Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

IndusInd Bank Ltd

INDUSINDBK
Banks - Private

IndusInd Bank Ltd is coiled. The quarters are improving, yet the P/BV sits at the 20th percentile of its own 10-year range — the business is moving before the market.

The sharpest disagreement: the price moved +18.1% in a year while annual EPS moved −65.5% — the difference is re-rating, and re-rating has to be repaid with earnings.

The price is in a confirmed uptrend (7 weeks in) while the P/BV sits at the 20th percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +71.7% year on year, and gross NPA has eased to 3.25%. What settles it: whether earnings grow into a price that has already moved.

Stage
Turning around
fundamental trajectory, 12 quarters
Price
₹1,027
+18.1% 1Y
P/BV
1.2×
20th pctile
of its own 10-year range
Revenue (Jun 26)
₹11,310 Cr
−7.8% YoY
Profit (Jun 26)
₹1,037 Cr
+71.7% YoY
Net margin
9.2%
+4.3 pp YoY
ROE
1%
FY26
Gross NPA
3.25%
−0.39 pp YoY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

IndusInd Bank Ltd trades at ₹1,027, in a confirmed uptrend and 7 weeks into that stage. That is +14.6% against its own 200-day average. It sits at 100% of a 52-week range of ₹713 to ₹1,027. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 2 straight weeks.

Today the stock is in a confirmed uptrend — week 7 of stage 2, confirmed. At ₹1,027 it trades +14.6% versus its 200-day average and sits at 100% of its 52-week range (₹713–₹1,027).

Jul 26: ₹1,027 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+14.6% versus the 200-day line, week 7 of stage 2
Price50-day avg200-day avg
S2S4S2₹1,756₹1,459₹1,162₹865₹568₹1,027₹896Jul 23Apr 24Feb 25Nov 25Jul 26
S2S4S2₹1,756₹1,459₹1,162₹865₹568₹1,027₹896Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (548 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Feb 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.4 years the stock moved +26% while the NIFTY 500 moved +280% — behind the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 2 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/BV sits at the 20th percentile of its own range.

02 · Valuation

Valuation For a bank we price the book, not the earnings: P/BV is what the market pays for each ₹1 of the bank's net worth. A bank below 1× book is priced below the value of what it owns, net of what it owes.

IndusInd Bank Ltd trades at 1.2× P/BV, near the bottom of its own range — cheaper only 20% of the time. Its long-run median P/BV is 2.0×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/BV of 1.2× is near the bottom of its own range — cheaper only 20% of the time, against a long-run median of 2.0× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

The honest context for that discount: a bank earning about 1% on its equity is worth less per rupee of book, and the market has priced that in rather than overlooked it. The discount closes only if the returns themselves improve.

P/BV 1.2× vs a 2.0× long-run median P/BV, weekly (left axis); book value per share, weekly (right axis). 10.4-year window; brief peaks above 5.4× shown pinned at the top. The book value / share bars are red where the reading is lower than the quarter before.
near the bottom of its own range — cheaper only 20% of the time
P/BVMedianBook value / share (quarterly)
5.8×₹9514.4×₹7133.1×₹4761.8×₹2380.4×₹0.0×1.20×₹830Feb 16Dec 18Jul 21Feb 24Jul 26
5.8×₹9514.4×₹7133.1×₹4761.8×₹2380.4×₹0.0×1.20×₹830Feb 16Jul 21Jul 26
PEG 0.63 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 20 quarters; values above 6 pinned at the top.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
6.5×4.8×3.2×1.6×0.0××0.63×Q1 FY22Q1 FY23Q2 FY24Q3 FY25Q4 FY26
6.5×4.8×3.2×1.6×0.0××0.63×Q1 FY22Q2 FY24Q4 FY26
P/BV
1.2×
20th percentile of 10y
PEG
0.15
as reported

🚨 Why the multiple sits where it does: over the past year book value grew while the price moved +18.1% — price and book moved together, holding the multiple in its range.

