UBS initiates coverage on HDB Financial Services stock with Neutral rating

Published 11/08/2025, 06:52
UBS initiates coverage on HDB Financial Services stock with Neutral rating

Investing.com - UBS initiated coverage on HDB Financial Services (HDBFS:IN) with a Neutral rating and a price target of INR790.00, according to a research note released Monday.

The investment bank cited HDB Financial Services’ strong lending franchise, supported by diversified products, expansive branch network, and AAA credit rating. These factors have driven a 15% assets under management (AUM) compound annual growth rate (CAGR) over FY21-25, which UBS estimates will continue through FY28.

UBS noted the company’s portfolio is diversified across retail and micro, small, and medium enterprises (MSME) products but remains cyclical with 36% exposure to commercial vehicle and construction equipment loans. The firm expects near-term asset quality pressure due to unsecured business loans comprising 13% of the loan book.

The research firm forecasts HDB Financial Services will deliver 2.3-2.4% return on assets (ROA) and 15-16% return on equity (ROE) in the medium term, with an 18% earnings per share (EPS) CAGR over FY25-28E.

UBS’s price target of INR790.00 implies 2.8x FY27E book value per share (BVPS), with analysts noting that while HDB’s growth and ROE profiles would exceed similar-sized peers like Mahindra Finance and L&T Finance, they would lag behind industry leaders Bajaj Finance (NSE:BJFN) and Cholamandalam.

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