{"id":306817,"date":"2026-10-14T10:21:46","date_gmt":"2026-10-14T04:51:46","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=306817"},"modified":"2026-10-14T10:21:46","modified_gmt":"2026-10-14T04:51:46","slug":"aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/","title":{"rendered":"Aditya Birla Capital Shares: Jefferies India Sees 25% Upside, Should You Buy?"},"content":{"rendered":"<p style=\"border-left:4px solid #1F4E79;background:#EBF3FB;padding:10px 16px;font-style:italic;\"><em>Aditya Birla Capital shares: about Rs 383.85 on 14 Oct 2026 (delayed quote). Jefferies India sees about 25% upside (headline), which is about Rs 480 on my calculation. Consensus target Rs 468.79 across 14 analysts. Q1 FY27 profit Rs 1,175 crore (+40%). Lending book Rs 2.19 trillion (+32%).<\/em><\/p>\n<div style=\"background:#F0F9FF;border-left:4px solid #2E7D32;border-radius:6px;padding:14px 18px;margin:18px 0;\">\n<p style=\"margin:0;color:#1F4E79;font-size:14px;\"><strong>Quick Answer<\/strong><\/p>\n<p style=\"margin:8px 0 0;\">Jefferies India sees about 25% upside in Aditya Birla Capital shares, according to the headline, which would put its target price near Rs 480 if measured from the Rs 383.85 quote on 14 October 2026 (my calculation). I could not find the Jefferies report, so its exact target and reference price are unverified, while the consensus target of Rs 468.79 from 14 analysts implies about 22% upside. The company reported Q1 FY27 net profit of Rs 1,175 crore, up 40%, with the lending book up 32% to Rs 2.19 trillion, and it raised Rs 4,000 crore from promoters and the IFC. Risks include a health insurance combined ratio above 100% and slower asset management growth.<\/p>\n<\/p><\/div>\n<p>Aditya Birla Capital shares are in focus after Jefferies India gave a bullish view. The company is a financial services group with lending, asset management, life insurance, health insurance and housing finance arms, so Aditya Birla Capital shares reflect several businesses at once.<\/p>\n<p>This guide explains the Jefferies call, the Q1 FY27 numbers by business, the fund raise, what other analysts expect and the risks. Where I calculate a figure myself, I label it.<\/p>\n<p>A 25% upside figure is only useful if you know the target and the date. I could not verify either, so the tables below rely on the company&#8217;s own results and market data.<\/p>\n<p style=\"margin-top:24px;\"><strong><a href=\"https:\/\/univest.in\/user\/log-in?utm_source=blogs&#038;utm_medium=aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\">Click Here &#8211; Get Free Investment Predictions<\/a><\/strong><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Aditya_Birla_Capital_Shares_Price_Target_and_Upside\" title=\"Aditya Birla Capital Shares: Price, Target and Upside\">Aditya Birla Capital Shares: Price, Target and Upside<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Aditya_Birla_Capital_Q1_FY27_Results_by_Business\" title=\"Aditya Birla Capital Q1 FY27 Results by Business\">Aditya Birla Capital Q1 FY27 Results by Business<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Rs_4000_Crore_Fund_Raise_and_What_It_Means\" title=\"Rs 4,000 Crore Fund Raise and What It Means\">Rs 4,000 Crore Fund Raise and What It Means<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Should_You_Buy_Aditya_Birla_Capital_Shares_Risks_and_Strengths\" title=\"Should You Buy Aditya Birla Capital Shares? Risks and Strengths\">Should You Buy Aditya Birla Capital Shares? Risks and Strengths<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#What_to_Watch_Next_for_Aditya_Birla_Capital_Shares\" title=\"What to Watch Next for Aditya Birla Capital Shares\">What to Watch Next for Aditya Birla Capital Shares<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Frequently_Asked_Questions\" title=\"Frequently Asked Questions\">Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#What_is_the_Jefferies_target_price_for_Aditya_Birla_Capital\" title=\"What is the Jefferies target price for Aditya Birla Capital?\">What is the Jefferies target price for Aditya Birla Capital?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#What_did_Aditya_Birla_Capital_earn_in_Q1_FY27\" title=\"What did Aditya Birla Capital earn in Q1 FY27?\">What did Aditya Birla Capital earn in Q1 FY27?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#What_is_the_consensus_target_for_Aditya_Birla_Capital_shares\" title=\"What is the consensus target for Aditya Birla Capital shares?\">What is the consensus target for Aditya Birla Capital shares?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#How_much_did_Aditya_Birla_Capital_raise\" title=\"How much did Aditya Birla Capital raise?\">How much did Aditya Birla Capital raise?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#What_are_the_risks_for_Aditya_Birla_Capital_shares\" title=\"What are the risks for Aditya Birla Capital shares?\">What are the risks for Aditya Birla Capital shares?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#When_are_the_Q2_FY27_results\" title=\"When are the Q2 FY27 results?\">When are the Q2 FY27 results?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Should_I_buy_Aditya_Birla_Capital_shares\" title=\"Should I buy Aditya Birla Capital shares?