ScoreWhy is Aditya Birla Sun Life AMC Ltd ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 25.62%
2
Flat results in Jun 26
- PBDIT(Q) Lowest at Rs 257.63 cr.
- OPERATING PROFIT TO NET SALES (Q) Lowest at 55.65%
- PBT LESS OI(Q) Lowest at Rs 243.68 cr.
3
With ROE of 24.2, it has a Very Expensive valuation with a 7.4 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 18.27%, its profits have risen by 3.9% ; the PEG ratio of the company is 8.2
4
Increasing Participation by Institutional Investors
- Institutional investors have increased their stake by 1.37% over the previous quarter and collectively hold 18.7% of the company
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors
5
Consistent Returns over the last 3 years
- Along with generating 18.27% returns in the last 1 year, the stock has outperformed BSE500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Aditya AMC should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Aditya AMC for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Aditya AMC
18.27%
0.50
36.66%
Sensex
-2.63%
-0.19
13.57%
Management Risk
Growth
Capital StructureValuationValuation Key Factors 
Factor
Value
P/E Ratio
29
Industry P/E
21
Price to Book Value
7.35
EV to EBIT
28.29
EV to EBITDA
27.04
EV to Capital Employed
7.48
EV to Sales
15.94
PEG Ratio
8.15
Dividend Yield
2.48%
ROCE (Latest)
26.70%
ROE (Latest)
24.18%
Loading Valuation Snapshot...
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
No Trend
No Trend
OBV
Mildly Bearish
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend4What is working for the Company
PAT(Q)
At Rs 309.49 cr has Grown at 26.7% (vs previous 4Q average
EPS(Q)
Highest at Rs 10.70
-5What is not working for the Company
PBDIT(Q)
Lowest at Rs 257.63 cr.
OPERATING PROFIT TO NET SALES (Q)
Lowest at 55.65%
PBT LESS OI(Q)
Lowest at Rs 243.68 cr.
NON-OPERATING INCOME(Q)
is 39.99 % of Profit Before Tax (PBT
Loading Valuation Snapshot...
Here's what is working for Aditya AMC
Profit After Tax (PAT) - Quarterly
Highest at Rs 309.49 cr.
in the last five quartersMOJO Watch
Near term PAT trend is positive
PAT (Rs Cr)
Profit After Tax (PAT) - Quarterly
At Rs 309.49 cr has Grown at 26.7% (vs previous 4Q average)
over average PAT of the previous four quarters of Rs 244.30 CrMOJO Watch
Near term PAT trend is positive
PAT (Rs Cr)
Earnings per Share (EPS) - Quarterly
Highest at Rs 10.70
in the last five quartersMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (Rs)
Here's what is not working for Aditya AMC
Operating Profit (PBDIT) - Quarterly
Lowest at Rs 257.63 cr.
in the last five quartersMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (Rs Cr)
Operating Profit Margin - Quarterly
Lowest at 55.65%
in the last five quartersMOJO Watch
Company's efficiency has deteriorated
Operating Profit to Sales
Profit Before Tax less Other Income (PBT) - Quarterly
Lowest at Rs 243.68 cr.
in the last five quartersMOJO Watch
Near term PBT trend is negative
PBT less Other Income (Rs Cr)
Profit Before Tax less Other Income (PBT) - Quarterly
At Rs 243.68 cr has Fallen at -7.5% (vs previous 4Q average)
over average PBT of the previous four quarters of Rs 263.47 CrMOJO Watch
Near term PBT trend is negative
PBT less Other Income (Rs Cr)
Non Operating Income - Quarterly
is 39.99 % of Profit Before Tax (PBT)
MOJO Watch
The company's income from non business activities is high; which is not a sustainable business model
Non Operating Income to PBT
Non Operating Income - Quarterly
Highest at Rs 162.39 cr
in the last five quartersMOJO Watch
Increased income from non business activities may not be sustainable
Non Operating Income
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