Whalesbook
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Reports aa rahi hain ki Chairman Atanu Chakraborty March 2026 mein achanak resign karke chalte bane. Unhone apne resignation letter mein "ethical differences" aur kuch aise practices ka mention kiya hai jo unke values se match nahi karte the. Lekin Financial Times ki reports kehti hain ki mamla thoda gehra hai. Kuch sources ka kehna hai ki CEO Sashidhar Jagdishan ke saath power struggle chal rahi thi, khaas kar Jagdishan ki reappointment ko lekar jisme regulatory approval chahiye tha. Chakraborty 2021 se non-executive chairman the, aur unka yeh achanak jaana bank ki leadership stability par sawaal khada karta hai, jabki overall Indian banking sector toh 15.2% loan growth dikha raha hai.
Is sab kaand ke baad, HDFC Bank ne ek internal legal review shuru kar diya hai. Baahar ke law firms pichle do saal ke board meetings ke records, minutes, aur whistleblower complaints kaise handle hue, sab check karenge. CEO Sashidhar Jagdishan ne kaha hai ki bank sabhi options explore kar raha hai. Aur tension kam karne ke liye, RBI ne Keki Mistry ko teen mahine ke liye interim chairman bana diya hai. RBI ka kehna hai ki bank ki finances aur management strong hai aur koi badi gadbad nahi hai, par woh CEO ke term renewal ko dhyan se dekhenge.
Ab stock market ki baat karein toh HDFC Bank ka market value jo February 2026 tak lagbhag $130.7 billion tha, usmein ek dum se badi giraavat aayi hai. Sirf ek hafte mein bank ka market value ₹56,000 crore se zyada ghat gaya! Shares apne 52-week low ke kareeb pahunch gaye hain, lagbhag ₹754 par trade ho rahe hain. Yeh March 2020 ke baad stock ka sabse bura mahina ho sakta hai.
Aise bade resignation ke baad governance par sawaal toh uthenge hi, especially jab chairman ka background Economic Affairs Secretary ka ho. RBI assurance de raha hai, par 'ethical differences' ke clear reasons na hone se investors thode uncertain hain. Stock ka girna aur market value ka kam hona isi ka nateeja hai. Waise bhi, bank par pehle bhi 2025 mein do baar RBI ne fines lagai thi. Ab sabki nazar leadership succession par hai – chairman ka permanent appointment aur CEO ka term renewal. In sab cheezon par clarity aane se hi investors ka confidence badhega. Kuch analysts ne stock ko 'Sell' karne ko kaha hai, jabki kuch ₹1,175 (BofA) aur ₹1,020 (Axis) ka target price de rahe hain. Bank aur RBI dono continuity par zor de rahe hain.