Ambuja Cements Limited

BSE:500425 Rapport sur les actions

Capitalisation boursière : ₹1.1t

Ambuja Cements Résultats passés

Passé contrôle des critères 2/6

Ambuja Cements a connu une croissance annuelle moyenne de ses bénéfices de 14.2%, tandis que le secteur Basic Materials a vu ses bénéfices augmenter de en baisse à 2.1% par an. Les revenus ont augmenté de en hausse à un taux moyen de 7.2% par an. Le rendement des capitaux propres de Ambuja Cements est 7.8% et ses marges nettes sont de 11.6%.

Informations clés

14.18%

Taux de croissance des bénéfices

8.34%

Taux de croissance du BPA

Basic Materials Croissance de l'industrie2.92%
Taux de croissance des recettes7.24%
Rendement des fonds propres7.85%
Marge nette11.63%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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.
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Nouveau récit • 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.

Ventilation des recettes et des dépenses

Comment Ambuja Cements gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.

Historique des gains et des recettes

BSE:500425 Recettes, dépenses et bénéfices (INR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 26406,55747,282110,9990
31 Dec 25394,29136,944112,6810
30 Sep 25385,63856,489109,4760
30 Jun 25369,41743,155106,5310
31 Mar 25350,44841,674102,2600
31 Dec 24340,50142,65198,5000
30 Sep 24328,50429,74096,1290
30 Jun 24327,58233,17595,8070
31 Mar 24331,59635,73497,5820
31 Dec 23322,31631,66697,4400
30 Sep 23320,09627,77997,6010
30 Jun 23317,17020,78198,0870
31 Mar 23310,37019,24595,8750
31 Dec 22309,82819,38590,3060
30 Sep 22307,01417,94793,6960
30 Jun 22302,05323,67392,2520
31 Mar 22291,50724,92089,4000
31 Dec 21289,65527,80490,1630
30 Sep 21287,93132,22090,6710
30 Jun 21283,15431,78089,9810
31 Mar 21259,81327,58483,5380
31 Dec 20245,16223,65480,8360
30 Sep 20241,84822,24781,8130
30 Jun 20240,92619,88082,8430
31 Mar 20265,22521,53889,0450
31 Dec 19271,03620,95090,9240
30 Sep 19267,05824,77891,0300
30 Jun 19266,45823,80491,1110
31 Mar 19264,12122,83092,0720
31 Dec 18260,40921,77491,1940
30 Sep 18254,51816,12188,9560
30 Jun 18248,20015,85086,2850
31 Mar 18243,47816,14769,3530
31 Dec 17235,85515,16481,7450
30 Sep 17224,32413,48175,2170
30 Jun 17215,14712,76972,4760
31 Mar 17206,20712,40968,9600
31 Dec 16201,31911,05168,2090
30 Sep 16177,44210,26554,8480
31 Dec 1594,3308,07932,2490

Des revenus de qualité: 500425 a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 500425 sont inférieures à celles de l'année dernière 500425. (11.6%) sont inférieures à celles de l'année dernière (11.9%).

Analyse des flux de trésorerie disponibles par rapport aux bénéfices

Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de 500425 ont augmenté de 14.2% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de 500425 au cours de l'année écoulée ( 13.5% ) est inférieure à sa moyenne sur 5 ans ( 14.2% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices 500425 au cours de l'année écoulée ( 13.5% ) n'a pas surpassé celle du secteur Basic Materials 45.9%.

Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de 500425 ( 7.8% ) est considéré comme faible.

Rendement des actifs

Rendement des capitaux employés

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 19:58
Cours de l'action en fin de journée2026/05/22 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
Manish ValechaAnand Rathi Shares and Stock Brokers Limited