AI Summary
✦ ClarthaAditya Birla Sun Life AMC is an asset manager serving individuals, high-net-worth clients, and institutions. Its revenue comes from equity, fixed-income, and balanced mutual funds, alongside separate portfolios and hedge funds. The firm also invests across global public markets and real estate. Its recent view that Indian consumption remains resilient supports continued equity-fund demand, but does not yet indicate faster earnings growth. Revenue increased 9.5% year on year, while profit rose 4.8%, with stable margins indicating operating leverage remains limited. ROE is unavailable; however, debt/equity of 1.58 means leverage can amplify reported returns and financial risk. At 29.5 times earnings, the stock appears fairly valued rather than discounted, despite revenue growth exceeding profit growth. Neutral sentiment reflects the open question of whether consumption-led flows can offset margin and earnings constraints.
Price Forecast
Probabilistic Range
Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.
Revenue Forecast
₹ CrEPS Forecast
₹ / shareMulti-factor synthesis of 5 key dimensions
From 13 analysts
Fundamentals
Fundamentals institutional score is 64 using growth durability 63.9.
Valuation
Valuation institutional score is 19 using relative multiple z-scores where peer dispersion is available.
Analyst Consensus
Analyst View institutional score is 68 using mean target upside 13.9%; dispersion penalty 9.0; recommendation breadth from available consensus.
Technical Structure
Technicals institutional score is 83 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.
Market Sentiment
Recent news flow is balanced or not decisive enough to tilt the tape. Based on 1 recent ticker-linked news items.
Signal Summary
Market intelligence remains Neutral. analyst consensus and technical structure provide support, while valuation and market sentiment remain considerations.
Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.
Key Data Points
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 44.7% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +1.71). Confidence: 71%.
Live forward EPS implies next-12-month EPS of ₹43.60. Applying the stock's normalized valuation corridor produces a fair range of ₹614.76 to ₹1,013.26, with base value near ₹889.00 (-12.1% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹43.60
Forward P/E
23.2x
Base Fair Value
₹889.00
Fair Range
₹614.76 - ₹1,013.26
Upside To Base
-12.1%
Estimate Source
Live forward EPS
Growth Estimate
+11.3%
5Y Average
6.40
Current
7.23
Overvalued
7.36
Undervalued
5.44
5Y Average
16.86
Current
29.50
Overvalued
23.24
Undervalued
14.10
5Y Average
8.01
Current
13.83
Overvalued
10.27
Undervalued
5.64
Peers & Comparison
Sector: Financials · Theme: Asset Management
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
HDFC AMC LIMITED HDFCAMCAsset Management | +13.4% | 61.6% | 37.4x Undervalued | -35% vs avg | -6.9% |
NIPPON L I A M LTD NAM-INDIAAsset Management | +24.5% | 52.5% | 46.5x Undervalued | -19% vs avg | +46.9% |
ANAND RATHI WEALTH LTD ANANDRATHIAsset Management | +52.1% | 33.2% | 77.4x Premium | +34% vs avg | +52.5% |
PRUDENT CORP ADV SER LTD PRUDENTAsset Management | +20.9% | 17.5% | 57.0x Fair | -1% vs avg | +28.5% |
BAJAJ HOLDINGS & INVS LTD BAJAJHLDNGAsset Management | +24.2% | 734.6% | 14.4x Undervalued | -75% vs avg | -19.8% |
TATA INVESTMENT CORP LTD TATAINVESTAsset Management | +4.1% | 105.2% | 81.3x Premium | +41% vs avg | -0.2% |
JSW HOLDINGS LIMITED JSWHLAsset Management | -41.9% | 76.7% | 89.6x Premium | +55% vs avg | -32.8% |
ADIT BIRL SUN LIF AMC LTD trades at a discount (29.1x vs peer avg 57.7x), suggesting potential undervaluation relative to the Asset Management cohort. Peers include HDFC AMC LIMITED, NIPPON L I A M LTD, ANAND RATHI WEALTH LTD — 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
₹456 CrJun 2026Latest net profit
₹311 CrJun 2026Latest EPS
₹10.77Jun 2026Net margin
57.0%Jun 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Jun 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 306 | 329 | 336 | 360 | 380 | 418 | 438 | 423 | 442 | 458 | 475 | 455 | 456 |
| Expenses + | 138 | 139 | 142 | 156 | 162 | 168 | 166 | 179 | 176 | 172 | 183 | 184 | 197 |
| Operating Profit | 168 | 190 | 194 | 203 | 218 | 250 | 272 | 243 | 266 | 286 | 292 | 271 | 259 |
| OPM % | 55% | 58% | 58% | 57% | 57% | 60% | 62% | 58% | 60% | 62% | 62% | 60% | 57% |
| Other Income + | 77 | 55 | 79 | 74 | 94 | 95 | 38 | 72 | 118 | 45 | 81 | -33 | 162 |
| Interest | 1 | 2 | 1 | 2 | 1 | 1 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
| Depreciation | 6 | 9 | 9 | 10 | 9 | 10 | 11 | 9 | 10 | 11 | 11 | 13 | 12 |
| Profit before tax | 238 | 235 | 263 | 266 | 302 | 334 | 298 | 304 | 372 | 319 | 361 | 224 | 408 |
| Tax % | 23% | 25% | 21% | 22% | 23% | 28% | 25% | 25% | 26% | 23% | 25% | 14% | 24% |
| Net Profit + | 183 | 176 | 209 | 207 | 234 | 241 | 222 | 227 | 277 | 245 | 272 | 192 | 311 |
| EPS in Rs | 6.34 | 6.13 | 7.24 | 7.17 | 8.11 | 8.37 | 7.71 | 7.88 | 9.60 | 8.48 | 9.43 | 6.64 | 10.77 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
Grant Of Stock Options And Performance Stock Units Under Aditya Birla Sun Life AMC Limited Employee Stock Option And Performance Stock Unit Scheme 2025 ("ESOP Scheme 2025")