HB Portfolio

Why is HB Portfolio Ltd falling/rising?

As of 01-Sep, HB Portfolio Ltd's stock price is rising to 61.49, reflecting a 2.48% increase due to strong financial results, outperforming its sector, and positive investor sentiment. The stock's performance is supported by significant growth in net sales and profits, along with favorable trading trends and increased investor participation.

As of 01-Sep, HB Portfolio Ltd's stock price is rising, currently at 61.49, reflecting a change of 1.49 or 2.48% increase. This upward movement can be attributed to several positive factors. The stock has outperformed its sector by 3.94% today, indicating strong relative performance. Additionally, it reached an intraday high of Rs 61.5, showing a 2.5% increase during the trading session.<BR><BR>The company has reported impressive financial results, with a 38% growth in net sales and significant increases in profit before tax (PBT) and profit after tax (PAT), which grew by 1471.1% and 8240.7%, respectively, compared to the previous four-quarter average. This strong financial performance has likely boosted investor confidence.<BR><BR>Moreover, the stock is trading above its 5-day, 20-day, 50-day, 100-day, and 200-day moving averages, suggesting a positive trend. There has also been a notable increase in investor participation, with delivery volume rising by 41.48% against the 5-day average. The high dividend yield of 3.67% at the current price further enhances its attractiveness to investors.<BR><BR>Despite some long-term concerns regarding weak fundamentals and a low return on equity, the recent performance metrics and positive financial results appear to be driving the current rise in HB Portfolio Ltd's stock price.

Who are in the management team of HB Portfolio?

The management team of HB Portfolio includes Lalit Bhasin (Chairman), R K Bhargava, Anita Jain, and Harbans Lal (Independent Directors), Anil Goyal (Managing Director), and Mohit Chauhan (Company Secretary & Compliance Officer).

The management team of HB Portfolio includes the following individuals:<BR><BR>1. **Lalit Bhasin** - Chairman (Non-Executive)<BR>2. **R K Bhargava** - Independent Director<BR>3. **Anil Goyal** - Managing Director<BR>4. **Anita Jain** - Independent Director<BR>5. **Harbans Lal** - Independent Director<BR>6. **Mohit Chauhan** - Company Secretary & Compliance Officer<BR><BR>If you need more details about any specific member or their roles, feel free to ask!

What does HB Portfolio do?

HB Portfolio Ltd is a Micro Cap NBFC focused on investing in securities, with recent quarterly net sales of 10 Cr and net profit of 6 Cr. The company has a market cap of INR 67 Cr and key metrics include a P/E of 17.00 and a dividend yield of 3.55%.

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, later changing its name to HB Portfolio Limited in 1998. The latest quarterly results reported net sales and net profit for June 2026.<BR><BR>Financial Snapshot: <BR>- Net Sales: 10 Cr (Quarterly Results - Jun 2026) <BR>- Net Profit: 6 Cr (Quarterly Results - Jun 2026) <BR>- Market Cap: INR 67 Cr (Micro Cap) <BR><BR>Key Metrics: <BR>- P/E: 17.00 <BR>- Industry P/E: 21 <BR>- Dividend Yield: 3.55% <BR>- Debt Equity: 0.01 <BR>- Return on Equity: 0.10% <BR>- Price to Book: 0.26 <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 the peers of the HB Portfolio?

The peers of the HB Portfolio include Minolta Finance, Odyssey Corpn., SPA CAPT SER, Cont. Securities, Dhruva Cap.Serv., Everlon Fin., Mantra Capital, and Dar Credit & Cap. The HB Portfolio has a 1-year return of -20.38%, higher than Odyssey Corpn. (-23.08%) but lower than SPA CAPT SER (41.46%).

Peers: The peers of the HB Portfolio are Minolta Finance, Odyssey Corpn., SPA CAPT SER, Cont. Securities, Dhruva Cap.Serv., Everlon Fin., Mantra Capital, and Dar Credit & Cap.<BR><BR>Quality Snapshot: Excellent management risk is observed at Minolta Finance, Cont. Securities, Dhruva Cap.Serv., SPA CAPT SER, and Dar Credit & Cap, while Average management risk is found at Everlon Fin. Below Average management risk is noted for Odyssey Corpn., HB Portfolio, Mantra Capital, and the rest. Growth ratings show Excellent growth at Minolta Finance, Cont. Securities, Dhruva Cap.Serv., while Good growth is seen at SPA CAPT SER and Dar Credit & Cap. Below Average growth is present at Odyssey Corpn., HB Portfolio, and the rest, with Average growth at Mantra Capital.<BR><BR>Return Snapshot: The peer with the highest 1-year return is SPA CAPT SER at 41.46%, while the lowest is Odyssey Corpn. at -23.08%. The HB Portfolio's 1-year return is -20.38%, which is higher than Odyssey Corpn. but lower than SPA CAPT SER. Additionally, Dhruva Cap.Serv. and Everlon Fin. have negative six-month returns.

