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Motilal Oswal Report
According to Motilal Oswal, Aditya Birla Capital Ltd. continues to deliver healthy growth across its core businesses - NBFC, housing finance, asset managemtn, and life and health insurance - supported by improving profitability, operating leverage, and sustained customer acquisition momentum.
The ‘One ABC' strategy is strengthening cross-sell, enhancing wallet share, and driving cost efficiencies, while ongoing investments in digital capabilities and distribution expansion provide structural support to long-term growth.
The brokerage expects consolidated PAT CAGR of ~26% over FY26-28, with improving mix and operating leverage driving RoE expansion to ~16% by FY28.
Reiterate Buy with a Mar'28E SoTP-based target price of Rs 415.
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