Aditya Birla Money: PAT growth of 102% & Revenue growth of 66% in H1-25 at PE of 13
BIRLAMONEY delivered PAT CAGR of 45% & Revenue CAGR of 24% for FY20-24. BIRLAMONEY in the middle of a strong run since Q4-23 delivering QoQ growth. Absence of management commentary is a challenge
1. Full-service broking firm; Portfolio Management Services
stocksandsecurities.adityabirlacapital.com | NSE : BIRLAMONEY
Aditya Birla Capital Ltd, the holding company for the financial services business of the Aditya Birla Group, is the promoter of BIRLAMONEY.
2. FY20-24: PAT CAGR of 45% and Revenue CAGR of 24%
3. Strong FY24: PAT up 56% & Revenue up 48% YoY
4. Strong Q2-25: PAT up 120% & Revenue up 30% YoY
PAT up 63% & Revenue up 7% QoQ
5. H1-25: PAT up 102% & Revenue up 66% YoY
6. Business metrics: Strong return ratios
7. FY25 Outlook: Expecting continuation of FY20-24 trend
No management commentary is available on BIRLAMONEY
In the absence of management commentary one is expecting the continuation of the long term trend of PAT CAGR of 40%+ as delivered during FY20-24.
H1-25 performance is indicating to a strong FY25.
8. PAT growth of 102% & Revenue growth of 66% in H1-25 at a PE of 13
9. Hold?
If I hold the stock then one may continue holding on to BIRLAMONEY
BIRLAMONEY has delivered the strongest top-line and PAT in FY24 and followed it up with a stronger H1-25
BIRLAMONEY is in the middle of a strong run. Since Q4-23, BIRLAMONEY has delivered QoQ and YoY growth in the top-line. One should stay in as long as this trend continues.
10. Buy?
If I am looking to enter BIRLAMONEY then
BIRLAMONEY has delivered PAT growth of 102% & Revenue growth of 66% in H1-25 at a PE of 13 which makes valuations quite attractive.
Outlook for 40% PAT growth in FY25 based on historic FY20-24 PAT CAGR of 40% and a strong H1-25 at a PE of 13 makes the valuations quite attractive from a longer term perspective.
In the absence of management commentary, the key question is will the performance of BIRLAMONEY in FY24 carry into FY25. Based on H1-25 performance there exists potential for returns in this stock idea.
Previous coverage of BIRLAMONEY
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