Share Price and Basic Stock Data
Last Updated: December 17, 2025, 10:38 pm
| PEG Ratio | 3.04 |
|---|
Analyst Insight & Comprehensive Analysis
AI Stock Ranker – Real-Time Fundamental Strength Score
Business Overview and Revenue Trends
Aditya Birla Sun Life AMC Ltd operates in the dynamic mutual fund sector of India, a space that has been witnessing robust growth. For the fiscal year ending March 2025, the company reported sales of ₹1,982 Cr, a notable increase from ₹1,349 Cr in the previous year. This upward trend reflects the increasing investor appetite for mutual fund products, driven by financial literacy and a shift towards systematic investment plans (SIPs). The quarterly sales figures indicate a steady growth trajectory, with the latest quarter showing a rise to ₹366 Cr in March 2024 and further climbing to ₹447 Cr by June 2025. Such growth, especially post-pandemic, signals a positive response from retail investors seeking wealth creation opportunities. The company’s ability to leverage its brand and reach has translated into a solid market position, supported by a diversified product portfolio.
Profitability and Efficiency Metrics
Profitability metrics for Aditya Birla Sun Life AMC paint a promising picture. The company achieved a net profit of ₹931 Cr for FY 2025, up from ₹596 Cr the previous year, demonstrating a strong recovery and growth in earnings. With an operating profit margin (OPM) of 65% for FY 2025, the firm showcases its operational efficiency, reflecting effective cost management amidst rising competition. The return on equity (ROE) stood at an impressive 27%, suggesting that shareholders are receiving substantial returns on their investments. Furthermore, the interest coverage ratio of 227.92x indicates that the company is well-positioned to meet its financial obligations, showcasing strong earnings relative to its interest expenses. Such metrics not only highlight the firm’s profitability but also its ability to generate substantial cash flows, an essential aspect for sustaining growth in the mutual fund industry.
Balance Sheet Strength and Financial Ratios
The balance sheet of Aditya Birla Sun Life AMC appears robust, with total assets recorded at ₹4,114 Cr for FY 2025, up from ₹2,788 Cr in the previous year. The company has maintained a conservative borrowing strategy, with borrowings at a modest ₹69 Cr, reflecting its strong cash position and operational self-sufficiency. The reserves have also seen a healthy increase, standing at ₹3,583 Cr, which provides a cushion for future expansions and potential market fluctuations. The price-to-book value ratio of 4.93x suggests that the stock is trading at a premium compared to its book value, indicating investor confidence in the company’s growth prospects. However, the current ratio of 17.12x, while indicating liquidity, could also suggest that the capital might be underutilized. Overall, these financial ratios indicate a solid foundation, but they also raise questions about optimal capital deployment.
Shareholding Pattern and Investor Confidence
Investor confidence in Aditya Birla Sun Life AMC is reflected in its shareholding pattern. Promoters hold a substantial 74.85% stake, demonstrating a strong commitment to the company’s long-term vision. Meanwhile, foreign institutional investors (FIIs) have increased their stake to 6.18% from just 1.61% a year ago, reflecting a growing interest from global investors. Domestic institutional investors (DIIs) also hold a significant 10.30%, indicating confidence among local funds. However, the reduction in promoter holding from over 86% last year raises questions about potential dilution and future control. The number of shareholders has decreased from over 4.45 lakh to around 2.59 lakh, suggesting a consolidation phase. While the strong institutional backing is encouraging, the declining number of retail investors could signal a need for the company to enhance its outreach and engagement strategies.
Outlook, Risks, and Final Insight
The outlook for Aditya Birla Sun Life AMC remains cautiously optimistic, driven by the growing mutual fund market in India. However, several risks loom on the horizon. Competition in the asset management space is intensifying, with new entrants and existing players vying for market share, which could pressure margins. Additionally, regulatory changes in the financial sector may pose challenges, impacting operational flexibility. The rising interest rates could also affect the cost of capital and investor sentiment. For retail investors, understanding these dynamics is crucial. While the company’s strong fundamentals and profitability metrics are attractive, the evolving market landscape requires vigilance. Investors should weigh the strengths of a solid balance sheet and robust earnings against potential risks stemming from market competition and regulatory shifts. Balancing enthusiasm with caution could be key in navigating the investment journey with Aditya Birla Sun Life AMC.
Source: Getaka Fundamental Analysis | Generated using proprietary financial data.
