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15 Jul 2025 |
Aditya Birla Fashion
|
Consensus Share Price Target
|
76.60 |
87.33 |
- |
14.01 |
hold
|
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07 Aug 2023
|
Aditya Birla Fashion
|
Axis Direct
|
76.60
|
200.00
|
199.45
(-61.59%)
|
Target met |
Hold
|
|
|
Recommendation With a -4% upside potential from the CMP, we maintain HOLD rating.
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|
06 Aug 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
76.60
|
190.00
|
209.80
(-63.49%)
|
|
Neutral
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05 Aug 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
76.60
|
200.00
|
209.80
(-63.49%)
|
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).
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25 May 2023
|
Aditya Birla Fashion
|
ICICI Direct
|
76.60
|
215.00
|
199.05
(-61.52%)
|
Target met |
Hold
|
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|
23 May 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
76.60
|
210.00
|
194.50
(-60.62%)
|
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.
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|
23 May 2023
|
Aditya Birla Fashion
|
Axis Direct
|
76.60
|
200.00
|
194.50
(-60.62%)
|
Target met |
Hold
|
|
|
Recommendation With a 6% upside potential from the CMP, we downgrade the stock to HOLD.
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|
08 May 2023
|
Aditya Birla Fashion
|
Sharekhan
|
76.60
|
250.00
|
205.95
(-62.81%)
|
Target met |
Buy
|
|
|
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|
07 May 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
76.60
|
235.00
|
214.20
(-64.24%)
|
Target met |
Neutral
|
|
|
|
|
28 Feb 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
76.60
|
305.00
|
229.70
(-66.65%)
|
|
Buy
|
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08 Feb 2023
|
Aditya Birla Fashion
|
Axis Direct
|
76.60
|
325.00
|
250.45
(-69.42%)
|
|
Buy
|
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|
Recommendation With a 29% upside potential from the CMP, we maintain a BUY rating on the stock.
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