HB Portfolio

What does HB Portfolio do?

HB Portfolio Ltd is a Micro Cap NBFC focused on investing in securities, with recent net sales of 4 Cr and a net loss of 3 Cr for March 2025. The company has a market cap of Rs 94 Cr and a dividend yield of 1.15%.

Overview: <BR>HB Portfolio Ltd is engaged in the business of investment in securities and operates within the Non Banking Financial Company (NBFC) sector, classified as a Micro Cap.<BR><BR>History: <BR>The company was incorporated in 1994 under the name HB Stockholdings Limited and later changed its name to HB Portfolio Limited in 1997. The latest quarterly results reported net sales and net profit for the period ending March 2025.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 4 Cr (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: -3 Cr (Quarterly Results - Mar 2025) <BR>Market-cap value: Rs 94 Cr (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: N/A <BR>Industry P/E: 23 <BR>Dividend Yield: 1.15% <BR>Debt-Equity: 0.00 <BR>Return on Equity: -0.02% <BR>Price to Book: 0.34<BR><BR>Contact Details: <BR>Address: Plot No 31 Sector 32, Echelon Institutional Area Gurgaon Haryana : 122001 <BR>Tel: 91-124-4675500 <BR>Email: corporate@hbportfolio.com <BR>Website: http://www.hbportfolio.com

Who are in the management team of HB Portfolio?

As of March 2023, the management team of HB Portfolio includes Chairman Lalit Bhasin, Managing Director Anil Goyal, and several Independent Directors: R K Bhargava, Anita Jain, and Harbans Lal, along with Company Secretary Mohit Chauhan. Their remuneration ranges from Rs. 1.45 lacs to Rs. 94.98 lacs.

As of March 2023, the management team of HB Portfolio includes:<BR><BR>- Lalit Bhasin, Chairman (Non-Executive) with a remuneration of Rs. 80.0 k.<BR>- R K Bhargava, Independent Director with a remuneration of Rs. 1.9 lacs.<BR>- Anil Goyal, Managing Director with a remuneration of Rs. 94.98 lacs.<BR>- Anita Jain, Independent Director with a remuneration of Rs. 1.7 lacs.<BR>- Harbans Lal, Independent Director with a remuneration of Rs. 1.45 lacs.<BR>- Mohit Chauhan, Company Secretary & Compliance Officer with no remuneration listed.<BR><BR>This team reflects a mix of executive and independent roles within the company.

Who are the peers of the HB Portfolio?

The peers of the HB Portfolio include Bajaj Finance, Jio Financial, Cholaman.Inv.&Fn, Shriram Finance, Muthoot Finance, Std. Capital Mkt, Paras Petrofils, Mukesh Babu Fin., and Ascom Leasing. In terms of performance, Bajaj Finance leads with a 1-year return of 30.45%, while HB Portfolio has a return of 27.32%.

Peers: The peers of the HB Portfolio are Bajaj Finance, Jio Financial, Cholaman.Inv.&Fn, Shriram Finance, Muthoot Finance, Std. Capital Mkt, Paras Petrofils, Mukesh Babu Fin., and Ascom Leasing.<BR><BR>Quality Snapshot: Excellent management risk is observed at Bajaj Finance, Cholaman.Inv.&Fn, and Muthoot Finance, while Average management risk is found at Jio Financial and Ascom Leasing, and Below Average management risk is seen at Std. Capital Mkt, HB Portfolio, and Mukesh Babu Fin. Growth is rated Excellent for Jio Financial and Std. Capital Mkt, Good for Bajaj Finance, Cholaman.Inv.&Fn, and Shriram Finance, Average for Muthoot Finance and HB Portfolio, and Below Average for Ascom Leasing and the rest. Capital Structure is rated Excellent for Bajaj Finance, Jio Financial, Shriram Finance, Muthoot Finance, Std. Capital Mkt, and Mukesh Babu Fin., Good for Cholaman.Inv.&Fn, and does not qualify for Paras Petrofils.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Bajaj Finance at 30.45%, while the lowest is Jio Financial at -20.18%. HB Portfolio's 1-year return is 27.32%, which is significantly higher than Jio Financial's but lower than Bajaj Finance's. Additionally, Std. Capital Mkt, Jio Financial, and Mukesh Babu Fin. have negative six-month returns.

Is HB Portfolio overvalued or undervalued?

As of May 27, 2025, HB Portfolio is considered overvalued with a valuation grade of very expensive, reflected by a PE ratio of -91.50 and significantly higher EV ratios compared to its peers, despite a strong 1-year return of 35.93%.