Competitors
| Stock Name ⇩ | Market Cap ⇩ | Current Price ⇩ | High / Low ⇩ | Stock P/E ⇩ | Book Value ⇩ | Dividend Yield ⇩ | ROCE ⇩ | ROE ⇩ | Face Value ⇩ |
|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life AMC Ltd | 22,301 Cr. | 773 | 912/556 | 23.0 | 123 | 3.11 % | 35.5 % | 27.0 % | 5.00 |
| UTI Asset Management Company Ltd | 14,304 Cr. | 1,113 | 1,495/905 | 24.3 | 342 | 2.34 % | 21.0 % | 16.3 % | 10.0 |
| Nippon Life India Asset Management Ltd | 55,116 Cr. | 865 | 987/456 | 41.3 | 68.8 | 2.08 % | 40.7 % | 31.4 % | 10.0 |
| HDFC Asset Management Company Ltd | 1,08,913 Cr. | 2,541 | 2,967/1,763 | 39.7 | 181 | 1.77 % | 43.3 % | 32.4 % | 5.00 |
| Industry Average | 50,158.50 Cr | 1,323.00 | 32.08 | 178.70 | 2.33% | 35.13% | 26.78% | 7.50 |
Quarterly Result
| Metric | Jun 2022 | Sep 2022 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 304 | 311 | 314 | 297 | 311 | 335 | 341 | 366 | 387 | 424 | 445 | 429 | 447 |
| Expenses | 123 | 129 | 131 | 139 | 141 | 143 | 147 | 161 | 166 | 174 | 171 | 185 | 181 |
| Operating Profit | 182 | 182 | 183 | 158 | 170 | 192 | 194 | 205 | 220 | 250 | 274 | 244 | 266 |
| OPM % | 60% | 59% | 58% | 53% | 55% | 57% | 57% | 56% | 57% | 59% | 62% | 57% | 59% |
| Other Income | -31 | 77 | 49 | 32 | 78 | 56 | 80 | 74 | 95 | 96 | 38 | 72 | 118 |
| Interest | 1 | 1 | 1 | 1 | 1 | 2 | 1 | 2 | 1 | 1 | 2 | 1 | 1 |
| Depreciation | 9 | 8 | 9 | 8 | 7 | 9 | 9 | 10 | 9 | 10 | 11 | 10 | 10 |
| Profit before tax | 141 | 249 | 223 | 181 | 240 | 237 | 264 | 268 | 305 | 335 | 300 | 305 | 372 |
| Tax % | 27% | 23% | 25% | 25% | 23% | 25% | 21% | 22% | 23% | 28% | 25% | 25% | 26% |
| Net Profit | 103 | 192 | 166 | 136 | 185 | 178 | 209 | 208 | 236 | 242 | 224 | 228 | 277 |
| EPS in Rs | 3.57 | 6.66 | 5.77 | 4.71 | 6.41 | 6.18 | 7.27 | 7.23 | 8.18 | 8.41 | 7.78 | 7.91 | 9.60 |
Last Updated: August 1, 2025, 8:30 am
Below is a detailed analysis of the quarterly data for Aditya Birla Sun Life AMC Ltd based on the most recent figures (Jun 2025) and their trends compared to the previous period:
- For Sales, as of Jun 2025, the value is 447.00 Cr.. The value appears strong and on an upward trend. It has increased from 429.00 Cr. (Mar 2025) to 447.00 Cr., marking an increase of 18.00 Cr..
- For Expenses, as of Jun 2025, the value is 181.00 Cr.. The value appears to be improving (decreasing) as expected. It has decreased from 185.00 Cr. (Mar 2025) to 181.00 Cr., marking a decrease of 4.00 Cr..
- For Operating Profit, as of Jun 2025, the value is 266.00 Cr.. The value appears strong and on an upward trend. It has increased from 244.00 Cr. (Mar 2025) to 266.00 Cr., marking an increase of 22.00 Cr..
- For OPM %, as of Jun 2025, the value is 59.00%. The value appears strong and on an upward trend. It has increased from 57.00% (Mar 2025) to 59.00%, marking an increase of 2.00%.
- For Other Income, as of Jun 2025, the value is 118.00 Cr.. The value appears strong and on an upward trend. It has increased from 72.00 Cr. (Mar 2025) to 118.00 Cr., marking an increase of 46.00 Cr..
- For Interest, as of Jun 2025, the value is 1.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 1.00 Cr..
- For Depreciation, as of Jun 2025, the value is 10.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 10.00 Cr..
- For Profit before tax, as of Jun 2025, the value is 372.00 Cr.. The value appears strong and on an upward trend. It has increased from 305.00 Cr. (Mar 2025) to 372.00 Cr., marking an increase of 67.00 Cr..
