Capacity Expansion And Sustainability Investments Will Shape Indian Infrastructure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

05 Sep 25

Views

11

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-14.9%

7D

3.0%

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1Y

-14.9%

7D

3.0%

You can edit this narrative until Sep 6 10:10 AM. Then, changes will post as Updates.

Author's Valuation

₹1.6k32.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Sep 25

Birla’s future P/E has risen sharply, indicating increased valuation expectations despite stable discount rates, while the consensus analyst price target remains unchanged at ₹1595. What's in the News Birla Corporation Limited will hold a board meeting to consider and approve the standalone and consolidated unaudited financial results for the quarter ended June 30, 2025.

Shared on 01 May 25

Fair value Increased 12%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.75%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 8.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

₹1.6k

32.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

6.38%

Basic Materials revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

15.50%

Calculation

₹15.79b

Earnings '28

x

39.64x

PE Ratio '28

=

₹625.86b

Market Cap '28

₹625.86b

Market Cap '28

/

259.84m

No. shares '28

=

₹2.41k

Share Price '28

₹2.41k Share Price '28

Discounted to 2025 @ 14.73% p.a.

=

₹1.60k

Fair Value '25