Aditya Birla Capital’s stock has surged following a strong Q4 performance, marked by double-digit growth in AUM and disbursements. The company’s strategic shift towards secured loans, now 46% of the portfolio, has reduced lending risk. With improving asset quality and rising traction in high-margin personal loans, analysts project continued momentum and have raised target prices.
ETMarkets Smart Talk | 2H2025 market returns may moderate, but India’s long-term story intact: Abhiram Eleswarapu
India outperformed considerably in 2024 which partly explains part of the underperformance this year. By around September last year, valuations were no longer inexpensive, earnings