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IndiaPulse

HDB Financial Services Limited (HDBFS)

Large Cap

Financial Services stocks · Large cap · NSE

HDB Financial Services is an RBI-licensed 'Upper Layer' NBFC, a subsidiary of HDFC Bank. It operates across 1,710 branches in 1,165 cities, focusing on Enterprise Lending, Asset Finance, and Consumer Finance for underbanked and underserved customers with a granular, seasoned loan book.

₹682.7
-10.75 · -1.55%
Quote04 Sept, 03:59 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags03 May 2026
Coverage11/14 · 79%
Valuation2026-07-20 · Rf 6.8% · Financial Services P/E 18.5 (n=240)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, management trust needs verification, price trend argues for patience, and recent execution is consistent.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
OVERVALUED
22

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Mixed Trust
55

low confidence · 0/0 claims checked

Technical
Bearish
39

Timing lens: price trend and sector relative strength.

Result consistency
consistent
87

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Good · 55/100

Rev +11% YoY · PAT +38% YoY · operating leverage

Filed 30 Jun 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹4,938 Cr+10.6%+4.1%
EBITDANDFNDFNDF
Operating marginNDFNDFNDF
PAT₹785 Cr+38.2%+4.5%
PAT margin15.9%+318 bps+7 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis intactReviewed 2026-07-16T05:40:58.944Z
Management commentary snapshot

HDBFS reports strong Q1 FY27 PAT of 785 Cr, up 38.3% YoY and 4.6% QoQ, driven by 19.9% YoY NII growth. Gross Loan Book grew 11.4% YoY to 1,21,846 Cr, while asset quality improved with GNPA at 2.34% (down YoY and QoQ).

The company delivered robust Q1 FY27 results with strong NII and PAT growth, supported by an expanding customer base and loan book. Asset quality showed improvement, and return metrics remained healthy. The sequential decline in disbursements is a point to monitor, but overall performance aligns with a growth thesis.

Current business mix

Gross Loan Book Mix by Business Vertical (Jun-26)

Latest issuer-disclosed distribution across 3 reported categories.

Businessmix
Enterprise Lending38.0%
Asset Finance37.0%
Consumer Finance25.0%
Growth engines

Customer Franchise Expansion

Customer franchise grew to 23.9 million with an increase of 18.6% Y-o-Y and 4.1% during the quarter.

Diversified Product Portfolio

Product portfolio serving multiple credit needs of customers across three business verticals: Enterprise Lending, Asset Finance and Consumer Finance.

Pan-India Branch Network

Network of 1,710 branches spread across 1,165 cities and towns, with 71% of branches located in Tier 4 & Beyond towns, focusing on underserved customers.

Digital Transformation (Shikhar)

AI-powered transformation journey to enhance customer journeys, drive efficiencies, and deliver measurable impact across acquisition, assurance, and ascend functions.

Tailwinds

Focus on Underbanked/Underserved

Leverages long operating track record and understanding of customer behavior to focus on lending to underbanked and underserved customers ('Aspirational India').

Strong Parentage

HDBFS is a subsidiary of HDFC Bank, which is the largest private sector bank in India, providing strong and reliable financial backing.

Robust Technology Adoption

The 'Shikhar' AI-powered transformation journey aims to enhance customer journeys, drive efficiencies, and reduce credit cost by 20 bps.

Headwinds

Sequential Decline in Disbursements

Disbursements for the quarter ended June 30, 2026, were down by 11.5% Q-o-Q.

Risk radar

Credit Risk

Managed by defining target markets and underwriting criteria for every product, providing loans only to eligible customers who pass minimum credit parameters.

Liquidity Risk

Managed by performing Gap Analysis to measure interest rate risk exposure and tailoring advances book and funding strategy to offset repricing of borrowings.

Technology Risk

Managed via Disaster Recovery and Business Continuity Plans (BCP) to enhance system resiliency against system failures and cyber-attacks.