The price move, decomposed: over 5y, of the −0.3%/yr price move, ~+10.9%/yr came from book-value growth and ~−11.2 pp from the multiple (compressing); over 10y, of the −0.9%/yr price move, ~+10.7%/yr came from book-value growth and ~−11.6 pp from the multiple (compressing). The split is the honest approximate (price return minus book-value growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is low against its own past, so the story rests on the book-value line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Turning around

Stage: Turning around Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

IndusInd Bank Ltd reads as turning around on its fundamental arc. Turning around — profit growth swung from −109.3% at the trough to +31.2%, a 2-quarter improving streak, ROE holding at 1.4%. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
137%50%98%2.4%59%−45%20%−93%−19%−141%%%−6.4%31.2%31%Sep 23Dec 24Jun 26
137%50%98%2.4%59%−45%20%−93%−19%−141%%%−6.4%31.2%31%Sep 23Dec 24Jun 26
ROE Trailing-twelve-month net profit as a share of quarter-end equity, %.
the return curve, computed quarterly
ROE
16%11%5.8%0.7%−4.5%%1.4%Sep 23Dec 24Jun 26
16%11%5.8%0.7%−4.5%%1.4%Sep 23Dec 24Jun 26
Revenue growth
Flat
latest −6.4% · span −8.7% to +125.9%
Profit growth
Recovering
latest +31.2% · span −128.0% to +37.1%
EPS growth
Recovering
latest +31.0% · span −128.0% to +36.9%
ROE
Stuck low
latest 1.4% · span −3.1%–14.8%

Why it matters: growth inflections are where re-ratings start — the curves say a turn is forming, so the question becomes whether the next quarters confirm it.

Growth, year by year: revenue −5.0% in FY26, profit −65.5% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
32%75%22%36%12%−3.6%2.2%−43%−7.7%−82%%%−5%−65.5%FY16FY21FY26
32%75%22%36%12%−3.6%2.2%−43%−7.7%−82%%%−5%−65.5%FY16FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (−6.4%) with the last 8 annualized (−2.4%).
revenue rolling over, profit accelerating
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
137%50%98%2.4%59%−45%20%−93%−19%−141%%%−6.4%31.2%Sep 23Dec 24Jun 26
137%50%98%2.4%59%−45%20%−93%−19%−141%%%−6.4%31.2%Sep 23Dec 24Jun 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue−5.0%+8.3%+9.8%+14.6%
Profit−65.5%−50.8%−21.2%−9.0%
EPS−65.5%−50.8%−21.3%−11.4%
Share price+18.1%−9.3%−0.3%−0.9%
Revenue YoY (Jun 26)
−7.8%
latest quarter vs a year ago
Profit YoY (Jun 26)
+71.7%
latest quarter vs a year ago
Revenue 10y
14.6%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

32.4/100 — rank 18 of 18 in Banks - Private · 100% evidence confidence

IndusInd Bank Ltd scores 32.4 out of 100 against the 18 companies it is compared with in Banks - Private, ranking 18. Price leads the evidence: RS versus the benchmark is 19%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

The four contributions add to the total exactly: 12.6 + 2.5 + 3.2 + 14.1 = 32.4. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if ROA rolls over or gross NPA rises while sector-relative strength deteriorates.

05 · Revenue

Revenue For a bank, revenue is everything the franchise earns — interest on the loan book plus fee and other income.

IndusInd Bank Ltd reported ₹11,310 Cr of income in the Jun 26 quarter, −7.8% year on year. Over 10 years it has compounded at 14.6% a year. The last full year, FY26, came in at ₹46,251 Cr. The last four reported quarters add to ₹45,297 Cr.

IndusInd Bank Ltd reported ₹11,310 Cr of income in the Jun 26 quarter, −7.8% year on year. Over 10 years it has compounded at 14.6% a year. The last full year, FY26, came in at ₹46,251 Cr. The last four reported quarters add to ₹45,297 Cr.

