What we do HB Portfolio Ltd engages primarily in investment in securities and financial services, offering portfolio management and financial advisory services. |
Founded in 1,994 |
Market share Established player in Indian financial services sector with diversified investments and subsidiaries in asset management and securities trading. |
Problem solved Provides investment management solutions and financial services to enhance portfolio returns and support capital market participation. |
Top clients or who we serve Serves retail and institutional investors, including shareholders of its subsidiaries, focusing on B2B and B2C financial segments. |
Key management - |
Our journey and innovations Incorporated in 1994, evolved through mergers, demergers, and restructuring; expanded into asset management and corporate financial services. |
Where we operate India, through subsidiaries and associate companies, focusing on the Indian financial markets. |
Top products or what we offer Investment in securities, portfolio management, asset management, merchant banking services through subsidiaries. |
Top brands HB Securities Limited, Taurus Asset Management Company Limited - key subsidiaries driving revenue and market presence. |
Raw materials needed - |
Raw materials supplier - |
Recurring vs cyclical contribution Revenue largely cyclical and linked to market conditions and financial services activity. |
Our industry position Mid-sized financial services firm with steady asset base; diversified financial investments and subsidiary operations. |
Financial highlights Consolidated revenue Rs 28.26 crore; net loss marginal at Rs 0.05 crore for FY 2024-25; dividend of Rs 1 per share declared. |
Geographical revenue split Revenue primarily from India; no significant foreign operations or exchange earnings. |
Order book - |
Whats driving growth Market volatility affecting financial services demand; subsidiary performance and asset management growth. |
Our future plans Focus on strengthening subsidiaries, enhancing asset management capabilities, and expanding financial services portfolio. |
Our green promise - |
Our people and values - |
Key challenges ahead Market volatility, regulatory changes, and maintaining profitability amid fluctuating financial conditions. |
Interesting facts Company has undergone multiple restructurings and mergers since inception, adapting to evolving financial services landscape. |
Risks and strategy Mitigating market risks via diversified holdings; enhancing subsidiaries’ performance; cautious capital deployment. |