- For Tax %, as of Jun 2025, the value is 26.00%. The value appears to be increasing, which may not be favorable. It has increased from 25.00% (Mar 2025) to 26.00%, marking an increase of 1.00%.
- For Net Profit, as of Jun 2025, the value is 277.00 Cr.. The value appears strong and on an upward trend. It has increased from 228.00 Cr. (Mar 2025) to 277.00 Cr., marking an increase of 49.00 Cr..
- For EPS in Rs, as of Jun 2025, the value is 9.60. The value appears strong and on an upward trend. It has increased from 7.91 (Mar 2025) to 9.60, marking an increase of 1.69.
Overall, while many items appear to show a positive trend, any significant downward movement warrant further investigation.
Profit & Loss - Annual Report
Last Updated: December 15, 2025, 4:18 am
| Metric | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 1,013 | 1,324 | 1,407 | 1,235 | 1,202 | 1,405 | 1,349 | 1,636 | 1,982 | 1,783 |
| Expenses | 670 | 771 | 723 | 532 | 467 | 473 | 521 | 592 | 696 | 716 |
| Operating Profit | 344 | 552 | 684 | 703 | 735 | 932 | 828 | 1,044 | 1,287 | 1,067 |
| OPM % | 34% | 42% | 49% | 57% | 61% | 66% | 61% | 64% | 65% | 60% |
| Other Income | 1 | 0 | 0 | 0 | 4 | 3 | 5 | 5 | 4 | 273 |
| Interest | 0 | 5 | 6 | 6 | 6 | 5 | 4 | 6 | 6 | 5 |
| Depreciation | 8 | 26 | 32 | 37 | 37 | 36 | 34 | 35 | 40 | 42 |
| Profit before tax | 337 | 522 | 646 | 661 | 696 | 895 | 794 | 1,008 | 1,245 | 1,293 |
| Tax % | 34% | 33% | 31% | 25% | 24% | 25% | 25% | 23% | 25% | |
| Net Profit | 223 | 349 | 447 | 494 | 526 | 673 | 596 | 780 | 931 | 971 |
| EPS in Rs | 124.01 | 193.64 | 248.22 | 274.67 | 292.38 | 23.36 | 20.71 | 27.09 | 32.26 | 33.65 |
| Dividend Payout % | 22% | 57% | 67% | 67% | 27% | 49% | 50% | 50% | 74% |
YoY Net Profit Growth
| Year | 2017-2018 | 2018-2019 | 2019-2020 | 2020-2021 | 2021-2022 | 2022-2023 | 2023-2024 | 2024-2025 |
|---|---|---|---|---|---|---|---|---|
| YoY Net Profit Growth (%) | 56.50% | 28.08% | 10.51% | 6.48% | 27.95% | -11.44% | 30.87% | 19.36% |
| Change in YoY Net Profit Growth (%) | 0.00% | -28.42% | -17.57% | -4.04% | 21.47% | -39.39% | 42.31% | -11.51% |
Aditya Birla Sun Life AMC Ltd has shown an inconsistent trend in YoY Net Profit Growth (%) in the last 8 years from 2017-2018 to 2024-2025.
Growth
| Compounded Sales Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 10% |
| 3 Years: | 12% |
| TTM: | 22% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | % |
| 5 Years: | 13% |
| 3 Years: | 11% |
| TTM: | 17% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | % |
| 5 Years: | % |
| 3 Years: | 20% |
| 1 Year: | 11% |
| Return on Equity | |
|---|---|
| 10 Years: | % |
| 5 Years: | 29% |
| 3 Years: | 27% |
| Last Year: | 27% |
Last Updated: September 5, 2025, 2:06 pm
Balance Sheet
Last Updated: December 4, 2025, 2:17 am
| Month | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 18 | 18 | 18 | 18 | 18 | 144 | 144 | 144 | 144 | 144 |
| Reserves | 924 | 1,120 | 1,203 | 1,299 | 1,687 | 2,052 | 2,373 | 3,025 | 3,583 | 3,420 |
| Borrowings | 0 | 70 | 72 | 62 | 59 | 54 | 48 | 79 | 68 | 69 |
| Other Liabilities | 258 | 342 | 206 | 193 | 221 | 184 | 223 | 254 | 320 | 322 |
| Total Liabilities | 1,200 | 1,549 | 1,498 | 1,572 | 1,985 | 2,435 | 2,788 | 3,502 | 4,114 | 3,955 |
| Fixed Assets | 18 | 90 | 95 | 86 | 77 | 72 | 70 | 111 | 107 | 113 |
| CWIP | 0 | 0 | 2 | 1 | 1 | 3 | 2 | 2 | 1 | 4 |
| Investments | 901 | 1,141 | 1,138 | 1,263 | 1,726 | 2,121 | 2,359 | 3,122 | 3,692 | 3,511 |
| Other Assets | 281 | 318 | 263 | 221 | 180 | 239 | 357 | 267 | 315 | 326 |
| Total Assets | 1,200 | 1,549 | 1,498 | 1,572 | 1,985 | 2,435 | 2,788 | 3,502 | 4,114 | 3,955 |
Below is a detailed analysis of the balance sheet data for Aditya Birla Sun Life AMC Ltd based on the most recent figures (Sep 2025) and their trends compared to the previous period:
- For Equity Capital, as of Sep 2025, the value is 144.00 Cr.. The value remains steady. There is no change compared to the previous period (Mar 2025) which recorded 144.00 Cr..
