IndusInd Bank (INDUSINDBK)

Turnaround

FairStock Score: 38/100 — MIXED

Score breakdown: P/E: 0/3 · ROCE: 0/2 · Growth: 0/2 · Dividend: 0/1

Key Financials

Current Price₹1,020.8
Market Cap₹79,534.67 Cr
P/E Ratio60.22
ROCE6.47%
ROE-3.14%
Dividend Yield0.15%
Profit Growth46.51%
Debt/Equity7.17
Sales Growth-9.19%
Free Cash Flow₹17,593 Cr
Promoter Holding15.82%
52-Week Range₹710.6 — ₹1,077.85
SectorBanks
Book Value₹844.19

Strengths

Concerns

AI Analysis

At ₹860.45, IndusInd Bank trades at roughly 1.03 times book value of ₹832.18. On the surface, that looks like the kind of margin of safety Graham would admire. But book value is only a starting point; a bank must earn a decent return on that book. Today, IndusInd's ROE is negative at -3.14%, and profit growth has collapsed by 90.87%. The latest quarter net profit of ₹128 Cr on sales of ₹11,373 Cr is barely a pulse. A lender that cannot earn its cost of equity is gradually destroying shareholder capital. The debt/equity of 7.17 is not unusual for a bank, but combined with an Altman Z-score of 0.40 and EV/EBITDA of 2039, it reminds me that leverage amplifies pain as well as gain. I do not give much weight to the DCF value of ₹20 for a regulated financial business, but it is a caution flag nonetheless. Positives exist: Piotroski F-score of 6/9, positive free cash flow of ₹17,593 Cr, and a small quarterly profit suggest the franchise is not broken. Promoter holding of 15.82% is lower than I like, and with zero dividend yield, shareholders are entirely dependent on a recovery. This is a turnaround situation, not a stalwart. I need to see sustained profitability, a return to positive growth, and proof that book value is not eroding before I can call this a compelling value investment. At 1.03 times book, there is some downside cushion, but in banking, assets and liabilities are opinions. I would wait for clearer evidence of earnings stabilisation.

Data from BSE/NSE filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer