A

Aditya Birla Capital Limited

ABCAPITALNSE
Market snapshot · 2026-08-11 18:58 UTC

407.15

₹-0.60 (-0.15%)

MARKET CAP

₹1.11L Cr

STOCK P/E

26.4x

52W HIGH

₹430.70

52W LOW

₹267.25

BOOK VALUE

₹131.41

EPS

₹15.45

ROE

SECTOR

Financials

GROSS NPA

1.30%

VOLUME

40.97L

P/B RATIO

3.10x

NET NPA

0.68%

Sector

Financials

Themes

Diversified FinancialsNbfcBirla GroupLife Insurance Corporation of India Portfolio
E
Earnings
₹408.30₹374.48₹340.65₹306.83₹273.00VolumeEEEEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for ABCAPITAL.

14.00 analysts

Price Forecast

Current
₹407.15
High Target
₹495.00
▲ +21.6%
Median Target
₹468.00
▲ +14.9%
Low Target
₹390.00
▼ -4.2%
Now₹407.15High ₹495.00Median ₹468.00Low ₹390.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
14 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹345.69 - ₹522.7880%
6M₹331.31 - ₹594.6680%
12M₹319.97 - ₹731.7780%
Realized vol: +32.3% · Drift: +22.5%

Revenue Forecast

₹ Cr
Jun '26Current₹4,990.0
Sep 2026 ETrend estimate range
High₹5,820.2Base₹5,389.0Low₹4,957.9
Sep '25: ₹4,507.0 · Dec '25: ₹4,384.0 · Mar '26: ₹4,572.0 · Jun '26: ₹4,990.0 · Sep '26: ₹5,389.0 · Dec '26: ₹5,242.0
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E4,507.04,384.04,572.04,990.05,389.05,242.0
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹3.27
Sep 2026 ETrend estimate range
High₹4.78Base₹4.27Low₹3.76
Sep '25: ₹3.51 · Dec '25: ₹2.83 · Mar '26: ₹2.97 · Jun '26: ₹3.27 · Sep '26: ₹4.27 · Dec '26: ₹3.44
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E3.512.832.973.274.273.44
PastCurrentTrend estimate: Low / Base / High
EPS forecast unavailable from FMP/yfinance.
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
67%
Analyst Consensus
Positive

From 14 analysts

Mean upside+12.9%

Fundamentals

Strong

Fundamentals institutional score is 92 using growth durability 92.4.

Valuation

Premium valuation

Valuation institutional score is 28 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Positive

Analyst View institutional score is 77 using mean target upside 12.9%; dispersion penalty 9.1; recommendation breadth from available consensus.

Technical Structure

Strong Trend

Technicals institutional score is 74 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 2 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals and analyst consensus provide support, while valuation and market sentiment remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Premium valuationAnalyst Consensus PositiveTechnical Structure Strong TrendMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price459.9 target
Mean Upside+12.9%
Technical Score75%
Fundamental Score92%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 82.6% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.17). Confidence: 70%.

Live forward EPS implies next-12-month EPS of ₹25.37. Applying the stock's normalized valuation corridor produces a fair range of ₹302.92 to ₹508.41, with base value near ₹366.09 (-10.1% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Inside normalized range