FY26 revenue came in at ₹46,251 Cr (−5.0% on the year), capping 10 years at 14.6% compound. The latest quarter (Jun 26) printed ₹11,310 Cr, −7.8% year on year.

FY26 revenue ₹46,251 Cr (−5.0% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
14.6% a year over 10 years
RevenueYoY growth
52.6k32%39.4k22%26.3k12%13.1k2.2%0−7.7%₹ Cr%₹46,251−5%FY16FY21FY26
52.6k32%39.4k22%26.3k12%13.1k2.2%0−7.7%₹ Cr%₹46,251−5%FY16FY21FY26
Jun 26: ₹11,310 Cr (−7.8% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Revenue (quarterly)YoY growth
13.8k128%10.4k90%6.9k52%3.5k15%0−23%₹ Cr%₹11,310−7.8%Sep 23Dec 24Jun 26
13.8k128%10.4k90%6.9k52%3.5k15%0−23%₹ Cr%₹11,310−7.8%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged −6.0% growth against the decade's 14.6% — the current year is running slower than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew −6.4% over the last 4 quarters against −2.4%/yr over the last 8 — rolling over; TTM profit +31.2% vs −61.7%/yr — accelerating.

→ Revenue slipped — did the net margin hold as it scaled? Next: 9.2% this quarter (+4.3 pp YoY).

06 · Net margin

Net margin Net margin — what the bank keeps of every ₹100 of revenue after every cost, provision and tax. It is the cleanest single margin we can read for a lender.

IndusInd Bank Ltd's net margin is 9.2% in the Jun 26 quarter, +4.3 percentage points against the same quarter a year ago. Across 13 fiscal years the net margin has ranged 1.9% to 20.9%. The current quarter sits inside that band.

IndusInd Bank Ltd's net margin is 9.2% in the Jun 26 quarter, +4.3 percentage points against the same quarter a year ago. Across 13 fiscal years the net margin has ranged 1.9% to 20.9%. The current quarter sits inside that band.

The latest quarter's net margin is 9.2%, +4.3 pp against the same quarter a year ago. Across 13 fiscal years the net margin has ranged 1.9%–20.9%.

Why: the numbers show the net margin move clearly, but the cost lines behind it sit below what we hold — so we state the move without inventing its driver.

FY26: 1.9% Net margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 1.9–20.9% band over 13 years
net marginYoY change (pp)
22%7.1%17%1.3%11%−4.4%5.9%−10%0.4%−16%%%1.9%−3.4%FY14FY20FY26
22%7.1%17%1.3%11%−4.4%5.9%−10%0.4%−16%%%1.9%−3.4%FY14FY20FY26
Jun 26: 9.2% net margin (+4.3 pp YoY) Quarterly net margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Net profit as a share of total revenue, per quarter.
Net marginYoY change (pp)
23%33%11%13%−1.0%−7.0%−13%−27%−25%−47%%%9.2%4.3%Sep 23Dec 24Jun 26
23%33%11%13%−1.0%−7.0%−13%−27%−25%−47%%%9.2%4.3%Sep 23Dec 24Jun 26

→ The net margin held — did that reach the bottom line? Next: profit +71.7% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

IndusInd Bank Ltd earned ₹1,037 Cr of net profit in the Jun 26 quarter, +71.7% year on year. Full-year FY26 profit was ₹889 Cr. The 10-year compound rate is −9.0%. That is 9.2% of the quarter's revenue. The same quarter a year earlier earned ₹604 Cr. 2 of the last 12 reported quarters were loss-making.

IndusInd Bank Ltd earned ₹1,037 Cr of net profit in the Jun 26 quarter, +71.7% year on year. Full-year FY26 profit was ₹889 Cr. The 10-year compound rate is −9.0%. That is 9.2% of the quarter's revenue. The same quarter a year earlier earned ₹604 Cr. 2 of the last 12 reported quarters were loss-making.

