Grasim Industries Limited

NSEI:GRASIM 株式レポート

時価総額:₹2.1t

Grasim Industries 将来の成長

Future 基準チェック /06

Grasim Industriesの収益と利益は、それぞれ年間51.4%と39.9%減少すると予測されています。EPS は年間39.7%で 減少すると予想されています。自己資本利益率は 3 年後に4.7%になると予測されています。

主要情報

-39.9%

収益成長率

-39.69%

EPS成長率

Basic Materials 収益成長6.4%
収益成長率-51.4%
将来の株主資本利益率4.73%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブの更新 Jun 17

GRASIM: Fairly Valued Stock With New Capacity Plans And Earnings Resilience

Analysts have kept their fair value estimate for Grasim Industries steady at ₹3,496.73 per share, with only slight adjustments to inputs such as the discount rate and future P/E assumptions informing this unchanged price target. What’s in the News for Grasim Industries Grasim Industries and Lubrizol inaugurated a CPVC resin manufacturing facility in Vilayat, Gujarat, creating one of India’s more scalable and integrated CPVC footprints and aiming to support plumbing and piping solutions for residential, commercial, and industrial uses.
ナラティブの更新 Jun 01

GRASIM: Upcoming Dividend Decision And Improved Margins Will Support Earnings Resilience

Analysts have lifted their fair value estimate for Grasim Industries from about ₹3,366 to roughly ₹3,497, citing updated assumptions around revenue declines, profit margins and a lower projected future P/E multiple. What's in the News A board meeting is scheduled for 20 May 2026 at 12:15 Indian Standard Time to review and approve the standalone and consolidated audited financial results for the quarter and year ended 31 March 2026.
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...
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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.

業績と収益の成長予測

NSEI:GRASIM - 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
3/31/2029582,75226,55722,96131,7303
3/31/2028542,74618,95715,58729,2298
3/31/2027483,26629,11618,44739,6728
3/31/20261,754,30749,665-334,359-178,096N/A
12/31/20251,685,96945,046N/AN/AN/A
9/30/20251,596,63342,882-322,940-150,735N/A
6/30/20251,539,86240,493N/AN/AN/A
3/31/20251,484,77937,057-343,510-171,696N/A
12/31/20241,399,43638,666N/AN/AN/A
9/30/20241,371,16244,821-299,405-117,063N/A
6/30/20241,337,74052,560N/AN/AN/A
3/31/20241,309,78556,245-302,044-107,193N/A
12/31/20231,267,13556,236N/AN/AN/A
9/30/20231,233,85966,249-291,809-141,282N/A
6/30/20231,206,50764,703N/AN/AN/A
3/31/20231,176,27168,273-247,213-126,851N/A
12/31/20221,129,76378,212N/AN/AN/A
9/30/20221,087,44670,180-167,377-59,602N/A
6/30/20221,038,23373,358N/AN/AN/A
3/31/2022957,01170,340-15,50070,377N/A
12/31/2021912,88763,696N/AN/AN/A
9/30/2021878,82660,18769,468129,979N/A
6/30/2021832,73754,934N/AN/AN/A
3/31/2021764,04340,674114,265150,751N/A
12/31/2020738,32836,511N/AN/AN/A
9/30/2020711,77930,103120,182161,797N/A
6/30/2020711,43234,244N/AN/AN/A
3/31/2020751,40743,490115,435166,203N/A
12/31/2019774,04948,872N/AN/AN/A
9/30/2019768,46148,052N/AN/AN/A
6/30/2019750,70218,864N/AN/AN/A
3/31/2019772,00316,930N/A-16,586N/A
12/31/2018697,28213,480N/AN/AN/A
9/30/2018663,6049,333N/AN/AN/A
6/30/2018632,08829,042N/AN/AN/A
3/31/2018558,93526,786N/A-41,399N/A
12/31/2017487,78327,330N/AN/AN/A
9/30/2017420,88429,064N/AN/AN/A
6/30/2017368,28832,275N/AN/AN/A
3/31/2017360,68431,673N/A72,878N/A
12/31/2016373,15430,530N/AN/AN/A
9/30/2016372,12529,653N/AN/AN/A
6/30/2016369,95326,818N/AN/AN/A
3/31/2016344,87524,681N/A58,684N/A
12/31/2015353,39721,697N/AN/AN/A
9/30/2015337,29418,135N/AN/AN/A
6/30/2015334,01417,413N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: GRASIMの収益は今後 3 年間で減少すると予測されています (年間-39.9% )。

収益対市場: GRASIMの収益は今後 3 年間で減少すると予測されています (年間-39.9% )。

高成長収益: GRASIMの収益は今後 3 年間で減少すると予測されています。

収益対市場: GRASIMの収益は今後 3 年間で減少すると予想されています (年間-51.4% )。

高い収益成長: GRASIMの収益は今後 3 年間で減少すると予測されています (年間-51.4% )。


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: GRASIM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 ( 4.7 %)。


成長企業の発掘

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2026/06/25 01:15
終値2026/06/25 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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
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