HB Portfolio

Why is HB Portfolio Ltd falling/rising?

As of 10-Aug, the stock price of HB Portfolio Ltd is currently at 57.44, reflecting a decline of -0.61%. The stock has significantly underperformed the sector and the benchmark Sensex over various time frames, indicating a bearish trend despite some positive delivery volume indicators.

As of 10-Aug, the stock price of HB Portfolio Ltd is falling, currently at 57.44, reflecting a change of -0.35 (-0.61%). This decline is evident in its recent performance, where the stock has underperformed the sector by -1.24% today. Over the past week, the stock has decreased by -0.31%, while the benchmark Sensex has only fallen by -0.12%. <BR><BR>In a broader context, the stock has shown a significant decline over the past year, with a drop of -33.48%, compared to a much smaller decrease of -1.65% for the Sensex. Year-to-date, the stock is down -8.17%, which is slightly worse than the Sensex's decline of -7.84%. <BR><BR>Despite some positive indicators, such as higher delivery volumes which have increased by 332.62% against the 5-day average, the stock remains lower than the 50-day, 100-day, and 200-day moving averages, suggesting a bearish trend. Overall, these factors contribute to the current downward movement in HB Portfolio Ltd's stock price.

Which are the latest news on HB Portfolio?

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.

What does HB Portfolio do?

HB Portfolio Ltd is a micro-cap NBFC focused on investing in securities, with recent net sales of 12 Cr and a net loss of 3 Cr as of March 2026. The company has a market cap of INR 66 Cr and operates with a P/E ratio of 234.00.

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 company.<BR><BR>History: <BR>HB Portfolio Ltd was incorporated on August 18, 1994, originally under the name HB Stockholdings Limited. The company changed its name to HB Portfolio Limited on February 19, 1997. The latest quarterly results reported net sales and profit for the period ending March 2026.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 12 Cr (Quarterly Results - Mar 2026) <BR>Most recent Net Profit: -3 Cr (Quarterly Results - Mar 2026) <BR>Market-cap value: INR 66 Cr (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 234.00 <BR>Industry P/E: 20 <BR>Dividend Yield: 1.62% <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

How big is HB Portfolio?

As of 10th June, HB Portfolio Ltd has a market capitalization of 66.00 Cr, with Net Sales of 30.03 Cr and a Net Profit of 0.27 Cr for the latest four quarters. Shareholder's Funds were valued at 276.52 Cr, and Total Assets amounted to 289.12 Cr as of March 2025.

As of 10th June, HB Portfolio Ltd has a market capitalization of 66.00 Cr, categorizing it as a Micro Cap company.<BR><BR>For the latest four quarters, the company reported Net Sales of 30.03 Cr and a Net Profit of 0.27 Cr.<BR><BR>As of March 2025, the Shareholder's Funds were valued at 276.52 Cr, while the Total Assets amounted to 289.12 Cr.

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!

Who are the peers of the HB Portfolio?

The peers of the HB Portfolio include Apoorva Leasing, Comfort Fincap, TruCap Finance, B N Rathi Sec., Paras Petrofils, Hiliks Technolog, Transwar.Fin., Everlon Fin., and Elixir Capital. Apoorva Leasing has the highest 1-year return at 5.14%, while HB Portfolio's return is -42.73%.

Peers: The peers of the HB Portfolio are Apoorva Leasing, Comfort Fincap, TruCap Finance, B N Rathi Sec., Paras Petrofils, Hiliks Technolog, Transwar.Fin., Everlon Fin., and Elixir Capital.<BR><BR>Quality Snapshot: Excellent management risk is observed at Apoorva Leasing, Comfort Fincap, TruCap Finance, B N Rathi Sec., Hiliks Technolog, Transwar.Fin., Everlon Fin., and Elixir Capital, while Below Average management risk is found at HB Portfolio. Growth is rated as Good for Hiliks Technolog, Average for B N Rathi Sec. and Everlon Fin., and Below Average for the rest. Capital Structure is rated as Excellent for Apoorva Leasing, Comfort Fincap, TruCap Finance, B N Rathi Sec., Hiliks Technolog, Transwar.Fin., HB Portfolio, and Elixir Capital, while Paras Petrofils does not qualify.<BR><BR>Return Snapshot: The peer with the highest 1-year return is Apoorva Leasing at 5.14%, while the lowest is TruCap Finance at -55.96%. HB Portfolio's 1-year return is -42.73%, which is significantly lower than Apoorva Leasing's and higher than TruCap Finance's. Additionally, the six-month return is negative for TruCap Finance, B N Rathi Sec., Comfort Fincap, Transwar.Fin., and Everlon Fin.

Should I buy, sell or hold HB Portfolio Ltd?

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.

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.

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.