Mayuresh Joshi on IDFC First Bank, UPL: Consolidation Ahead, Long-Term Investors Can Hold

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IDFC First Bank, UPL: Consolidation Ahead, Long-Term Investors Can Stay Invested

With the third quarter earnings season drawing to a close, there will be a beeline of companies reporting their quarterly results in the upcoming week. A combination of Nifty 50 companies, F&O stocks, and new listings as well, will be part of the list for the week. Here's a look at some of the major earnings that you should have your eyes on:

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CNBC TV18•24-02-2026, 11:38

IDFC First Bank, UPL: Consolidation Ahead, Long-Term Investors Can Stay Invested

•Mayuresh Joshi suggests IDFC First Bank and UPL may remain range-bound due to pending clarity on key developments.
•IDFC First Bank's valuation hinges on trust, asset quality reporting, and regulatory actions; a 'wait and watch' phase is advised.
•UPL faces scrutiny over unchanged leverage post-restructuring and the need for revenue growth and margin improvement.
•EBITDA margins for UPL are expected in higher single digits; failure to meet expectations could impact valuations.
•Both stocks are in a consolidation phase, but long-term investors with a 2-4 year view may consider staying invested.

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