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Axis Bank Limited (AXISBANK) Fair Value & Analysis

Financial Services · IN · Market cap ₹4.1T (≈ $43.6B) · ISIN INE238A01034

What is Axis Bank Limited really worth?

AB Axis Bank Limited AXISBANK · NSE
Price₹1,273
Fair Value₹1,035
Upside−18.7%
Quality35/100

Below-average quality, and trading another 23% above our fair value of ₹1,035.

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Strengths

Highly profitable · 35.4% net margin
Wide moat 70/100

Risks

!Expensive Growth (revenue 5y +15.8 %/yr)
!Moderate debt · negative free cash flow
!Trails peers (5/14)
!Weak on valuation: 8 out of 100
!Weak on dividend: 2 out of 100

For context

·0.08% dividend yield
Evidence: High Range ₹775.87 – ₹1,293

Fair value as of: Aug 26, 2026

From 6 valuation models · updated 10 days ago

Share price +1.5% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • Weak quality (35/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • For a financial, book-value and earnings-based methods matter more than a cash-flow DCF, which fits banks and insurers poorly.

Price vs Fair Value (5 years)

₹1,402 ₹622.47 Fair Value ₹1,035 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 26, 2026.

How to read this chart

60‑month range ₹622.47 – ₹1,402 · fair‑value band ₹775.87 – ₹1,293 · the ₹1,273 price screens above the ₹1,035 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 26, 2026.

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Analysis

Axis Bank Limited (AXISBANK) currently trades at ₹1,273, while our model-based Fair Value estimate is ₹1,035, implying the stock looks roughly 23.1% overvalued today. The Quality Score stands at 35/100 (below-average quality), in the Financial Services sector. Bull case: the Multiples group reads highest at a median of ₹967.72 per share, and 0 of the 6 models we run sit above the ₹1,273 price. Bear case: the Asset-Based group reads lowest at ₹463.12, and 6 of the 6 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Axis Bank Limited generated revenue of ₹745B at a net margin of 35.4%. Revenue declined 11.2% year over year. It earns a return on equity of 13.2%. Net debt stands at ₹1.7T. Fundamentals as of Aug 26, 2026

Our scenario range runs from ₹775.87 (bear case) to ₹1,293 (bull case); at ₹1,273, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 10% below its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Financial Services peers we cover trades at −10% fair-value upside, at −19%, AXISBANK screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹35.89 per share, which is 3.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹653.43 ₹823.51 ₹2,332 67
DDM Multi-Stage ₹9.59 ₹17.15 ₹21.82 66
Gordon GGM ₹9.59 ₹20.94 ₹35.23 65
All 6 models by family
Dividend Discount
Gordon GGM ₹9.59 ₹20.94 ₹35.23 65
DDM Multi-Stage ₹9.59 ₹17.15 ₹21.82 66
Multiples
P/E Multiple ₹826.93 ₹1,103 ₹1,378 63
P/B Multiple ₹725.79 ₹967.72 ₹1,210 55
Asset-Based
NCAV (Graham) ₹345.61 ₹463.12 ₹691.23 54
Economic Profit
Residual Income ₹653.43 ₹823.51 ₹2,332 67

Widest divergence: Multiples (₹967.72) versus Dividend Discount (₹17.15). Highest evidence: Residual Income (67).

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Key figures & financial health

P/E ratio 15.1
P/S ratio 2.45 P/E × margin
EPS (TTM) ₹84.45 price ÷ EPS = P/E 15.1
Dividend yield 0.1% payout 1.2%
Net margin 16.3% FY2026
Return on equity 13.2% TTM
More key figures
Profitability
Return on assets (EBIT) 2.4% avg 5y
Operating margin 39.3% TTM
Growth
Revenue (TTM) ₹745B TTM
Revenue growth (YoY) −11.0% 3y avg +15.3%
EPS growth (YoY) +6.4%
Balance sheet & cash flow
Free cash flow −₹108B FY2026
Net debt ₹1.7T FY2026

Figures from reported company fundamentals · as of Aug 26, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 35/100

Of which business quality 31 · Market factors (momentum, volatility) 62

Profitability 31
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 19
Balance sheet, leverage, solvency risk
Investment 48
Disciplined investing over empire-building
Low Volatility 90
Calm price path (market factor)
Momentum 46
Price trend over the last 3–12 months (market factor)
52W Momentum 59
Distance to the 52-week high (market factor)
Net Issuance 78
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Axis Bank Limited provides various financial products and services in India and internationally. The company operates through four segments: Treasury, Retail Banking, Corporate/Wholesale Banking, and Other Banking Business.

