Macquarie, Morgan Stanley, and Jefferies Bullish on Aditya Birla Capital; Target Prices Range Up to ₹425
Macquarie, Morgan Stanley, and Jefferies have each maintained positive ratings on Aditya Birla Capital, with target prices of ₹415, ₹408, and ₹425 respectively. Key themes include strong asset quality improvement, healthy AUM growth, benign credit costs, and VNB margin expansion in the life insurance segment. Jefferies additionally flagged Q4 PAT growth of +29% YoY, a 26% AUM CAGR for the NBFC segment, VNB growth of +14%, and a projected 23% EPS CAGR with ROE expansion to approximately 16% by FY28.
Morgan Stanley Maintains Overweight Rating on Aditya Birla Capital with ₹405 Target Price
Morgan Stanley maintained its Overweight rating on Aditya Birla Capital with a ₹405 target price, highlighting strong business fundamentals. The company achieved impressive 48% year-on-year housing finance loan growth and demonstrated robust NII and profit growth driven by operating leverage. Asset quality improvements were evident through lower NPAs and declining provisioning, supporting earnings growth, though some operating metrics fell slightly below estimates.
Aditya Birla Capital Attracts Major Investors in Block Deal, Plans Rs 2,100 Crore Fund Raise
Aditya Birla Capital Limited (ABCL) has seen significant market activity with institutional investors acquiring stakes through a block deal and the company's board approving a Rs 2,100.00 crore fund raise. Mirae Asset Mutual Fund and BlackRock Global Funds participated in the block deal, acquiring a 0.89% stake from Advent International. The board's approval for raising funds through preferential allotment of shares indicates plans for capital base strengthening.
11Jun 25
Advent International to Offload 1.4% Stake in Aditya Birla Capital for Rs 856 Crore
Advent International plans to sell 3.6 crore shares (1.4% stake) in Aditya Birla Capital through a block deal. The floor price is set at Rs 237.81 per share, potentially raising Rs 856.00 crore. This will reduce Advent's stake from 3.84% to 2.44%. The shares will have a 30-day lock-in period. The deal could impact market sentiment, increase stock liquidity, and alter the company's ownership structure.
11Jun 25
Aditya Birla Capital Sees Massive Block Trade Worth ₹367.8 Crore on BSE
Aditya Birla Capital experienced a significant block trade on the Bombay Stock Exchange during pre-open trading. The transaction involved approximately 15,157,676 shares, valued at ₹367.80 crore. The shares were traded at ₹242.65 each. This large-scale transaction could potentially influence the stock's performance and investor sentiment.
11Jun 25
Aditya Birla Capital Sees Major Block Deal and Q4 Profit Growth
Aditya Birla Capital Ltd. (ABCL) experienced a significant block deal of 2.34 crore shares at ₹242.65 per share, totaling ₹568.00 crore. The company's Q4 results showed a 6% increase in consolidated profit to ₹865.00 crore, excluding one-off gains. ABCL's lending portfolio grew by 27% to ₹1.57 lakh crore, indicating strong market performance.
10Jun 25
Advent's Jomei Investments to Offload 1.4% Stake in Aditya Birla Capital for ₹856 Crore
Jomei Investments, owned by Advent International, plans to sell a 1.4% stake in Aditya Birla Capital through a block deal worth ₹856.00 crore. The floor price is set at ₹237.80 per share. Aditya Birla Capital reported a 6% YoY increase in consolidated profit to ₹865.00 crore for the fourth quarter, with total income rising to ₹12,239.00 crore.
30May 25
Aditya Birla Capital Injects ₹250 Crore into ABHFL through Rights Issue
Aditya Birla Capital has invested ₹250.00 crore in its subsidiary, Aditya Birla Housing Finance Limited (ABHFL), through a rights issue. This investment aims to strengthen ABHFL's financial position and support its growth in the housing finance sector.
16May 25
Aditya Birla Capital Reports Strong Q4 Performance, Analysts Bullish
Aditya Birla Capital reported impressive Q4 results with robust growth across business segments. The company saw double-digit increases in AUM and disbursements, improved asset quality, and lower credit costs. The NBFC segment increased secured loans to 46%. Growth is expected to be driven by high-margin personal and consumer loans. Strong performance was noted in Asset Management, Life Insurance, and Health Insurance divisions. In response, analysts have raised target prices by 6-9%.