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08 Oct 2025 |
Aditya Birla Fashion
|
Consensus Share Price Target
|
84.81 |
88.94 |
- |
4.87 |
hold
|
|
|
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08 Aug 2024
|
Aditya Birla Fashion
|
Axis Direct
|
84.81
|
310.00
|
316.00
(-73.16%)
|
Target met |
Hold
|
|
|
Recommendation With a 4% downside potential from the CMP, we maintain our HOLD rating.
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|
07 Aug 2024
|
Aditya Birla Fashion
|
Motilal Oswal
|
84.81
|
340.00
|
323.05
(-73.75%)
|
Target met |
Neutral
|
|
|
Aditya Birla Fashion and Retail (ABFRL)’s consolidated EBITDA grew 23% YoY (12% beat), led by the Lifestyle/ABLFL others/Pantaloons segments.
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|
07 Aug 2024
|
Aditya Birla Fashion
|
Sharekhan
|
84.81
|
385.00
|
323.05
(-73.75%)
|
|
Buy
|
|
|
Aditya Birla Fashion & Retail Limited (ABFRL) registered mixed performance in Q1FY2025 with revenue growing by 7% y-o-y (2% growth excluding TCNS), while EBITDA margin expanded 131 bps y-o-y to 10.5% (beating estimates), leading to 23% y-o-y EBITDA growth.
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30 May 2024
|
Aditya Birla Fashion
|
Axis Direct
|
84.81
|
275.00
|
292.65
(-71.02%)
|
Target met |
Hold
|
|
|
With an 8% downside potential from the CMP, we maintain our HOLD rating.
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|
29 May 2024
|
Aditya Birla Fashion
|
Sharekhan
|
84.81
|
400.00
|
299.30
(-71.66%)
|
|
Buy
|
|
|
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
|
Aditya Birla Fashion
|
Emkay
|
84.81
|
230.00
|
263.50
(-67.81%)
|
|
Sell
|
|
|
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
|
Aditya Birla Fashion
|
Sharekhan
|
84.81
|
297.00
|
263.50
(-67.81%)
|
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
|
84.81
|
220.00
|
235.45
(-63.98%)
|
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
|
84.81
|
205.00
|
218.35
(-61.16%)
|
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
|
84.81
|
200.00
|
199.45
(-57.48%)
|
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
|
84.81
|
190.00
|
209.80
(-59.58%)
|
|
Neutral
|
|
|
|
|
05 Aug 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
84.81
|
200.00
|
209.80
(-59.58%)
|
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
|
84.81
|
215.00
|
199.05
(-57.39%)
|
Target met |
Hold
|
|
|
|
|
23 May 2023
|
Aditya Birla Fashion
|
ICICI Securities Limited
|
84.81
|
210.00
|
194.50
(-56.40%)
|
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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23 May 2023
|
Aditya Birla Fashion
|
Axis Direct
|
84.81
|
200.00
|
194.50
(-56.40%)
|
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
|
84.81
|
250.00
|
205.95
(-58.82%)
|
Target met |
Buy
|
|
|
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|
07 May 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
84.81
|
235.00
|
214.20
(-60.41%)
|
Target met |
Neutral
|
|
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28 Feb 2023
|
Aditya Birla Fashion
|
Motilal Oswal
|
84.81
|
305.00
|
229.70
(-63.08%)
|
|
Buy
|
|
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08 Feb 2023
|
Aditya Birla Fashion
|
Axis Direct
|
84.81
|
325.00
|
250.45
(-66.14%)
|
|
Buy
|
|
|
Recommendation With a 29% upside potential from the CMP, we maintain a BUY rating on the stock.
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|
08 Feb 2023
|
Aditya Birla Fashion
|
ICICI Direct
|
84.81
|
340.00
|
250.45
(-66.14%)
|
|
Buy
|
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