Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
HDFCBANK.NS [bullish]
HDFC Bank Limited
Author Info
The Antipodes Emerging Markets Fund is an actively managed long only equities fund focused on attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges. Our selective approach, typically holding a minimum of 30 long positions, combines rigorous research and disciplined stock selection to target long-term capital growth for investors willing to accept higher volatility. Sign up for the newsletter.
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 10.9T
Pitch Price
N/A
Price Target
N/A
Dividend
1.84%
EV/EBITDA
N/A
P/E
13.84
EV/Sales
N/A
Sector
Banks
Category
value
Antipodes Emerging Markets Fund Added On Portfolio Holding: HDFC Bank Limited
HDFCBANK.NS (added to position): Increased the position as elevated oil prices, rupee weakness and foreign institutional outflows began reversing after the Iran ceasefire. Brent fell approximately 30% over the quarter, improving India’s energy-import bill and current-account dynamics. HDFC Limited integration is progressing, retail deposit metrics are improving and credit costs are normalising, while valuation remains attractive relative to the bank’s long-term earnings trajectory.
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