HB Portfolio (BOM:532333) Pretax Margin %: 58.99% (As of Jun. 2026) — 352% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BOM:532333 HB Portfolio Ltd BOM:532333
73 GF Score
Price ₹59.70
GF Value ₹81.39
Valuation Modestly Undervalued
! 3 Warning Signs
View Full Analysis

What is HB Portfolio Pretax Margin %?

HB Portfolio BOM:532333 73 Pretax Margin % is 58.99% as of Jun. 2026, which is 352% above its 10-year median of 13.06. GuruFocus rates BOM:532333 with a GF Score™ of 73/100 and a GF Value™ of ₹81.39 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 776 Capital Markets companies, HB Portfolio ranks worse than 63.14% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. HB Portfolio's Pre-Tax Income for the three months ended in Jun. 2026 was ₹61.1 Mil. HB Portfolio's Revenue for the three months ended in Jun. 2026 was ₹103.6 Mil. Therefore, HB Portfolio's pretax margin for the quarter that ended in Jun. 2026 was 58.99%.

The historical rank and industry rank for HB Portfolio's Pretax Margin % or its related term are showing as below:

BOM:532333' s Pretax Margin % Range Over the Past 10 Years
Min: -45.07   Med: 13.06   Max: 47.08
Current: 6.13


BOM:532333's Pretax Margin % is ranked worse than
63.14% of 776 companies
in the Capital Markets industry
Industry Median: 21.57 vs BOM:532333: 6.13

HB Portfolio  (BOM:532333) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


HB Portfolio Pretax Margin % Related Terms


HB Portfolio Pretax Margin % Historical Data

* Premium members only.

The historical data trend for HB Portfolio's Pretax Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

HB Portfolio Pretax Margin % Chart

HB Portfolio Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 47.08 16.93 14.28 7.01 6.86

HB Portfolio Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Pretax Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 44.54 -0.62 29.86 -30.21 58.99

BOM:532333 vs MS, GS, SCHW: Pretax Margin % Comparison

For the Capital Markets subindustry, HB Portfolio's Pretax Margin %, along with its competitors' market caps and Pretax Margin % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


HB Portfolio Pretax Margin % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, HB Portfolio's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where HB Portfolio's Pretax Margin % falls into.


BOM:532333
73GF Score
HB Portfolio Ltd BOM:532333
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

HB Portfolio Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

HB Portfolio's Pretax Margin for the fiscal year that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (A: Mar. 2026 )/Revenue (A: Mar. 2026 )
=18.39/267.963
=6.86 %

HB Portfolio's Pretax Margin for the quarter that ended in Jun. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Jun. 2026 )/Revenue (Q: Jun. 2026 )
=61.102/103.576
=58.99 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 58.99% mean?
HB Portfolio (BOM:532333) has a Pretax Margin % of 58.99% as of Jun. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on HB Portfolio and its competitors. This is 352% above median its historical median of 13.06. According to the industry distribution chart, HB Portfolio ranks #490 out of 776 companies in the Capital Markets industry, placing it in the top 63.1%.
Is HB Portfolio's Pretax Margin % too high?
HB Portfolio's current Pretax Margin % of 58.99% is 352% above median its 10-year median of 13.06. The Capital Markets industry median Pretax Margin % is 21.57. HB Portfolio's value of 58.99% is 173.5% above this industry median. Based on the distribution chart, HB Portfolio ranks #490 out of 776 companies in the Capital Markets industry, which is below the industry midpoint. Overall, HB Portfolio has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does HB Portfolio's Pretax Margin % compare to MS and GS?
According to the Capital Markets industry distribution chart, HB Portfolio ranks #490 out of 776 companies for Pretax Margin %. This places HB Portfolio in the lower half of its industry. The industry median Pretax Margin % is 21.57. HB Portfolio's value of 58.99% is 173.5% above this benchmark. While the company's 10-year median is 13.06 vs. the industry median of 21.57, HB Portfolio has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for a Capital Markets company?
The median Pretax Margin % among Capital Markets companies is 21.57, based on 776 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. HB Portfolio's current Pretax Margin % of 58.99% is 173.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on HB Portfolio and its competitors. For the Capital Markets industry, the median Pretax Margin % is 21.57 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. HB Portfolio's current Pretax Margin % is 58.99%, which is 352% above median its own 10-year median of 13.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HB Portfolio stock overvalued right now?
Based on GuruFocus' analysis, HB Portfolio (BOM:532333) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹81.39, compared to a current price of ₹59.70 — trading 26.6% below its estimated fair value. The current Pretax Margin % is 58.99%, which is 352% above median its 10-year median of 13.06 and 173.5% above the Capital Markets industry median of 21.57. HB Portfolio's overall GF Score™ is 73/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For HB Portfolio (BOM:532333), the current Pretax Margin % is 58.99% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is HB Portfolio (BOM:532333) Overvalued in 2026?

Based on GuruFocus' analysis, HB Portfolio stock appears to be undervalued. The current stock price of ₹59.70 is trading 26.6% below its estimated GF Value™ of ₹81.39. GuruFocus considers HB Portfolio to be Modestly Undervalued.

Key valuation signals for BOM:532333:

  • Pretax Margin %: 58.99% (352% above median its 10-year median of 13.06)
  • GF Value™: ₹81.39 vs. price of ₹59.70 (26.6% below fair value)
  • GF Score™: 73/100 with 3 warning signs
  • Industry Position: 173.5% above the Capital Markets median (#490 of 776)

No single metric tells the full story. See the BOM:532333 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


HB Portfolio Business Description

Other Exchanges HBPOR:India
Address Plot No. 31, Echelon Institutional Area, Sector-32, Gurugram, HR, IND, 122001
HB Portfolio Ltd is engaged in the financial services sector. The company deals in securities and other financial assets. It is majorly engaged in investment in securities namely, Equity Shares, Preference Shares, Mutual Funds, and trading in commodities. which involves macroeconomic risks, investee company risks, market-wide liquidity risks, and execution risks. It generates revenue from Interest Income, Dividend Income, and Management fees.
73GF Score

Get the complete analysis for BOM:532333

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹59.70
Price
₹81.39
GF Value