This is the reason markets are irrational and offers opportunity to smart value investors, i am holding this from early 50 levels and only increasing holdings at every fall. ROE and ROA will jump dramatically going forward, ABCD their digital platform is also quiet impressive. Their are stocks in current market which are discounted their 5-10 year earnings in current price and still trade at higher valuations without a strong promotor history. Here we have AB Capital despite 30% average growth in profits, a large financial house is trading at P/B of 1.5. only Mutual fund business valuation and Insurance business valuation is 75% if current price.
Appointment of Vishakha mulye has been the key part which has turned around AB Capital. Good to see the extension ( on expected lines so don’t expect any fireworks)
Aditya Birla Capital Limited (ABCL) has invested ₹249.99 crore in its wholly owned subsidiary Aditya Birla Housing Finance Ltd (ABHFL) through a rights issue on 30 August 2025 .
^^ they also infused money into Housing finance. Basically looking at Strengthening the Housing Finance Arm
This move is not an immediate game-changer for Aditya Birla Capital’s financials or stock price. But it is a strategic enabler — fortifying ABHFL’s balance sheet and positioning it for sustained growth in the housing finance sector.