Forward EPS

₹25.37

Forward P/E

16.1x

Base Fair Value

₹366.09

Fair Range

₹302.92 - ₹508.41

Upside To Base

-10.1%

Estimate Source

Live forward EPS

Growth Estimate

+39.1%

P/B
Overvalued

5Y Average

2.77

Current

3.10

Overvalued

3.18

Undervalued

2.35

P/E
Strongly Overvalued

5Y Average

13.29

Current

26.35

Overvalued

20.04

Undervalued

11.94

P/S
Strongly Overvalued

5Y Average

1.64

Current

3.25

Overvalued

1.88

Undervalued

1.39

Peers & Comparison

Sector: Financials · Theme: Diversified Financials

Diversified Financials Peers8 peers
Avg P/E: 33.9x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
DR. REDDY S LABORATORIES
DRREDDYPharmaceuticals
-5.6%10.0%
30.7x
Fair
-9% vs avg
-5.0%
HERO MOTOCORP LIMITED
HEROMOTOCOTwo Wheelers
+34.9%10.7%
21.6x
Undervalued
-36% vs avg
+26.2%
BSE LIMITED
BSEStock Exchanges & Ratings
+64.0%48.9%
52.5x
Premium
+55% vs avg
+51.8%
HINDALCO INDUSTRIES LTD
HINDALCOMetals - Aluminium
+32.1%5.5%
14.2x
Undervalued
-58% vs avg
+58.0%
EICHER MOTORS LTD
EICHERMOTTrucks & Buses
+31.5%23.2%
38.1x
Fair
+12% vs avg
+41.0%
HCL TECHNOLOGIES LTD
HCLTECHIT Services & Consulting
+3.0%13.0%
21.3x
Undervalued
-37% vs avg
-9.5%
BAJAJ AUTO LIMITED
BAJAJ-AUTOTwo Wheelers
+64.0%16.3%
27.9x
Undervalued
-18% vs avg
+42.5%
APOLLO HOSPITALS ENTER. L
APOLLOHOSPHospitals & Diagnostic Centres
+18.1%7.7%
65.0x
Premium
+92% vs avg
+23.2%
WHY THESE PEERS

ADITYA BIRLA CAPITAL LTD. trades at a discount (26.4x vs peer avg 33.9x), suggesting potential undervaluation relative to the Diversified Financials cohort. Peers include DR. REDDY S LABORATORIES, HERO MOTOCORP LIMITED, BSE LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹4.99K CrJun 2026

Latest net profit

₹893 CrJun 2026

Free cash flow

₹-24.13K CrMar 2026

Net Profit

₹893 CrProfit conversion

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr
  • Revenue
  • Net income
  • Net margin %

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
Total incomeInterestOtheradjustmentsProfitbefore taxTax &minorityNet Profit0.00 Cr1.50K Cr3.00K Cr4.50K Cr6.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Debt free
Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026-60.00K Cr0.00 Cr60.00K Cr1.20L Cr1.80L Cr
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue +9134484,139614,1583,7923,8534,0104,5074,3844,5724,990
Interest0001,80401,9662,0422,0792,1732,2082,3222,4092,645
Expenses +91315894148589088859261,0521,0751,0941,142
Financing Profit1121341,440471,3348428899121,2479871,0681,203
Financing Margin %5%90%70%35%77%32%22%23%23%28%23%23%24%
Other Income +0002704316263117401211
Depreciation0003303434363537373737
Profit before tax1121341,434471,3438258799081,2279901,0431,177
Tax %25%25%24%18%19%23%26%26%26%25%25%26%24%
Net Profit +191261,182381,032613654676916740777893
EPS in Rs0.000.350.104.550.143.962.352.512.593.512.832.973.27
Gross NPA %2.51%2.50%2.27%2.24%2.27%1.68%1.51%1.33%1.30%
Net NPA %1.27%1.36%1.25%1.24%1.35%0.95%0.85%0.70%0.68%
Raw PDF
YOY Sales Growth %20.59%44.27%507.92%3,669.05%544.22%2,999.50%7,746.47%-6.90%6,500.92%8.41%15.59%18.65%24.44%
Employee Cost %74.44%5.40%15.97%6.87%11.47%6.70%7.77%7.10%7.38%7.11%8.19%7.98%8.64%
Exceptional items0.000.000.000.000.000.000.000.000.000.00-11.840.300.00
Other income normal0.390.250.2626.610.2643.2116.4725.5431.4616.8552.1511.5810.58
Exceptional items AT0000000000-900
Profit excl Excep191261,182381,032613654676916749777893
Profit for PE191261,182381,032613654676916749777893
Profit for EPS191261,182381,032613654676916740777893
YOY Profit Growth %-70%43%3,109%1,437%7,152%1,033%2,298%-45%1,692%-11%22%19%32%

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +68.76%68.70%68.57%68.51%68.81%
FIIs +6.47%6.10%5.15%7.01%7.94%
DIIs +12.06%12.82%14.67%13.71%13.36%
Government +0.12%0.11%
Public +12.72%12.37%11.59%10.64%9.77%
Others0.01%0.02%0.01%0.01%
Jun 2026
Promoters +
FIIs +
DIIs +
Government +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

Aug 10, 2026PDFCompany Reports Open

Analyst/Investor Meet- Transcript

Aug 06, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPS

Aug 04, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Newspaper Publication

Aug 01, 2026PDFCompany Reports Open