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Ambuja Cements Community
BSE:500425 Community
3
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Ambuja Cements
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Ambuja Cements
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
Cement Capacity Expansion And Acquisitions Will Enable Cost Savings
Key Takeaways Strategic expansions and efficiency improvements are expected to drive revenue growth and improve net margins through increased production and cost leadership. Successful integration of acquisitions and logistics improvements are expected to enhance earnings and further lower operational costs.
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₹625.72
FV
5.2% undervalued
intrinsic discount
15.60%
Revenue growth p.a.
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8
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about 19 hours ago
author updated this narrative
Ambuja Cements
AN
AnalystLowTarget
Consensus Narrative from 39 Analysts
Overcapacity And Volatile Margins Will Hurt Long-Term Performance
Key Takeaways Accelerated capacity expansion amid uncertain demand and climate pressures risks leaving the company with underutilized assets and shrinking profitability. Heavy dependence on coal power and debt-fueled acquisitions could compress margins and weaken returns if sector dynamics worsen or digital disruption intensifies.
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₹449.22
FV
32.0% overvalued
intrinsic discount
12.41%
Revenue growth p.a.
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0
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8 days ago
author updated this narrative
Ambuja Cements
AN
AnalystHighTarget
Consensus Narrative from 39 Analysts
India's Urbanization And Green Construction Will Drive Cement Demand
Key Takeaways Accelerated capacity expansion and operational efficiencies position Ambuja to achieve above-industry revenue growth, margins, and earnings ahead of expectations. Strong focus on green technologies, sustainability, and strategic market positioning enables premium pricing, market share gains, and sustained long-term competitive advantage.
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₹802.21
FV
26.1% undervalued
intrinsic discount
22.75%
Revenue growth p.a.
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0
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8 days ago
author updated this narrative
Your Valuation for
500425
500425
Ambuja Cements
Your Fair Value
₹
Current Price
₹592.90
4.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
684b
2015
2018
2021
2024
2025
2027
2030
Revenue ₹684.3b
Earnings ₹81.4b
Advanced
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