Whalesbook
ABCL ki board 20 May ko iss bade plan par final decision legi. Ye fund raise QIP (Qualified Institutional Placement) ya preferential offer se ho sakta hai, jisse company apna capital badha sakegi.
Bank log kya bol rahe hain? Unko lagta hai ki mutual funds hi ₹4,000 se ₹5,000 crore laga sakte hain. Sunne mein aa raha hai ki ye company ke MD & CEO Vishaka Mulye ke tenure mein dusra bada fund raise hai, jo unki leadership par acha faith dikhata hai.
Ab price ki baat karein toh, ye ₹355 se ₹360 ke beech rakha gaya hai. Ye number company ke current market price (₹357.20) ke bilkul paas hai, jisse shareholders par zyada impact na ho.
Sabse achi baat ye hai ki promoters, jismein Grasim Industries aur KM Birla hain, khud lagbhag ₹2,500 crore lagane wale hain taaki unka stake 67.29% maintain ho. Ye toh pakka sign hai ki company ke owners ko future par full bharosa hai.
Company ki market cap abhi around ₹93,500-94,000 crore chal rahi hai. Agar valuation ki baat karein toh iska PE ratio Nifty Financial Services Index (PE 16.4) se toh zyada hai, par Bajaj Finance aur ICICI Lombard jaise competitors ke aas paas hi hai.
Markets ke experts toh filhaal 'Strong Buy' rating de rahe hain aur inka average 12-month target price ₹411.42 hai, matlab lagbhag 15% ka upside potential dikh raha hai.
Lekin, sab kuch itna bhi simple nahi hai. Kuch analysts ko ABCL ka PE ratio (lagbhag 24.55) thoda high lagta hai, jo company ke 10-year median se compare karne par 'Significantly Overvalued' bhi lag sakta hai. Aur haan, company ka leverage bhi thoda badh sakta hai, estimated 4.6 times tak ja sakta hai September 2025 tak.
Financial services sector bohot competitive hai, toh naye fund se growth ko boost milega. Ye fund raise ABCL ke liye critical hai taaki woh apne ambitious growth plans ko pura kar sake aur competitive market mein apni position strong bana sake.