AnalystBro Research
Research
Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.
2 articles.
Bangladesh All Bangladesh research →
Company · DSE:IDLC · NBFI / Leasing & finance · Initiation · 29 Oct 2026
IDLC Finance: fair value range BDT 22–43 on a 15% median lending ROE against a 19% cost of equity
Fair value range BDT 22–43 (base 31.5); price 41.4. Cheaper deposits widen the spread as treasury income fades; one point more on deposit costs takes FY2027F EPS from 5.35 to 3.91.
Fair value ৳22–43 · price ৳41.40 (2026-10-29)
Company · DSE:IPDC · NBFI / Leasing & finance · Initiation · 29 Oct 2026
IPDC Finance fair value BDT 7–21: a normal 12% ROE earns 0.73x book
Fair value BDT 7–21 against a price of 29.4. Falling deposit costs lift ROE from 6.4% toward a normal 12%, still below a 16% cost of equity; one point more on deposit costs halves FY2027F EPS.
Fair value ৳7–21 · price ৳29.40 (2026-10-29)