Ambuja Cements Limited

BSE:500425 Rapport sur les actions

Capitalisation boursière : ₹1.1t

Ambuja Cements Croissance future

Future contrôle des critères 0/6

Ambuja Cements devrait augmenter ses bénéfices et son chiffre d'affaires de 6.8% et de 9.9% par an respectivement. Le BPA devrait croître de de 3.3% par an. Le rendement des capitaux propres devrait être 7.5% dans 3 ans.

Informations clés

6.8%

Taux de croissance des bénéfices

3.26%

Taux de croissance du BPA

Basic Materials croissance des bénéfices8.1%
Taux de croissance des recettes9.9%
Rendement futur des capitaux propres7.48%
Couverture par les analystes

Good

Dernière mise à jour06 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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.
Mise à jour de l'analyse • 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).
Mise à jour de l'analyse • 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.
User avatar
Nouvelle 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.

Prévisions de croissance des bénéfices et des revenus

BSE:500425 - Estimations futures des analystes et données financières antérieures (INR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/2029557,53365,90123,42392,38813
3/31/2028506,48242,0603,94084,03736
3/31/2027459,43229,208-14,04066,53438
3/31/2026406,55747,282-9,82853,615N/A
12/31/2025394,29136,944N/AN/AN/A
9/30/2025385,63856,489-21,37555,652N/A
6/30/2025369,41743,155N/AN/AN/A
3/31/2025350,44841,674-64,49722,374N/A
12/31/2024340,50142,651N/AN/AN/A
9/30/2024328,50429,740-59,00715,205N/A
6/30/2024327,58233,175N/AN/AN/A
3/31/2024331,59635,73411,63456,458N/A
12/31/2023322,31631,666N/AN/AN/A
9/30/2023320,09627,779-11,83426,037N/A
6/30/2023317,17020,781N/AN/AN/A
3/31/2023310,37019,245-27,9755,879N/A
12/31/2022309,82819,385-53,902-8,362N/A
9/30/2022307,01417,947N/AN/AN/A
6/30/2022302,05323,6736,76237,393N/A
3/31/2022291,50724,920N/AN/AN/A
12/31/2021289,65527,80429,75153,092N/A
9/30/2021287,93132,220N/AN/AN/A
6/30/2021283,15431,78027,03747,608N/A
3/31/2021259,81327,584N/AN/AN/A
12/31/2020245,16223,65430,98748,323N/A
9/30/2020241,84822,247N/AN/AN/A
6/30/2020240,92619,88036,90153,654N/A
3/31/2020265,22521,538N/AN/AN/A
12/31/2019271,03620,950N/A47,387N/A
9/30/2019267,05824,778N/AN/AN/A
6/30/2019266,45823,804N/A30,722N/A
3/31/2019264,12122,830N/AN/AN/A
12/31/2018260,40921,774N/A17,034N/A
9/30/2018254,51816,121N/AN/AN/A
6/30/2018248,20015,850N/AN/AN/A
3/31/2018243,47816,147N/AN/AN/A
12/31/2017235,85515,164N/A34,162N/A
9/30/2017224,32413,481N/AN/AN/A
6/30/2017215,14712,769N/AN/AN/A
3/31/2017206,20712,409N/AN/AN/A
12/31/2016201,31911,051N/A28,103N/A
9/30/2016177,44210,265N/AN/AN/A
12/31/201594,3308,079N/A15,566N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de 500425 ( 6.8% par an) est inférieure au taux d'épargne ( 6.9% ).

Bénéfices vs marché: Les bénéfices de 500425 ( 6.8% par an) devraient croître plus lentement que le marché Indian ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de 500425 devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de 500425 ( 9.9% par an) devrait croître plus lentement que le marché de Indian ( 11% par an).

Croissance élevée des revenus: Le chiffre d'affaires de 500425 ( 9.9% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de 500425 devrait être faible dans 3 ans ( 7.5 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/09 23:24
Cours de l'action en fin de journée2026/05/08 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Ambuja Cements Limited est couverte par 75 analystes. 38 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Amit Srivastava360 ONE Capital Market Private Limited
Satyadeep JainAmbit Capital
null nullAnand Rathi Shares and Stock Brokers Limited