As of 27 May 2025, the valuation grade for HB Portfolio has moved from attractive to very expensive, indicating a significant shift in its market perception. The company is currently considered overvalued. Key ratios reveal a PE ratio of -91.50, an EV to EBIT of 47.12, and an EV to EBITDA of 32.43, which are substantially higher than industry norms.<BR><BR>In comparison to its peers, HB Portfolio's valuation metrics are starkly different. For instance, Life Insurance has a PE ratio of 12.54 and an EV to EBITDA of 9.89, while Bajaj Finance stands at a PE of 35.01 and an EV to EBITDA of 19.51. These comparisons highlight the overvaluation of HB Portfolio relative to its peers. Additionally, despite a strong 1-year return of 35.93% compared to the Sensex's 7.60%, the company's current valuation does not justify its price, reinforcing the conclusion that it is overvalued.

What is the technical trend for HB Portfolio?

As of June 3, 2025, the HB Portfolio's trend has shifted to bearish with moderate strength, supported by bearish indicators in MACD, Bollinger Bands, and moving averages, despite some mixed signals from the KST.

As of 3 June 2025, the technical trend for HB Portfolio has changed from mildly bearish to bearish. The current stance is bearish with moderate strength. Key indicators driving this assessment include a bearish MACD on the weekly chart, bearish Bollinger Bands on both weekly and monthly time frames, and a bearish moving average on the daily chart. The KST shows a mildly bullish signal on the weekly but remains mildly bearish monthly, indicating some mixed signals. Overall, the bearish trend is reinforced by the Dow Theory indicating a mildly bearish stance on the weekly timeframe.

Who are the top shareholders of the HB Portfolio?

The top shareholder of HB Portfolio is Lalit Bhasin, who holds 58.76%. Individual investors own 26.2%, while Ashari Agencies Ltd is the largest public shareholder at 1.15%, with minimal mutual fund and no foreign institutional investor involvement.

The top shareholders of HB Portfolio are primarily the promoters, with Lalit Bhasin holding the largest share at 58.76%. There are no pledged promoter holdings, and mutual funds hold a very minor stake through 8 schemes, accounting for just 0.01%. Notably, there are no foreign institutional investors (FIIs) involved. The highest public shareholder is Ashari Agencies Ltd, which holds 1.15%. Additionally, individual investors collectively own 26.2% of the company.

How big is HB Portfolio?

As of 24th July, HB Portfolio Ltd has a market capitalization of 93.00 Cr and reported Net Sales of 27.84 Cr with a Net Profit loss of 0.05 Cr for the latest four quarters. Shareholder's Funds are 285.87 Cr and Total Assets are 301.60 Cr as of March 2024.

As of 24th July, HB Portfolio Ltd has a market capitalization of 93.00 Cr, classifying it as a Micro Cap company.<BR><BR>For the latest four quarters, the company reported Net Sales of 27.84 Cr. However, it experienced a loss of 0.05 Cr in Net Profit during the same period.<BR><BR>The latest annual period for the balance sheet is March 2024. Shareholder's Funds are reported at 285.87 Cr, while Total Assets stand at 301.60 Cr.

How has been the historical performance of HB Portfolio?

The HB Portfolio experienced significant declines in key financial metrics from March 2024 to March 2025, with net sales dropping from 54.02 Cr to 27.84 Cr and profit after tax falling from 5.17 Cr to 0.21 Cr, resulting in a consolidated net profit of -0.05 Cr. Total assets and liabilities also decreased during this period, indicating a challenging financial environment.

Answer:<BR>The historical performance of HB Portfolio shows significant fluctuations in key financial metrics over the years.<BR><BR>Breakdown:<BR>Net sales for HB Portfolio peaked at 54.02 Cr in March 2024, but fell sharply to 27.84 Cr in March 2025. The total operating income followed a similar trend, decreasing from 54.02 Cr in March 2024 to 27.84 Cr in March 2025. The total expenditure also decreased from 46.10 Cr in March 2024 to 25.19 Cr in March 2025. Operating profit (PBDIT) saw a decline from 8.93 Cr in March 2024 to 3.10 Cr in March 2025, while profit before tax dropped from 7.97 Cr to 1.95 Cr in the same period. The profit after tax also fell significantly from 5.17 Cr in March 2024 to 0.21 Cr in March 2025, resulting in a consolidated net profit of -0.05 Cr in March 2025, down from 7.02 Cr in March 2024. The company's total assets decreased from 301.60 Cr in March 2024 to 289.12 Cr in March 2025, while total liabilities also saw a decline from 301.60 Cr to 289.12 Cr. Cash flow from operating activities decreased from 16.00 Cr in March 2024 to 8.00 Cr in March 2025, reflecting a challenging financial environment for the company.

