Investors interested in Banks - Foreign stocks are likely familiar with HDFC Bank (HDB) and Commonwealth Bank of Australia Sponsored ADR (CMWAY). But which of these two companies is the best option for those looking for undervalued stocks?
I maintain my "Hold" rating for HDFC Bank with its mixed Q2 results. The positives include better asset quality and non-interest income, and the realization of M&A synergies. But NIM contraction, weak loan growth, and an elevated loan-to-deposit ratio remain concerns for HDB.
HDFC Bank Limited (NYSE:HDB ) Q2 2026 Earnings Call October 18, 2025 8:30 AM EDT Company Participants Srinivasan Vaidyanathan - Chief Financial Officer Sashidhar Jagdishan - MD, CEO & Director Kaizad Bharucha - Deputy MD & Director Conference Call Participants Mahrukh Adajania - Nuvama Wealth Management Limited, Research Division Chintan Joshi Kunal Shah - Citigroup Inc., Research Division Anand Swaminathan - BofA Securities, Research Division Rikin Shah - IIFL Research Abhishek Murarka - HSBC Global Investment Research Jayant Kharote - Axis Capital Limited, Research Division Ravi Purohit - Securities Investment Management Pvt Ltd Presentation Operator Ladies and gentlemen, good day and welcome to HDFC Bank Limited Q2 FY '26 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.
HDFC Bank Limited (NYSE:HDB ) Q1 2026 Earnings Conference Call July 19, 2025 8:30 AM ET Company Participants Sashidhar Jagdishan - MD, CEO & Director Srinivasan Vaidyanathan - Chief Financial Officer Conference Call Participants Abhishek Murarka - HSBC Global Investment Research Chintan Joshi - Unidentified Company Kunal Shah - Citigroup Inc., Research Division Mahrukh Adajania - Nuvama Wealth Management Limited, Research Division Piran Engineer - CLSA Limited, Research Division Pranav Dheeraj Gundlapalle - Sanford C. Bernstein & Co., LLC.
The Indian financial sector has faced challenges due to poor liquidity, asset quality, and slowing credit demand, impacting HDFC Bank's stock price. HDFC Bank's latest earnings show resilience with strong operating profit, positioning it well to benefit from RBI's liquidity measures. Despite RBI's easing measures, near-term data indicates weak credit growth, with retail unsecured loans and credit to NBFCs significantly down.
Investors need to pay close attention to HDFC Bank (HDB) stock based on the movements in the options market lately.
HDFC Bank Limited (NYSE:HDB ) Q3 2025 Earnings Conference Call January 22, 2025 7:30 AM ET Company Participants Srinivasan Vaidyanathan - Chief Financial Officer Sashidhar Jagdishan - Managing Director and Chief Executive Officer Conference Call Participants Mahrukh Adajania - Nuvama Research Chintan Joshi - Autonomous Research Kunal Shah - Citigroup Inc. Suresh Ganapathy - Macquarie Group Limited Pranav Gundlapalle - Sanford C. Bernstein & Co., LLC Rikin Shah - IIFL Capital Services Limited Nitin Aggarwal - Motilal Oswal Financial Services Ravi Purohit - SiMPL Param Subramanian - Nomura Holdings, Inc. Saurabh Kumar - JPMorgan Chase & Co. Abhishek Murarka - HSBC Securities & Capital Markets Prakhar Sharma - Jefferies Group LLC Rahul Jain - Goldman Sachs Operator Ladies and gentlemen, good day and welcome to HDFC Bank Limited Q3 FY 2025 Earnings Conference Call.
Investors interested in stocks from the Banks - Foreign sector have probably already heard of Banco Santander (SAN) and HDFC Bank (HDB). But which of these two stocks presents investors with the better value opportunity right now?
Investors looking for stocks in the Banks - Foreign sector might want to consider either Woori Bank (WF) or HDFC Bank (HDB). But which of these two stocks offers value investors a better bang for their buck right now?
Investors need to pay close attention to HDFC Bank (HDB) stock based on the movements in the options market lately.
After a bumpy post-merger ride, HDFC Bank is poised to turn the page. The macro winds are also blowing in the right direction. Significantly lowered expectations add margin for error.
HDFC Bank Ltd (NYSE:HDB ) Q2 2025 Earnings Conference Call October 19, 2024 8:00 AM ET Company Participants Srinivasan Vaidyanathan - CFO Sashidhar Jagdishan - CEO, Managing Director & Executive Director Conference Call Participants Mahrukh Adajania - Nuvama Wealth Management Kunal Shah - Citi Gaurav Singhal - Aspex Management Pranav Gundlapalle - Sanford C Bernstein Rahul Jain - Goldman Sachs Rikin Shah - IIFL Securities Abhijith V. - Axis Mutual Fund M.