Update shared on 15 Dec 2025
Fair value Increased 2.17%Analysts have nudged their fair value estimate for Aditya Birla Capital higher to approximately ₹369 from ₹361, reflecting incremental confidence in sustained revenue growth, steady profit margins, and a slightly richer future earnings multiple.
What's in the News
- Board meeting scheduled for October 30, 2025, to consider and approve unaudited standalone and consolidated results for the quarter and half year ended September 30, 2025, along with other business matters (company filing)
- Launch of a suite of AI powered features on the omnichannel D2C platform ABCD, including Gen AI Assist tools such as Sales Assist, Service Assist, Audit Assist, and Marketing Assist to enhance productivity and customer experience across the organization (company announcement)
- Introduction of SimpliFi, a seven feature personal finance assistant offering insights across credit, health, and spending, with modules like Market Pulse, Smart Signals, Goal Compass, and Know Your Policy to decode and compare health insurance coverage (company announcement)
- Expansion of customer protection offerings under a health first model, including a 360 degree protection bundle with health tracking, health saver card benefits, comprehensive personal insurance, and digital will services for legacy planning (company announcement)
- Postal ballot based special shareholders meeting on October 15, 2025, to approve the appointment and remuneration of Ms. Vishakha Mulye as managing director and CEO, and Mr. Rakesh Singh as executive director and CEO for the NBFC business (company filing)
Valuation Changes
- Fair Value Estimate has risen slightly to approximately ₹369 from ₹361, reflecting modestly higher confidence in intrinsic value.
- Discount Rate has edged down marginally and is about 18.24 percent, implying a slightly lower required return on equity.
- Revenue Growth assumption is effectively unchanged at around 26.26 percent, indicating stable expectations for top line expansion.
- Net Profit Margin forecast remains broadly steady at roughly 11.60 percent, suggesting no material change in profitability assumptions.
- Future P/E multiple has increased slightly to about 23.4x from 22.9x, indicating a modestly richer valuation multiple applied to forward earnings.
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