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Motilal Oswal Report
Aditya Birla Capital Ltd. continued to exhibit an improvement in operational metrics in Q1 FY25. The remaining quarters of FY25 will see an uptick in growth, lower credit costs, and better return ratios.
We expect a consolidated profit after tax compound annual growth rate of ~31% over FY24-26E.
The thrust on cross-selling, investments in digital, and leveraging ‘One Aditya Birla Capital’ will lead to healthy return ratios, even as we build in a consolidated return of equity of ~14% in FY26.
Reiterate 'Buy' with a revised SoTP (March 26E)-based target price of Rs 270.
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