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HDFC Securities Institutional Equities
At the current price, Aditya Birla Real Estate Ltd. trades at a 10- 30% discount to comparable peers on an EV/Ebitda (FY28E presales) basis. This discount reflects near-term concerns over, growth visibility, which the brokeage believes are set to dissipate.
As the company delivers on its FY26 launch plans and demonstrates consistent project additions, the brokerage expect a valuation re-rating.
Furthermore, the stock currently trades at 30% discount to its net asset value, providing a margin of safety, while the upcoming commercial portfolio and continued residential growth presents upside not fully captured in the NAV.
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