Compliance Risk

Managed by rigorous testing and robust internal policies, updated frequently in line with regulatory changes, with active compliance risk management and monitoring.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

NBFCs exhibit both sequential momentum in disbursements and loan book growth, making QoQ relevant, while annual comparisons (YoY) are crucial for assessing underlying business expansion and seasonal impacts on profitability and asset quality.

Sector KPIs management disclosed

Gross Loan Book Growth

Gross loan book as on June 30, 2026 stood at 1,21,846 crores, growing 11.4% Y-o-Y and 2.8% sequentially.

Disbursements

Disbursements for the quarter ended June 30, 2026 was 17,629 crores, up by 16.2% Y-o-Y and down by 11.5% Q-o-Q.

Net Interest Margin (NIM)

Net Interest Margin for Q1FY27 was at 8.35% vs 7.74% in Q1FY26 & 8.23% in Q4FY26.

Cost of Borrowings

Cost of Borrowings (quarterly annualized) was 6.97% as of Jun-26, compared to 6.93% in Mar-26 and 7.57% in Jun-25.

Management forward view

Prudent, Purposeful, Resilient Growth

Management is focused on prudent, purposeful, resilient growth which is rooted in values and embedded with best-in-class governance practices.

Enhancing Customer Journeys

Through the 'Shikhar' AI-powered transformation, the company aims for AI-driven acquisition, seamless onboarding, and AI-enabled experiences across apps and web.

Driving Efficiencies

AI-powered document processing, agentic AI for CDU operations, and Gen AI Voice BOT-led inbound servicing are expected to improve productivity and reduce TAT.

Delivering Measurable Impact

AI initiatives are projected to increase sales productivity by 1.2x-1.5x, improve conversion by 10-25%, and reduce credit cost by 20 bps.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Disbursement Growth (QoQ)Down 11.5% QoQReversal of sequential decline and sustained growth momentum in disbursements.
Net Interest Margin (NIM)8.35%Stability or expansion of NIM, indicating effective asset-liability management and pricing power.
Gross Stage 3 (GNPA)2.34%Continued improvement or stability in asset quality, reflecting effective risk management and collection efforts.
Cost to Income Ratio39.9%Further efficiency gains, particularly as technology investments from the 'Shikhar' initiative ramp up.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

39Bearish

SMA20 -2.5% / mo · MACD +

Stock trend: 39
Sector RS:

Technical chart

HDBFSdaily · 1Y · AUTO-0.0%
Latest close ₹682.70 on 2026-09-04
Bar
-1.6%
RSI
47
MACD hist
0.67
52W pos
52%
2026-09-04O ₹693.45H ₹705.00L ₹680.05C ₹682.70Vol 3.7L sh
₹543.74₹607.33₹670.92₹734.52₹798.1152L682.702026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term trend down. RSI 47. Wait for confirmation.

  • Price below SMA200 (long-term downtrend) — short-term bounces likely countertrend.
  • SMA20 falling (~2.6% over last month) — short-term momentum negative.
  • RSI(14) at 47 — rising, no extreme reading.
  • MACD above signal, histogram expanding — bullish momentum building.
  • 15% off 52W high · 23% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Nifty 500 leadership

Relative Strength & Trend Stage

42
RS percentile
Stage 1 Base / Transition
1M return
+2.6%
3M return
+8.8%
6M return
+5.0%
1Y return
-13.9%
RS 1D
-3
RS 20D
+16
Sector rank
#9
Industry rank
#16
Stage evidence
  • Price is within 0.6% of the 30-week proxy.
  • The 30-week proxy changed -0.8% over 20 sessions.
  • The moving-average structure does not confirm Stage 2 or Stage 4.
50-DMA
price below
200-DMA
price below
Sector
neutral
Industry
neutral
Relative-strength line vs Nifty 500 (base 100)
264 observations
04 Sept 2026Value 89.18-1.55%
828894100107Aug 25Dec 25Apr 26Sept 2689
RS vs Nifty 50089

Valuation & score drivers

U-Score 22 · OVERVALUED · pillar breakdown, sector model, fair-value anchor

22U-SCORE
Distress Watch

Fundamental score breakdown

OVERVALUED
Valuation4/30
Growth11/25
Quality6/20
Balance Sheet0/15
Cash Flow0/10
Piotroski
3/9 (+1)
Penalties
0
Raw sum
22

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

22/100 · OVERVALUED

Positive drivers

  • Fair-value margin of safety is positive at 10.0%.
  • Growth contributes 11/25 to the score.
  • Quality contributes 6/20 to the score.

