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18 Oct 2025 |
Aditya Birla Fashion
|
Consensus Share Price Target
|
82.28 |
88.94 |
- |
8.09 |
hold
|
|
|
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22 Apr 2024
|
Aditya Birla Fashion
|
Sharekhan
|
82.28
|
297.00
|
263.50
(-68.77%)
|
Target met |
Buy
|
|
|
Aditya Birla Fashion and Retail’s (ABFRL’s) board approved the vertical demerger of Madhura Fashion (MFL) and Lifestyle business into separate listed entity – Aditya Birla Lifestyle Brands Ltd (ABLBL). Existing shareholders will receive shares of the new entity in the ratio of 1:1.
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|
19 Feb 2024
|
Aditya Birla Fashion
|
Axis Direct
|
82.28
|
220.00
|
235.45
(-65.05%)
|
Target met |
Hold
|
|
|
Recommendation With a 5% downside potential from the CMP, we maintain our HOLD rating.
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|
13 Nov 2023
|
Aditya Birla Fashion
|
Axis Direct
|
82.28
|
205.00
|
218.35
(-62.32%)
|
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.
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|
07 Aug 2023
|
Aditya Birla Fashion
|
Axis Direct
|
82.28
|
200.00
|
199.45
(-58.75%)
|
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
|
82.28
|
190.00
|
209.80
(-60.78%)
|
|
Neutral
|
|
|
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|
05 Aug 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
82.28
|
200.00
|
209.80
(-60.78%)
|
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
|
82.28
|
215.00
|
199.05
(-58.66%)
|
Target met |
Hold
|
|
|
|
|
23 May 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
82.28
|
210.00
|
194.50
(-57.70%)
|
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
|
82.28
|
200.00
|
194.50
(-57.70%)
|
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
|
82.28
|
250.00
|
205.95
(-60.05%)
|
Target met |
Buy
|
|
|
|