BofA Securities initiates HDB Financial Services stock with Neutral rating

Published 11/08/2025, 12:08
BofA Securities initiates HDB Financial Services stock with Neutral rating

Investing.com - BofA Securities has initiated coverage on HDB Financial Services (HDBFS:IN) with a Neutral rating and a price target of INR800.00.

The investment bank’s analysis suggests a balanced risk-reward profile for the financial services company, citing strong growth potential from a diversified product suite, offset by an inferior return on assets profile compared to peers.

BofA Securities notes that HDB Financial Services has achieved a solid 19% compound annual growth rate over the past decade, supported by strong customer acquisition and the long-term support and brand value of HDFC Bank.

The company has built a customer base of 20.1 million as of June 2025, focusing primarily on India’s underbanked but bankable population, according to the research note.

BofA Securities forecasts significant growth opportunities for HDB in retail and MSME segments, driven by resilient consumption, increasing penetration, and high credit gap in the MSME segment, with expectations of a 19% assets under management compound annual growth rate over FY26-28.

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