Update shared on 07 Dec 2025
Fair value Increased 0.13%Analysts have nudged their fair value estimate for J.K. Cement slightly higher to approximately ₹6,619 from about ₹6,610, citing marginally stronger long term revenue growth assumptions that more than offset a modest increase in the discount rate and a slightly lower projected profit margin.
What's in the News
- J.K. Cement has scheduled a special and extraordinary shareholders meeting on December 10, 2025, to be conducted via postal ballot in India (company announcement).
- The company is set to be added to the FTSE All World Index (USD) under ticker BSE 532644, which may increase its visibility among global investors (index provider notice).
- A board meeting is planned for November 01, 2025, to review and approve unaudited consolidated and standalone financial results for the second quarter and half year ended September 30, 2025 (board meeting agenda).
Valuation Changes
- The fair value estimate has risen slightly to approximately ₹6,619 from about ₹6,610, reflecting a marginal upward revision in intrinsic value.
- The discount rate has increased slightly to about 14.66 percent from roughly 14.63 percent, indicating a modestly higher required return.
- Revenue growth has edged up to around 11.72 percent from about 11.70 percent, signaling a small improvement in long term growth assumptions.
- The net profit margin has slipped marginally to roughly 9.96 percent from about 9.98 percent, incorporating a slightly more conservative profitability outlook.
- The future P/E has risen slightly to around 42.9x from about 42.8x, consistent with the modest increase in the fair value estimate.
Disclaimer
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