\">Should I buy Aditya Birla Capital shares?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-capital-shares-jefferies-india-sees-25-percent-upside-should-you-buy-lending-book-target-price-q1-fy27-preferential-allotment\/#Is_this_article_investment_advice\" title=\"Is this article investment advice?\">Is this article investment advice?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Aditya_Birla_Capital_Shares_Price_Target_and_Upside\"><\/span><strong>Aditya Birla Capital Shares: Price, Target and Upside<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Item<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Figure<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Note<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Quote on 14 Oct 2026<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 383.85<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Delayed quote<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Jefferies upside<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 25%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Per the headline<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Implied Jefferies target price<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About Rs 480<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">My calculation; unverified<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Consensus target price<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 468.79<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Average of 14 analysts<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Upside to consensus<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">About 22.1%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">My calculation<\/td>\n<\/tr>\n<\/table>\n<p>If the Jefferies target is near Rs 480, it sits slightly above the consensus of Rs 468.79, and Aditya Birla Capital shares would need to rise about 25% to reach it. The stock has risen far from the levels of early 2024, when Jefferies had a target of Rs 200, so that old figure is not relevant now.<\/p>\n<p><strong>Risk:<\/strong> A broker target is a view and can change after results. Aditya Birla Capital shares can fall even when the upside looks large.<\/p>\n<p style=\"margin-top:24px;\"><strong><a href=\"https:\/\/univest.in\/screeners\">Screen NBFC and financial stocks on the Univest Screener<\/a><\/strong><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Aditya_Birla_Capital_Q1_FY27_Results_by_Business\"><\/span><strong>Aditya Birla Capital Q1 FY27 Results by Business<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Business<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Key Q1 FY27 numbers<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Group<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Net profit Rs 1,175 crore, up 40% year on year<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Lending book (NBFC and housing)<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 2.19 trillion, up 32%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Aditya Birla Finance<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">AUM Rs 1.67 trillion (+28%); profit before tax Rs 1,222 crore (+32%); gross stage-3 ratio 1.30%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Housing finance<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">AUM Rs 51,833 crore (+50%); profit before tax about Rs 300 crore against Rs 153 crore; gross stage-3 ratio 0.41%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Asset management<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Profit after tax Rs 309 crore (+12%); equity AUM Rs 1.99 trillion (+10%)<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Life insurance<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Individual first-year premium Rs 952 crore (+20%); value of new business margin 15.1%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Health insurance<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Gross written premium Rs 2,196 crore (+50%); combined ratio 106%<\/td>\n<\/tr>\n<\/table>\n<p>Total assets under management across asset management, life insurance and health insurance were Rs 7.53 trillion, up 36%. The lending book is the main driver, since the NBFC grew disbursements by 34% and the housing arm by 39%. Together these numbers explain why analysts like Aditya Birla Capital shares.<\/p>\n<p><strong>Data note:<\/strong> The Q1 numbers are for the June quarter. Q2 FY27 results are not in my sources, so check the company&#8217;s results date.