Grasim Industries（GRASIM）株式概要
グラシム・インダストリーズ社（Grasim Industries Limited）は、その子会社とともに、主にインド国内外で繊維、糸、パルプ、化学品、繊維、肥料、絶縁体の事業を展開している。 詳細
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Analyst Price Targets
Grasim Industries Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | ₹3,170.00 |
| 52週高値 | ₹3,197.50 |
| 52週安値 | ₹2,502.50 |
| ベータ | 0.29 |
| 1ヶ月の変化 | 14.10% |
| 3ヶ月変化 | 10.70% |
| 1年変化 | 22.98% |
| 3年間の変化 | 84.48% |
| 5年間の変化 | 119.80% |
| IPOからの変化 | 1,925.56% |
最新ニュース
分析記事 • May 23
Earnings Miss: Grasim Industries Limited Missed EPS By 5.9% And Analysts Are Revising Their Forecasts
It's been a good week for Grasim Industries Limited ( NSE:GRASIM ) shareholders, because the company has just released...
ナラティブの更新 • May 11
GRASIM: Upcoming Board Decisions And Stable Margins Will Support Earnings Resilience
Grasim Industries' implied analyst price view is essentially unchanged at about ₹3,366, with the slight adjustment driven by analysts applying a marginally lower discount rate and a modestly lower future P/E assumption, while keeping revenue growth and profit margin expectations steady. What's in the News A board meeting is scheduled for May 20, 2026 to review and approve standalone and consolidated audited financial results for the quarter and year ended March 31, 2026 (Key Developments).ナラティブの更新 • Apr 24
GRASIM: Upcoming Board Continuity And Margins Outlook Will Support Earnings Resilience
Analysts have trimmed their price target for Grasim Industries to about ₹3,366 from roughly ₹3,414, citing slightly lower fair value estimates driven by reduced profit margin assumptions and a higher future P/E multiple, despite only marginal changes in the discount rate and revenue growth expectations. What's in the News Board meeting scheduled for Feb 10, 2026 to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025, which could provide an updated view on earnings quality and margin trends (company event filing).ナラティブの更新 • Apr 07
GRASIM: Upcoming Leadership Appointments Will Support Governance Stability And Earnings Resilience
Analysts have modestly adjusted their fair value estimate for Grasim Industries from ₹3,435.55 to ₹3,413.73, reflecting updated assumptions on the discount rate, growth, and profitability. What's in the News A board meeting is scheduled for Jan 16, 2026 to consider appointing Mr. Sachin Sahay as Chief Executive Officer of Birla Opus Paints and as Senior Management Personnel of the company, effective Feb 16, 2026 (Key Developments).Recent updates
分析記事 • May 23
Earnings Miss: Grasim Industries Limited Missed EPS By 5.9% And Analysts Are Revising Their Forecasts
It's been a good week for Grasim Industries Limited ( NSE:GRASIM ) shareholders, because the company has just released...ナラティブの更新 • May 11
GRASIM: Upcoming Board Decisions And Stable Margins Will Support Earnings Resilience
Grasim Industries' implied analyst price view is essentially unchanged at about ₹3,366, with the slight adjustment driven by analysts applying a marginally lower discount rate and a modestly lower future P/E assumption, while keeping revenue growth and profit margin expectations steady. What's in the News A board meeting is scheduled for May 20, 2026 to review and approve standalone and consolidated audited financial results for the quarter and year ended March 31, 2026 (Key Developments).ナラティブの更新 • Apr 24
GRASIM: Upcoming Board Continuity And Margins Outlook Will Support Earnings Resilience
Analysts have trimmed their price target for Grasim Industries to about ₹3,366 from roughly ₹3,414, citing slightly lower fair value estimates driven by reduced profit margin assumptions and a higher future P/E multiple, despite only marginal changes in the discount rate and revenue growth expectations. What's in the News Board meeting scheduled for Feb 10, 2026 to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025, which could provide an updated view on earnings quality and margin trends (company event filing).ナラティブの更新 • Apr 07
GRASIM: Upcoming Leadership Appointments Will Support Governance Stability And Earnings Resilience
Analysts have modestly adjusted their fair value estimate for Grasim Industries from ₹3,435.55 to ₹3,413.73, reflecting updated assumptions on the discount rate, growth, and profitability. What's in the News A board meeting is scheduled for Jan 16, 2026 to consider appointing Mr. Sachin Sahay as Chief Executive Officer of Birla Opus Paints and as Senior Management Personnel of the company, effective Feb 16, 2026 (Key Developments).ナラティブの更新 • Mar 24
GRASIM: Upcoming Governance Decisions And Leadership Changes Will Support Earnings Resilience
