Name: Latest research reports of Aditya Birla Capital Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: Aditya Birla Capital Ltd.
Rating: 5
Author: ICICI Securities Limited

Summary	Date	Stock	Author	LTP	Target	Price at reco (Change since reco%)	Upside(%)	Type	Report	Discuss
	16 Jul 2026	Aditya Birla Capital	Consensus Share Price Target	404.30	424.92	-	5.10	buy	pdf Detailed Estimates
	05 May 2026	Aditya Birla Capital	ICICI Securities Limited Target	404.30	420.00	360.85 (12.04%)	3.88	Buy	pdf post cache	Broker Report Strong FY26 finish; FY27 NBFC RoA set to rise on potential margin expansion ICICI Securities Limited Aditya Birla Capital (ABCL) delivered a robust performance on both growth as well as asset quality fronts in its lending businesses, resulting in 2.3%/2.1% RoA for the NBFC/HFC businesses in Q4FY26. pdf Copy Link Share on Share on Share on Share on Alert
	05 May 2026	Aditya Birla Capital	Motilal Oswal Target	404.30	430.00	345.85 (16.90%)	6.36	Buy	pdf post cache	Broker Report Strong execution across business segments Motilal Oswal Aditya Birla Capital’s (ABCAP) 4QFY26 consolidated revenue grew 12% YoY to ~INR159b and consolidated PAT (excl. one-off items) grew ~30% YoY to ~INR11.2b. FY26 PAT grew ~21% YoY to INR38b. pdf Copy Link Share on Share on Share on Share on Alert
	04 Mar 2026	Aditya Birla Capital	Motilal Oswal Target	404.30	415.00	321.55 (25.73%)	2.65	Buy	pdf post cache	Broker Report Strengthening fundamentals across all businesses Motilal Oswal Aditya Birla Capital (ABCL) is entering a structurally stronger earnings phase, supported by synchronized momentum across its lending, asset management, and insurance franchises. pdf Copy Link Share on Share on Share on Share on Alert
	31 Oct 2025	Aditya Birla Capital	ICICI Securities Limited Target	404.30	380.00	324.20 (24.71%)	Target met	Buy	pdf post cache	Broker Report Strong quarter; NIM expansion (NBFC) and operating leverage (HFC) to drive RoA uptick ICICI Securities Limited Aditya Birla Capital Limited (ABCL) delivered robust performance on growth as well as asset quality fronts for its lending businesses which resulted in 2.2% RoA for NBFC business and 1.8% RoA for HFC business. pdf Copy Link Share on Share on Share on Share on Alert
	31 Oct 2025	Aditya Birla Capital	Motilal Oswal Target	404.30	380.00	324.20 (24.71%)	Target met	Buy	pdf post cache	Broker Report Operating performance strengthens in both NBFC and HFC Motilal Oswal Aditya Birla Capital’s (ABCAP) 2QFY26 consolidated revenue grew 4% YoY to ~INR124.8b, and consolidated PAT (excl. one-off items in 2QFY25) grew ~3% YoY to ~INR8.55b. pdf Copy Link Share on Share on Share on Share on Alert
	17 Sep 2025	Aditya Birla Capital	Motilal Oswal Target	404.30	340.00	283.95 (42.38%)	Target met	Buy	pdf post cache	Broker Report Driving growth and stability through retail acceleration Motilal Oswal Aditya Birla Capital (ABCL) has steadily evolved into a digitally enabled, customer-focused financial services platform with a diversified presence spanning lending, insurance, and asset management. pdf Copy Link Share on Share on Share on Share on Alert
	11 Sep 2025	Aditya Birla Capital	Emkay Target	404.30	320.00	290.00 (39.41%)	Target met	Buy	pdf post cache	Broker Report Growth and profitability outlook reaffirmed Emkay We met Rakesh Singh (ED and CEO – NBFC) of AB Capital for an update on the company, its NBFC business strategy and outlook, and the recent developments in the sector. pdf Copy Link Share on Share on Share on Share on Alert
	04 Aug 2025	Aditya Birla Capital	Motilal Oswal Target	404.30	325.00	278.45 (45.20%)	Target met	Buy	pdf post cache	Broker Report Defying the trend: Resilient asset quality amid peer weakness Motilal Oswal Aditya Birla Capital’s (ABCAP) 1QFY26 consolidated revenue grew 10% YoY to ~INR113b, and consolidated PAT also grew ~10% YoY to ~INR8.35b. pdf Copy Link Share on Share on Share on Share on Alert
	04 Feb 2025	Aditya Birla Capital	ICICI Securities Limited Target	404.30	220.00	167.51 (141.36%)	Target met	Buy	pdf post cache	Broker Report Lending business margins under pressure; asset quality largely stable in a tough environment ICICI Securities Limited Aditya Birla Capital Limited (ABCL) reported a decent set of numbers with reported PAT at INR 7.36bn for Q3FY25, lower 4% YoY and 15% QoQ (vs. adjusted PAT of INR 8.34bn in Q2FY25). pdf Copy Link Share on Share on Share on Share on Alert
	04 Feb 2025	Aditya Birla Capital	Emkay Target	404.30	240.00	167.51 (141.36%)	Target met	Buy	pdf post cache	Broker Report Mixed performance; attractively valued Emkay ABCAP reported mixed results in Q3FY25, with: 1) NBFC performing well on asset quality, but weaker on growth, NIMs, and RoA owing to a shift toward secured products. pdf Copy Link Share on Share on Share on Share on Alert
	04 Feb 2025	Aditya Birla Capital	Motilal Oswal Target	404.30	240.00	167.51 (141.36%)	Target met	Buy	pdf post cache	Broker Report Calibrated disbursements in NBFC; HFC asset quality improves Motilal Oswal Aditya Birla Capital (ABCAP)’s 3QFY25 consolidated revenue grew 10% YoY to ~INR109b and consolidated PAT declined ~3% YoY to ~INR7.1b. pdf Copy Link Share on Share on Share on Share on Alert
	31 Oct 2024	Aditya Birla Capital	Motilal Oswal	404.30	270.00	203.23 (98.94%)	Target met	Buy	pdf post cache	Broker Report Strengthening all its key businesses; credit costs remain benign Motilal Oswal Aditya Birla Capital (ABCAP)’s 2QFY25 consolidated revenue grew 36% YoY to ~INR120b and consolidated PAT grew 42% YoY to ~INR10b. 1HFY25 PAT grew ~30% YoY and we expect 2HFY25 PAT to grow ~24% YoY. pdf Copy Link Share on Share on Share on Share on Alert
	02 Aug 2024	Aditya Birla Capital	Motilal Oswal Target	404.30	270.00	211.59 (91.08%)	Target met	Buy	pdf post cache	Broker Report Continued calibration in the P&C book; asset quality stable Motilal Oswal Aditya Birla Capital (ABCAP)’s 1QFY25 consolidated revenue grew 26% YoY to ~INR102b, and consolidated PAT rose 15% YoY to ~INR7.5b. pdf Copy Link Share on Share on Share on Share on Alert
	02 Aug 2024	Aditya Birla Capital	ICICI Securities Limited	404.30	270.00	211.59 (91.08%)	Target met	Buy	pdf post cache	Broker Report Steady quarter with consolidated PAT up 15% YoY; on track for gradual uptick in RoE ICICI Securities Limited Aditya Birla Capital Limited (ABCL) and reimagined its business model. In-line with its goal on building frictionless tech-enabled loan processes and leveraging its group-level ecosystem. pdf Copy Link Share on Share on Share on Share on Alert
	01 Jun 2024	Aditya Birla Capital	ICICI Securities Limited Target	404.30	270.00	223.85 (80.61%)		Buy	pdf post cache	Broker Report ABCD to be the main engine for customer acquisition; diversified product offering to ensure steady and … ICICI Securities Limited In Jul’22, as Ms. Vishakha Mulye took charge as MD & CEO, AB Capital Limited (ABCL) reimagined its business model. ABCL has been focusing on building frictionless tech-enabled loan processes and leveraging its group-level ecosystem. pdf Copy Link Share on Share on Share on Share on Alert
	14 May 2024	Aditya Birla Capital	Emkay	404.30	250.00	220.30 (83.52%)		Buy	pdf post cache	Broker Report Good performance across business segments Emkay ABCAP delivered a decent performance across its key businesses during Q4FY24. pdf Copy Link Share on Share on Share on Share on Alert
	14 May 2024	Aditya Birla Capital	Motilal Oswal Target	404.30	260.00	220.30 (83.52%)		Buy	pdf post cache	Broker Report Continues to deliver healthy performance across businesses Motilal Oswal Aditya Birla Capital (ABCAP)’s 4QFY24 consolidated revenue grew 32% YoY to ~INR121b and consolidated PAT increased 33% YoY to ~INR8.1b. pdf Copy Link Share on Share on Share on Share on Alert
	26 Apr 2024	Aditya Birla Capital	Emkay	404.30	250.00	231.30 (74.79%)		Buy	pdf post cache	Broker Report Operational momentum, corporate actions drive re-rating Emkay ABCAP shares have delivered a strong performance in the last 3 months, outdoing the NIFTY50 by 25%. pdf Copy Link Share on Share on Share on Share on Alert
	09 Feb 2024	Aditya Birla Capital	Motilal Oswal Target	404.30	230.00	187.90 (115.17%)	Target met	Buy	pdf post cache	Broker Report Strong digital capabilities laying foundation for the leap ahead Motilal Oswal pdf Copy Link Share on Share on Share on Share on Alert
	02 Feb 2024	Aditya Birla Capital	Motilal Oswal	404.30	220.00	180.35 (124.18%)	Target met	Buy	pdf post cache	Broker Report Marching on despite a calibration in personal/consumer loans Motilal Oswal pdf Copy Link Share on Share on Share on Share on Alert
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Near 52W High of ₹410.70

