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Kevil's avatar

Great insights about this giant of a business

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Donnie's avatar

Can you do similar for HDFC?

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Balkar Sivia's avatar

Hi Donnie - HDFC is a financial holding company whos core business is mortgage lending but has stakes in HDFC Bank, HDFC Life Insurance, HDFC Asset Mgmt and other such financial businesses. So, it becomes a SOTP calculation.

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Pratik T's avatar

one thing to keep in mind INR/USD on a Price/Base currency basis is trading at 95 INR forward, ADR might still loose money even if the value of the business goes up due to Indian rupee depreciation over the next 3-5 years.

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R R MOMIN's avatar

Good explanation.I like it

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