- For Reserves, as of Sep 2025, the value is 3,420.00 Cr.. The value appears to be declining and may need further review. It has decreased from 3,583.00 Cr. (Mar 2025) to 3,420.00 Cr., marking a decrease of 163.00 Cr..
- For Borrowings, as of Sep 2025, the value is 69.00 Cr.. The value appears to be increasing, which may not be favorable. Additionally, since Reserves exceed Borrowings, this is considered a positive sign. It has increased from 68.00 Cr. (Mar 2025) to 69.00 Cr., marking an increase of 1.00 Cr..
- For Other Liabilities, as of Sep 2025, the value is 322.00 Cr.. The value appears to be increasing, which may not be favorable. It has increased from 320.00 Cr. (Mar 2025) to 322.00 Cr., marking an increase of 2.00 Cr..
- For Total Liabilities, as of Sep 2025, the value is 3,955.00 Cr.. The value appears to be improving (decreasing). It has decreased from 4,114.00 Cr. (Mar 2025) to 3,955.00 Cr., marking a decrease of 159.00 Cr..
- For Fixed Assets, as of Sep 2025, the value is 113.00 Cr.. The value appears strong and on an upward trend. It has increased from 107.00 Cr. (Mar 2025) to 113.00 Cr., marking an increase of 6.00 Cr..
- For CWIP, as of Sep 2025, the value is 4.00 Cr.. The value appears strong and on an upward trend. It has increased from 1.00 Cr. (Mar 2025) to 4.00 Cr., marking an increase of 3.00 Cr..
- For Investments, as of Sep 2025, the value is 3,511.00 Cr.. The value appears to be declining and may need further review. It has decreased from 3,692.00 Cr. (Mar 2025) to 3,511.00 Cr., marking a decrease of 181.00 Cr..
- For Other Assets, as of Sep 2025, the value is 326.00 Cr.. The value appears strong and on an upward trend. It has increased from 315.00 Cr. (Mar 2025) to 326.00 Cr., marking an increase of 11.00 Cr..
- For Total Assets, as of Sep 2025, the value is 3,955.00 Cr.. The value appears to be declining and may need further review. It has decreased from 4,114.00 Cr. (Mar 2025) to 3,955.00 Cr., marking a decrease of 159.00 Cr..
Notably, the Reserves (3,420.00 Cr.) exceed the Borrowings (69.00 Cr.), indicating a solid financial buffer.
Overall, while many items appear to show a positive trend, any significant downward movement or items where Borrowings exceed Reserves warrant further investigation.
Cash Flow
| Month | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|
Free Cash Flow
| Month | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Free Cash Flow | 344.00 | 482.00 | 612.00 | 641.00 | 676.00 | 878.00 | 780.00 | -78.00 | -67.00 |
Free Cash Flow = Income Generated from Operational Activities - Borrowings - Capital Work in Progress (CWIP)
Consistent positive free cash flow is crucial for businesses as it indicates their ability to generate cash from their core operations. It provides financial flexibility, allowing companies to invest in growth opportunities, pay dividends to shareholders, reduce debt, and weather economic downturns more effectively.
