UltraTech Cement Limited

Report azionario NSEI:ULTRACEMCO

Capitalizzazione di mercato: ₹3.4t

UltraTech Cement Crescita futura

Criteri Future verificati 2/6

UltraTech Cement prevede che gli utili e i ricavi cresceranno rispettivamente di 19.3% e 10.3% all'anno. Si prevede che l'EPS crescerà di 19.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 15.2% in 3 anni.

Informazioni chiave

19.3%

Tasso di crescita degli utili

19.62%

Tasso di crescita dell'EPS

Basic Materials crescita degli utili6.6%
Tasso di crescita dei ricavi10.3%
Rendimento futuro del capitale proprio15.24%
Copertura analitica

Good

Ultimo aggiornamento13 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi 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...
Aggiornamento narrativa 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).
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento narrativa 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.
Articolo di analisi 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...
Aggiornamento narrativa 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.
Articolo di analisi Aug 13

This Is Why UltraTech Cement Limited's (NSE:ULTRACEMCO) CEO Compensation Looks Appropriate

Key Insights UltraTech Cement to hold its Annual General Meeting on 19th of August CEO Kailash Jhanwar's total...
Articolo di analisi Jul 25

UltraTech Cement (NSE:ULTRACEMCO) Is Paying Out A Larger Dividend Than Last Year

UltraTech Cement Limited ( NSE:ULTRACEMCO ) will increase its dividend from last year's comparable payment on the 18th...
Articolo di analisi Jul 24

The UltraTech Cement Limited (NSE:ULTRACEMCO) First-Quarter Results Are Out And Analysts Have Published New Forecasts

UltraTech Cement Limited ( NSE:ULTRACEMCO ) came out with its quarterly results last week, and we wanted to see how the...
User avatar
Nuova narrativa 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.

Previsioni di crescita degli utili e dei ricavi

NSEI:ULTRACEMCO - Stime future degli analisti e dati finanziari passati (INR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20291,203,678144,09996,033199,79912
3/31/20281,103,866125,38484,110188,04538
3/31/2027992,34797,61060,211163,49738
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
3/31/2020424,29957,55372,83189,724N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ULTRACEMCO ( 19.3% all'anno) è superiore al tasso di risparmio ( 6.9% ).

Guadagni vs Mercato: Si prevede che gli utili di ULTRACEMCO ( 19.3% all'anno) cresceranno più rapidamente del mercato Indian ( 16.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ULTRACEMCO cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di ULTRACEMCO ( 10.3% all'anno) crescerà più lentamente rispetto al mercato Indian ( 11% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ULTRACEMCO ( 10.3% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ULTRACEMCO sarà basso tra 3 anni ( 15.2 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/17 07:42
Prezzo dell'azione a fine giornata2026/07/17 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

UltraTech Cement Limited è coperta da 73 analisti. 38 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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