Added to YB: 2025-06-10
Pitch date: 2025-06-07
ICICIBANK.NS [bullish]
ICICI Bank Limited
-6.04%
current return
Author Info
Nishant Chandra is the founder and solo manager of Chandra Capital. They invest in undervalued businesses across the globe.
Company Info
ICICI Bank Limited, together with its subsidiaries, engages in the provision of various banking and financial services to retail and corporate customers in India and internationally.
Market Cap
INR 10.4T
Pitch Price
INR 1.5K
Price Target
N/A
Dividend
0.75%
EV/EBITDA
N/A
P/E
20.52
EV/Sales
N/A
Sector
Banks
Category
growth
A Growing Indian Bank Hiding in Plain Site
ICICIBANK.NS: Q4 FY25 net profit +18% YoY to $1.48B, revenue +27.6% to $6.2B. 19x P/E justified by digital leadership & India exposure. Pivoted to retail/SMB lending (55% of loans), with NPAs <3% & PCR >75%. Well-positioned for India's 6%+ GDP growth via digital platforms reaching younger customers & smaller cities.
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