Financial Efficiency Indicators
| Month | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 20 | 12 | 7 | 12 | 9 | 7 | 7 | 9 | 11 |
| Inventory Days | |||||||||
| Days Payable | |||||||||
| Cash Conversion Cycle | 20 | 12 | 7 | 12 | 9 | 7 | 7 | 9 | 11 |
| Working Capital Days | -18 | -10 | 7 | -1 | -25 | -5 | 11 | -2 | -5 |
| ROCE % | 49% | 52% | 50% | 45% | 45% | 33% | 35% | 36% |
Mutual Fund Holdings
| Fund Name | No of Shares | AUM (%) | Amount Invested (Cr) | Previous Number of Shares | Previous Date | Percentage Change |
|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund | 5,408,382 | 0.79 | 397.71 | N/A | N/A | N/A |
| Nippon India Small Cap Fund | 2,700,000 | 0.29 | 198.54 | N/A | N/A | N/A |
| UTI Value Fund | 1,353,752 | 0.98 | 99.55 | N/A | N/A | N/A |
| HDFC Balanced Advantage Fund | 1,197,585 | 0.08 | 88.06 | N/A | N/A | N/A |
| Nippon India Flexi Cap Fund | 1,145,216 | 0.87 | 84.21 | N/A | N/A | N/A |
| UTI Dividend Yield Fund | 550,000 | 1.03 | 40.44 | N/A | N/A | N/A |
| Quantum Value Fund | 408,592 | 2.49 | 30.05 | N/A | N/A | N/A |
| Bandhan Small Cap Fund | 398,053 | 0.16 | 29.27 | N/A | N/A | N/A |
| Mahindra Manulife Large & Mid Cap Fund | 215,000 | 0.57 | 15.81 | N/A | N/A | N/A |
| LIC MF Small Cap Fund | 114,793 | 1.36 | 8.44 | N/A | N/A | N/A |
Key Financial Ratios
| Month | Mar 25 | Mar 24 | Mar 23 | Mar 22 | Mar 21 |
|---|---|---|---|---|---|
| FaceValue | 5.00 | 5.00 | 5.00 | 5.00 | 10.00 |
| Basic EPS (Rs.) | 32.26 | 27.09 | 20.71 | 23.36 | 292.38 |
| Diluted EPS (Rs.) | 32.18 | 27.02 | 20.65 | 23.36 | 292.38 |
| Cash EPS (Rs.) | 33.64 | 28.29 | 21.90 | 24.60 | 313.18 |
| Book Value[Excl.RevalReserv]/Share (Rs.) | 129.19 | 109.99 | 87.39 | 76.27 | 947.01 |
| Book Value[Incl.RevalReserv]/Share (Rs.) | 129.19 | 109.99 | 87.39 | 76.27 | 947.01 |
| Revenue From Operations / Share (Rs.) | 58.40 | 46.97 | 42.59 | 44.89 | 593.28 |
| PBDIT / Share (Rs.) | 44.72 | 36.39 | 28.89 | 32.47 | 410.49 |
| PBIT / Share (Rs.) | 43.34 | 35.19 | 27.70 | 31.23 | 389.69 |
| PBT / Share (Rs.) | 43.14 | 34.99 | 27.56 | 31.07 | 386.60 |
| Net Profit / Share (Rs.) | 32.26 | 27.09 | 20.71 | 23.36 | 292.38 |
| NP After MI And SOA / Share (Rs.) | 32.26 | 27.09 | 20.71 | 23.36 | 292.38 |
| PBDIT Margin (%) | 76.56 | 77.47 | 67.83 | 72.32 | 69.19 |
| PBIT Margin (%) | 74.20 | 74.91 | 65.03 | 69.57 | 65.68 |
| PBT Margin (%) | 73.86 | 74.50 | 64.72 | 69.19 | 65.16 |
| Net Profit Margin (%) | 55.23 | 57.66 | 48.62 | 52.03 | 49.28 |
| NP After MI And SOA Margin (%) | 55.23 | 57.66 | 48.62 | 52.03 | 49.28 |
| Return on Networth / Equity (%) | 24.97 | 24.62 | 23.69 | 30.62 | 30.87 |
| Return on Capital Employeed (%) | 32.15 | 30.73 | 30.20 | 39.38 | 38.09 |
| Return On Assets (%) | 22.61 | 22.28 | 21.38 | 27.63 | 26.51 |
| Asset Turnover Ratio (%) | 0.44 | 0.43 | 0.46 | 0.57 | 0.58 |
| Current Ratio (X) | 17.12 | 16.04 | 17.51 | 15.02 | 12.79 |
| Quick Ratio (X) | 17.12 | 16.04 | 17.51 | 15.02 | 12.79 |
| Dividend Payout Ratio (NP) (%) | 41.79 | 19.37 | 24.14 | 34.46 | 26.60 |
| Dividend Payout Ratio (CP) (%) | 40.07 | 18.55 | 22.83 | 32.72 | 24.83 |
| Earning Retention Ratio (%) | 58.21 | 80.63 | 75.86 | 65.54 | 73.40 |
| Cash Earning Retention Ratio (%) | 59.93 | 81.45 | 77.17 | 67.28 | 75.17 |
| Interest Coverage Ratio (X) | 227.92 | 186.21 | 213.21 | 192.29 | 132.97 |
| Interest Coverage Ratio (Post Tax) (X) | 165.42 | 139.61 | 153.82 | 139.33 | 95.71 |