How big is HB Portfolio?

As of 31st August, HB Portfolio Ltd has a market capitalization of 67.00 Cr, with Net Sales of 32.69 Cr and a Net Profit of 3.72 Cr for the latest four quarters. Shareholder's Funds are 257.82 Cr and Total Assets are 268.73 Cr as of March 2026.

As of 31st August, HB Portfolio Ltd has a market capitalization of 67.00 Cr, categorizing it as a Micro Cap company.<BR><BR>For the latest four quarters, the company reported Net Sales of 32.69 Cr and a Net Profit of 3.72 Cr.<BR><BR>As of March 2026, the Shareholder's Funds amounted to 257.82 Cr, while Total Assets were reported at 268.73 Cr.

Which are the latest news on HB Portfolio?

Should I buy, sell or hold HB Portfolio Ltd?

Has HB Portfolio Ltd declared dividend?

Yes, HB Portfolio Ltd has declared a dividend of 12%, with an ex-date of August 14, 2026, and a dividend yield of 1.71%. Total returns have varied, showing significant positive returns over the 3, 4, and 5-year periods.

HB Portfolio Ltd has declared a dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 12%<BR>- Ex-date: 14 Aug 26<BR><BR>Dividend Yield: 1.71%.<BR><BR>Total Returns by Period:<BR>In the 3 Months period, the price return was -6.02%, the dividend return was 1.95%, resulting in a total return of -4.07%.<BR><BR>In the 6 Months period, the price return was -0.43%, the dividend return was 2.02%, leading to a total return of 1.59%.<BR><BR>In the 1 Year period, the price return was -30.94%, the dividend return was 2.86%, culminating in a total return of -28.08%.<BR><BR>In the 2 Years period, the price return was -31.63%, the dividend return was 3.56%, resulting in a total return of -28.07%.<BR><BR>In the 3 Years period, the price return was 27.88%, the dividend return was 5.16%, yielding a total return of 33.04%.<BR><BR>In the 4 Years period, the price return was 86.68%, the dividend return was 9.03%, leading to a total return of 95.71%.<BR><BR>In the 5 Years period, the price return was 76.79%, the dividend return was 13.79%, resulting in a total return of 90.58%.<BR><BR>Overall, HB Portfolio Ltd has declared a dividend and has shown varying total returns over different periods, with a notable positive total return in the longer-term periods, particularly in the 3, 4, and 5 Years periods. The dividend yield of 1.71% indicates a modest return from dividends relative to the share price.

Are HB Portfolio Ltd latest results good or bad?

The latest results for HB Portfolio Ltd are concerning, showing a significant increase in net sales to ₹11.75 crores but a substantial net loss of ₹3.44 crores, indicating severe operational challenges and a deteriorating financial health. Overall, these results are considered bad, raising serious concerns about the company's future prospects.

The latest results for HB Portfolio Ltd are concerning. While the company reported a significant increase in net sales, reaching ₹11.75 crores with a quarter-on-quarter growth of 76.69%, this was overshadowed by a substantial decline in profitability. The consolidated net profit for Q4 FY26 was a loss of ₹3.44 crores, marking a staggering drop of 337.24% compared to the previous quarter. <BR><BR>Additionally, the operating margin plummeted to -29.62%, a drastic shift from a positive margin of +31.13% in the prior quarter. This indicates severe operational challenges, as the company is struggling to convert its revenue into profit effectively. <BR><BR>Overall, the financial health of HB Portfolio appears to be deteriorating, with erratic quarterly performance and a weak return on equity averaging just 2.02% over the past five years. The stock has also underperformed significantly, declining 27.82% over the past year, which is notably worse than the broader market and its sector peers. Given these factors, the latest results can be characterized as bad, raising serious concerns about the company's operational viability and future prospects.

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.

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.

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.

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.