Full company description

Axis Bank Limited provides various financial products and services in India and internationally. The company operates through four segments: Treasury, Retail Banking, Corporate/Wholesale Banking, and Other Banking Business. It provides fixed, recurring, and safe deposits; and saving, salary, current, safe custody, pension disbursement, and demat and trading accounts. The company also offers home, personal, business, car, two-wheeler, commercial vehicle construction equipment, education, gold, trade, and supply chain loans, as well as loans against securities, fixed deposits, properties, and credit cards; and overdrafts. In addition, it provides credit and debit cards; mutual and debt funds; governmental investment products, such as public provident fund, floating rate saving bonds, and national pension system; digital gold and sovereign gold bonds; digital rupee; insurance services, such as life, general, and health insurance; and various forex products and services. Further, the company offers phone, digital, and mobile banking services, as well as ATM services. Additionally, it provides equity, derivative trading, central funding unit, financial and corporate advisory, NRI, para banking, placements and syndication, project appraisal, capital market, and cash management services. The company was formerly known as UTI Bank Limited and changed its name to Axis Bank Limited in July 2007. Axis Bank Limited was incorporated in 1993 and is headquartered in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Axis Bank Limited reported revenue of ₹1.6T in FY2026 versus ₹512B in FY2022, a compound +33.4%/yr. Reported net income was ₹264B in FY2026, compounding +16.9%/yr from FY2022.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹1.6T
Latest YoY
+4.0%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.3%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.8%
Avg. revenue growth/yr (22Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+21.7%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+28.6% (28.5 + 0.1)
Revenue +33.4%/yr
FY22 ₹512B
FY23 ₹1.1T
FY24 ₹1.4T
FY25 ₹1.6T
FY26 ₹1.6T
Net income +16.9%/yr
FY22 ₹141B
FY23 ₹108B
FY24 ₹264B
FY25 ₹281B
FY26 ₹264B
Character of growth · EPS growth decomposed (2015-2026) +13.6 % p.a.
Revenue per share +9.7 %

of which total revenue +12.9 % · buybacks/dilution −2.9 %

EBIT margin +1.7 %
Tax rate +1.8 %
Residual (interest, one-offs) +0.0 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

AXISBANK screens 23% overvalued. Compare with DBS Group →

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Cite: Fair Value Calculator (2026). "Axis Bank Limited Fair Value". https://www.fairvalue-calculator.com/stock/AXISBANK

Peer Group

Banks - Regional · 1071 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 37 · Bottom 25%
Fair Value upside −19% · Below median
Return on equity (TTM) 13% · Above median
Return on assets 1% · Top 25%
Net margin (TTM) 35% · Above median
Operating margin (TTM) 39% · Above median
Revenue growth −11% · Bottom 25%
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 1.03× · Higher than 75% of peers

Valuation Multiples vs Banks - Regional median · lower = cheaper

P/E (TTM) 15.1× · Pricier than median
P/B 1.91× · Pricier than 75% of peers
P/S (TTM) 5.52× · Pricier than 75% of peers
EV/EBITDA 15.3× · Pricier than 75% of peers
PEG 0.54× · Cheaper than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE8 · sector 33
FUTURE0 · sector 45
PAST53 · sector 41
HEALTH49 · sector 85
DIVIDEND2 · sector 51

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Banks - Regional stocks, each showing price versus our Fair Value estimate (as of Aug 26, 2026).

Stock Price Fair Value vs Fair Value
DBS Group D05 75.65 SGD 40.48 SGD −46%
China Merchants Bank Co 3968 HK$47.96 HK$76.51 +60%
Intesa Sanpaolo S.p.A ISP €6.78 €5.66 −17%
HDFC Bank Limited HDB $23.17 $24.12 +4%
BNP Paribas SA BNP €102.56 €144.64 +41%
UniCredit S.p.A UCG €84.71 €77.62 −8%
Mizuho Financial Group MFG $10.74 $9.69 −10%
ICICI Bank Limited ICICIBANK ₹1,443 ₹835.21 −42%
Oversea-Chinese Banking Corporation O39 31.07 SGD 19.80 SGD −36%
CaixaBank, S.A CABK €13.52 €8.85 −35%

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Frequently asked questions

Is Axis Bank Limited (AXISBANK) overvalued or undervalued?
As of Aug 26, 2026, our model estimates a fair value of ₹1,035 versus a price of ₹1,273, about −19% upside (overvalued).
What is the fair value of AXISBANK?
Our model-based fair value for Axis Bank Limited is ₹1,035 (as of Aug 26, 2026), built from audited fundamentals. The current price: ₹1,273.
What is the quality score of AXISBANK?
Axis Bank Limited has a Quality Score of 35/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Axis Bank Limited (AXISBANK)?
Axis Bank Limited reported trailing-twelve-month revenue of about ₹745B (latest available figure, as of Aug 26, 2026).
What is the net profit margin of AXISBANK?
The net profit margin of Axis Bank Limited is about 35.4%, meaning it keeps roughly 35.4% of revenue as net income. Based on the latest reported figures.
Does Axis Bank Limited pay a dividend?
Axis Bank Limited currently shows a dividend yield of about 0.08% relative to its recent price (as of Aug 26, 2026).
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