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ABLBL - Fundamental Analysis: Financial Health & Valuation

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Rating: 2.9

Last Updated Time : 25 May 26, 12:02 am

Fundamental Rating: 2.9

Stock Code ABLBL Market Cap 12,468 Cr. Current Price 102 ₹ High / Low 176 ₹
Stock P/E 72.8 Book Value 11.4 ₹ Dividend Yield 0.00 % ROCE 13.9 %
ROE 12.8 % Face Value 10.0 ₹ DMA 50 104 ₹ DMA 200 120 ₹
Chg in FII Hold -3.47 % Chg in DII Hold 3.19 % PAT Qtr 30.1 Cr. PAT Prev Qtr 97.3 Cr.
RSI 48.8 MACD 0.01 Volume 5,40,861 Avg Vol 1Wk 5,69,341
Low price 87.7 ₹ High price 176 ₹ Debt to equity 2.08 52w Index 16.4 %
Qtr Profit Var -29.7 % EPS 1.10 ₹ Industry PE 44.1

📊 Financials: Aditya Birla Capital Limited (ABLBL) shows weak fundamentals with ROE at 12.8% and ROCE at 13.9%, reflecting modest efficiency. Debt-to-equity is high at 2.08, indicating leveraged operations. Quarterly PAT fell sharply to ₹30.1 Cr. from ₹97.3 Cr., showing a -29.7% variance. EPS is ₹1.10, highlighting weak earnings power relative to its market capitalization.

💰 Valuation: The stock trades at a P/E of 72.8 compared to the industry average of 44.1, suggesting overvaluation. P/B ratio is ~8.9 (Price ₹102 / Book Value ₹11.4). PEG ratio is unavailable due to inconsistent earnings. Intrinsic value appears lower than current price, making entry unattractive at present levels.

🏢 Business Model: ABLBL operates in financial services, focusing on lending and capital management. Its competitive advantage lies in brand presence and group backing. However, profitability metrics remain weak, limiting overall health.

📈 Entry Zone: A safer entry zone would be near ₹85–95, closer to its 52-week low. Current valuation does not justify fresh entry. Long-term holding is risky unless profitability stabilizes and valuation normalizes.

Positive

  • 📌 ROE (12.8%) and ROCE (13.9%) reflect moderate efficiency
  • 📌 Increase in DII holdings (+3.19%)
  • 📌 Strong brand presence within Aditya Birla Group

Limitation

  • ⚠️ High P/E ratio (72.8) vs industry average (44.1)
  • ⚠️ High debt-to-equity ratio (2.08)
  • ⚠️ EPS of ₹1.10 is weak
  • ⚠️ Dividend yield of 0.00% offers no income
  • ⚠️ Sharp decline in quarterly PAT (-29.7%)

Company Negative News

  • 📉 Decline in FII holdings (-3.47%)
  • 📉 Significant drop in quarterly profit

Company Positive News

  • 📈 Increase in DII holdings (+3.19%)
  • 📈 Group backing provides stability

Industry

  • 🏦 Industry PE at 44.1, lower than ABLBL’s valuation
  • 📊 Financial services sector benefits from rising credit demand in India

Conclusion

🔎 ABLBL is fundamentally weak with modest return metrics and overvaluation despite group backing. Entry is advisable only near ₹85–95. Long-term holding is risky unless profitability improves and valuation aligns with industry norms.

Would you like me to also prepare a side-by-side comparison of ABLBL vs financial services peers to highlight its relative valuation positioning?

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