Discussion on whether the announcement of HDFC Bank's next CEO could be a meaningful stock rerating event

Mon 28 Sep 2026

Heard on Live TV News Channel between 14:48:26 - 14:49:41 IST.

• Analyst Rupen said uncertainty around bank leadership has been a key overhang on the stock.
• Said unlikely to see a big price pop on the announcement date itself, but expects gradual repair.
• Said if the bank grows 13-15% and re-rates from current ~1.5x forward price-to-book, decent returns are likely over 2-3 years even without further rerating.
• Compared valuation to global peers like JPMorgan trading near 3x price-to-book, noting Indian banks now trade at a discount versus a decade ago when they traded at a premium.

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