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Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments.
Aditya Birla Sun Life AMC's 3-Year RORE % for the quarter that ended in Jun. 2026 was 11.03%.
The industry rank for Aditya Birla Sun Life AMC's 3-Year RORE % or its related term are showing as below:
BOM:543374's 3-Year RORE % is ranked worse than 50.49% of 1527
companies
in the Asset Management industry
Industry Median: 11.89
vs BOM:543374: 11.03
Aditya Birla Sun Life AMC (BOM:543374) 3-Year RORE % Explanation
Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.
There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.
Be Aware
Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.
Aditya Birla Sun Life AMC 3-Year RORE % Related Terms
Aditya Birla Sun Life AMC 3-Year RORE % Historical 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.
BOM:543374 vs BLK, BX, KKR: 3-Year RORE % Comparison
For the Asset Management subindustry, Aditya Birla Sun Life AMC's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Aditya Birla Sun Life AMC's 3-Year RORE % distribution charts can be found below:
* The bar in red indicates where Aditya Birla Sun Life AMC's 3-Year RORE % falls into.
* 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.
In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2026 and 3-year before.
Aditya Birla Sun Life AMC (BOM:543374) has a 3-Year RORE % of 11.03 as of Jun. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Aditya Birla Sun Life AMC and its competitors. According to the industry distribution chart, Aditya Birla Sun Life AMC ranks #771 out of 1527 companies in the Asset Management industry, placing it in the top 50.5%.
Is Aditya Birla Sun Life AMC's 3-Year RORE % too high?
Aditya Birla Sun Life AMC's current 3-Year RORE % is 11.03. The Asset Management industry median 3-Year RORE % is 11.89. Aditya Birla Sun Life AMC's value of 11.03 is 7.2% below this industry median. Based on the distribution chart, Aditya Birla Sun Life AMC ranks #771 out of 1527 companies in the Asset Management industry, which is below the industry midpoint. Overall, Aditya Birla Sun Life AMC has a GF Score™ of 86/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Aditya Birla Sun Life AMC's 3-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Aditya Birla Sun Life AMC ranks #771 out of 1527 companies for 3-Year RORE %. This places Aditya Birla Sun Life AMC in the lower half of its industry. The industry median 3-Year RORE % is 11.89. Aditya Birla Sun Life AMC's value of 11.03 is 7.2% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 11.89, based on 1,527 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Aditya Birla Sun Life AMC's current 3-Year RORE % of 11.03 is 7.2% below 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 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Aditya Birla Sun Life AMC and its competitors. For the Asset Management industry, the median 3-Year RORE % is 11.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Aditya Birla Sun Life AMC's current 3-Year RORE % is 11.03. 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 ₹875.30, compared to a current price of ₹1,002.30 — trading 14.5% above its estimated fair value. The current 3-Year RORE % is 11.03 and 7.2% below the Asset Management industry median of 11.89. Aditya Birla Sun Life AMC's overall GF Score™ is 86/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Aditya Birla Sun Life AMC (BOM:543374), the current 3-Year RORE % is 11.03 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 ₹1,002.30 is trading 14.5% above its estimated GF Value™ of ₹875.30.
GuruFocus considers Aditya Birla Sun Life AMC to be Modestly Overvalued.
Key valuation signals for BOM:543374:
3-Year RORE %: 11.03
GF Value™: ₹875.30 vs. price of ₹1,002.30 (14.5% above fair value)
Industry Position: 7.2% below the Asset Management median (#771 of 1527)
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 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.
86GF Score
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3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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