Analysts have adjusted their price target on Grasim Industries slightly higher to around ₹3,436 from about ₹3,403, reflecting updated assumptions on fair value, discount rate, revenue trends, profit margins, and price-to-earnings expectations. What's in the News Special or extraordinary shareholders meeting scheduled via postal ballot in India on Mar 27, 2026, to consider re appointing Mr. V.ナラティブの更新 • Mar 09
GRASIM: Subsidiary Capital Infusion Will Support Future Earnings Resilience
Analysts have maintained their price target for Grasim Industries at about ₹3,403 per share, with only marginal tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Board meeting on Dec 09, 2025 to consider an INR 5,000 million equity infusion in wholly owned subsidiary Aditya Birla Renewables Limited through a preferential issue to Essel Mining & Industries Limited within the 2026 financial year to meet urgent business needs (Key Developments).ナラティブの更新 • Feb 22
GRASIM: Subsidiary Funding And New Leadership Will Support Future Cost Efficiencies
Analysts have lifted their price target on Grasim Industries by about ₹85 to roughly ₹3,403, citing updated assumptions around fair value, discount rate, profit margin and expected future P/E levels. What's in the News Board meeting scheduled on Feb 10, 2026 to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (company filing).分析記事 • Feb 15
Grasim Industries (NSE:GRASIM) Hasn't Managed To Accelerate Its Returns
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...ナラティブの更新 • Feb 08
GRASIM: Subsidiary Funding And Leadership Changes Will Support Future Cost Efficiencies
Narrative Update on Grasim Industries Analysts have kept their fair value estimate for Grasim Industries steady at ₹3,317.83 per share, while adjusting assumptions such as the discount rate and future P/E multiple. This reflects a refreshed view of the company’s risk profile and earnings valuation.ナラティブの更新 • Jan 25
GRASIM: Renewable Energy SPVs Will Support Future Cost Efficiencies
Analysts have slightly raised their fair value estimate for Grasim Industries from ₹3,302 to about ₹3,318, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Board meeting on Jan 16, 2026, at 11:00 IST to approve the appointment of Mr. Sachin Sahay as Chief Executive Officer of Birla Opus Paints and as Senior Management Personnel of the company, effective Feb 16, 2026 (company filing).ナラティブの更新 • Jan 10
GRASIM: Renewable Energy Infusion And Captive SPVs Will Support Long Term Savings
Analysts have made a small trim to their fair value estimate for Grasim Industries to ₹3,302. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E, which results in a slightly lower price target than before.分析記事 • Jan 10
Some Shareholders Feeling Restless Over Grasim Industries Limited's (NSE:GRASIM) P/E Ratio
When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 25x, you may consider Grasim...ナラティブの更新 • Dec 18
GRASIM: Renewable Energy Investments Will Support Long Term Captive Power Savings
Analysts have modestly raised their fair value estimate for Grasim Industries from ₹3,293 to ₹3,302, reflecting slightly lower perceived risk and stable long term growth and margin assumptions despite limited new Street Research inputs. What's in the News A board meeting is scheduled on December 9, 2025 to consider a proposal for Essel Mining and Industries to infuse INR 5,000 million into wholly owned subsidiary Aditya Birla Renewables via a preferential equity issue within FY 2026 to meet urgent business needs (Key Developments).分析記事 • Dec 05
These 4 Measures Indicate That Grasim Industries (NSE:GRASIM) Is Using Debt In A Risky Way
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブの更新 • Dec 04
GRASIM: Renewable Energy SPV Acquisitions Will Secure Long Term Green Power
Analysts have nudged up their price target on Grasim Industries slightly, citing modest adjustments to the discount rate and future P/E assumptions that leave their fair value estimate steady at ₹3,293.09 per share while reinforcing confidence in the company’s long term earnings profile. What's in the News Board meeting scheduled for November 5, 2025 at 12:00 IST to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (company filing) Board to consider changes in senior management personnel, signaling potential realignment of leadership roles (company filing) Proposal to acquire a 26 percent equity stake in multiple renewable energy SPVs formed or to be formed as captive power users for the Vilayat plant in Gujarat, Balabhadrapuram plant in Andhra Pradesh, and Ganjam plant in Odisha (company filing) Renewable energy SPV investments aimed at securing long term green power for key manufacturing locations, with the potential to reduce energy costs and carbon footprint over time (company filing) Valuation Changes Fair Value Estimate remains unchanged at ₹3,293.09 per share, indicating no revision to the analysts' central valuation outcome.ナラティブの更新 • Nov 20
