HDFC Bank500180Private sector banking
Analysts debated HDFC Bank's valuation versus Kotak Mahindra Bank, arguing HDFC Bank could re-rate given book value upside
- Current price to book
- 1.3 times
- HDFC Bank earnings multiple
- 11 times
- Kotak earnings multiple
- 14 times
- Kotak price to book
- 1.6 times
- FY28 book value
- 445 rupees
Heard on business television between 08:49:32 - 08:52:32 IST.
- Speaker compared HDFC Bank trading at 11x earnings and 1.3x price to book versus Kotak at 14x and 1.6x, both below historical averages.
- Debated whether HDFC Bank can return to its earlier premium multiples given stronger competition from ICICI, SBI and PSU banks now.
- Analyst argued 1.8x book value is achievable (not 4x), using FY28 book value of 445 rupees, giving 800 plus 125 rupees subsidiary value = 925 rupees, implying 30% upside.
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Source: Live TV News Channel · 5 Oct 2026
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