build Pipeline SHANTI eliminates the liability and monopoly barriers—SDR-indexed operator caps, a sovereign-backed compensation waterfall, AERB independence, and APTEL appellate review convert nuclear into a bankable asset class. India shifts from ~8 GW to a 100-GW build mandate, implying ~90 GW of new capacity and ~$550–750 billion of capex, with SMRs and brownfield coal conversions driving first-wave execution. Ancing viability hinges on non-recourse leverage (70:30/80:20), long-tenor PPAs/CfDs, ECA underwriting, and fuel security—especially uranium diversification and HALEU access for SMRs 2.

In this briefing: Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD Company Update: Tata Consultancy Services Ltd - 18th December, 2025 Long Yes Bank (YES IN) Vs. Short IDFC First Bank (IDFCFB IN): Quant-Driven Pair Trade Targeting 6% Apollo Hospitals Update (APOLLOHOSP ) – Retain Sell TCS Analyst Day Takeaway: The AI Transformation 1. Tata Consultancy Services: AI-Led Growth Strategy. Maintain ADD We attended TCS’s Analyst Day, which underscored the company’s aspiration to become the world’s largest AI-led technology services company The transformation is anchored in a five-pillar strategy focused on embedding AI across internal operations, redefining service offerings through a "Human + AI" model, future-proofing talent, delivering tangible client value, and building a robust AI ecosystem via partnerships and targeted M&A This ambition is driven by its Infrastructure-to-Intelligence approach Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.