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Rs_4000_Crore_Fund_Raise_and_What_It_Means\"><\/span><strong>Rs 4,000 Crore Fund Raise and What It Means<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Investor<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Amount (Rs crore)<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Share of raise<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Grasim Industries (promoter)<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">2,880<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">72% (my calculation)<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Suryaja Investment (promoter group)<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">200<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">5%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">International Finance Corporation<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">920<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">23%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Total preferential allotment<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">4,000<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">100%<\/td>\n<\/tr>\n<\/table>\n<p>The company said 87.5% of the proceeds, about Rs 3,500 crore (my calculation), will fund NBFC growth. Fresh capital supports faster lending, though a preferential allotment also adds shares and can dilute value per share for holders of Aditya Birla Capital shares.<\/p>\n<p style=\"margin-top:24px;\"><em>Download the <a href=\"http:\/\/apps.apple.com\/in\/app\/univest-stocks-investment\/id6443753518\" rel=\"nofollow noopener\" target=\"_blank\">Univest iOS App<\/a> or <a href=\"http:\/\/play.google.com\/store\/apps\/details?id=com.univest.capp&#038;hl=en_IN\" rel=\"nofollow noopener\" target=\"_blank\">Univest Android App<\/a> to track Aditya Birla Capital shares and set price alerts.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Should_You_Buy_Aditya_Birla_Capital_Shares_Risks_and_Strengths\"><\/span><strong>Should You Buy Aditya Birla Capital Shares? Risks and Strengths<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"border-collapse:collapse;width:100%;\">\n<tr>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Strengths<\/th>\n<th style=\"text-align:left;padding:8px;border:1px solid #DDDDDD;background:#0A0E1A;color:#FFFFFF;\">Risks<\/th>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Profit up 40% and lending book up 32%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Health insurance combined ratio of 106% means underwriting losses<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Improving asset quality (gross stage-3 at 1.30% and 0.41%)<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Asset management profit grew only 12%<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Rs 4,000 crore of fresh capital<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">New shares dilute existing holders<\/td>\n<\/tr>\n<tr>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Value of new business margin up to 15.1%<\/td>\n<td style=\"padding:8px;border:1px solid #DDDDDD;\">Market swings hit AMC and insurance income<\/td>\n<\/tr>\n<\/table>\n<p><strong>Risk:<\/strong> A rising lending book needs good credit quality. A rise in bad loans would hurt profit and Aditya Birla Capital shares.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_to_Watch_Next_for_Aditya_Birla_Capital_Shares\"><\/span><strong>What to Watch Next for Aditya Birla Capital Shares<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ol>\n<li>The Jefferies report, including its target price and reference price<\/li>\n<li>Q2 FY27 results for lending book growth and credit costs<\/li>\n<li>Health insurance combined ratio against 106%<\/li>\n<li>Mutual fund AUM growth and its effect on Aditya Birla Capital shares<\/li>\n<li>Aditya Birla Capital shares against the consensus target of Rs 468.79<\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Aditya Birla Capital shares look supported by strong growth, fresh capital and a bullish Jefferies view of about 25% upside. The exact Jefferies target is unverified, and insurance and asset management growth are weaker spots, so check the Q2 results before buying.<\/p>\n<div style=\"background:#CC0000;border-radius:8px;padding:16px 20px;margin:24px 0;\">\n<p style=\"color:#FFFFFF;font-size:13px;line-height:1.7;margin:0;\"><strong style=\"color:#FFFFFF;\">Disclaimer:<\/strong> Data and figures in this article are sourced from publicly available information. These may or may not be accurate. Please verify all data with the official NSE (nseindia.com) and BSE (bseindia.com) websites before making any investment decision. Investments in securities are subject to market risk. This content is for educational purposes only and is not investment advice by Univest (SEBI RA INH000013776).<\/p>\n<\/p><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span><strong>Frequently Asked Questions<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_Jefferies_target_price_for_Aditya_Birla_Capital\"><\/span><strong>What is the Jefferies target price for Aditya Birla Capital?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The headline says Jefferies India sees about 25% upside, which is about Rs 480 from Rs 383.85 (my calculation). I could not verify the report.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_did_Aditya_Birla_Capital_earn_in_Q1_FY27\"><\/span><strong>What did Aditya Birla Capital earn in Q1 FY27?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> Consolidated net profit was Rs 1,175 crore, up 40%, with the lending book at Rs 2.19 trillion, up 32%.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_is_the_consensus_target_for_Aditya_Birla_Capital_shares\"><\/span><strong>What is the consensus target for Aditya Birla Capital shares?