HDFC Ltd - Beneficiary of forthcoming inflation?

Results out now.

HDFC ratings reaffirmed by ICRA

The complete report can be accessed here

https://www.icra.in/Rationale/ShowRationaleReport/?Id=113869

HDFC notification to the stock exchanges in relation to the proposed scheme of amalgamation for the amalgamation of HDFC Property Ventures Limited and HDFC Venture Capital Limited with HDFC
Capital Advisors Limited

Here is a snippet from Indiabulls housing finance Q3 concall, where management mentioned HDFC will vacate wholesale business post merger.

image

Anybody knows why?

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HOUSING LOAN MARKET SHARE
Dec-2022 Sep-2022 Dec-2021
SBIN 22.49% 23.25% 23.59%
HDFC ltd 17.58% 18.22% 17.89%
ICICI bank 12.15% 12.46% 12.19%
AXIS bank 5.40% 5.73% 5.93%
HDFC bank 3.58% 3.45% 3.46%
BOB 3.37% 3.46% 3.37%
KOTAK bank 3.27% 3.36% 3.02%
PNB 2.89% 3.01% 3.26%
UNION bank 2.42% 2.93% 3.01%
FEDERAL bank 0.93% 0.96% 0.95%
IDBI 0.88% 0.69% 1.06%

Source- Tijori finance

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