H

HDFC Life Insurance Company Limited

HDFCLIFENSE
Market snapshot · 2026-08-11 11:46 UTC

536.00

₹-4.00 (-0.74%)

MARKET CAP

₹1.16L Cr

STOCK P/E

58.7x

52W HIGH

₹815.00

52W LOW

₹530.50

BOOK VALUE

₹90.58

EPS

₹9.13

ROE

10.80%

SECTOR

Financials

DEBT/EQUITY

15.84

VOLUME

36.42L

P/B RATIO

5.92x

PEG RATIO

4.93

Sector

Financials

Themes

InsuranceHDFC GroupLife Insurance
D
Dividend
E
Earnings
₹785.95₹724.46₹662.98₹601.49₹540.00VolumeEEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for HDFCLIFE.

34.00 analysts

Price Forecast

Current
₹536.00
High Target
₹910.00
▲ +69.8%
Median Target
₹735.00
▲ +37.1%
Low Target
₹620.00
▲ +15.7%
Now₹536.00High ₹910.00Median ₹735.00Low ₹620.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
34 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹473.25 - ₹627.8780%
6M₹453.92 - ₹677.0480%
12M₹432.17 - ₹760.7080%
Realized vol: +22.1% · Drift: +9.2%

Revenue Forecast

₹ Cr
Jun '26Current₹33,545.0
Sep 2026 ETrend estimate range
High₹27,078.7Base₹25,072.8Low₹23,067.0
Sep '25: ₹20,548.0 · Dec '25: ₹29,312.0 · Mar '26: ₹19,727.0 · Jun '26: ₹33,545.0 · Sep '26: ₹25,072.8 · Dec '26: ₹35,766.7
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E20,548.029,312.019,727.033,545.025,072.835,766.7
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹2.81
Sep 2026 ETrend estimate range
High₹2.44Base₹2.18Low₹1.92
Sep '25: ₹2.07 · Dec '25: ₹1.95 · Mar '26: ₹2.30 · Jun '26: ₹2.81 · Sep '26: ₹2.18 · Dec '26: ₹2.05
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E2.071.952.302.812.182.05
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
71%
Analyst Consensus
Positive

From 34 analysts

Mean upside+39.8%

Fundamentals

Moderate

Fundamentals institutional score is 53 using EVA spread proxy -1.2%; growth durability 68.3.

Valuation

Attractive relative to peers

Valuation institutional score is 97 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 80 using mean target upside 39.8%; dispersion penalty 15.5; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 66 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 3 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. valuation and analyst consensus provide support, while fundamentals remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals ModerateValuation Attractive relative to peersAnalyst Consensus PositiveTechnical Structure Mixed MomentumMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price749.2 target
Mean Upside+39.8%
Technical Score66%
Fundamental Score53%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 16.2% below historical median. Valuation is declining — currently in the strongly undervalued zone (z-score: -1.78). Confidence: 89%.

Live forward EPS implies next-12-month EPS of ₹11.98. Applying the stock's normalized valuation corridor produces a fair range of ₹801.22 to ₹952.53, with base value near ₹839.20 (+56.6% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Below normalized range

