Aditya Birla Sun Life AMC (BOM:543374) ROC (Joel Greenblatt) %: 1,718.87% (As of Jun. 2026) — 37% Above Median

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BOM:543374 Aditya Birla Sun Life AMC Ltd BOM:543374
84 GF Score
Price ₹1,052.10
GF Value ₹876.88
Valuation Modestly Overvalued
! 2 Warning Signs
View Full Analysis

What is Aditya Birla Sun Life AMC ROC (Joel Greenblatt) %?

Aditya Birla Sun Life AMC BOM:543374 +0.42% 84 ROC (Joel Greenblatt) % is 1,718.87% as of Jun. 2026, which is 37% above its 10-year median of 1,253.51. GuruFocus rates BOM:543374 with a GF Score™ of 84/100 and a GF Value™ of ₹876.88 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 626 Asset Management companies, Aditya Birla Sun Life AMC ranks better than 84.98% on this metric.

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Aditya Birla Sun Life AMC's annualized ROC (Joel Greenblatt) % for the quarter that ended in Jun. 2026 was 1,718.87%.

The historical rank and industry rank for Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % or its related term are showing as below:

BOM:543374' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 755.05   Med: 1253.51   Max: 1409.22
Current: 1370.5

During the past 8 years, Aditya Birla Sun Life AMC's highest ROC (Joel Greenblatt) % was 1409.22%. The lowest was 755.05%. And the median was 1253.51%.

BOM:543374's ROC (Joel Greenblatt) % is ranked better than
84.98% of 626 companies
in the Asset Management industry
Industry Median: 66.175 vs BOM:543374: 1370.50

Aditya Birla Sun Life AMC's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 3.40% per year.


Aditya Birla Sun Life AMC  (BOM:543374) ROC (Joel Greenblatt) % Explanation

The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.

Joel Greenblatt uses his definition of Return on Capital and Earnings Yield (Joel Greenblatt) % to rank companies.


Aditya Birla Sun Life AMC ROC (Joel Greenblatt) % Related Terms


Aditya Birla Sun Life AMC ROC (Joel Greenblatt) % Historical Data

* Premium members only.

The historical data trend for Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Aditya Birla Sun Life AMC ROC (Joel Greenblatt) % Chart

Aditya Birla Sun Life AMC Annual Data
Trend Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROC (Joel Greenblatt) %
Get a 7-Day Free Trial 1,409.22 1,263.50 1,243.52 1,294.40 1,356.21

Aditya Birla Sun Life AMC Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
ROC (Joel Greenblatt) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1,613.61 1,291.94 1,465.74 931.11 1,718.87

BOM:543374 vs BLK, BX, KKR: ROC (Joel Greenblatt) % Comparison

For the Asset Management subindustry, Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Aditya Birla Sun Life AMC ROC (Joel Greenblatt) % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % distribution charts can be found below:

* The bar in red indicates where Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % falls into.


BOM:543374
84GF Score
Aditya Birla Sun Life AMC Ltd BOM:543374
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Aditya Birla Sun Life AMC ROC (Joel Greenblatt) % Calculation

Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:

ROC (Joel Greenblatt) %=EBIT/Average of (Net fixed Assets + Net Working Capital)

EBIT stands for Earnings Before Interest and Taxes.

Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.

GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(546.2 + 0 + 1017) - (1658.5 + 0 + 908)
=-1003.3

Working Capital(Q: Jun. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(0 + 0 + 0) - (0 + 0 + 0)
=0

When net working capital is negative, 0 is used.

So ROC (Joel Greenblatt) % of Aditya Birla Sun Life AMC for the quarter that ended in Jun. 2026 can be restated as:

ROC (Joel Greenblatt) %(Q: Jun. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Mar. 2026  Q: Jun. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=16288/( ( (947.6 + max(-1003.3, 0)) + (0 + max(0, 0)) )/ 1 )
=16288/( ( 947.6 + 0 )/ 1 )
=16288/947.6
=1,718.87 %

