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.

When is the next results date for HB Portfolio?

No Upcoming Board Meetings

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.

Are HB Portfolio latest results good or bad?

The latest results for HB Portfolio are bad, with a 96.33% decline in net profit and a 48.96% drop in revenue, indicating significant operational challenges and severe margin compression. The stock has a "Strong Sell" rating due to these troubling financial metrics.

The latest results for HB Portfolio indicate a troubling performance. In Q2 FY26, the company reported a net profit of just ₹0.08 crore, which represents a staggering decline of 96.33% compared to the previous quarter. Revenue also plummeted by 48.96%, falling to ₹3.93 crore from ₹7.70 crore in Q1 FY26. This sharp drop in both profit and revenue highlights significant operational challenges.<BR><BR>Additionally, the operating margin has collapsed from 46.88% to a mere 3.82%, signaling severe margin compression. The average return on equity (ROE) stands at a weak 1.61%, raising concerns about the company's capital efficiency and ability to generate consistent returns for shareholders.<BR><BR>Overall, the financial results reflect extreme volatility and instability, with the company struggling to maintain profitability and operational effectiveness. Given these factors, the latest results can be characterized as bad, and market sentiment appears to be negative, with a "Strong Sell" rating assigned to the stock.

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.

Should I buy, sell or hold HB Portfolio?

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.

Which are the latest news on HB Portfolio?

Why is HB Portfolio Ltd falling/rising?

As of 18-Jan, HB Portfolio Ltd's stock price is declining by 1.48% and is trading below all key moving averages, indicating a bearish trend. Despite increased investor participation, the stock has underperformed its sector and has seen significant declines over the past year.

As of 18-Jan, HB Portfolio Ltd's stock price is currently falling, as indicated by a change of -0.9, which represents a decline of 1.48%. This downward movement follows a trend reversal after three consecutive days of gains. Additionally, the stock is trading below its 5-day, 20-day, 50-day, 100-day, and 200-day moving averages, suggesting a bearish trend.<BR><BR>Despite a recent increase in investor participation, with delivery volume rising by 175.33% against the 5-day average, the overall performance today shows that the stock has underperformed its sector by 1.73%. Over the longer term, the stock has also experienced significant declines, with a year-to-date decrease of 3.92% and a substantial drop of 38.61% over the past year, contrasting sharply with the Sensex, which has gained 8.47% in the same period. These factors collectively contribute to the current decline in HB Portfolio Ltd's stock price.