Update shared on 25 Sep 2025
Fair value Increased 1.14%UltraTech Cement's consensus analyst price target saw a marginal increase to ₹13,785, with both the future P/E and discount rate remaining virtually unchanged, indicating stable underlying valuation assumptions.
What's in the News
- Board meeting scheduled to consider and approve Q2 and H1 FY26 unaudited financial results.
- Appellate authority remanded a GST demand case for fresh adjudication; no material financial impact expected.
- Plan to sell up to 6.49% stake in India Cements via offer for sale to comply with minimum public shareholding norms, expected proceeds of approximately INR 7,400 million.
- AGM approved adoption of new memorandum of association and alteration of articles of association, and appointed Deloitte Haskins and Sells LLP as statutory auditor.
- Declared annual dividend of INR 77.5 per share, payable in September.
Valuation Changes
Summary of Valuation Changes for UltraTech Cement
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₹13630 to ₹13785.
- The Future P/E for UltraTech Cement remained effectively unchanged, moving only marginally from 40.12x to 40.80x.
- The Discount Rate for UltraTech Cement remained effectively unchanged, moving only marginally from 13.84% to 14.04%.
Disclaimer
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