Forward EPS

₹11.98

Forward P/E

44.7x

Base Fair Value

₹839.20

Fair Range

₹801.22 - ₹952.53

Upside To Base

+56.6%

Estimate Source

Live forward EPS

Growth Estimate

+11.9%

P/B
Strongly Undervalued

5Y Average

8.67

Current

5.92

Overvalued

9.72

Undervalued

7.25

P/E
Strongly Undervalued

5Y Average

68.95

Current

58.71

Overvalued

79.51

Undervalued

66.88

P/S
Strongly Undervalued

5Y Average

1.31

Current

1.12

Overvalued

1.51

Undervalued

1.11

Peers & Comparison

Sector: Financials · Theme: Insurance

Insurance Business Peers8 peers
Avg P/E: 109.7x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
+18.8%2.1%
70.7x
Undervalued
-36% vs avg
+1.0%
-40.2%0.2%
624.6x
Premium
+469% vs avg
-5.7%
BSE LIMITED
BSEStock Exchanges & Ratings
+64.0%48.9%
50.4x
Undervalued
-54% vs avg
+50.1%
DR. REDDY S LABORATORIES
DRREDDYPharmaceuticals
-5.6%10.0%
30.7x
Undervalued
-72% vs avg
-5.0%
HINDALCO INDUSTRIES LTD
HINDALCOMetals - Aluminium
+32.1%5.5%
14.3x
Undervalued
-87% vs avg
+58.0%
EICHER MOTORS LTD
EICHERMOTTrucks & Buses
+31.5%23.2%
38.1x
Undervalued
-65% vs avg
+41.7%
HCL TECHNOLOGIES LTD
HCLTECHIT Services & Consulting
+3.0%13.0%
21.2x
Undervalued
-81% vs avg
-8.8%
BAJAJ AUTO LIMITED
BAJAJ-AUTOTwo Wheelers
+64.0%16.3%
27.8x
Undervalued
-75% vs avg
+42.5%
Insurance Theme Peers8 peers
Avg P/E: 114x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
+18.8%2.1%
70.7x
Undervalued
-38% vs avg
+1.0%
-40.2%0.2%
624.6x
Premium
+448% vs avg
-5.7%
ICICI PRU LIFE INS CO LTD
ICICIPRULIInsurance
-83.1%2.6%
43.3x
Undervalued
-62% vs avg
-18.8%
+10.9%8.8%
34.0x
Undervalued
-70% vs avg
-13.9%
GO DIGIT GENERAL INS LTD
GODIGITInsurance
+8.6%4.8%
49.9x
Undervalued
-56% vs avg
-24.7%
STAR HEALTH & AL INS CO L
STARHEALTHInsurance
+1407.8%3.6%
51.1x
Undervalued
-55% vs avg
+29.2%
BAJAJ FINSERV LTD.
BAJAJFINSVInsurance
+19.3%6.5%
31.9x
Undervalued
-72% vs avg
+5.9%
-1.3%18.3%
6.5x
Undervalued
-94% vs avg
-10.5%
WHY THESE PEERS

HDFC LIFE INS CO LTD trades at a discount (58.7x vs peer avg 109.7x), suggesting potential undervaluation relative to the Insurance cohort. Peers include SBI LIFE INSURANCE CO LTD, MAX FINANCIAL SERV LTD, BSE LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹33.55K CrJun 2026

Latest net profit

₹611 CrJun 2026

Latest EPS

₹2.81Jun 2026

Net margin

1.7%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%0.5%0.9%1.4%1.8%0.00 Cr8.50K Cr17.00K Cr25.50K Cr34.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr8.50K Cr17.00K Cr25.50K Cr34.00K Cr₹0₹1₹2₹2₹3
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr8.50K Cr17.00K Cr25.50K Cr34.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 20260.00 Cr1.00L Cr2.00L Cr3.00L Cr4.00L Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +23,34023,09726,88627,99226,89128,44917,23524,11129,38120,54829,31219,72733,545
Expenses +23,00623,50326,61327,69926,56528,74216,77523,71028,92120,20729,01019,57732,984
Operating Profit334-406274293326-293460401460341302150561
OPM %1.4%-1.8%1.0%1.1%1.2%-1.0%2.7%1.7%1.6%1.7%1.0%0.8%1.7%
Other Income +1041259115673260-49100140128145383112
Interest0000000000000
Depreciation0000000000000
Profit before tax438-281364449399-33411501601469447532674
Tax %5%-234%-0%8%-20%-1,408%-1%5%9%5%6%7%9%
Net Profit +415377365412478433415477546447421496611
EPS in Rs1.931.751.701.912.222.011.932.212.542.071.952.302.81
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +50.28%50.25%50.21%50.21%50.54%
FIIs +24.75%24.82%24.27%22.52%19.27%
DIIs +14.57%14.59%15.23%17.25%20.19%
Public +10.37%10.32%10.25%10.00%9.98%
Others0.03%0.02%0.04%0.02%0.02%
Jun 2026
Promoters +
FIIs +
DIIs +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Analyst / Investor Meet - Intimation

Aug 04, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Earnings Call Transcript

Jul 22, 2026PDFCompany Reports Open

Concall Transcript - FY2027

Jul 22, 2026PDFKnowledge Base Open

Shareholder Meeting / Postal Ballot-Outcome of AGM

Jul 16, 2026PDFCompany Reports Open