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> The average target of 14 analysts is Rs 468.79, about 22% above Rs 383.85.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_much_did_Aditya_Birla_Capital_raise\"><\/span><strong>How much did Aditya Birla Capital raise?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> It raised Rs 4,000 crore by preferential allotment: Rs 2,880 crore from Grasim, Rs 200 crore from Suryaja and Rs 920 crore from IFC.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_are_the_risks_for_Aditya_Birla_Capital_shares\"><\/span><strong>What are the risks for Aditya Birla Capital shares?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> A health insurance combined ratio of 106%, slower asset management growth, credit quality and dilution from new shares.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"When_are_the_Q2_FY27_results\"><\/span><strong>When are the Q2 FY27 results?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> I could not confirm the date. Check the company announcement.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Should_I_buy_Aditya_Birla_Capital_shares\"><\/span><strong>Should I buy Aditya Birla Capital shares?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> That depends on your risk limits and view on valuation. Speak to a SEBI registered adviser.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Is_this_article_investment_advice\"><\/span><strong>Is this article investment advice?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><strong>Ans.<\/strong> No. It is educational and not a recommendation.<\/p>\n<div class=\"faq-schema\"><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the Jefferies target price for Aditya Birla Capital?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The headline says Jefferies India sees about 25% upside, which is about Rs 480 from Rs 383.85 (my calculation). I could not verify the report.\"}},{\"@type\":\"Question\",\"name\":\"What did Aditya Birla Capital earn in Q1 FY27?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Consolidated net profit was Rs 1,175 crore, up 40%, with the lending book at Rs 2.19 trillion, up 32%.\"}},{\"@type\":\"Question\",\"name\":\"What is the consensus target for Aditya Birla Capital shares?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The average target of 14 analysts is Rs 468.79, about 22% above Rs 383.85.\"}},{\"@type\":\"Question\",\"name\":\"How much did Aditya Birla Capital raise?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It raised Rs 4,000 crore by preferential allotment: Rs 2,880 crore from Grasim, Rs 200 crore from Suryaja and Rs 920 crore from IFC.\"}},{\"@type\":\"Question\",\"name\":\"What are the risks for Aditya Birla Capital shares?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A health insurance combined ratio of 106%, slower asset management growth, credit quality and dilution from new shares.\"}},{\"@type\":\"Question\",\"name\":\"When are the Q2 FY27 results?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"I could not confirm the date. Check the company announcement.\"}},{\"@type\":\"Question\",\"name\":\"Should I buy Aditya Birla Capital shares?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"That depends on your risk limits and view on valuation. Speak to a SEBI registered adviser.\"}},{\"@type\":\"Question\",\"name\":\"Is this article investment advice?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No. It is educational and not a recommendation.\"}}]}<\/script><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla Capital shares may have 25% upside per Jefferies India. See Q1 FY27 results, lending book, the Rs 4,000 crore fund raise and risks.<\/p>\n","protected":false},"author":36,"featured_media":306816,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[842],"tags":[11920,11919,7763,5355],"class_list":["post-306817","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-abcapital","tag-aditya-birla-capital-shares","tag-jefferies","tag-nbfc-stocks"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["306816"],"rank_math_title":["Aditya Birla Capital Shares: Jefferies Sees 25% Upside, Buy?"],"rank_math_description":["Aditya Birla Capital shares may rise 25% according to Jefferies India. See Q1 FY27 results, lending book, Rs 4,000 crore fund raise, target price views and risks."],"rank_math_focus_keyword":["Aditya Birla Capital shares"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/10\/aditya-birla-capital-shares-jefferies-india-sees-25-upside-should-you-buy.webp","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/306817","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=306817"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/306817\/revisions"}],"predecessor-version":[{"id":306818,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/306817\/revisions\/306818"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/306816"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=306817"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=306817"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=306817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}