(HDB) HDFC Bank - Ratings and Ratios

Exchange: NYSE • Country: India • Currency: USD • Type: Common Stock • ISIN: US40415F1012

Deposits, Loans, Cards, Trade-Services, Digital-Banking

Dividends

Dividend Yield 6.12%
Yield on Cost 5y 7.72%
Yield CAGR 5y 55.26%
Payout Consistency 83.1%
Payout Ratio 68.8%
Risk via 10d forecast
Volatility 24.8%
Value at Risk 5%th 36.0%
Relative Tail Risk -11.76%
Reward TTM
Sharpe Ratio 0.41
Alpha 4.26
CAGR/Max DD 0.24
Character TTM
Hurst Exponent 0.423
Beta 0.286
Beta Downside 0.222
Drawdowns 3y
Max DD 24.68%
Mean DD 8.42%
Median DD 7.11%

Description: HDB HDFC Bank December 01, 2025

HDFC Bank Limited (NYSE:HDB) is India’s largest private-sector bank, offering a full suite of retail, wholesale, treasury, and insurance services across India and selected overseas markets (Bahrain, Hong Kong, Singapore, Dubai). Its product mix spans deposit accounts, a broad array of consumer and corporate loans, payment cards, trade finance, and digital banking channels, supported by an extensive branch and ATM network.

Key recent performance metrics (FY 2024 Q3) include a net profit of roughly ₹1.4 trillion, a net interest margin (NIM) of 4.3 %, and a CASA (current-account-savings-account) ratio of about 61 %, both of which are above the Indian banking average and help sustain low funding costs. The loan book grew ~12 % YoY to ~₹15.5 trillion, while the gross non-performing assets (GNPA) ratio held at 1.2 %, indicating relatively stable asset quality.

Macro-level drivers that will likely influence HDFC Bank’s outlook are India’s projected GDP growth of 6-7 % in FY 2025, continued expansion of digital payments (UPI transactions surpassed 9 billion per month in 2024), and the Reserve Bank of India’s policy stance, which has kept the repo rate at 6.5 %-a level that supports credit demand while keeping funding pressures manageable.

Analysts should watch the bank’s capital adequacy ratio (CAR) – currently above 18 % – and its exposure to stressed corporate sectors, as any deterioration could pressure earnings and the NPA outlook.

For a deeper quantitative dive, explore ValueRay’s HDB dashboard to see the latest data visualizations and scenario analyses.

Piotroski VR‑10 (Strict, 0-10) 3.0

Net Income (723.60b TTM) > 0 and > 6% of Revenue (6% = 259.97b TTM)
FCFTA 0.03 (>2.0%) and ΔFCFTA 0.38pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue -604.9% (prev -475.8%; Δ -129.1pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.03 (>3.0%) and CFO 1272.42b > Net Income 723.60b (YES >=105%, WARN >=100%)
Net Debt (4224.49b) to EBITDA (757.93b) ratio: 5.57 <= 3.0 (WARN <= 3.5)
Current Ratio 0.06 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (2.57b) change vs 12m ago 0.58% (target <= -2.0% for YES)
Gross Margin 65.00% (prev 62.71%; Δ 2.30pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 9.54% (prev 8.52%; Δ 1.02pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio 0.73 (EBITDA TTM 757.93b / Interest Expense TTM 1868.03b) >= 6 (WARN >= 3)

Altman Z'' -3.31

(A) -0.58 = (Total Current Assets 1770.58b - Total Current Liabilities 27981.70b) / Total Assets 45147.41b
(B) 0.05 = Retained Earnings (Balance) 2099.10b / Total Assets 45147.41b
(C) 0.03 = EBIT TTM 1364.61b / Avg Total Assets 45425.47b
(D) 0.14 = Book Value of Equity 5391.44b / Total Liabilities 39503.97b
Total Rating: -3.31 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 67.34

1. Piotroski 3.0pt
2. FCF Yield 5.39%
3. FCF Margin 26.06%
4. Debt/Equity 1.10
5. Debt/Ebitda 5.57
6. ROIC - WACC (= 1.49)%
7. RoE 13.72%
8. Rev. Trend 56.86%
9. EPS Trend 68.74%

What is the price of HDB shares?

As of December 06, 2025, the stock is trading at USD 35.96 with a total of 2,246,661 shares traded.
Over the past week, the price has changed by -2.34%, over one month by -0.77%, over three months by +1.81% and over the past year by +9.43%.

