Ambuja Cements Zukünftiges Wachstum
Future Kriterienprüfungen 0/6
Ambuja Cements wird ein jährliches Gewinn- und Umsatzwachstum von 6.8% bzw. 9.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 3.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 7.5% betragen.
Wichtige Informationen
6.8%
Wachstumsrate der Gewinne
3.40%
EPS-Wachstumsrate
| Basic Materials Gewinnwachstum | 8.2% |
| Wachstumsrate der Einnahmen | 9.9% |
| Zukünftige Eigenkapitalrendite | 7.48% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 06 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Analyse-Update • May 01
500425: Upcoming Meetings And Revised Assumptions Will Shape Measured Outlook
Analysts have trimmed their price target for Ambuja Cements by around ₹2, reflecting updated assumptions that now pair slightly lower revenue growth expectations with higher projected profit margins and a modestly adjusted future P/E multiple. What's in the News Board meeting scheduled for May 4, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend a dividend on equity shares for FY 2025-26, if any (company filing).Analyse-Update • Apr 17
500425: Upcoming Meetings And Refined Assumptions Will Shape Balanced Outlook
Analysts have revised their price target for Ambuja Cements from ₹460.99 to ₹423.55, citing updated views on revenue growth, profit margins, and a lower future P/E multiple. What's in the News A board meeting is scheduled on May 4, 2026 to consider and approve the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend a dividend on equity shares for FY 2025-26, if any (company filing).
Analyse-Update • Apr 02
500425: Leadership Changes And Upcoming Results Will Drive The Next Rally
Analysts have trimmed Ambuja Cements' indicative fair value slightly from ₹609.00 to about ₹605.71, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Board meeting scheduled for Jan 30, 2026, to review and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (company event filing).Analyse-Update • Mar 19
500425: Leadership Transitions And Upcoming Results Will Set Up The Next Rally
Analysts have trimmed their price target on Ambuja Cements from ₹622.95 to ₹609.00, pointing to slightly higher discount rate assumptions and marginally softer fair value inputs, including minor adjustments to long term revenue growth, profit margin and future P/E expectations. What's in the News Board meeting scheduled for Jan 30, 2026 at 13:00 IST to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (company event filing).Analyse-Update • Mar 05
500425: Board Changes And Refined Assumptions Will Shape Balanced Outlook
Analysts have trimmed their price target on Ambuja Cements from about ₹504 to about ₹461, citing updated assumptions for discount rate, revenue growth, profit margins, and future P/E levels. What's in the News A board meeting is scheduled for Jan 30, 2026, at 13:00 Indian Standard Time to consider and approve the unaudited financial results for the quarter and nine months ended Dec 31, 2025 (Key Developments).Analyse-Update • Feb 19
500425: Senior Management Changes Will Set Up The Next Rally
Analysts have trimmed their price target on Ambuja Cements from about ₹662 to about ₹623, citing updated assumptions that include a lower future P/E multiple, as well as revised expectations for revenue growth, profit margins and discount rate. What's in the News A board meeting is scheduled for January 30, 2026, at 13:00 Indian Standard Time to consider and approve unaudited financial results for the quarter and nine months ended December 31, 2025, and to review senior management appointments (company filing).
