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Added to YB: 2025-06-05

Pitch date: 2025-04-16

HDB [bullish]

HDFC Bank Limited

+7.87%

current return

Author Info

No bio for this author

Company Info

HDFC Bank Limited provides banking and financial products and services to individuals and businesses in India, Bahrain, Hong Kong, Singapore, and Dubai.

Market Cap

INR 15.3T

Pitch Price

INR 928.45

Price Target

N/A

Dividend

1.10%

EV/EBITDA

N/A

P/E

21.23

EV/Sales

N/A

Sector

Banks

Category

value

Show full summary:
HDFC Bank Limited - $HDB

HDB: India's largest private bank at 11.41% deposit/14.71% loan mkt share. Best-in-class with <2% NPL vs peers & 20% ROE history. Post-merger with parent, LDR normalized from 110.5% to 99.8%, NIM expanding (+8bps). Trading at GFC-level 2.5x P/B vs ICICI's 3.2x. Expect multiple re-rating to 2.9-3.3x P/B at 16% ROE.

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