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13 Dec 2025 |
Aditya Birla Fashion
|
Consensus Share Price Target
|
77.67 |
85.06 |
- |
9.51 |
hold
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29 May 2024
|
Aditya Birla Fashion
|
Sharekhan
|
77.67
|
400.00
|
299.30
(-74.05%)
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|
Buy
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Aditya Birla Fashion & Retail Limited (ABFRL) registered good performance in Q4FY2024 with revenue growing by 18% y-o-y, while EBIDTA margin expanded 163bps y-o-y to 8.3%, leading to 47% y-o-y growth in EBIDTA.
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23 Apr 2024
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Aditya Birla Fashion
|
Emkay
|
77.67
|
230.00
|
263.50
(-70.52%)
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|
Sell
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ABFRL’s board has approved the demerger of its Madura business into a new entity – ABLBL, upon the requisite regulatory approvals over the next 9-12 months. In our view, this move should unlock value through better capital allocation and improved investor interest for the two businesses individually.
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22 Apr 2024
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Aditya Birla Fashion
|
Sharekhan
|
77.67
|
297.00
|
263.50
(-70.52%)
|
Target met |
Buy
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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
|
77.67
|
220.00
|
235.45
(-67.01%)
|
Target met |
Hold
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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
|
77.67
|
205.00
|
218.35
(-64.43%)
|
Target met |
Hold
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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
|
77.67
|
200.00
|
199.45
(-61.06%)
|
Target met |
Hold
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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
|
77.67
|
190.00
|
209.80
(-62.98%)
|
|
Neutral
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05 Aug 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
77.67
|
200.00
|
209.80
(-62.98%)
|
Target met |
Hold
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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
|
77.67
|
215.00
|
199.05
(-60.98%)
|
Target met |
Hold
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23 May 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
77.67
|
210.00
|
194.50
(-60.07%)
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Target met |
Accumulate
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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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