| Enterprise Value (Cr.) | 18285.75 | 13017.97 | 8840.25 | 15251.03 | 0.00 |
| EV / Net Operating Revenue (X) | 10.85 | 9.62 | 7.21 | 11.80 | 0.00 |
| EV / EBITDA (X) | 14.17 | 12.42 | 10.62 | 16.31 | 0.00 |
| MarketCap / Net Operating Revenue (X) | 10.91 | 9.68 | 7.31 | 11.87 | 0.00 |
| Retention Ratios (%) | 58.20 | 80.62 | 75.85 | 65.53 | 73.39 |
| Price / BV (X) | 4.93 | 4.13 | 3.56 | 6.99 | 0.00 |
| Price / Net Operating Revenue (X) | 10.91 | 9.68 | 7.31 | 11.87 | 0.00 |
| EarningsYield | 0.05 | 0.05 | 0.06 | 0.04 | 0.00 |
After reviewing the key financial ratios for Aditya Birla Sun Life AMC Ltd, here is a detailed analysis based on the latest available data and recent trends:
- For FaceValue, as of Mar 25, the value is 5.00. This value is within the healthy range. There is no change compared to the previous period (Mar 24) which recorded 5.00.
- For Basic EPS (Rs.), as of Mar 25, the value is 32.26. This value is within the healthy range. It has increased from 27.09 (Mar 24) to 32.26, marking an increase of 5.17.
- For Diluted EPS (Rs.), as of Mar 25, the value is 32.18. This value is within the healthy range. It has increased from 27.02 (Mar 24) to 32.18, marking an increase of 5.16.
- For Cash EPS (Rs.), as of Mar 25, the value is 33.64. This value is within the healthy range. It has increased from 28.29 (Mar 24) to 33.64, marking an increase of 5.35.
- For Book Value[Excl.RevalReserv]/Share (Rs.), as of Mar 25, the value is 129.19. It has increased from 109.99 (Mar 24) to 129.19, marking an increase of 19.20.
- For Book Value[Incl.RevalReserv]/Share (Rs.), as of Mar 25, the value is 129.19. It has increased from 109.99 (Mar 24) to 129.19, marking an increase of 19.20.
- For Revenue From Operations / Share (Rs.), as of Mar 25, the value is 58.40. It has increased from 46.97 (Mar 24) to 58.40, marking an increase of 11.43.
- For PBDIT / Share (Rs.), as of Mar 25, the value is 44.72. This value is within the healthy range. It has increased from 36.39 (Mar 24) to 44.72, marking an increase of 8.33.
- For PBIT / Share (Rs.), as of Mar 25, the value is 43.34. This value is within the healthy range. It has increased from 35.19 (Mar 24) to 43.34, marking an increase of 8.15.
- For PBT / Share (Rs.), as of Mar 25, the value is 43.14. This value is within the healthy range. It has increased from 34.99 (Mar 24) to 43.14, marking an increase of 8.15.
- For Net Profit / Share (Rs.), as of Mar 25, the value is 32.26. This value is within the healthy range. It has increased from 27.09 (Mar 24) to 32.26, marking an increase of 5.17.
- For NP After MI And SOA / Share (Rs.), as of Mar 25, the value is 32.26. This value is within the healthy range. It has increased from 27.09 (Mar 24) to 32.26, marking an increase of 5.17.
- For PBDIT Margin (%), as of Mar 25, the value is 76.56. This value is within the healthy range. It has decreased from 77.47 (Mar 24) to 76.56, marking a decrease of 0.91.
- For PBIT Margin (%), as of Mar 25, the value is 74.20. This value exceeds the healthy maximum of 20. It has decreased from 74.91 (Mar 24) to 74.20, marking a decrease of 0.71.
- For PBT Margin (%), as of Mar 25, the value is 73.86. This value is within the healthy range. It has decreased from 74.50 (Mar 24) to 73.86, marking a decrease of 0.64.
- For Net Profit Margin (%), as of Mar 25, the value is 55.23. This value exceeds the healthy maximum of 10. It has decreased from 57.66 (Mar 24) to 55.23, marking a decrease of 2.43.