Aditya Birla Capital Ltd. share price target

Aditya Birla Capital Ltd. has an average share price target of 390. The consensus estimate represents a downside of -3.54% from the last price of 404.30. View 8 reports from 3 analysts offering long-term price targets for Aditya Birla Capital Ltd..

Strong FY26 finish; FY27 NBFC RoA set to rise on potential margin expansion

Strong execution across business segments

Strengthening fundamentals across all businesses

Strong quarter; NIM expansion (NBFC) and operating leverage (HFC) to drive RoA uptick

Operating performance strengthens in both NBFC and HFC

Driving growth and stability through retail acceleration

Growth and profitability outlook reaffirmed

Defying the trend: Resilient asset quality amid peer weakness

Lending business margins under pressure; asset quality largely stable in a tough environment

Mixed performance; attractively valued

Calibrated disbursements in NBFC; HFC asset quality improves

Strengthening all its key businesses; credit costs remain benign

Continued calibration in the P&C book; asset quality stable

Steady quarter with consolidated PAT up 15% YoY; on track for gradual uptick in RoE

ABCD to be the main engine for customer acquisition; diversified product offering to ensure steady and …

Good performance across business segments

Continues to deliver healthy performance across businesses

Operational momentum, corporate actions drive re-rating

Strong digital capabilities laying foundation for the leap ahead

Marching on despite a calibration in personal/consumer loans

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