Note: The EBIT data used here is four times the quarterly (Jun. 2026) EBIT data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROC (Joel Greenblatt) % of 1,718.87% mean?
Aditya Birla Sun Life AMC (BOM:543374) has a ROC (Joel Greenblatt) % of 1,718.87% as of Jun. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Aditya Birla Sun Life AMC and its competitors. This is 37% above median its historical median of 1,253.51. Over the past decade, Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % has ranged from 755.05 to 1,409.22. According to the industry distribution chart, Aditya Birla Sun Life AMC ranks #94 out of 626 companies in the Asset Management industry, placing it in the top 15%.
Is Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % too high?
Aditya Birla Sun Life AMC's current ROC (Joel Greenblatt) % of 1,718.87% is 37% above median its 10-year median of 1,253.51. Over the past 10 years, this metric has ranged from a low of 755.05 to a high of 1,409.22. The Asset Management industry median ROC (Joel Greenblatt) % is 66.18. Aditya Birla Sun Life AMC's value of 1,718.87% is 2497.5% above this industry median. Based on the distribution chart, Aditya Birla Sun Life AMC ranks #94 out of 626 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Aditya Birla Sun Life AMC has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Aditya Birla Sun Life AMC's ROC (Joel Greenblatt) % compare to BLK and BX?
According to the Asset Management industry distribution chart, Aditya Birla Sun Life AMC ranks #94 out of 626 companies for ROC (Joel Greenblatt) %. This places Aditya Birla Sun Life AMC in the top 15% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 66.18. Aditya Birla Sun Life AMC's value of 1,718.87% is 2497.5% above this benchmark. Historically, Aditya Birla Sun Life AMC's own ROC (Joel Greenblatt) % has ranged from 755.05 to 1,409.22 over the past decade. While the company's 10-year median is 1,253.51 vs. the industry median of 66.18, Aditya Birla Sun Life AMC has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for an Asset Management company?
The median ROC (Joel Greenblatt) % among Asset Management companies is 66.18, based on 626 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Aditya Birla Sun Life AMC's current ROC (Joel Greenblatt) % of 1,718.87% is 2497.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Aditya Birla Sun Life AMC and its competitors. For the Asset Management industry, the median ROC (Joel Greenblatt) % is 66.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aditya Birla Sun Life AMC's current ROC (Joel Greenblatt) % is 1,718.87%, which is 37% above median its own 10-year median of 1,253.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Aditya Birla Sun Life AMC stock overvalued right now?
Based on GuruFocus' analysis, Aditya Birla Sun Life AMC (BOM:543374) is currently considered Modestly Overvalued. The stock's GF Value™ is ₹876.88, compared to a current price of ₹1,052.10 — trading 20% above its estimated fair value. The current ROC (Joel Greenblatt) % is 1,718.87%, which is 37% above median its 10-year median of 1,253.51 and 2497.5% above the Asset Management industry median of 66.18. Aditya Birla Sun Life AMC's overall GF Score™ is 84/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Aditya Birla Sun Life AMC (BOM:543374), the current ROC (Joel Greenblatt) % is 1,718.87% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Aditya Birla Sun Life AMC (BOM:543374) Overvalued in 2026?

Based on GuruFocus' analysis, Aditya Birla Sun Life AMC stock appears to be overvalued. The current stock price of ₹1,052.10 is trading 20% above its estimated GF Value™ of ₹876.88. GuruFocus considers Aditya Birla Sun Life AMC to be Modestly Overvalued.

Key valuation signals for BOM:543374:

  • ROC (Joel Greenblatt) %: 1,718.87% (37% above median its 10-year median of 1,253.51)
  • GF Value™: ₹876.88 vs. price of ₹1,052.10 (20% above fair value)
  • GF Score™: 84/100 with 2 warning signs
  • Industry Position: 2497.5% above the Asset Management median (#94 of 626)

No single metric tells the full story. See the BOM:543374 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Aditya Birla Sun Life AMC Business Description

Other Exchanges ABSLAMC:India
Address Senapati Bapat Marg, Elphinstone Road, One World Center, Tower 1, 17th Floor, Jupiter Mills, Mumbai, MH, IND, 400013
Aditya Birla Sun Life AMC Ltd principally acts as an investment manager to Aditya Birla Sun Life Mutual Fund and Aditya Birla Real Estate Funds (Category II). It also provides Portfolio Management Services (PMS) and investment advisory services to offshore funds and high-net-worth investors. Geographically, the company derives its key revenue within India and the rest from outside India.
84GF Score

Get the complete analysis for BOM:543374

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹1,052.10
Price
₹876.88
GF Value