Update shared on 13 Nov 2025
Fair value Increased 10%Analysts have raised their price target for Aditya Birla Capital from ₹324.91 to ₹358.73. They cite improved revenue growth expectations and stronger profit margins as key drivers of the update.
What's in the News
- Announcement of a Board Meeting on October 30, 2025, to consider and approve unaudited financial results for the quarter and half-year ended September 30, 2025, as well as other business matters (company filing).
- Launch of a suite of AI-powered features and innovations on the company's omnichannel D2C platform, ABCD. These were presented at the Global Fintech Fest 2025, highlighting advancements in generative AI and customer experience automation (company announcement).
- Aditya Birla Capital received recognition including Microsoft's Top 50 Early Adopters in Gen AI and the Global Celent Model Bank Award 2025 for excellence in generative AI (company announcement).
- Special Shareholders Meeting scheduled for October 15, 2025, via postal ballot in India to decide on the appointment of Ms. Vishakha Mulye as Managing Director and CEO, and Mr. Rakesh Singh as Executive Director and CEO (NBFC), along with related remuneration (company filing).
- Board Meeting held on September 1, 2025, approved the appointments of Ms. Vishakha Mulye and Mr. Rakesh Singh to leadership positions (company filing).
Valuation Changes
- Consensus Analyst Price Target has increased from ₹324.91 to ₹358.73, reflecting higher anticipated valuation.
- Discount Rate has declined slightly from 18.79% to 18.59%, indicating a marginal improvement in risk profile or market conditions.
- Revenue Growth expectations have risen from 23.28% to 26.36%, signaling stronger anticipated top-line performance.
- Net Profit Margin has improved moderately from 10.78% to 11.62%, suggesting better profitability projections.
- Future P/E ratio has decreased from 23.66x to 22.82x, which points to modestly lower forward valuation multiples.
Disclaimer
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