Ambuja Cements Limited

BSE:500425 株式レポート

時価総額：₹1.1t

Ambuja Cements 将来の成長

Future 基準チェック /06

Ambuja Cements利益と収益がそれぞれ年間6.8%と9.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.5% 3.3%なると予測されています。

主要情報

6.8%

収益成長率

3.26%

EPS成長率

Basic Materials 収益成長8.1%
収益成長率9.9%
将来の株主資本利益率7.48%
アナリストカバレッジ

Good

最終更新日06 May 2026

今後の成長に関する最新情報

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.
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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.

業績と収益の成長予測

BSE:500425 - アナリストの将来予測と過去の財務データ ( )INR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: 500425の予測収益成長率 (年間6.8% ) は 貯蓄率 ( 6.9% ) を下回っています。

収益対市場: 500425の収益 ( 6.8% ) Indian市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: 500425の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 500425の収益 ( 9.9% ) Indian市場 ( 11% ) よりも低い成長が予測されています。

高い収益成長: 500425の収益 ( 9.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 500425の 自己資本利益率 は、3年後には低くなると予測されています ( 7.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/09 08:39
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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