Analyse-Update • Feb 05
500425: Senior Management Changes Will Support Bullish Outlook
Analysts have adjusted their fair value estimate for Ambuja Cements from ₹810 to about ₹788, reflecting updated assumptions around revenue growth, profit margins and expectations for the future P/E ratio. What's in the News A board meeting is scheduled for January 30, 2026 at 13:00 IST to consider and approve unaudited financial results for the quarter and nine months ended December 31, 2025, as well as key senior management proposals (company filing).Analyse-Update • Jan 22
500425: CFO Transition And Related Party Agreements Will Support Bullish Outlook
Analysts have kept their fair value estimate for Ambuja Cements steady at ₹810.00, citing only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially shift their overall price target view. What's in the News Board meeting scheduled on January 30, 2026 to consider and approve unaudited financial results for the quarter and nine months ended December 31, 2025, providing the next key checkpoint on recent financial performance (company filing).Analyse-Update • Jan 08
500425: CFO Transition And Related Party Dealings Will Support Bullish Outlook
Narrative Update: Ambuja Cements Analysts have trimmed their price target on Ambuja Cements from ₹822.42 to ₹810.00, reflecting updated assumptions for a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a marginally higher future P/E multiple. What's in the News Planned CFO transition, with current Chief Financial Officer Rakesh Tiwary set to step down from his role at the close of business on November 21, 2025, to move to a new position within the Adani Group, and Rohit Soni appointed to take over as CFO from November 22, 2025 (company board decision).Analyse-Update • Dec 20
500425: CFO Transition And Richer Multiple Will Shape Balanced Outlook
Narrative Update on Ambuja Cements Analysts have raised their price target on Ambuja Cements from approximately ₹474 to about ₹504 per share, reflecting a stronger valuation multiple despite slightly lower revenue growth and margin expectations, as well as a modestly higher discount rate. What's in the News Chief Financial Officer transition, with Mr. Rakesh Tiwary stepping down on November 21, 2025, to take a new role within the Adani Group.Analyse-Update • Dec 06
500425: CFO Transition And Related Party Deals Will Drive Next Rally
Narrative Update on Ambuja Cements Analysts have marginally trimmed their fair value estimate for Ambuja Cements to approximately ₹662 per share from about ₹662 earlier, reflecting slightly higher discount rates and modestly softer projections for revenue growth and profit margins, partly offset by a marginally higher future P/E assumption. What's in the News Chief Financial Officer transition, with outgoing CFO Rakesh Tiwary moving to a new role within the Adani Group and Rohit Soni, former CFO of Adani New Industries Limited, appointed as the new CFO effective November 22, 2025 (company filing) Special and extraordinary shareholders meeting on November 29, 2025 via postal ballot to seek approval for material related party transactions with Penna Cement Industries Limited for FY 2025-26, including transactions involving ACC Limited (company notice) Board meeting scheduled for November 3, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company notice) Valuation Changes Fair Value Estimate edged down slightly to approximately ₹662 per share from about ₹662 previously, reflecting only a marginal reduction.Analyse-Update • Nov 21
500425: Lower Discount Rate And Earnings Outlook Will Fuel Next Rally
Analysts have marginally increased their price target for Ambuja Cements from ₹660.49 to ₹661.90. This change reflects slight adjustments in the discount rate, projected revenue growth, and profit margin outlooks.Analyse-Update • Nov 05
500425: Improved Margins Will Drive Earnings Expansion Into Next Fiscal Year
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).Analyse-Update • Sep 17
Rapid Urbanization And Infrastructure Initiatives Will Fuel Cement Expansion
Ambuja Cements saw marginal increases in both its discount rate and future P/E ratio, resulting in a slight upward revision of the consensus analyst price target from ₹648.42 to ₹653.80. What's in the News Ambuja Cements scheduled a board meeting to consider and approve un-audited financial results (standalone and consolidated) for the quarter ended 30 June 2025.