Jun 26 profit was ₹1,037 Cr, +71.7% year on year. On the full year, FY26 printed ₹889 Cr (−65.5%), and the 10-year compound rate is −9.0%.

FY26 profit ₹889 Cr (−65.5% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
−9.0% a year over 10 years
Net profitYoY growth
9.7k75%7.3k36%4.8k−3.6%2.4k−43%0−82%₹ Cr%₹889−65.5%FY16FY21FY26
9.7k75%7.3k36%4.8k−3.6%2.4k−43%0−82%₹ Cr%₹889−65.5%FY16FY21FY26
Jun 26: ₹1,037 Cr (+71.7% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
2.7k93%1.4k15%0−64%−1.3k−142%−2.7k−221%₹ Cr%₹1,03771.7%Sep 23Dec 24Jun 26
2.7k93%1.4k15%0−64%−1.3k−142%−2.7k−221%₹ Cr%₹1,03771.7%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed −7.8% and the margin +4.3 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.

Pace comparison, last four quarters: profit −50.7% vs revenue −6.0%. Profit is growing slower than sales — costs are eating the growth before it reaches the bottom line.

→ Profit is up — how clean is the loan book behind it? Next: gross NPA is 3.25%, 4 quarters better in a row.

08 · Asset quality — the ladder

Asset quality — the ladder Gross NPA is the slice of the loan book where repayments have stopped. Net NPA is what remains after the money already set aside against those loans. Falling is healing; rising is damage arriving.

IndusInd Bank Ltd's gross NPA is 3.25% of the loan book in Jun 26, down from 3.64% a year ago. Net of provisions already set aside, 0.95% remains. That is the 4th straight quarter of improvement. Across the 12 quarters held here the book has ranged 1.92% to 3.64%.

Jun 26: gross NPA at 3.25% and net NPA at 0.95%, against 3.64% / 1.12% a year ago. Over the 12 quarters we hold, the book's worst reading was 3.64% and its best is 1.92%. The ladder has now improved for 4 consecutive quarters.

Fiscal-year ends: gross NPA 1.92% (Mar 24) → 3.43% (Mar 26) Gross and net NPA at each fiscal-year end, % of the loan book (lines). 3 year-ends held. The gap between the two lines is the share already provided for.
Gross NPANet NPA
3.7%2.8%2.0%1.2%0.3%%3.4%1%Mar 24Mar 25Mar 26
3.7%2.8%2.0%1.2%0.3%%3.4%1%Mar 24Mar 25Mar 26
Jun 26: gross NPA 3.25% (−0.39 pp YoY) Gross and net NPA as % of the loan book, quarterly, last 12 quarters.
4th straight quarter better
Gross NPANet NPA
3.9%3.0%2.1%1.2%0.3%%3.3%0.9%Sep 23Dec 24Jun 26
3.9%3.0%2.1%1.2%0.3%%3.3%0.9%Sep 23Dec 24Jun 26

The synthesis: profit growth at a bank is only as good as the book behind it, and this book is healing on a multi-quarter streak. A note on depth: quarterly provisioning detail is not in our numbers yet, so this ladder reads levels and trend, not the cost of the cleanup.

Why the ladder moved: recoveries, write-offs and slippages each play a part, and that split sits below what we hold — the numbers show the healing; the driver mix does not travel with them.

→ Behind a cleaner book — is the book itself still growing? Next: revenue grew −5.0% in FY26.

09 · The loan book

The loan book We read the loan book through revenue — when the book grows, revenue grows with it. It is a rough proxy, and we say so: rate moves and fee swings can shift it a few points in any one year.