Has HB Portfolio declared dividend?

Yes, HB Portfolio Ltd has declared a 10% dividend, with an ex-date of November 17, 2025. While recent short-term price returns have declined, long-term total returns show significant growth, particularly over the 2 to 5-year periods.

HB Portfolio Ltd has declared a 10% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 10%<BR>- Ex-date: 17 Nov 25<BR><BR>Dividend Yield: 1.33%.<BR><BR>Total Returns by Period:<BR>In the 3-month period, the price return was -3.56%, the dividend return was 1.30%, resulting in a total return of -2.26%.<BR><BR>In the 6-month period, the price return was -18.92%, the dividend return was 1.06%, leading to a total return of -17.86%.<BR><BR>For the 1-year period, the price return was -26.74%, the dividend return was 2.02%, culminating in a total return of -24.72%.<BR><BR>Over the 2-year period, the price return was 28.24%, the dividend return was 3.55%, resulting in a total return of 31.79%.<BR><BR>In the 3-year period, the price return was 118.94%, the dividend return was 5.57%, leading to a total return of 124.51%.<BR><BR>For the 4-year period, the price return was 157.4%, the dividend return was 9.41%, culminating in a total return of 166.81%.<BR><BR>In the 5-year period, the price return was 350.83%, the dividend return was 14.18%, resulting in a total return of 365.01%.<BR><BR>Overall, while the recent price returns have shown significant declines in the short term, the long-term total returns indicate strong growth, particularly over the 2 to 5-year periods, alongside a consistent dividend declaration.

When is the next results date for HB Portfolio Ltd?

The next results date for HB Portfolio Ltd is 13 February 2026.

The next results date for HB Portfolio Ltd is scheduled for 13 February 2026.

Are HB Portfolio Ltd latest results good or bad?

HB Portfolio Ltd's latest results show strong sequential growth with a net profit increase of 1,712.50% quarter-on-quarter, but year-on-year comparisons reveal significant declines in both net profit and sales, raising concerns about the company's long-term stability and operational efficiency. Investors should exercise caution due to ongoing revenue volatility and low return on equity.

HB Portfolio Ltd's latest results present a mixed picture. On one hand, the company has shown significant sequential improvement in Q3 FY26, with a consolidated net profit of ₹1.45 crore, reflecting a staggering 1,712.50% increase quarter-on-quarter. Additionally, net sales rose by 69.21% to ₹6.65 crore compared to the previous quarter.<BR><BR>However, when looking at the year-on-year performance, the results are concerning. Both net profit and net sales have declined significantly compared to the same quarter last year, with net sales down 31.65% from ₹9.73 crore in December 2024. This inconsistency highlights ongoing challenges, as the company has experienced extreme revenue volatility over the past year, making it difficult to assess its long-term sustainability.<BR><BR>Moreover, while the operating margin improved to 31.13%, it still reflects the company's struggle with operational efficiency, having swung from negative margins in previous quarters. The overall financial health is further complicated by a low return on equity (ROE) of 2.02%, which is significantly below industry peers.<BR><BR>In summary, while the latest quarter shows positive momentum, the overall trend and year-on-year comparisons raise serious concerns about the company's stability and future performance. Investors should approach with caution given the volatility and fundamental weaknesses in the business model.

Should I buy, sell or hold HB Portfolio Ltd?

Why is HB Portfolio Ltd falling/rising?

As of 02-Jun, the stock price of HB Portfolio Ltd is rising by 0.83% despite recent declines over the past week and month. While it has outperformed its sector today, mixed signals from moving averages and reduced investor participation suggest potential volatility ahead.

As of 02-Jun, the stock price of HB Portfolio Ltd is currently rising, with a change of 0.51 (0.83%) up from the previous close. Despite opening the day with a loss of -2.14%, the stock managed to touch an intraday high of Rs 62.9, reflecting a gain of 2.59% at that point. This indicates a recovery from the initial dip. <BR><BR>In terms of performance, the stock has outperformed its sector by 2.25% today, suggesting that it is faring better than many of its peers. However, it is important to note that the stock has experienced a decline of -1.43% over the past week and -1.83% over the past month, indicating some volatility in the short term. <BR><BR>The stock's current price is also higher than its 50-day and 100-day moving averages, although it is lower than the 5-day, 20-day, and 200-day moving averages, which could suggest mixed signals regarding its trend. Additionally, there has been a significant drop in investor participation, with delivery volume falling by -48.16% against the 5-day average, which may impact future price movements.<BR><BR>Overall, while the stock is currently rising, the broader context shows a mixed performance with recent declines and reduced investor activity.

Which are the latest news on HB Portfolio?