|
12 Jul 2025 |
Birla Corporation
|
Consensus Share Price Target
|
1367.40 |
1556.54 |
- |
13.83 |
buy
|
|
|
|
|
12 May 2025
|
Birla Corporation
|
Motilal Oswal
|
1367.40
|
1540.00
|
1268.80
(7.77%)
|
12.62 |
Buy
|
|
|
BCORP’s 4QFY25 earnings were above our estimates, driven by higher-thanestimated volume and realization. EBITDA grew ~13% YoY to INR5.3b (~50% beat).
|
|
06 Feb 2025
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1340.00
|
1189.90
(14.92%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock
|
|
05 Feb 2025
|
Birla Corporation
|
Anand Rathi
|
1367.40
|
1481.00
|
1160.60
(17.82%)
|
8.31 |
Buy
|
|
|
Keener competition in Birla Corp’s core regions affected its Q3 performance where revenue/EBITDA declined 2.3%/34.5% y/y chiefly due to lower realisations.
|
|
29 Oct 2024
|
Birla Corporation
|
ICICI Direct
|
1367.40
|
1375.00
|
1138.05
(20.15%)
|
Target met |
Buy
|
|
|
|
|
27 Oct 2024
|
Birla Corporation
|
Anand Rathi
|
1367.40
|
1689.00
|
1120.05
(22.08%)
|
23.52 |
Buy
|
|
|
Weak demand because of the prolonged monsoon, less government infra funding and keen competition hurt Birla Corp’s Q2. Its FY25 volume guidance was lowered to 3-4% as demand at its core regions would be curbed by Mahakumbh (Central) and elections (Maharashtra) where EBITDA/tonne has been guided to rise Rs150-170 in H2 FY25.
|
|
25 Oct 2024
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1390.00
|
1120.05
(22.08%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
24 Oct 2024
|
Birla Corporation
|
Motilal Oswal
|
1367.40
|
1500.00
|
1152.05
(18.69%)
|
9.70 |
Buy
|
|
|
BCORP’s 2QFY25 EBITDA declined 39% YoY to INR1.8b (in line) and EBITDA/t fell 35% YoY to INR446 (est. INR436). OPM dipped 3.6pp YoY to 9%. The company reported a net loss of INR252m vs. PAT of INR586m in 2QFY24.
|
|
23 Sep 2024
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1500.00
|
1300.75
(5.12%)
|
9.70 |
Buy
|
|
|
We maintain a BUY recommendation on the stock with a target price (TP) of Rs 1,500/share, which implies an upside potential of 14% from the CMP.
|
|
12 Aug 2024
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1505.00
|
1295.40
(5.56%)
|
10.06 |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
10 Jun 2024
|
Birla Corporation
|
ICICI Direct
|
1367.40
|
1870.00
|
1528.45
(-10.54%)
|
|
Buy
|
|
|
|
|
07 May 2024
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1800.00
|
1546.15
(-11.56%)
|
|
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
06 May 2024
|
Birla Corporation
|
Emkay
|
1367.40
|
1900.00
|
1544.40
(-11.46%)
|
|
Buy
|
|
|
Birla Corp’s Q4FY24 consolidated EBITDA came 14-19% higher than consensus/our estimate, it grew 73% YoY/25% QoQ to Rs4.7bn. Blended EBITDA/t grew 8% QoQ to Rs974.
|
|
06 May 2024
|
Birla Corporation
|
Anand Rathi
|
1367.40
|
2011.00
|
1544.40
(-11.46%)
|
|
Buy
|
|
|
Operating at 97% capacity, Birla Corporation’s revenue growth came from firm volume growth, whereas weak prices dented realisations.
|
|
08 Apr 2024
|
Birla Corporation
|
Asit C Mehta Investment Interrmediates
|
1367.40
|
2055.00
|
1523.50
(-10.25%)
|
|
Buy
|
|
|
We initiate coverage on Birla Corporation Ltd (BCORP) with a strong “BUY” recommendation and target price of Rs2055 based on 8x FY26E EV/EBITDA. Our recommendation is primarily based on 1). Leading player in demand-rich region, i.e., Central India, 2). Capacity addition and volume growth higher than the industry average, 3). Improved cost-efficiency, 4). Less dependency on grid on the back of higher usage of captive coal mines, 5). Strong focus on premiumisation, 6). Incentive-based plants and 7) Healthy balance sheet with better return ratios
|
|
06 Apr 2024
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1665.00
|
1507.65
(-9.30%)
|
Target met |
Buy
|
|
|
We recommend a BUY on the stock for a target price of Rs1665/- implying an upside of 10% from CMP
|
|
16 Feb 2024
|
Birla Corporation
|
SBI Securities
|
1367.40
|
1890.00
|
1717.70
(-20.39%)
|
|
Buy
|
|
|
Birla Corporation Ltd (BCL) is the flagship company of the M.P. Birla Group. Incorporated as Birla Jute Manufacturing Company Limited in 1919, it transformed itself from a manufacturer of jute goods to a leading multi-product corporation with widespread activities.
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|
09 Feb 2024
|
Birla Corporation
|
ICICI Direct
|
1367.40
|
2020.00
|
1696.15
(-19.38%)
|
|
Buy
|
|
|
|
|
08 Feb 2024
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1835.00
|
1592.85
(-14.15%)
|
|
Buy
|
|
|
We maintain our BUY recommendation on the stock and roll over our estimate to FY26
|
|
10 Nov 2023
|
Birla Corporation
|
Axis Direct
|
1367.40
|
1440.00
|
1272.55
(7.45%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
03 Oct 2023
|
Birla Corporation
|
ICICI Direct
|
1367.40
|
1540.00
|
1262.70
(8.29%)
|
Target met |
Buy
|
|
|
|