HDBHDFC Bank Limited
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $0.49Beat
- vs $0.40 expected on Oct 17
- Stock move on it
- −3.19%
- one session
- Typical move
- ±6.9%
- average over 2 reports
- Price
- $25.71
- −1.19% today · $123B cap
Past and upcoming reports
2
| Oct 17, 2026 | Sep 30, 2026 | Time not given | $0.40 | Beat$0.49 | −3.19% |
| Jul 18, 2026 | Jun 30, 2026 | Time not given | $0.39 | Beat$0.40 | −10.54% |
After the report
Jul 18, 2026 report
This covers the Jul 18, 2026 report. The Oct 17, 2026 numbers are in the table above.
HDFC Bank beats Q1 EPS by 5.3%, but stock falls 10% on growth concerns
HDFC Bank reported Q1 EPS of $0.40, beating the $0.38 estimate by 5.3%. Despite the beat, the stock sold off approximately 10% on earnings day, reflecting market disappointment with weak revenue growth (0.8% TTM) and broader Indian economic headwinds. Valuation remains cheap at 14x P/E and a PEG of 0.94, but near-term growth momentum is lacking.
Reported against expected
BeatReported EPS of $0.40 beat the $0.38 estimate by 5.3% (surprise of +5.26%).
Guidance
No explicit guidance provided in the payload. the negative price reaction suggests the market interpreted the print as disappointing on forward outlook.
How the stock reacted
Stock fell approximately 10% on earnings day (based on a -10.56% daily move in the 90-day history), despite the EPS beat.
What changed
EPS beat by 5.3%, but stock sold off 10% on growth concerns.
What the price now assumes
Market pricing in slower growth and margin pressure despite cheap valuation.
What it means for the business
Upgrade bias if revenue growth accelerates. watch next quarter's revenue and NIM.
The next one to three months, as we saw it then
Better case30%
Revenue growth reaccelerates above 2% QoQ and Indian macro stabilizes, driving a re-rating toward the analyst target of $33.5 (30% upside).
Base case45%
Growth remains tepid (1-2% QoQ) and valuation holds near current levels (14x P/E) as the market waits for clearer signs of acceleration.
Worse case25%
Continued weak revenue and EPS growth, combined with Indian economic headwinds, push the stock below $22.90, testing the next support near $20.
If you hold it
Hold unless revenue growth remains below 2% next quarter. trim if stock breaks below $22.90.
If you are watching
Consider entry if stock holds above $22.90 and next quarter shows revenue acceleration >2% QoQ. avoid if it breaks below $22.90 or revenue growth stays flat.
Scenario odds are a judgement, not measured.