IndusInd Bank Ltd's revenue grew −5.0% in FY26 to ₹46,251 Cr, so the book is flat. The latest quarter ran −7.8% year on year. The net margin on that income is 9.2%, +4.3 percentage points against a year ago. Interest income is a proxy for the book; rate moves can shift it a few points in any one year.

FY26 revenue was ₹46,251 Cr, −5.0% on the year, and the latest quarter ran −7.8% year on year. The net margin on that revenue is 9.2% this quarter (+4.3 pp YoY) — growth with a widening margin on it.

FY26: revenue ₹46,251 Cr (−5.0% YoY) with the net margin at 1.9% Revenue by fiscal year, ₹ Cr (bars, left); net margin, % (line, right). 11-year window. A bar is red when it is lower than the year before.
RevenueNet margin
52.6k22%39.4k17%26.3k11%13.1k5.9%00.4%₹ Cr%₹46,2511.9%FY16FY18FY21FY23FY26
52.6k22%39.4k17%26.3k11%13.1k5.9%00.4%₹ Cr%₹46,2511.9%FY16FY21FY26

The synthesis: a lender compounds when the book grows while the margin holds and the loan book stays clean — gross NPA is the loan-quality read we carry here.

→ Does all of this actually earn its keep on equity? Next: ROE is 1%.

10 · Returns on equity and assets

Returns on equity and assets Two numbers rate a bank: ROE — what it earns on shareholder money — and ROA — what it earns on everything it deploys. ROE above ~13–15% earns its keep; below that, growth builds book slowly.

IndusInd Bank Ltd earns a return on equity of 1% in FY26. Its trough over the ladder below was 1% in FY26. For a lender the balance sheet is the operating asset, so equity return and asset return have to be read together.

FY26 ROE came in at 1%. On assets, the latest reading is about null% — every ₹100 the bank deploys earns roughly null a year. That return is below the bar a bank must clear to compound book value quickly — which is also the honest reason the stock trades where it does.

FY26: ROE 1%, ROA 0.20% Return on equity by fiscal year, % (line, left); return on assets, % (line, right). 13-year window. A lender is judged on ROE and ROA — return on invested capital does not apply to a bank.
the full ladder
ROEROA
19%1.9%14%1.5%9.5%1.0%4.6%0.5%−0.4%0.1%%%1%0.2%FY14FY20FY26
19%1.9%14%1.5%9.5%1.0%4.6%0.5%−0.4%0.1%%%1%0.2%FY14FY20FY26
Q4 FY26: ROE 0.8% (TTM) Trailing-twelve-month return on equity (left), per quarter, %. Last 12 quarters, anchored to the annual figure.
ROE (TTM)
18%9.5%0.8%−8.0%−17%%0.8%Q1 FY24Q2 FY25Q4 FY26
18%9.5%0.8%−8.0%−17%%0.8%Q1 FY24Q2 FY25Q4 FY26

Why: the ROE ladder shows the move; the deposit-cost and provisioning drivers behind it sit below what we hold.

→ Who owns this bank, and are they adding or leaving? Next: Domestic institutions added 12.2 points over 8 quarters.

11 · Debt

Debt

For a bank, borrowings are raw material, not a warning sign — solvency is read through the returns and the loan book. A manufacturer’s debt is a claim against its profits, so the debt-to-equity lens that works everywhere else misleads on a lender and is not applied here.

A manufacturer’s debt is a claim against its profits; a bank’s borrowings are its inventory — money taken in to be lent out. The debt lens that works everywhere else misleads here, so this page does not apply it. The solvency questions for a bank — is the loan book sound, is the equity earning — are read through the loan-book and returns sections above.

→ Who owns this, and are they adding or leaving? Next: Domestic institutions added 12.2 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Domestic institutions added 12.2 points of IndusInd Bank Ltd over 8 quarters, the biggest move on the register. That takes domestic institutions to 41.9% of the company. Foreign institutions moved −9.2 points over the same window, to 29.2%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Domestic institutions: +12.2 points over 8 quarters to 41.9%; Foreign institutions: −9.2 points over 8 quarters to 29.2%; Promoters: −0.6 points over 8 quarters to 15.8%. Note the structure: promoters hold under 20% — this is a widely-held company where institutions, not a family, set the direction.