Main drags

  • Altman Z is 0.6, in distress territory.
  • Balance sheet is weaker at 0/15; verify the latest quarterly trend.
  • Cash flow is weaker at 0/10; verify the latest quarterly trend.
Sector valuation model

Blended valuation: PE, EV/EBITDA, FCF yield, and balance-sheet checks

For this sector, IndiaPulse uses a blended lens rather than relying on a single valuation ratio.

Blended relative
Primary lens
PE, EV/EBITDA, margin of safety, and FCF yield together.
Secondary checks
ROE/ROCE, growth, cash conversion, leverage, promoter risk.
Main risk check
One cheap metric is not enough if quality or cash flow is weak.
PE
26.1
PB
EV/EBITDA
742.9
ROE
14.7%
ROCE
9.8%
FCF Yield
Debt/Equity
5.5
MoS
+10.0%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
22
Previous: 22
Verdict
OVERVALUED
Previous: OVERVALUED
Margin of safety
+10.0%
Previous: +10.0%

Score history

12 stored score snapshots. Latest stored move: +2 points.

05 Sept 2026
v4.3-runtime-valuation
19
19
20
20
20
20
18
20
18
18
20
22

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
Growth-justified P/E
27.8
Growth-justified Value
₹758.69
+10.0% MoS
PEG
0.99

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
55Mixed Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Mixed Trust: Claim history is still being built. It ranks around the 16th percentile of the scored universe and 29th percentile within Financial Services. Main check: balance sheet trust is weak at 22/100.

Mixed Trust Lite: Promoter holding is 74.1%. Key concern: Operating cash flow is negative at ₹-13626 Cr.

Computed 05 Sept 2026
management-trust-v1
31 docs text-extracted · 9 concalls text-extracted
Score band
Mixed Trust

Usable, but needs evidence. Treat guidance with a margin of safety.

Relative rank
16th percentile

overall median 67 · Financial Services: 29th pctile, median 62 · Large: 9th pctile, median 73

Evidence depth
Financial-only

31 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Mixed Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Needs extra due diligence; demand valuation comfort and recent improvement.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
86
strong · holding, pledge, alignment
Cash flow
28
weak · profit to cash conversion
Balance sheet
22
weak · leverage and solvency
Discipline
68
acceptable · capital discipline
Results
87
strong · quarterly consistency

Trust positives

  • Promoter holding is 74.1%.
  • Promoter pledge is zero.
  • 4/4 latest quarters had positive YoY revenue growth.
  • 3/4 latest quarters had positive YoY PAT growth.

Trust risks

  • Operating cash flow is negative at ₹-13626 Cr.
  • Debt/equity is 5.52.
  • Altman Z is 0.61.
  • Only 0 years of positive FCF.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
26.10
P/B
EV/EBITDA
742.86
Market Cap
56716.00Cr

Profitability

ROE
14.70%
ROCE
9.79%
ROA
2.00%
Dividend Y
0.59%

Growth (CAGR)

Revenue 5Y
2.41%
EPS 5Y
32.61%
Revenue 3Y
17.00%
EPS 3Y
17.00%

Balance Sheet

Debt/Equity
5.52
Interest Coverage
Altman Z
0.61
Book Value

Cash Flow

FCF Yield
FCF Positive Y
0/5
OCF
-13626.00 Cr
EPS TTM
27.34

Shareholding

Promoter Hold
74.12%
Promoter Pledge
0.00%
Momentum 52W
52%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Financial Services, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.