- For NP After MI And SOA Margin (%), as of Mar 25, the value is 55.23. This value exceeds the healthy maximum of 20. It has decreased from 57.66 (Mar 24) to 55.23, marking a decrease of 2.43.
- For Return on Networth / Equity (%), as of Mar 25, the value is 24.97. This value is within the healthy range. It has increased from 24.62 (Mar 24) to 24.97, marking an increase of 0.35.
- For Return on Capital Employeed (%), as of Mar 25, the value is 32.15. This value is within the healthy range. It has increased from 30.73 (Mar 24) to 32.15, marking an increase of 1.42.
- For Return On Assets (%), as of Mar 25, the value is 22.61. This value is within the healthy range. It has increased from 22.28 (Mar 24) to 22.61, marking an increase of 0.33.
- For Asset Turnover Ratio (%), as of Mar 25, the value is 0.44. It has increased from 0.43 (Mar 24) to 0.44, marking an increase of 0.01.
- For Current Ratio (X), as of Mar 25, the value is 17.12. This value exceeds the healthy maximum of 3. It has increased from 16.04 (Mar 24) to 17.12, marking an increase of 1.08.
- For Quick Ratio (X), as of Mar 25, the value is 17.12. This value exceeds the healthy maximum of 2. It has increased from 16.04 (Mar 24) to 17.12, marking an increase of 1.08.
- For Dividend Payout Ratio (NP) (%), as of Mar 25, the value is 41.79. This value is within the healthy range. It has increased from 19.37 (Mar 24) to 41.79, marking an increase of 22.42.
- For Dividend Payout Ratio (CP) (%), as of Mar 25, the value is 40.07. This value is within the healthy range. It has increased from 18.55 (Mar 24) to 40.07, marking an increase of 21.52.
- For Earning Retention Ratio (%), as of Mar 25, the value is 58.21. This value is within the healthy range. It has decreased from 80.63 (Mar 24) to 58.21, marking a decrease of 22.42.
- For Cash Earning Retention Ratio (%), as of Mar 25, the value is 59.93. This value is within the healthy range. It has decreased from 81.45 (Mar 24) to 59.93, marking a decrease of 21.52.
- For Interest Coverage Ratio (X), as of Mar 25, the value is 227.92. This value is within the healthy range. It has increased from 186.21 (Mar 24) to 227.92, marking an increase of 41.71.
- For Interest Coverage Ratio (Post Tax) (X), as of Mar 25, the value is 165.42. This value is within the healthy range. It has increased from 139.61 (Mar 24) to 165.42, marking an increase of 25.81.
- For Enterprise Value (Cr.), as of Mar 25, the value is 18,285.75. It has increased from 13,017.97 (Mar 24) to 18,285.75, marking an increase of 5,267.78.
- For EV / Net Operating Revenue (X), as of Mar 25, the value is 10.85. This value exceeds the healthy maximum of 3. It has increased from 9.62 (Mar 24) to 10.85, marking an increase of 1.23.
- For EV / EBITDA (X), as of Mar 25, the value is 14.17. This value is within the healthy range. It has increased from 12.42 (Mar 24) to 14.17, marking an increase of 1.75.
- For MarketCap / Net Operating Revenue (X), as of Mar 25, the value is 10.91. This value exceeds the healthy maximum of 3. It has increased from 9.68 (Mar 24) to 10.91, marking an increase of 1.23.
- For Retention Ratios (%), as of Mar 25, the value is 58.20. This value is within the healthy range. It has decreased from 80.62 (Mar 24) to 58.20, marking a decrease of 22.42.
- For Price / BV (X), as of Mar 25, the value is 4.93. This value exceeds the healthy maximum of 3. It has increased from 4.13 (Mar 24) to 4.93, marking an increase of 0.80.
- For Price / Net Operating Revenue (X), as of Mar 25, the value is 10.91. This value exceeds the healthy maximum of 3. It has increased from 9.68 (Mar 24) to 10.91, marking an increase of 1.23.
- For EarningsYield, as of Mar 25, the value is 0.05. This value is below the healthy minimum of 5. There is no change compared to the previous period (Mar 24) which recorded 0.05.
Overall, while many metrics show healthy performance, any figures highlighted in red or significant downward trends warrant further investigation.
Strength and Weakness
| Strength | Weakness |
|---|---|
|
|
Stock Analysis
- Considering all of the following key financial indicators, prospective investors are encouraged to conduct thorough research and seek professional guidance before considering any investment in Aditya Birla Sun Life AMC Ltd:
- Net Profit Margin: 55.23%
- Net Profit Margin: This metric indicates the percentage of profit a company makes from its total revenue. A higher net profit margin is generally desirable as it reflects better profitability.