Why the register moved: rotation — foreign institutions −9.2 points against domestic institutions +12.2 points over 8 quarters, with promoters −0.6 points — one class of institutions handing the register to the other, not a verdict change by the people closest to the numbers.

Fiscal-year ends: promoters −0.6 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
42%35%28%20%13%%15.8%28.6%40.1%15.1%Mar 24Mar 25Mar 26
42%35%28%20%13%%15.8%28.6%40.1%15.1%Mar 24Mar 25Mar 26
Domestic institutions added 12.2 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
45%36%28%19%10%%15.8%29.2%41.9%12.8%Jun 23Dec 24Jun 26
45%36%28%19%10%%15.8%29.2%41.9%12.8%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

IndusInd Bank Ltd: the Z-score is omitted — it was built for manufacturers, not banks, and applying it here would be theatre. The Z-score was built for manufacturers and is not applied to banks and lenders, so solvency here is read from the capital and asset-quality lines instead.

The safety line in one sentence: the Z-score is omitted — it was built for manufacturers, not banks, and applying it here would be theatre.

Related companies · same sector · Banks - Private Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROE curve is the return on equity (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/BVMkt capRevenueEPSROEStage
IndusInd Bank Ltd this page1.2×₹77,606 CrTurning around
HDFC Bank Ltd1.9×₹11.4L CrConsistent
ICICI Bank Ltd2.7×₹10.3L CrConsistent
Kotak Mahindra Bank Ltd2.1×₹3.8L CrTurning around
Axis Bank Ltd1.7×₹3.8L CrMixed
Federal Bank Ltd2.2×₹87,481 CrTurning around
Yes Bank Ltd1.4×₹72,033 CrMixed
IDFC First Bank Ltd1.4×₹69,616 CrTurning around
RBL Bank Ltd1.3×₹54,649 CrTurning around
Karur Vysya Bank Ltd2.3×₹32,756 CrConsistent
Bandhan Bank Ltd1.1×₹26,733 CrTurning around
City Union Bank Ltd2.1×₹21,773 CrConsistent
Jammu and Kashmir Bank Ltd1.1×₹19,003 CrTurning around
Tamilnad Mercantile Bank Ltd1.3×₹12,739 CrConsistent
South Indian Bank Ltd1.0×₹12,179 CrConsistent
Karnataka Bank Ltd0.8×₹10,581 CrTurning around
DCB Bank Ltd0.9×₹5,998 CrConsistent
Dhanlaxmi Bank Ltd0.9×₹1,353 CrMixed
12 · Frequently asked questions

Frequently asked questions

What is IndusInd Bank Ltd's share price today?

IndusInd Bank Ltd trades at ₹1,027, +18.1% over the past year. The company is valued at ₹77,606 Cr. The stock sits at 100% of its 52-week range of ₹713–₹1,027, +14.6% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 7 weeks in. — as of 24 July 2026.

What were IndusInd Bank Ltd's latest quarterly results?

IndusInd Bank Ltd reported total income of ₹11,310 Cr and net profit of ₹1,037 Cr for the Jun 26 quarter. Income fell 7.8% and profit rose 71.7% year on year. Earnings per share were ₹13.31. The net margin was 9.2%, 4.3 pp higher than a year earlier. — as of 24 July 2026.

What is IndusInd Bank Ltd's revenue?

IndusInd Bank Ltd reported revenue of ₹11,310 Cr in the Jun 26 quarter, −7.8% year on year. For the full FY26 fiscal year, revenue was ₹46,251 Cr (−5.0%). Over the last 10 years revenue compounded at 14.6% a year. — as of 24 July 2026.

What is IndusInd Bank Ltd's profit?

