Loading...
DALBHARAT logo

Dalmia Bharat LimitedNSEI:DALBHARAT 株式レポート

時価総額 ₹334.9b
株価
₹1.79k
₹1.86k
4.0% 割安 内在価値ディスカウント
1Y-13.5%
7D4.2%
1D
ポートフォリオ価値
表示

Dalmia Bharat Limited

NSEI:DALBHARAT 株式レポート

時価総額:₹334.9b

Dalmia Bharat(DALBHARAT)株式概要

ダルミア・バラット社は、その子会社とともに、主にインドでクリンカとセメント製品を製造・販売している。 詳細

DALBHARAT ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長1/6
過去の実績4/6
財務の健全性4/6
配当金3/6

DALBHARAT Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Dalmia Bharat Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Dalmia Bharat
過去の株価
現在の株価₹1,785.60
52週高値₹2,496.30
52週安値₹1,675.10
ベータ0.20
1ヶ月の変化-9.01%
3ヶ月変化-13.47%
1年変化-13.50%
3年間の変化-16.09%
5年間の変化-1.64%
IPOからの変化58.01%

最新ニュース

ナラティブの更新 May 09

DALBHARAT: Upcoming Results And Dividend Decision Will Shape Earnings Outlook And Forward P/E

Analysts have trimmed their price target on Dalmia Bharat slightly from ₹1,870 to about ₹1,860, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a modestly reduced forward P/E multiple. What's in the News Board meeting scheduled for Apr 28, 2026 to review and approve audited standalone and consolidated financial results for the quarter and year ended Mar 31, 2026 (Key Developments).
ナラティブの更新 Apr 23

DALBHARAT: Upcoming Results And Dividend Decision Will Guide Earnings And Future P/E

Analysts have trimmed their price target on Dalmia Bharat slightly from ₹1,885 to ₹1,870, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These changes broadly keep the valuation framework intact while fine tuning the inputs.

Recent updates

ナラティブの更新 May 09

DALBHARAT: Upcoming Results And Dividend Decision Will Shape Earnings Outlook And Forward P/E

Analysts have trimmed their price target on Dalmia Bharat slightly from ₹1,870 to about ₹1,860, citing updated assumptions that combine a lower revenue growth outlook with a higher profit margin profile and a modestly reduced forward P/E multiple. What's in the News Board meeting scheduled for Apr 28, 2026 to review and approve audited standalone and consolidated financial results for the quarter and year ended Mar 31, 2026 (Key Developments).
ナラティブの更新 Apr 23

DALBHARAT: Upcoming Results And Dividend Decision Will Guide Earnings And Future P/E

Analysts have trimmed their price target on Dalmia Bharat slightly from ₹1,885 to ₹1,870, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. These changes broadly keep the valuation framework intact while fine tuning the inputs.
ナラティブの更新 Apr 09

DALBHARAT: Upcoming Results Meeting Will Shape View On Earnings And Future P/E

Analysts have reduced their price target on Dalmia Bharat from ₹2,015 to about ₹1,885, reflecting updated assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Dalmia Bharat has scheduled a board meeting for Jan 21, 2026, at 13:40 Indian Standard Time.
ナラティブの更新 Mar 26

DALBHARAT: Upcoming Results Meeting Will Clarify Earnings Outlook And Rich Future P/E

Analysts have slightly adjusted their fair value estimate for Dalmia Bharat to ₹2,015 from ₹2,022, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News Dalmia Bharat has scheduled a Board meeting on Jan 21, 2026, at 13:40 Indian Standard Time to review and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).
ナラティブの更新 Mar 11

DALBHARAT: Upcoming Results Meeting Will Test Rich Future P/E Assumptions

Analysts have raised their fair value estimate for Dalmia Bharat from about ₹1,961 to roughly ₹2,023, reflecting updated assumptions for slightly higher revenue growth, a modestly lower profit margin, a marginally higher discount rate, and a higher assumed future P/E multiple. What's in the News The board has scheduled a meeting on Jan 21, 2026, at 13:40 Indian Standard Time to review and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).
ナラティブの更新 Feb 25

