|
14 Sep 2025 |
Aditya Birla Fashion
|
Consensus Share Price Target
|
88.38 |
87.59 |
- |
-0.89 |
hold
|
|
|
|
|
19 Feb 2024
|
Aditya Birla Fashion
|
Axis Direct
|
88.38
|
220.00
|
235.45
(-62.46%)
|
Target met |
Hold
|
|
|
Recommendation With a 5% downside potential from the CMP, we maintain our HOLD rating.
|
|
13 Nov 2023
|
Aditya Birla Fashion
|
Axis Direct
|
88.38
|
205.00
|
218.35
(-59.52%)
|
Target met |
Hold
|
|
|
We maintain our HOLD rating to account for near-term challenges a slowdown in discretionary spends, a sharp increase in debt, an increase in ad spends and investment in TCNS and TMRW.
|
|
07 Aug 2023
|
Aditya Birla Fashion
|
Axis Direct
|
88.38
|
200.00
|
199.45
(-55.69%)
|
Target met |
Hold
|
|
|
Recommendation With a -4% upside potential from the CMP, we maintain HOLD rating.
|
|
06 Aug 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
88.38
|
190.00
|
209.80
(-57.87%)
|
|
Neutral
|
|
|
|
|
05 Aug 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
88.38
|
200.00
|
209.80
(-57.87%)
|
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
|
88.38
|
215.00
|
199.05
(-55.60%)
|
Target met |
Hold
|
|
|
|
|
23 May 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
88.38
|
210.00
|
194.50
(-54.56%)
|
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
|
88.38
|
200.00
|
194.50
(-54.56%)
|
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
|
88.38
|
250.00
|
205.95
(-57.09%)
|
Target met |
Buy
|
|
|
|
|
07 May 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
88.38
|
235.00
|
214.20
(-58.74%)
|
Target met |
Neutral
|
|
|
|