IndusInd Bank Ltd earned ₹1,037 Cr of net profit in the Jun 26 quarter, +71.7% year on year. Full-year FY26 profit was ₹889 Cr. The net margin ran 9.2% in the latest quarter. — as of 24 July 2026.

What is IndusInd Bank Ltd's market cap?

IndusInd Bank Ltd's market capitalisation is ₹77,606 Cr at a share price of ₹1,027. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is IndusInd Bank Ltd's P/BV ratio?

IndusInd Bank Ltd trades at a P/BV of 1.2×, at the 20th percentile of its own 10-year range, against a long-run median of 2.0×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does IndusInd Bank Ltd pay a dividend?

Yes — IndusInd Bank Ltd's dividend payout was 13% of profit in FY26, and it recorded a payout in 11 of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is IndusInd Bank Ltd overvalued?

On its own history, IndusInd Bank Ltd looks cheap against its own history: its P/BV of 1.2× has been cheaper only 20% of the time in 10 years (long-run median 2.0×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is IndusInd Bank Ltd growing?

Yes — IndusInd Bank Ltd is growing: latest-quarter revenue −7.8% year on year, profit +71.7%, and the the net margin +4.3 pp at 9.2%. The 10-year compound rates are 14.6% (revenue) and −9.0% (profit). The earnings engine currently reads: improving — as of 24 July 2026.

How is IndusInd Bank Ltd performing?

IndusInd Bank Ltd is in a confirmed uptrend, 7 weeks in. Its latest quarter's income fell 7.8% and profit rose 71.7% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 2 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is IndusInd Bank Ltd in?

Turning around — profit growth swung from −109.3% at the trough to +31.2%, a 2-quarter improving streak, ROE holding at 1.4%. The read comes from the last 12 quarters of growth (revenue growth −6.4% latest, profit growth +31.2% latest, eps growth +31.0% latest) plus the ROE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is IndusInd Bank Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 7 of stage 2), trading +14.6% versus its 200-day average and at 100% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is IndusInd Bank Ltd beating the market?

On recent form, yes — IndusInd Bank Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 2 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.4 years the stock moved +26% against the NIFTY 500's +280% — behind the index over the full window. — as of 24 July 2026.

Will IndusInd Bank Ltd's share price go up?

This page publishes no price forecast for IndusInd Bank Ltd. What it measures instead: the share price is ₹1,027, the price is in a confirmed uptrend 7 weeks in. Its P/BV of 1.2× sits at the 20th percentile of its own 10-year range. — as of 24 July 2026.

Who owns IndusInd Bank Ltd?

Promoters hold 15.8% of IndusInd Bank Ltd, foreign institutions 29.2%, domestic institutions 41.9% and the public 12.8% (latest quarter). The biggest move on the register over the last two years: Domestic institutions added 12.2 points over 8 quarters. — as of 24 July 2026.

Is IndusInd Bank Ltd's loan book healthy?

Gross NPA is 3.25% of IndusInd Bank Ltd's loan book, down from 3.64% a year ago — the 4th straight quarter of improvement, and net NPA stands at 0.95%. Falling NPAs are a loan book healing; rising NPAs are damage arriving — as of 24 July 2026.

Where is IndusInd Bank Ltd in its business cycle?

IndusInd Bank Ltd's FY26 net margin was 1.9%, against a 13-year band of 1.9%–20.9%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran 9.2%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the IndusInd Bank Ltd story?

The sharpest disagreement: the price moved +18.1% in a year while annual EPS moved −65.5% — the difference is re-rating, and re-rating has to be repaid with earnings. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is IndusInd Bank Ltd a stock worth studying right now?

This is not investment advice. The machine read: IndusInd Bank Ltd is coiled. The quarters are improving, yet the P/BV sits at the 20th percentile of its own 10-year range — the business is moving before the market. The sharpest open question: whether earnings grow into a price that has already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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