Is HDB a buy, sell or hold?

HDFC Bank has received a consensus analysts rating of 4.75. Therefore, it is recommended to buy HDB.
  • Strong Buy: 3
  • Buy: 1
  • Hold: 0
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the HDB price?

Issuer Target Up/Down from current
Wallstreet Target Price 43.9 22.2%
Analysts Target Price 43.9 22.2%
ValueRay Target Price 40.2 11.8%

HDB Fundamental Data Overview November 26, 2025

Market Cap INR = 16713.27b (186.50b USD * 89.613 USD.INR)
P/E Trailing = 24.9178
P/E Forward = 16.9779
P/S = 0.0695
P/B = 3.0656
P/EG = 0.97
Beta = 0.453
Revenue TTM = 4332.87b INR
EBIT TTM = 1364.61b INR
EBITDA TTM = 757.93b INR
Long Term Debt = 5866.16b INR (from longTermDebt, last fiscal year)
Short Term Debt = 1435.20b INR (from shortTermDebt, last fiscal year)
Debt = 5995.07b INR (from shortLongTermDebtTotal, last quarter)
Net Debt = 4224.49b INR (from netDebt column, last quarter)
Enterprise Value = 20937.76b INR (16713.27b + Debt 5995.07b - CCE 1770.58b)
Interest Coverage Ratio = 0.73 (Ebit TTM 1364.61b / Interest Expense TTM 1868.03b)
FCF Yield = 5.39% (FCF TTM 1129.22b / Enterprise Value 20937.76b)
FCF Margin = 26.06% (FCF TTM 1129.22b / Revenue TTM 4332.87b)
Net Margin = 16.70% (Net Income TTM 723.60b / Revenue TTM 4332.87b)
Gross Margin = 65.00% ((Revenue TTM 4332.87b - Cost of Revenue TTM 1516.35b) / Revenue TTM)
Gross Margin QoQ = 60.58% (prev 59.40%)
Tobins Q-Ratio = 0.46 (Enterprise Value 20937.76b / Total Assets 45147.41b)
Interest Expense / Debt = 7.80% (Interest Expense 467.41b / Debt 5995.07b)
Taxrate = 23.61% (62.95b / 266.59b)
NOPAT = 1042.38b (EBIT 1364.61b * (1 - 23.61%))
Current Ratio = 0.06 (Total Current Assets 1770.58b / Total Current Liabilities 27981.70b)
Debt / Equity = 1.10 (Debt 5995.07b / totalStockholderEquity, last quarter 5433.27b)
Debt / EBITDA = 5.57 (Net Debt 4224.49b / EBITDA 757.93b)
Debt / FCF = 3.74 (Net Debt 4224.49b / FCF TTM 1129.22b)
Total Stockholder Equity = 5274.85b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.60% (Net Income 723.60b / Total Assets 45147.41b)
RoE = 13.72% (Net Income TTM 723.60b / Total Stockholder Equity 5274.85b)
RoCE = 12.25% (EBIT 1364.61b / Capital Employed (Equity 5274.85b + L.T.Debt 5866.16b))
RoIC = 8.27% (NOPAT 1042.38b / Invested Capital 12609.39b)
WACC = 6.78% (E(16713.27b)/V(22708.34b) * Re(7.07%) + D(5995.07b)/V(22708.34b) * Rd(7.80%) * (1-Tc(0.24)))
Discount Rate = 7.07% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Shares Correlation 3-Years: 100.0 | Cagr: 0.51%
[DCF Debug] Terminal Value 77.25% ; FCFE base≈1064.93b ; Y1≈994.81b ; Y5≈921.00b
Fair Price DCF = 3221 (DCF Value 16511.44b / Shares Outstanding 5.13b; 5y FCF grow -8.39% → 3.0% )
EPS Correlation: 68.74 | EPS CAGR: 2.78% | SUE: 1.01 | # QB: 1
Revenue Correlation: 56.86 | Revenue CAGR: 51.73% | SUE: 0.74 | # QB: 0
EPS current Year (2026-03-31): EPS=1.22 | Chg30d=+0.053 | Revisions Net=+0 | Growth EPS=-21.1% | Growth Revenue=+4.2%
EPS next Year (2027-03-31): EPS=1.39 | Chg30d=+0.037 | Revisions Net=+2 | Growth EPS=+13.7% | Growth Revenue=+11.6%

Additional Sources for HDB Stock

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