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JJM And AMRUT 20 Investments Will Increase Future Demand In Pipes Segment

Published
05 Mar 25
Updated
07 Aug 25
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AnalystConsensusTarget's Fair Value
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1Y
-27.4%
7D
-5.1%

Author's Valuation

₹2.33k23.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 07 Aug 25

Fair value Decreased 15%

The downward revision in BirlaNu's consensus price target reflects weaker revenue growth forecasts and declining net profit margins, resulting in a reduced fair value from ₹2744 to ₹2333. What's in the News Board approved greenfield expansion with a new Fibre Cement Board plant near Krishnapatnam port, targeting 72,000 MT annual capacity in Phase I, to be completed within 18 months at an estimated investment of INR 1,270 million, financed through internal accruals and borrowings.

Shared on 15 Jul 25

Fair value Increased 8.03%

BirlaNu's consensus price target has been raised to ₹2744, primarily driven by a notable increase in net profit margin and a lower future P/E, reflecting improved profitability and enhanced valuation appeal. WHAT'S IN THE NEWS BirlaNu Limited announced an annual dividend of INR 30.00 per share payable on August 22, 2025.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.18%

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.