SIX Swiss Exchange · Financial Services
Invest in Helvetia stock from India
Indian and foreign residents can buy Helvetia (HBAN) shares directly through Paasa.
By Paasa · Updated
Helvetia at a glance
- Price
- CHF 209.00+CHF 0.80 (0.38%)
- Market cap
- CHF 20.70B
- Day range
- CHF 208.60 – CHF 210.40
- P/E
- 25.71
- Dividend yield
- 3.68%
- Volume
- 12.12K
- 1 month
- -2.70%
- 6 months
- +4.08%
- YTD
- -0.10%
- 1 year
- +7.68%
- 5 years
- +105.10%
Helvetia statements, FY2021–FY2025
| Fiscal year | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | CHF 10.3B | CHF 11.2B | CHF 9.2B | CHF 10.1B | CHF 12.3B |
| Gross profit | CHF 2.2B | CHF 11.2B | CHF 10.5B | CHF 10.1B | CHF 12.3B |
| Operating income | CHF 824.2M | CHF 631.8M | CHF 495.3M | CHF 671.2M | CHF 812.8M |
| Net income | CHF 574.7M | CHF 481.8M | CHF 283.2M | CHF 438.8M | CHF 497.2M |
| Earnings per share | CHF 10.32 | CHF 8.99 | CHF 5.24 | CHF 10.61 | CHF 9.17 |
| EBITDA | CHF 983.2M | CHF 824.9M | CHF 653.8M | CHF 720.7M | CHF 1.0B |
| Total assets | CHF 146.5B | CHF 61.0B | CHF 61.5B | CHF 60.0B | CHF 70.0B |
| Total debt | CHF 4.5B | CHF 2.0B | CHF 2.0B | CHF 2.9B | CHF 2.9B |
| Cash and short-term investments | CHF 4.5B | CHF 2.1B | CHF 2.8B | CHF 2.4B | CHF 1.9B |
| Shareholders' equity | CHF 13.5B | CHF 4.1B | CHF 3.8B | CHF 3.5B | CHF 5.9B |
| Operating cash flow | CHF 790.8M | CHF 42.9M | CHF 1.0B | CHF 923.2M | CHF 1.1B |
| Free cash flow | CHF 716.3M | −CHF 118.2M | CHF 907.3M | CHF 807.7M | CHF 993.3M |
| Capital expenditure | −CHF 74.5M | −CHF 161.1M | −CHF 107.6M | −CHF 115.5M | −CHF 115.2M |
Fiscal years as reported, the latest ending 31 Dec 2025. Figures in CHF; a dash means the provider reported nothing for that line.
Peer comparison
| Company | Ticker | Price | Market cap |
|---|---|---|---|
| Swiss Life | SLHN.SW | CHF 912.00 | CHF 25.49B |
| Julius Baer Gruppe | BAER.SW | CHF 76.56 | CHF 15.75B |
| Banque Cantonale Vaudoise | BCVN.SW | CHF 128.60 | CHF 11.05B |
| Bâloise | BALN.SW | CHF 198.00 | CHF 8.99B |
| VZ | VZN.SW | CHF 165.00 | CHF 6.50B |
| Luzerner Kantonalbank | LUKN.SW | CHF 122.40 | CHF 6.06B |
| SCOR | SCR.SW | CHF 31.12 | CHF 5.56B |
| Swissquote | SQN.SW | CHF 36.94 | CHF 5.54B |
Peers as grouped by the data provider. This is not an investment recommendation.
How to invest in Helvetia from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to CHF when you buy.
Step 3
Search HBAN and buy
Find Helvetia by name or by its ticker, HBAN, and place your order.
Why invest in Helvetia from India
What Helvetia does
Helvetia Holding AG functions as a financial services group, leveraging its subsidiaries to deliver a comprehensive suite of life, non-life, and reinsurance products. Its extensive market presence spans Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and various other international regions. Helvetia operates in the Insurance - Diversified industry within the Financial Services sector.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Frequently asked questions
Can I buy Helvetia stock from India?
Yes. Indian residents and NRIs can buy Helvetia (HBAN) shares directly through Paasa. Helvetia is listed on the SIX Swiss Exchange, in the Insurance - Diversified industry. Your money leaves India under the RBI's Liberalised Remittance Scheme and the shares are held in your own name at Interactive Brokers.
What tax do I pay in India when I sell Helvetia shares?
In India, gains on shares held for more than 24 months are long-term and taxed at 12.5%, and gains on shares held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the CHF/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.