Update shared on07 Aug 2025
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.
- Annual dividend of INR 30.00 per share announced, payable in August.
- Board meeting scheduled to approve unaudited Q1 FY26 results.
- Q1 FY26 earnings expected to be reported in early August.
Valuation Changes
Summary of Valuation Changes for BirlaNu
- The Consensus Analyst Price Target has significantly fallen from ₹2744 to ₹2333.
- The Consensus Revenue Growth forecasts for BirlaNu has significantly fallen from 7.9% per annum to 7.0% per annum.
- The Net Profit Margin for BirlaNu has fallen from 8.38% to 7.56%.
Disclaimer
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