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Ambuja Cements LimitedBSE:500425 株式レポート

時価総額 ₹1.1t
株価
₹444.25
₹421.71
5.3% 割高 内在価値ディスカウント
1Y-15.8%
7D-0.06%
ポートフォリオ価値
​
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Ambuja Cements Limited

BSE:500425 株式レポート

時価総額：₹1.1t

Ambuja Cements（500425）株式概要

Ambuja Cements Limitedは、その子会社とともに、インドの個人住宅建設業者、石工、請負業者、建築家、エンジニア向けにセメントおよびセメント関連製品を製造・販売している。 詳細

500425 ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績2/6
財務の健全性6/6
配当金2/6

報酬

当社が推定した公正価値より67.5%で取引されている

過去5年間の収益は年間14.2%増加しました。

同業他社や業界と比較して、良好な取引価格

リスク分析

0.45%の配当はフリーキャッシュフローで十分にカバーされていない


500425 Community Fair Values

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Analyst Price Targets

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Materials opportunity
UG logo
Upside Gold
Fair Value from
CA$5.0768.0% 割安 内在価値ディスカウント

An Undervalued 3.3Moz Gold Project in Canada

Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.

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Ambuja Cements Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Ambuja Cements
過去の株価
現在の株価₹444.25
52週高値₹625.00
52週安値₹394.00
ベータ0.13
1ヶ月の変化-0.54%
3ヶ月変化-16.10%
1年変化-15.85%
3年間の変化8.35%
5年間の変化44.71%
IPOからの変化1,771.84%

最新ニュース

ナラティブ更新 • 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).

Recent updates

ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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
新しいナラティブ • 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.

株主還元

500425IN Basic MaterialsIN 市場
7D-0.06%1.8%0.9%
1Y-15.8%-2.3%6.1%

業界別リターン: 500425過去 1 年間で-2.3 % の収益を上げたIndian Basic Materials業界を下回りました。

リターン対市場: 500425は、過去 1 年間で6.1 % のリターンを上げたIndian市場を下回りました。

価格変動

Is 500425's price volatile compared to industry and market?
500425 volatility
500425 Average Weekly Movement5.3%
Basic Materials Industry Average Movement6.4%
Market Average Movement7.2%
10% most volatile stocks in IN Market10.2%
10% least volatile stocks in IN Market4.7%

安定した株価: 500425 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 500425の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
19813,883Vinod Bahetywww.ambujacement.com

アンブジャ・セメンツ社は、その子会社とともに、インドの個人住宅建設業者、石工、請負業者、建築家、エンジニア向けにセメントおよびセメント関連製品を製造・販売している。同社はポルトランドポゾラナセメント、普通ポルトランドセメント、耐熱コンクリートブロック、ブレインポルトランドセメント、マイクロマテリアルを提供している。ディーラー、認定小売店、小売店、認定販売代理店を通じて製品を販売している。旧社名はGujarat Ambuja Cements Limitedで、2007年4月に社名を Ambuja Cements Limitedに変更した。同社は1981年に設立され、インドのアーメダバードを拠点としている。アンブジャ・セメンツはホルダーリンド・インベストメンツ社の子会社である。

Ambuja Cements Limited 基礎のまとめ

Ambuja Cements の収益と売上を時価総額と比較するとどうか。
500425 基礎統計学
時価総額₹1.10t
収益（TTM）₹47.28b
売上高(TTM)₹406.56b
23.3x
PER（株価収益率
2.7x
P/Sレシオ

500425 は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
500425 損益計算書（TTM）
収益₹406.56b
売上原価₹167.66b
売上総利益₹238.89b
その他の費用₹191.61b
収益₹47.28b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益（EPS）19.03
グロス・マージン58.76%
純利益率11.63%
有利子負債／自己資本比率0.07%

500425 の長期的なパフォーマンスは？

過去の実績と比較を見る

配当金

0.5%
現在の配当利回り
10%
配当性向

500425 配当は確実ですか？

500425 配当履歴とベンチマークを見る
500425 、いつまでに購入すれば配当金を受け取れますか？
Ambuja Cements 配当日
配当落ち日Jun 12 2026
配当支払日Jul 26 2026
配当落ちまでの日数34 days
配当支払日までの日数78 days

500425 配当は確実ですか？

500425 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/08 19:54
終値2026/05/08 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ambuja Cements Limited 38 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。75

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