UltraTech Cement Limited

NSEI:ULTRACEMCO Rapport sur les actions

Capitalisation boursière : ₹3.4t

UltraTech Cement Croissance future

Future contrôle des critères 2/6

UltraTech Cement devrait augmenter ses bénéfices et son chiffre d'affaires de 18.8% et de 10.7% par an respectivement. Le BPA devrait croître de de 19% par an. Le rendement des capitaux propres devrait être 14.7% dans 3 ans.

Informations clés

18.8%

Taux de croissance des bénéfices

18.99%

Taux de croissance du BPA

Basic Materials croissance des bénéfices8.2%
Taux de croissance des recettes10.7%
Rendement futur des capitaux propres14.71%
Couverture par les analystes

Good

Dernière mise à jour12 Aug 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit Aug 05

ULTRACEMCO: Dividend Commitment And Board Actions Will Support Future Upside

Analysts have raised their fair value estimate for UltraTech Cement from about ₹13,636 to roughly ₹13,912, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E that together support a higher price target. What's in the News UltraTech Cement has announced an annual dividend of ₹240.00 per share, with the dividend payable on September 16, 2026.
Article d’analyse Jul 24

Analysts Have Made A Financial Statement On UltraTech Cement Limited's (NSE:ULTRACEMCO) First-Quarter Report

UltraTech Cement Limited ( NSE:ULTRACEMCO ) just released its latest first-quarter results and things are looking...
Article d’analyse Apr 30

Earnings Update: UltraTech Cement Limited (NSE:ULTRACEMCO) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts

Shareholders might have noticed that UltraTech Cement Limited ( NSE:ULTRACEMCO ) filed its annual result this time last...
Mise à jour du récit Apr 25

ULTRACEMCO: Capacity Expansion Will Drive Future Upside Despite GST Disputes

Analysts have revised their 12 month fair value estimate for UltraTech Cement to ₹13,636 from ₹14,045, reflecting updated assumptions for revenue growth, profit margins and forward P/E multiples. What's in the News Commissioning of 8.7 mtpa of new cement grinding capacity across Shahjahanpur in Uttar Pradesh, Visakhapatnam in Andhra Pradesh and Patratu in Jharkhand, taking domestic grey cement capacity to 200.1 mtpa and global capacity to 205.5 mtpa (company disclosure).
Mise à jour du récit Mar 26

ULTRACEMCO: Expanding Capacity Will Drive Future Upside Despite Ongoing GST Disputes

The analyst fair value estimate for UltraTech Cement has moved slightly from ₹14,090.92 to ₹14,044.87, with the adjustment linked to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions as analysts refine their models. What's in the News UltraTech Cement received multiple GST orders from state and central authorities in Maharashtra, Tamil Nadu and Haryana related to alleged ineligible or excess Input Tax Credit and supplies to customers later deemed non existent, with combined tax demands, interest and penalties across various years that the company plans to contest, while indicating it does not expect a material financial impact.
Mise à jour du récit Mar 12

ULTRACEMCO: Capacity Expansion Will Drive Future Upside Despite Ongoing GST Disputes

Analysts have inched up their fair value estimate for UltraTech Cement to ₹14,090.92 from ₹14,084.45. This reflects small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E rather than any major shift in the underlying view.
Mise à jour du récit Feb 25

ULTRACEMCO: GST Rulings And New Capacity Additions Will Shape Balanced Outlook

Analysts have made a small upward tweak to their UltraTech Cement fair value estimate, lifting the price target from ₹14,061.95 to ₹14,084.45. This reflects adjustments to the discount rate, revenue growth outlook and assumed future P/E multiple.
Mise à jour du récit Feb 11

ULTRACEMCO: GST Disputes And New Capacity Will Guide Balanced Outlook

Analysts have slightly increased their price target on UltraTech Cement from ₹13,965.85 to ₹14,061.95, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E multiple in their valuation work. What's in the News Multiple GST enforcement orders issued to UltraTech Cement by authorities in Tamil Nadu for alleged excess Input Tax Credit (ITC) in FY 2021-22 and FY 2019-20, with combined tax demands of about ₹10.36m and ₹93.54m, along with associated interest and penalties.
Article d’analyse Jan 28

UltraTech Cement Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

UltraTech Cement Limited ( NSE:ULTRACEMCO ) just released its third-quarter report and things are looking bullish...
Mise à jour du récit Jan 27

ULTRACEMCO: Expanded Capacity And Contested GST Demands Will Shape Bullish Outlook

Analysts have adjusted their price target for UltraTech Cement from ₹13,784.90 to ₹13,965.85, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News UltraTech Cement commissioned additional cement capacity of 1.8 mtpa across Dhule in Maharashtra and Nathdwara in Rajasthan, taking total domestic grey cement capacity to 188.66 mtpa and global capacity to 194.06 mtpa, including 5.4 mtpa overseas (Key Developments).
Article d’analyse Jan 14