Neue Analyse • Nov 09
Green Power And Efficiency Drive Cement Giant's Market Share Ambitions
Capacity expansion, strategic acquisitions, and enhanced efficiency are expected to drive revenue and improve margins significantly.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 3/31/2029 | 557,533 | 65,901 | 23,423 | 92,388 | 13 |
| 3/31/2028 | 506,482 | 42,060 | 3,940 | 84,037 | 36 |
| 3/31/2027 | 459,432 | 29,208 | -14,040 | 66,534 | 38 |
| 3/31/2026 | 406,557 | 47,282 | -9,828 | 53,615 | N/A |
| 12/31/2025 | 394,291 | 36,944 | N/A | N/A | N/A |
| 9/30/2025 | 385,638 | 56,489 | -21,375 | 55,652 | N/A |
| 6/30/2025 | 369,417 | 43,155 | N/A | N/A | N/A |
| 3/31/2025 | 350,448 | 41,674 | -64,497 | 22,374 | N/A |
| 12/31/2024 | 340,501 | 42,651 | N/A | N/A | N/A |
| 9/30/2024 | 328,504 | 29,740 | -59,007 | 15,205 | N/A |
| 6/30/2024 | 327,582 | 33,175 | N/A | N/A | N/A |
| 3/31/2024 | 331,596 | 35,734 | 11,634 | 56,458 | N/A |
| 12/31/2023 | 322,316 | 31,666 | N/A | N/A | N/A |
| 9/30/2023 | 320,096 | 27,779 | -11,834 | 26,037 | N/A |
| 6/30/2023 | 317,170 | 20,781 | N/A | N/A | N/A |
| 3/31/2023 | 310,370 | 19,245 | -27,975 | 5,879 | N/A |
| 12/31/2022 | 309,828 | 19,385 | -53,902 | -8,362 | N/A |
| 9/30/2022 | 307,014 | 17,947 | N/A | N/A | N/A |
| 6/30/2022 | 302,053 | 23,673 | 6,762 | 37,393 | N/A |
| 3/31/2022 | 291,507 | 24,920 | N/A | N/A | N/A |
| 12/31/2021 | 289,655 | 27,804 | 29,751 | 53,092 | N/A |
| 9/30/2021 | 287,931 | 32,220 | N/A | N/A | N/A |
| 6/30/2021 | 283,154 | 31,780 | 27,037 | 47,608 | N/A |
| 3/31/2021 | 259,813 | 27,584 | N/A | N/A | N/A |
| 12/31/2020 | 245,162 | 23,654 | 30,987 | 48,323 | N/A |
| 9/30/2020 | 241,848 | 22,247 | N/A | N/A | N/A |
| 6/30/2020 | 240,926 | 19,880 | 36,901 | 53,654 | N/A |
| 3/31/2020 | 265,225 | 21,538 | N/A | N/A | N/A |
| 12/31/2019 | 271,036 | 20,950 | N/A | 47,387 | N/A |
| 9/30/2019 | 267,058 | 24,778 | N/A | N/A | N/A |
| 6/30/2019 | 266,458 | 23,804 | N/A | 30,722 | N/A |
| 3/31/2019 | 264,121 | 22,830 | N/A | N/A | N/A |
| 12/31/2018 | 260,409 | 21,774 | N/A | 17,034 | N/A |
| 9/30/2018 | 254,518 | 16,121 | N/A | N/A | N/A |
| 6/30/2018 | 248,200 | 15,850 | N/A | N/A | N/A |
| 3/31/2018 | 243,478 | 16,147 | N/A | N/A | N/A |
| 12/31/2017 | 235,855 | 15,164 | N/A | 34,162 | N/A |
| 9/30/2017 | 224,324 | 13,481 | N/A | N/A | N/A |
| 6/30/2017 | 215,147 | 12,769 | N/A | N/A | N/A |
| 3/31/2017 | 206,207 | 12,409 | N/A | N/A | N/A |
| 12/31/2016 | 201,319 | 11,051 | N/A | 28,103 | N/A |
| 9/30/2016 | 177,442 | 10,265 | N/A | N/A | N/A |
| 12/31/2015 | 94,330 | 8,079 | N/A | 15,566 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: 500425Das prognostizierte Gewinnwachstum (6.8% pro Jahr) liegt unter der Sparquote (6.9%).
Ertrag vs. Markt: 500425Die Erträge des Unternehmens (6.8% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Indian (16.9% pro Jahr).
Hohe Wachstumserträge: 500425Die Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: 500425Die Einnahmen des Unternehmens (9.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt Indian (11% pro Jahr).
Hohe Wachstumseinnahmen: 500425Die Einnahmen des Unternehmens (9.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: 500425Die Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (7.5%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/08 19:41 |
| Aktienkurs zum Tagesende | 2026/05/08 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Ambuja Cements Limited wird von 75 Analysten beobachtet. 38 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Amit Srivastava | 360 ONE Capital Market Private Limited |
| Satyadeep Jain | Ambit Capital |
| Manish Valecha | Anand Rathi Shares and Stock Brokers Limited |