- ROCE: 32.15% (Industry Average ROCE: 35.13%)
- ROCE (Return on Capital Employed): ROCE measures a company's profitability and the efficiency with which its capital is employed. A higher ROCE indicates efficient use of capital.
- ROE%: 24.97% (Industry Average ROE: 26.78%)
- ROE (Return on Equity): ROE measures a company's profitability relative to shareholders' equity. A higher ROE indicates efficient use of shareholders' funds.
- Interest Coverage Ratio (Post Tax): 165.42
- Interest Coverage Ratio: The interest coverage ratio measures a company's ability to cover its interest payments on outstanding debt. A ratio greater than 2 is generally considered healthy as it indicates the company can meet its interest obligations comfortably.
- Quick Ratio: 17.12
- Quick Ratio: The quick ratio assesses a company's ability to cover its short-term liabilities with its most liquid assets. A ratio higher than 1 suggests the company can meet its short-term obligations without relying heavily on inventory.
- Stock P/E: 23 (Industry average Stock P/E: 32.08)
- Stock P/E (Price-to-Earnings) Ratio: The P/E ratio compares a company's current share price to its earnings per share. A lower P/E ratio relative to industry peers or historical values may indicate that the stock is undervalued.
- Total Debt / Equity: 0
- Total Debt / Equity: This ratio measures a company's financial leverage by comparing its total debt to its total equity. A lower ratio indicates lower financial risk and greater financial stability.
Stock Rating: - Net Profit Margin: 55.23%
About the Company - Qualitative Analysis
| INDUSTRY | ADDRESS | CONTACT |
|---|---|---|
| Finance - Mutual Funds | One World Center, Tower 1, 17th Floor, Jupiter Mills, Mumbai Maharashtra 400013 | abslamc.cs@adityabirlacapital.com https://mutualfund.adityabirlacapital.com |
| Management | |
|---|---|
| Name | Position Held |
| Mr. A Balasubramanian | Managing Director & CEO |
| Mrs. Vishakha Mulye | Non Executive Director |
| Mr. Sandeep Asthana | Non Executive Director |
| Mr. Manjit Singh | Non Executive Director |
| Mr. Sunder Rajan Raman | Independent Director |
| Mr. Supratim Bandyopadhyay | Independent Director |
| Mr. Navin Puri | Independent Director |
| Mr. Ramesh Abhishek | Independent Director |
| Ms. Anita Ramachandran | Independent Director |
FAQ
What is the intrinsic value of Aditya Birla Sun Life AMC Ltd?
Aditya Birla Sun Life AMC Ltd's intrinsic value (as of 17 December 2025) is 630.07 which is 18.49% lower the current market price of 773.00, indicating overvalued. Calculated using the PE ratio method, this valuation considers the company's 22,301 Cr. market cap, FY2025-2026 high/low of 912/556, reserves of ₹3,420 Cr, and liabilities of 3,955 Cr.
What is the Market Cap of Aditya Birla Sun Life AMC Ltd?
The Market Cap of Aditya Birla Sun Life AMC Ltd is 22,301 Cr..
What is the current Stock Price of Aditya Birla Sun Life AMC Ltd as on 17 December 2025?
The current stock price of Aditya Birla Sun Life AMC Ltd as on 17 December 2025 is 773.
What is the High / Low of Aditya Birla Sun Life AMC Ltd stocks in FY 2025-2026?
In FY 2025-2026, the High / Low of Aditya Birla Sun Life AMC Ltd stocks is 912/556.
What is the Stock P/E of Aditya Birla Sun Life AMC Ltd?
The Stock P/E of Aditya Birla Sun Life AMC Ltd is 23.0.
What is the Book Value of Aditya Birla Sun Life AMC Ltd?
The Book Value of Aditya Birla Sun Life AMC Ltd is 123.
What is the Dividend Yield of Aditya Birla Sun Life AMC Ltd?
The Dividend Yield of Aditya Birla Sun Life AMC Ltd is 3.11 %.
What is the ROCE of Aditya Birla Sun Life AMC Ltd?
The ROCE of Aditya Birla Sun Life AMC Ltd is 35.5 %.
What is the ROE of Aditya Birla Sun Life AMC Ltd?
The ROE of Aditya Birla Sun Life AMC Ltd is 27.0 %.
What is the Face Value of Aditya Birla Sun Life AMC Ltd?
The Face Value of Aditya Birla Sun Life AMC Ltd is 5.00.