India Urbanization Will Create New Infrastructure Opportunities

Published
13 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
₹768.33
0.07% undervalued intrinsic discount
14 Aug
₹767.80
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1Y
41.6%
7D
5.9%

Author's Valuation

₹768.3

0.07% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Aug 25
Fair value Increased 13%

The significant upward revision in ITD Cementation India’s analyst price target reflects sharply improved consensus revenue growth forecasts, with the target rising from ₹679.33 to ₹768.33. What's in the News Renew Exim DMCC has acquired a 46.64% stake in ITD Cementation India from Italian-Thai Development, becoming the new promoter and triggering a mandatory open offer for an additional 26% stake.

Shared on17 Jul 25
Fair value Increased 8.51%

The notable upward revision in ITD Cementation India's fair value primarily reflects a significant improvement in net profit margin, despite a higher discount rate, resulting in the consensus analyst price target increasing from ₹626.05 to ₹679.33. What's in the News Renew Exim DMCC acquired a 46.64% stake in ITD Cementation India, becoming the new promoter and replacing Italian-Thai Development Public Company Limited, with a subsequent open offer proposed to increase total shareholding to up to 72.64%; the Competition Commission of India approved the transaction.

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.