Update shared on 18 Oct 2025
Fair value Increased 0.12%Analysts have slightly raised their price target for HDFC Bank from ₹1,137 to ₹1,138.35, citing marginal improvements in underlying valuation metrics and updated projections.
What's in the News
- Dubai Financial Services Authority has issued a decision notice prohibiting HDFC Bank's DIFC Branch from soliciting or conducting new business with clients until further notice, following issues related to customer onboarding and financial promotions. Existing clients and ongoing services are unaffected (Regulatory Authority: Enforcement Actions).
- The board of HDFC Bank will meet on October 18, 2025, to consider and approve the unaudited financial results for the quarter and half-year ending September 30, 2025 (Board Meeting).
- At a postal ballot on August 21, 2025, shareholders approved an increase in the bank's authorised share capital and related changes to its Memorandum of Association (Changes in Company Bylaws/Rules).
- HDFC Bank announced a special interim dividend of INR 5 per equity share for fiscal year 2025-26, with payment scheduled for August 11, 2025 (Special Dividend Announced).
- A 2:1 stock split or significant stock dividend for HDFC Bank is set to occur on August 26, 2025 (Stock Splits & Significant Stock Dividends).
Valuation Changes
- The Fair Value Estimate has risen slightly from ₹1,137 to ₹1,138.35.
- The Discount Rate has increased minimally from 15.04% to 15.06%.
- The Revenue Growth estimate shows a modest improvement, with the projected rate moving from -2.62% to -2.57%.
- The Net Profit Margin estimate has edged down from 40.71% to 40.57%.
- The Future P/E Ratio has risen marginally from 26.05x to 26.14x.
Disclaimer
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