HDFCAMC: Upcoming Bonus Share Proposal Will Drive Improved Market Outlook

Analysts have raised their price target for HDFC Asset Management slightly, increasing it from ₹6,058.46 to ₹6,064.50. This change is supported by modest improvements in profit margin projections and a slightly lower discount rate.

Shared on 26 Oct 25

Fair value Increased 3.39%

Analysts have increased their price target for HDFC Asset Management from ₹5,860 to ₹6,058. They cite higher revenue growth estimates, despite a slight contraction in profit margins and a marginal rise in the discount rate and future P/E ratio.

Shared on 12 Oct 25

Fair value Increased 1.75%

Analysts have slightly raised their price target for HDFC Asset Management from ₹5,759.08 to ₹5,860.08. This change reflects modest improvements in expected revenue growth, along with a minor adjustment in the company's discount rate and profit margin assumptions.

Shared on 05 Sep 25

With both the discount rate and future P/E essentially unchanged, the consensus analyst price target for HDFC Asset Management remains steady at ₹5759. What's in the News Board meeting scheduled to consider and approve unaudited standalone and consolidated financial results for the quarter ending June 30, 2025.

Shared on 01 May 25

Fair value Increased 25%

Shared on 23 Apr 25

Fair value Decreased 2.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.21%

AnalystConsensusTarget has decreased revenue growth from 15.2% to 12.9%, increased future PE multiple from 38.6x to 43.4x and increased shares outstanding growth rate from 0.0% to 0.0%.