Aditya Birla Capital, Poonawalla Fincorp, PNB Housing shares among JM's top NBFC picks
Aditya Birla Capital is in focus.
· Business Today Mkts
Among diversified NBFCs, Aditya Birla Capital Ltd (ABCAP) remained JM's top pick, followed by Tata Capital Ltd and Poonawalla Fincorp Ltd (PFL).
The analysis
Against that, the stock is +0.9% on the day at ₹405.15, and has returned -1.6% over three months. It sits 5% below its 52-week high. The financial services sector has moved -8.6% over the same period, so Aditya Birla Capital is running 7.0 points ahead of its peers.
With Aditya Birla Capital, Poonawalla Fincorp and Tata Capital all implicated, this reads as a Financial Services-level move rather than a company-specific one, which is the more durable kind of signal.
Market context
- 3 of the 3 companies named are in Financial Services, so the story reads across that sector rather than for one company.
- On the day, 3 of 3 are higher: Poonawalla Fincorp leads at +3.4% and Aditya Birla Capital trails at +0.9%.
- Over three months: Aditya Birla Capital -1.6% against Financial Services -8.6% (7.0 points ahead); Poonawalla Fincorp -1.2% against Financial Services -8.6% (7.4 points ahead); Tata Capital -4.7% against Financial Services -8.6% (3.9 points ahead).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Aditya Birla CapitalABCAPITAL · Financial Services | ₹405.15 | +0.9% | +5.5% | -1.6% | -4.6% | 0.4× | — |
| Poonawalla FincorpPOONAWALLA · Financial Services | ₹490.35 | +3.4% | +6.0% | -1.2% | -2.5% | 0.2× | — |
| Tata CapitalTATACAP · Financial Services | ₹359.95 | +1.9% | +10.8% | -4.7% | -5.9% | 0.8× | — |
Financial Services
1M +1.9% · 3M -8.6%
Aditya Birla Capital, Poonawalla Fincorp, Tata Capital
Diversified
1M -0.3% · 3M -19.0%
Capital Goods & Engineering
1M -6.6% · 3M -8.5%
Capital Markets
1M +6.3% · 3M +2.8%
Prices as of 11 Nov 2026, 12:06 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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