DALBHARAT: Upcoming Results Review Will Support Higher Earnings Multiple Outlook

Analysts have lifted their price target on Dalmia Bharat by about ₹50, reflecting updated assumptions around slightly lower revenue growth and profit margin expectations, as well as a higher future P/E multiple and discount rate. What's in the News Dalmia Bharat has scheduled a board meeting on January 21, 2026, at 13:40 Indian Standard Time to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (Key Developments).
ナラティブの更新 Feb 11

DALBHARAT: Upcoming Board Results Will Likely Disappoint Given Rich Earnings Multiple

Analysts have made a marginal upward revision to their fair value estimate for Dalmia Bharat to ₹1,961, reflecting slightly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Dalmia Bharat has scheduled a Board meeting on January 21, 2026, at 13:40 Indian Standard Time to review and approve the unaudited standalone financial results for the quarter and nine months ended December 31, 2025 (Key Developments).
ナラティブの更新 Jan 27

DALBHARAT: Future Returns Will Likely Disappoint Despite Upcoming Results And Fair Value Revisions

Analysts have raised their fair value estimate for Dalmia Bharat from ₹1,842.00 to ₹1,960.80, citing updated assumptions on the discount rate, revenue growth, profit margins, and future P/E as the key drivers of the revised price target. What's in the News Dalmia Bharat has scheduled a board meeting on January 21, 2026, at 13:40 Indian Standard Time to review and approve the unaudited standalone financial results for the quarter and nine months ended December 31, 2025 (company filing).
分析記事 Jan 24

Dalmia Bharat Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Dalmia Bharat Limited ( NSE:DALBHARAT ) released its quarterly result to the...
ナラティブの更新 Jan 11

DALBHARAT: Future Returns Will Likely Disappoint Despite Higher Fair Value Estimate

Analysts now place Dalmia Bharat's fair value at ₹1,842, up from ₹1,818 previously, citing updated assumptions for revenue growth, profit margins and future P/E multiples. Valuation Changes Fair value was revised slightly higher from ₹1,818.45 to ₹1,842.00.
分析記事 Jan 02

Earnings Not Telling The Story For Dalmia Bharat Limited (NSE:DALBHARAT)

When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 25x, you may consider Dalmia...
ナラティブの更新 Dec 26

DALBHARAT: Future Returns May Lag Amid Softer Margins Despite Upcoming Dividend

Analysts have modestly raised their price target for Dalmia Bharat from ₹1,745 to about ₹1,818, reflecting updated assumptions of slightly lower long term revenue growth and margins, as well as a higher justified future valuation multiple for the stock. What's in the News A board meeting is scheduled on October 17, 2025, at 11:35 a.m. IST to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
分析記事 Dec 14

We Think Dalmia Bharat (NSE:DALBHARAT) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 Dec 12

DALBHARAT: Upcoming Interim Dividend Decision Will Drive Bullish Re-Rating

The analyst price target for Dalmia Bharat has been raised from ₹2,700 to ₹2,900 as analysts factor in slightly stronger long term revenue growth, modestly higher profit margins and a richer future valuation multiple despite a marginal uptick in the discount rate. What's in the News Board meeting scheduled for October 17, 2025, at 11:35 IST to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing) Board to consider declaration of an interim dividend for financial year 2025-26 at the same meeting (company filing) Board will also decide the record date for determining shareholder eligibility for the interim dividend for financial year 2025-26 (company filing) Valuation Changes The consensus analyst price target has risen from ₹2,700 to ₹2,900, implying a modest upward revision in fair value.
分析記事 Nov 05

Here's What's Concerning About Dalmia Bharat's (NSE:DALBHARAT) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
ナラティブの更新 Sep 24

Indian Urbanization And Premium Mix Will Unlock Sustainable Value

Dalmia Bharat's consensus Analyst Price Target saw a marginal increase to ₹2352, as both its Future P/E and Discount Rate remained essentially unchanged, indicating stable underlying analyst assumptions. What's in the News Board meeting scheduled to consider and approve unaudited standalone and consolidated financial results for the quarter ended June 30, 2025.
分析記事 Sep 23

Dalmia Bharat Limited's (NSE:DALBHARAT) P/E Is On The Mark

When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 28x, you may consider Dalmia...
ナラティブの更新 Sep 05