GRASIM: Board Will Approve Renewable Energy Acquisitions To Drive Expansion
Analysts have slightly lowered their price target for Grasim Industries from ₹3,296.45 to ₹3,293.09, citing modest adjustments in projected discount rates and future earnings outlook. What's in the News An upcoming Board Meeting is scheduled for November 5, 2025, at 12:00 IST.分析記事 • Nov 16
Return Trends At Grasim Industries (NSE:GRASIM) Aren't Appealing
What are the early trends we should look for to identify a stock that could multiply in value over the long term...ナラティブの更新 • Nov 06
GRASIM: Board Will Approve Renewable Energy Acquisitions To Drive Expansion
Analysts have raised their price target for Grasim Industries from ₹3,250 to ₹3,296. They cited slight improvements in profit margin and forward P/E expectations, despite a marginally higher discount rate.分析記事 • Oct 08
Pinning Down Grasim Industries Limited's (NSE:GRASIM) P/E Is Difficult Right Now
With a price-to-earnings (or "P/E") ratio of 47.1x Grasim Industries Limited ( NSE:GRASIM ) may be sending very bearish...ナラティブの更新 • Sep 05
Indian Infrastructure Investments Will Expand Markets Amid Competitive Risks
As both the discount rate and future P/E multiple for Grasim Industries remained virtually unchanged, analysts have maintained their consensus price target at ₹3250. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter ended June 30, 2025.分析記事 • Aug 01
Grasim Industries (NSE:GRASIM) Will Pay A Dividend Of ₹10.00
Grasim Industries Limited ( NSE:GRASIM ) has announced that it will pay a dividend of ₹10.00 per share on the 25th of...分析記事 • Jul 18
Grasim Industries' (NSE:GRASIM) Dividend Will Be ₹10.00
The board of Grasim Industries Limited ( NSE:GRASIM ) has announced that it will pay a dividend of ₹10.00 per share on...分析記事 • Jun 29
The Returns At Grasim Industries (NSE:GRASIM) Aren't Growing
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 11
Here's Why Grasim Industries (NSE:GRASIM) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
新しいナラティブ • Nov 24
UltraTech's Bold Moves Promise Growth Amid Profit Pressure And Inflation Woes
Strategic expansions in cement, paints, and chemicals are set to drive significant revenue and long-term growth for Grasim Industries.株主還元
| GRASIM | IN Basic Materials | IN 市場 | |
|---|---|---|---|
| 7D | 6.7% | 4.0% | 2.1% |
| 1Y | 23.0% | -2.3% | 0.8% |
業界別リターン: GRASIM過去 1 年間で-2.3 % の収益を上げたIndian Basic Materials業界を上回りました。
リターン対市場: GRASIM過去 1 年間で0.8 % の収益を上げたIndian市場を上回りました。
価格変動
| GRASIM volatility | |
|---|---|
| GRASIM Average Weekly Movement | 4.3% |
| Basic Materials Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in IN Market | 10.3% |
| 10% least volatile stocks in IN Market | 4.8% |
安定した株価: GRASIM 、 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: GRASIMの 週次ボラティリティ ( 4% ) 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 |
|---|---|---|---|
| 1947 | 27,327 | Himanshu Kapania | www.grasim.com |
グラシム・インダストリーズ社（Grasim Industries Limited）は、その子会社とともに、主にインド国内外で繊維、糸、パルプ、化学品、繊維、肥料、絶縁体の事業を展開している。セルロース系繊維、化学品、建材、金融サービス、その他のセグメントで事業を展開している。セルロース系繊維事業では、セルロース系短繊維、セルロース系ファッション糸を提供している。化学品セグメントは、苛性ソーダからなるクロールアルカリ、クロロメタンやリン酸などの塩素誘導体、エポキシポリマーや硬化剤などの特殊化学品を提供している。建築材料部門は、灰色セメント、白色セメントベースのパテ、生コンクリート、内装・外装用水性塗料、エナメル塗料、木部仕上げ剤、防水剤、壁紙などの装飾塗料をBirla Opusブランドで提供している。また、「PaintCraft」のブランド名で塗装サービスも提供している。さらに、建築・建設資材の企業間電子商取引プラットフォーム「Birla Pivot」やクレジット・ソリューションも運営している。金融サービス部門は、ノンバンク金融サービス、住宅金融、資産運用、健康・生命保険、保障、投資、アドバイザリー、付加価値サービスを提供している。その他部門は、「リネンクラブ」、「カバロ」、「ソクタス」、「ギザハウス」ブランドのリネン生地、ウール上糸、ウーステッド糸、綿織物などの繊維製品の提供、送配電線、変電所、電力設備、鉄道電化産業向けのセラミックおよび複合碍子の製造・販売、ソーラーパネル、風力タービン、太陽風ハイブリッド、浮体式ソーラーシステムから成る42のプロジェクトによる894MW容量の発電事業を行っている。同社は1947年に設立され、インドのムンバイを拠点としている。
Grasim Industries Limited 基礎のまとめ
| GRASIM 基礎統計学 | |
|---|---|
| 時価総額 | ₹2.15t |
| 収益（TTM） | ₹49.66b |
| 売上高(TTM) | ₹1.75t |
43.3x
PER（株価収益率1.2x
P/SレシオGRASIM は割高か？
公正価値と評価分析を参照収益と収入
| GRASIM 損益計算書（TTM） | |
|---|---|
| 収益 | ₹1.75t |
| 売上原価 | ₹775.37b |
| 売上総利益 | ₹978.94b |
| その他の費用 | ₹929.27b |
| 収益 | ₹49.66b |
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） | 73.20 |
| グロス・マージン | 55.80% |
| 純利益率 | 2.83% |
| 有利子負債／自己資本比率 | 132.4% |
GRASIM 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
0.3%
現在の配当利回り14%
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 | 2026/05/27 12:26 |
| 終値 | 2026/05/27 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Grasim Industries Limited 8 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。41
| アナリスト | 機関 |
|---|---|
| Rishab Bothra | 360 ONE Capital Market Private Limited |
| Manish Valecha | Anand Rathi Shares and Stock Brokers Limited |
| null null | Anand Rathi Shares and Stock Brokers Limited |