2Semana·

Share presentation India 🇮🇳

ICICI Bank 🏦 $IBN (-0,17 %) India's second largest private bank with a market capitalization of around USD 80 bn (as of 2025). In FY2024, it generated a net profit of ~USD 2.9 bn, with loan growth of ~17% YoY and a return on equity (ROE) of over 17%.

Strengths:

Strong retail banking with over 6,000 branches
Solid capital ratio (CET-1 > 14%)
Digital leadership in the Indian banking sector

Growth driver:

Growing middle class in India
Rising demand for credit in the SME and consumer sector
Expansion of digital platforms and fintech collaborations

My conclusion:

Well positioned for sustainable growth in the dynamic Indian market. Interesting for long-term investment + nice dividend.

Did you know the share and what do you think?

37 Comentarios

Chris@Multibagger

2Semana

I had it once. Had expected more, had hardly moved. Then I got out

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Tenbagger2024@Tenbagger2024

2Semana

Hello dear,
Are you still looking in the pharmaceutical sector?
$EXEL I find that interesting.
You can also have a look.

https://aktie.traderfox.com/visualizations/US30161Q1040/EI/exelixis-inc

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Maximilian@Max095

2Semana

@Tenbagger2024 Thanks for the tip :) very good figures.

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Tenbagger2024@Tenbagger2024

2Semana

@Max095
P/E ratio of 18.
Profit increases well.
And EbiT margin also rises to 40%

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Maximilian@Max095

2Semana

@Tenbagger2024 $ISRG I also think it's mega

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Chris@Multibagger

2Semana

@Max095 I think they're great too, even if they are quite expensive.

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Tenbagger2024@Tenbagger2024

2Semana

@Multibagger
@Max095
There were a few negative reports here, which is why the share fell.
Intuitive is facing growing competition, particularly from Medtronic and smaller companies such as CMR Surgical and Moon Surgical. Medtronic has a strong position in Europe with the CE marking of its systems, while CMR Surgical and Moon Surgical are entering the market with new systems.

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Tenbagger2024@Tenbagger2024

2Semana

@Multibagger
@Max095
Intuitively, however, the market leader remains positive.
The only question is whether the high valuation can still be justified.

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Chris@Multibagger

2Semana

@Tenbagger2024 I wouldn't buy it at the current valuation level for the reasons you mentioned. Even though many people say that you will never get a good share cheaply.

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Tenbagger2024@Tenbagger2024

2Semana

@Multibagger
And what do you think
$EXEL ?

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Chris@Multibagger

2Semana

@Tenbagger2024 Since I only comment on companies that I have dealt with and this is not the case here so far, I unfortunately have no opinion on this at the moment. If that changes, I'll be happy to let you know. 😉 Basically, I'm more involved in the biotechnology sector when it comes to oncology. It's not for nothing that my largest single stock position in the portfolio is $BNTX.

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Chris@Multibagger

2Semana

@Tenbagger2024 Without having looked at the figures, I think an entry around € 30 would be interesting, at least from a purely technical point of view.

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Tenbagger2024@Tenbagger2024

2Semana

Why don't you go to
$NU in?

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Maximilian@Max095

2Semana

@Tenbagger2024 I wanted to buy soon 🔥

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Maximilian@Max095

2Semana

@Tenbagger2024 Maybe it will go even further down with the current news situation.

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Tenbagger2024@Tenbagger2024

2Semana

@Max095
I hope up

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Tenbagger2024@Tenbagger2024

2Semana

Hello my dear,
I generally find India interesting.
But if I want to invest in a bank, I also find interesting investments in Europe or the USA.
So why wander so far afield

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Melvin W.@Warrendegeldboefer

2Semana

Thanks for sharing here, i've put the stocks on my watchlist 👀

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ashish J.@JaqenH

1Semana

Ex employee here. Avoid at all costs. There has recently been news where some employee took money out of fixed deposits without customers knowledge and invested in F&O and blew it up. Somewhere to the tune of 400k eur .

The reputation of this bank is in shambles.

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