Indian Urbanization And Premium Mix Will Unlock Sustainable Value

With both the discount rate and future P/E ratio essentially unchanged, analysts have maintained their consensus price target for Dalmia Bharat at ₹2314. What's in the News Dalmia Bharat's board will meet to consider and approve unaudited Q1 FY26 financial results.
分析記事 Jul 29

Dalmia Bharat (NSE:DALBHARAT) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 09

Be Wary Of Dalmia Bharat (NSE:DALBHARAT) And Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jun 24

It's Unlikely That Dalmia Bharat Limited's (NSE:DALBHARAT) CEO Will See A Huge Pay Rise This Year

Key Insights Dalmia Bharat will host its Annual General Meeting on 30th of June Total pay for CEO Puneet Dalmia...
分析記事 Jun 03

Dalmia Bharat (NSE:DALBHARAT) Will Pay A Dividend Of ₹5.00

Dalmia Bharat Limited ( NSE:DALBHARAT ) will pay a dividend of ₹5.00 on the 30th of July. This means that the annual...
分析記事 May 16

A Look At The Fair Value Of Dalmia Bharat Limited (NSE:DALBHARAT)

Key Insights The projected fair value for Dalmia Bharat is ₹2,103 based on 2 Stage Free Cash Flow to Equity Dalmia...
分析記事 May 01

There May Be Reason For Hope In Dalmia Bharat's (NSE:DALBHARAT) Disappointing Earnings

The market for Dalmia Bharat Limited's ( NSE:DALBHARAT ) shares didn't move much after it posted weak earnings...
分析記事 Apr 26

₹2,004 - That's What Analysts Think Dalmia Bharat Limited (NSE:DALBHARAT) Is Worth After These Results

It's been a good week for Dalmia Bharat Limited ( NSE:DALBHARAT ) shareholders, because the company has just released...
分析記事 Apr 25

Dalmia Bharat (NSE:DALBHARAT) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Feb 27

There Are Reasons To Feel Uneasy About Dalmia Bharat's (NSE:DALBHARAT) Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 Feb 12

Dalmia Bharat Limited's (NSE:DALBHARAT) Price In Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 59.5x Dalmia Bharat Limited ( NSE:DALBHARAT ) may be sending very bearish...
分析記事 Jan 24

Dalmia Bharat Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Dalmia Bharat Limited ( NSE:DALBHARAT ) missed earnings with its latest third-quarter results, disappointing...
User avatar
新しいナラティブ Dec 18

Government Infrastructure Spending And Capacity Expansion Will Drive Cement Demand And Boost Earnings Growth

Anticipated government spending and real estate upswing may boost cement demand, positively impacting future revenues.
分析記事 Nov 14

Some Investors May Be Worried About Dalmia Bharat's (NSE:DALBHARAT) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 Oct 27

Some Investors May Be Willing To Look Past Dalmia Bharat's (NSE:DALBHARAT) Soft Earnings

Soft earnings didn't appear to concern Dalmia Bharat Limited's ( NSE:DALBHARAT ) shareholders over the last week. We...
分析記事 Oct 25

Dalmia Bharat (NSE:DALBHARAT) Has Affirmed Its Dividend Of ₹4.00

Dalmia Bharat Limited's ( NSE:DALBHARAT ) investors are due to receive a payment of ₹4.00 per share on 18th of...
分析記事 Sep 21

There's Reason For Concern Over Dalmia Bharat Limited's (NSE:DALBHARAT) Price

Dalmia Bharat Limited's ( NSE:DALBHARAT ) price-to-earnings (or "P/E") ratio of 41.1x might make it look like a sell...
分析記事 Sep 06

A Look At The Intrinsic Value Of Dalmia Bharat Limited (NSE:DALBHARAT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dalmia Bharat fair value estimate is ₹1,954 Dalmia Bharat's...
分析記事 Jul 12

Here's Why Dalmia Bharat (NSE:DALBHARAT) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jun 22

Shareholders Will Probably Hold Off On Increasing Dalmia Bharat Limited's (NSE:DALBHARAT) CEO Compensation For The Time Being

Key Insights Dalmia Bharat to hold its Annual General Meeting on 28th of June CEO Puneet Dalmia's total compensation...
分析記事 Jun 16

Dalmia Bharat (NSE:DALBHARAT) Has Announced A Dividend Of ₹5.00

Dalmia Bharat Limited ( NSE:DALBHARAT ) will pay a dividend of ₹5.00 on the 28th of July. This means that the annual...
分析記事 Jun 02

