|
19 Sep 2025 |
Aditya Birla Fashion
|
Consensus Share Price Target
|
92.11 |
87.59 |
- |
-4.91 |
hold
|
|
|
|
|
07 Aug 2023
|
Aditya Birla Fashion
|
Axis Direct
|
92.11
|
200.00
|
199.45
(-53.82%)
|
Target met |
Hold
|
|
|
Recommendation With a -4% upside potential from the CMP, we maintain HOLD rating.
|
|
06 Aug 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
92.11
|
190.00
|
209.80
(-56.10%)
|
|
Neutral
|
|
|
|
|
05 Aug 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
92.11
|
200.00
|
209.80
(-56.10%)
|
Target met |
Hold
|
|
|
Revenue performance has been decent in Lifestyle brands at +5% YoY (-3% SSSG, 10% retail expansion) but uninspiring in Pantaloons at +1% YoY (-8% SSSG, 17% retail expansion). We liked efficiency driven EBITDA margin gains in the lifestyle brands segment (50% consol. revenue share).
|
|
25 May 2023
|
Aditya Birla Fashion
|
ICICI Direct
|
92.11
|
215.00
|
199.05
(-53.73%)
|
Target met |
Hold
|
|
|
|
|
23 May 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
92.11
|
210.00
|
194.50
(-52.64%)
|
Target met |
Accumulate
|
|
|
We liked continued strong growth in Madura (10% 4Y CAGR) as premium brands are relatively less impacted by general slowdown in discretionary consumption (at value price). However, performance in Pantaloons has been underwhelming at 13% SSSG (6% 4Y CAGR) vs 23% SSSG of Westside.
|
|
23 May 2023
|
Aditya Birla Fashion
|
Axis Direct
|
92.11
|
200.00
|
194.50
(-52.64%)
|
Target met |
Hold
|
|
|
Recommendation With a 6% upside potential from the CMP, we downgrade the stock to HOLD.
|
|
08 May 2023
|
Aditya Birla Fashion
|
Sharekhan
|
92.11
|
250.00
|
205.95
(-55.28%)
|
Target met |
Buy
|
|
|
|
|
07 May 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
92.11
|
235.00
|
214.20
(-57.00%)
|
Target met |
Neutral
|
|
|
|
|
28 Feb 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
92.11
|
305.00
|
229.70
(-59.90%)
|
|
Buy
|
|
|
|
|
08 Feb 2023
|
Aditya Birla Fashion
|
Axis Direct
|
92.11
|
325.00
|
250.45
(-63.22%)
|
|
Buy
|
|
|
Recommendation With a 29% upside potential from the CMP, we maintain a BUY rating on the stock.
|