HDB Financial share price: HDFC Bank subsidiary, HDB Financial Services’ share price spiked over 12 per cent on Thursday after the company reported strong Q4FY26 results, drawing bullish calls from global and domestic brokerages.
Analysts noted that the company reported strong profitability and improving asset quality; however, loan growth remained muted. The company posted 41.4 per cent year-on-year rise in quarterly profit to Rs 751 crore, aided by healthy net interest income growth, moderating credit costs and better stressed asset metrics.
However, analysts remain cautious on near-term upside, noting that a sustained pickup in loan growth will be critical for any meaningful re-rating despite improving fundamentals and stable operating performance.
HDB Financial shares have delivered a mixed performance across timeframes, outperforming the broader Nifty 500 in the short term but lagging on a year-to-date basis. Over the past week, the stock has gained 12.31 per cent compared with the Nifty 500’s 2.91 per cent rise, while in the one‑month period, HDB advanced 8.28 per cent, ahead of the index’s 5.49 per cent gain. However, on a year‑to‑date basis, the stock remains under pressure, declining 9 per cent, slightly more than the Nifty 500’s fall of 5.15 per cent, indicating recent momentum despite longer‑term underperformance.
Morgan Stanley on HDB Financial Services
Motilal Oswal on HDB Financials
Nirmal Bang on HDB Financial Services
HDB Financial Services reported a 41.4 per cent year-on-year (YoY) increase in its profit after tax to Rs 751 crore for the quarter ended March 31, 2026, compared to Rs 531 crore for the quarter ended March 31, 2025.
Profit after tax rose 16.9 per cent to Rs 2,544 crore for the year ended March 31, 2026 compared to Rs 2,176 crore for the year ended March 31, 2025.
HDB Financial Q4 Highlights
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
