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500425: Improved Margins Will Drive Earnings Expansion Into Next Fiscal Year

Update shared on 05 Nov 2025

Fair value Increased 1.02%
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AnalystConsensusTarget's Fair Value
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1Y
-1.0%
7D
-1.1%

Analysts have raised their price target for Ambuja Cements from ₹653.80 to ₹660.49, citing improved profit margin forecasts despite slightly lower revenue growth expectations.

What's in the News

  • A Board Meeting is scheduled for November 3, 2025 to consider and approve unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments).
  • A Special or Extraordinary Shareholders Meeting is set to take place via postal ballot on November 29, 2025 (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from ₹653.80 to ₹660.49.
  • Discount Rate increased from 13.84% to 14.23%.
  • Revenue Growth forecast has fallen from 15.12% to 13.65%.
  • Net Profit Margin is projected to improve from 11.33% to 12.82%.
  • Future P/E ratio forecast has declined from 37.05x to 33.81x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.