Why Investors Shouldn't Be Surprised By UltraTech Cement Limited's (NSE:ULTRACEMCO) P/E

With a price-to-earnings (or "P/E") ratio of 48.5x UltraTech Cement Limited ( NSE:ULTRACEMCO ) may be sending very...
Article d’analyse Dec 13

Should You Be Adding UltraTech Cement (NSE:ULTRACEMCO) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Oct 28

UltraTech Cement (NSE:ULTRACEMCO) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Article d’analyse Oct 09

Investors Met With Slowing Returns on Capital At UltraTech Cement (NSE:ULTRACEMCO)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Mise à jour du récit Sep 25

Robust Indian Infrastructure Will Unlock Cement Opportunity

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.
Article d’analyse Sep 18

What You Can Learn From UltraTech Cement Limited's (NSE:ULTRACEMCO) P/E

When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 28x, you may consider...
Mise à jour du récit Sep 05

Robust Indian Infrastructure Will Unlock Cement Opportunity

With no change in UltraTech Cement’s discount rate or future P/E multiple, analysts’ consensus price target has remained steady at ₹13,630. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter and half-year ending September 2025.
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Nouveau récit Nov 07

Riding The Wave Of Rural Growth And Sustainability For A Prosperous Future

Anticipated demand growth from improved rural conditions and government investments is expected to boost UltraTech Cement's future revenue.

Prévisions de croissance des bénéfices et des revenus

NSEI:ULTRACEMCO - Estimations futures des analystes et données financières antérieures (INR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/20291,232,635140,119105,017N/A19
3/31/20281,121,252125,30689,192N/A38
3/31/20271,004,88499,51967,382N/A38
6/30/2026918,84385,390N/AN/AN/A
3/31/2026885,11581,65656,381153,159N/A
12/31/2025857,75476,649N/AN/AN/A
9/30/2025817,24572,99040,200135,053N/A
6/30/2025784,12067,702N/AN/AN/A
3/31/2025759,55160,39115,441106,734N/A
12/31/2024713,16662,443N/AN/AN/A
9/30/2024708,63265,5179,584103,667N/A
6/30/2024712,40670,131N/AN/AN/A
3/31/2024709,08170,05018,920108,975N/A
12/31/2023691,51664,128N/AN/AN/A
9/30/2023679,32556,94144,319115,964N/A
6/30/2023658,13151,683N/AN/AN/A
3/31/2023632,40050,64028,68490,685N/A
12/31/2022603,44958,585N/AN/AN/A
9/30/2022578,08965,08057366,477N/A
6/30/2022559,33070,658N/AN/AN/A
3/31/2022525,98871,84436,69892,832N/A
12/31/2021512,37264,991N/AN/AN/A
9/30/2021505,14263,75772,932108,464N/A
6/30/2021488,84662,286N/AN/AN/A
3/31/2021447,25853,202105,780125,004N/A
12/31/2020408,69665,736N/AN/AN/A
9/30/2020390,92956,50290,114104,135N/A
6/30/2020383,38853,312N/AN/AN/A
3/31/2020424,29957,553N/A89,724N/A
12/31/2019395,20236,676N/AN/AN/A
9/30/2019396,10533,521N/A75,550N/A
6/30/2019386,56730,105N/AN/AN/A
3/31/2019416,08824,035N/A59,561N/A
12/31/2018362,49218,486N/AN/AN/A
9/30/2018346,60319,113N/AN/AN/A
6/30/2018333,97519,572N/AN/AN/A
3/31/2018309,78622,222N/A38,877N/A
12/31/2017291,95625,020N/AN/AN/A
9/30/2017269,88526,403N/AN/AN/A
6/30/2017258,23028,318N/AN/AN/A
3/31/2017253,74927,149N/A50,050N/A
12/31/2016253,38626,157N/AN/AN/A
9/30/2016254,10425,867N/AN/AN/A
6/30/2016255,37224,628N/AN/AN/A
3/31/2016251,53224,780N/A45,255N/A
12/31/2015249,80722,212N/AN/AN/A
9/30/2015247,04220,753N/AN/AN/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ULTRACEMCO ( 18.8% par an) est supérieure au taux d'épargne ( 6.9% ).

Bénéfices vs marché: Les bénéfices de ULTRACEMCO ( 18.8% par an) devraient croître plus rapidement que le marché Indian ( 16.8% par an).

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

Chiffre d'affaires vs marché: Le chiffre d'affaires de ULTRACEMCO ( 10.7% par an) devrait croître plus lentement que le marché de Indian ( 11.1% par an).

Croissance élevée des revenus: Le chiffre d'affaires de ULTRACEMCO ( 10.7% 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 ULTRACEMCO devrait être faible dans 3 ans ( 14.7 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/15 21:34
Cours de l'action en fin de journée2026/08/14 00:00
Les revenus2026/06/30
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 sur la façon d’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

UltraTech Cement Limited est couverte par 74 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