Dalmia Bharat (NSE:DALBHARAT) Has Announced A Dividend Of ₹5.00

Dalmia Bharat Limited ( NSE:DALBHARAT ) has announced that it will pay a dividend of ₹5.00 per share on the 28th of...
分析記事 Apr 27

Earnings Miss: Dalmia Bharat Limited Missed EPS By 9.8% And Analysts Are Revising Their Forecasts

Dalmia Bharat Limited ( NSE:DALBHARAT ) shareholders are probably feeling a little disappointed, since its shares fell...
分析記事 Apr 23

Dalmia Bharat (NSE:DALBHARAT) Has More To Do To Multiply In Value Going Forward

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Apr 05

Dalmia Bharat Limited's (NSE:DALBHARAT) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 34.6x Dalmia Bharat Limited ( NSE:DALBHARAT ) may be sending bearish...
分析記事 Feb 29

An Intrinsic Calculation For Dalmia Bharat Limited (NSE:DALBHARAT) Suggests It's 47% Undervalued

Key Insights The projected fair value for Dalmia Bharat is ₹3,804 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 Jan 30

We Think Dalmia Bharat (NSE:DALBHARAT) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jan 12

Dalmia Bharat (NSE:DALBHARAT) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Dec 28

Pinning Down Dalmia Bharat Limited's (NSE:DALBHARAT) P/E Is Difficult Right Now

When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 29x, you may consider Dalmia...
分析記事 Oct 23

Is Dalmia Bharat (NSE:DALBHARAT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Oct 01

Capital Allocation Trends At Dalmia Bharat (NSE:DALBHARAT) Aren't Ideal

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...

株主還元

DALBHARATIN Basic MaterialsIN 市場
7D4.2%3.3%2.2%
1Y-13.5%-4.8%0.06%

業界別リターン: DALBHARAT過去 1 年間で-4.8 % 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: DALBHARATは、過去 1 年間で0.1 % のリターンを上げたIndian市場を下回りました。

価格変動

Is DALBHARAT's price volatile compared to industry and market?
DALBHARAT volatility
DALBHARAT Average Weekly Movement5.6%
Basic Materials Industry Average Movement6.4%
Market Average Movement7.2%
10% most volatile stocks in IN Market10.3%
10% least volatile stocks in IN Market4.8%

安定した株価: DALBHARAT 、 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: DALBHARATの 週次ボラティリティ ( 6% ) 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
19395,763Puneet Dalmiawww.dalmiabharat.com

ダルミア・バラット社は、その子会社とともに、主にインドでクリンカとセメント製品の製造・販売を行っている。同社は、ポルトランドセメント、ポルトランドポゾラナセメント、ポルトランドコンポジットセメント、普通ポルトランドセメント、特殊セメントをDalmia Cement、Dalmia DSP、Konark Cementのブランドで提供している。同社は、機関投資家・商業顧客、個人住宅建設業者、インフラ・プロジェクト用政府機関などにセメントを供給している。旧社名はOdisha Cement Limitedで、2019年4月にDalmia Bharat Limitedに社名変更した。Dalmia Bharat Limitedは1939年に設立され、インドのニューデリーに本拠を置く。

Dalmia Bharat Limited 基礎のまとめ

Dalmia Bharat の収益と売上を時価総額と比較するとどうか。
DALBHARAT 基礎統計学
時価総額₹334.92b
収益(TTM)₹11.40b
売上高(TTM)₹148.04b
29.4x
PER(株価収益率
2.3x
P/Sレシオ

DALBHARAT 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
DALBHARAT 損益計算書(TTM)
収益₹148.04b
売上原価₹53.18b
売上総利益₹94.86b
その他の費用₹83.46b
収益₹11.40b

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)60.78
グロス・マージン64.08%
純利益率7.70%
有利子負債/自己資本比率37.3%

DALBHARAT 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
15%
配当性向

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2026/05/26 16:25
終値2026/05/26 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

Dalmia Bharat Limited 35 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。53

アナリスト機関
Nitin BhasinAmbit Capital
Ashwin MehtaAmbit Capital
Satyadeep JainAmbit Capital