After the Aditya Birla Fashion group demerger, investors now have four key names to track:
ABFRL – Moderate growth, improving fundamentals, but still operating with thin margins.
ABLBL – Consistent performer with premium brands, strong margins (16–17%), and steady growth of 14–17%.
Raymond Lifestyle – Textile-focused, low-margin profile but highly beaten-down valuation.
Raymond Realty – Strong player with ~22% margins, but the real estate sector itself remains subdued.
Among these, ABLBL stands out as the strongest, thanks to consistent cash flows, healthy margins, and a robust brand franchise in the retail and apparel space.
If one has to pick a single name post-demerger, the clear choice would be ABLBL.
Disc: I have positions in ABLBL, ABFRL
