J.K. Cement（JKCEMENT）株式概要J.K.セメント・リミテッドは、J.K.の下でセメントとその関連製品を製造・販売している。 詳細JKCEMENT ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長3/6過去の実績3/6財務の健全性3/6配当金3/6報酬収益は年間19.23%増加すると予測されています 過去5年間の収益は年間8.9%増加しました。 アナリストらは、株価が30.8%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている 0.43%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 すべてのリスクチェックを見るJKCEMENT Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹4.70k6.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0239b2016201920222025202620282031Revenue ₹239.4bEarnings ₹17.3bAdvancedSet Fair ValueView all narrativesJ.K. Cement Limited 競合他社Dalmia BharatSymbol: NSEI:DALBHARATMarket cap: ₹302.0bACCSymbol: NSEI:ACCMarket cap: ₹244.8bRamco CementsSymbol: NSEI:RAMCOCEMMarket cap: ₹201.1bShree CementSymbol: NSEI:SHREECEMMarket cap: ₹855.1b価格と性能株価の高値、安値、推移の概要J.K. Cement過去の株価現在の株価₹4,701.0052週高値₹7,565.5052週安値₹4,680.00ベータ0.351ヶ月の変化-12.58%3ヶ月変化-6.02%1年変化-21.67%3年間の変化40.58%5年間の変化67.38%IPOからの変化2,923.15%最新ニュースNew Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.分析記事 • May 26J.K. Cement Limited (NSE:JKCEMENT) Annual Results: Here's What Analysts Are Forecasting For This YearLast week saw the newest annual earnings release from J.K. Cement Limited ( NSE:JKCEMENT ), an important milestone in...Reported Earnings • May 24Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹128 (up from ₹111 in FY 2025). Revenue: ₹139.2b (up 17% from FY 2025). Net income: ₹9.92b (up 15% from FY 2025). Profit margin: 7.1% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • May 21Should You Be Adding J.K. Cement (NSE:JKCEMENT) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • May 13J.K. Cement Limited to Report Q4, 2026 Results on May 23, 2026J.K. Cement Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 23, 2026Buy Or Sell Opportunity • Apr 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to ₹5,287. The fair value is estimated to be ₹6,784, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.最新情報をもっと見るRecent updatesNew Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.分析記事 • May 26J.K. Cement Limited (NSE:JKCEMENT) Annual Results: Here's What Analysts Are Forecasting For This YearLast week saw the newest annual earnings release from J.K. Cement Limited ( NSE:JKCEMENT ), an important milestone in...Reported Earnings • May 24Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹128 (up from ₹111 in FY 2025). Revenue: ₹139.2b (up 17% from FY 2025). Net income: ₹9.92b (up 15% from FY 2025). Profit margin: 7.1% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.分析記事 • May 21Should You Be Adding J.K. Cement (NSE:JKCEMENT) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • May 13J.K. Cement Limited to Report Q4, 2026 Results on May 23, 2026J.K. Cement Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 23, 2026Buy Or Sell Opportunity • Apr 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to ₹5,287. The fair value is estimated to be ₹6,784, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to ₹5,656. The fair value is estimated to be ₹7,079, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.Buy Or Sell Opportunity • Feb 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹5,599. The fair value is estimated to be ₹7,056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.分析記事 • Jan 21J.K. Cement Limited Just Missed Earnings - But Analysts Have Updated Their ModelsJ.K. Cement Limited ( NSE:JKCEMENT ) last week reported its latest quarterly results, which makes it a good time for...Reported Earnings • Jan 19Third quarter 2026 earnings released: EPS: ₹22.60 (vs ₹24.54 in 3Q 2025)Third quarter 2026 results: EPS: ₹22.60 (down from ₹24.54 in 3Q 2025). Revenue: ₹35.1b (up 20% from 3Q 2025). Net income: ₹1.75b (down 7.9% from 3Q 2025). Profit margin: 5.0% (down from 6.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 27% per year.分析記事 • Dec 30J.K. Cement Limited's (NSE:JKCEMENT) Shares May Have Run Too Fast Too SoonJ.K. Cement Limited's ( NSE:JKCEMENT ) price-to-earnings (or "P/E") ratio of 42.9x might make it look like a strong...お知らせ • Dec 29J.K. Cement Limited to Report Q3, 2026 Results on Jan 17, 2026J.K. Cement Limited announced that they will report Q3, 2026 results at 9:15 AM, Indian Standard Time on Jan 17, 2026分析記事 • Dec 17The Returns At J.K. Cement (NSE:JKCEMENT) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Dec 04J.K. Cement Limited (BSE:532644) agreed to acquire an additional 12.21% stake in O2 Renewable Energy V Private Limited from JSW Neo Energy Limited for INR 51.9 million.J.K. Cement Limited (BSE:532644) agreed to acquire an additional 12.21% stake in O2 Renewable Energy V Private Limited from JSW Neo Energy Limited for INR 51.9 million on December 3, 2025. Upon completion, J.K. Cement Limited will own 28.97% stake in O2 Renewable Energy V Private Limited. For the period ending March 31, 2025, O2 Renewable Energy V Private Limited reported total revenue of INR 202.9 million, net income of INR 8.1 million and Total common equity of INR 432.7 million.分析記事 • Nov 20Here's Why J.K. Cement (NSE:JKCEMENT) Can Manage Its Debt ResponsiblyDavid 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 • Nov 04J.K. Cement Limited Just Missed EPS By 10%: Here's What Analysts Think Will Happen NextShareholders might have noticed that J.K. Cement Limited ( NSE:JKCEMENT ) filed its second-quarter result this time...Reported Earnings • Nov 02Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹20.78 (up from ₹16.28 in 2Q 2025). Revenue: ₹30.7b (up 20% from 2Q 2025). Net income: ₹1.61b (up 28% from 2Q 2025). Profit margin: 5.2% (up from 4.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 31% per year.分析記事 • Sep 28J.K. Cement Limited's (NSE:JKCEMENT) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider J.K...お知らせ • Sep 17J.K. Cement Limited Announces Demise of Saurabh Chandra, Independent DirectorJ.K. Cement Limited announced that the Company has been intimated about the sad demise of Mr. Saurabh Chandra, Independent Director of the Company, on September 16, 2025.分析記事 • Sep 15Does J.K. Cement (NSE:JKCEMENT) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Sep 12J.K. Cement Limited to Report Q2, 2026 Results on Nov 01, 2025J.K. Cement Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 01, 2025分析記事 • Aug 05J.K. Cement (NSE:JKCEMENT) Has Some Way To Go To Become A Multi-BaggerNSEI:JKCEMENT 1 Year Share Price vs Fair Value Explore J.K. Cement's Fair Values from the Community and select yours If...分析記事 • Jul 23Earnings Beat: J.K. Cement Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsJ.K. Cement Limited ( NSE:JKCEMENT ) just released its first-quarter report and things are looking bullish. J.K. Cement...Price Target Changed • Jul 22Price target increased by 12% to ₹6,569Up from ₹5,869, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of ₹6,490. Stock is up 45% over the past year. The company is forecast to post earnings per share of ₹143 for next year compared to ₹111 last year.分析記事 • Jul 17J.K. Cement (NSE:JKCEMENT) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Upcoming Dividend • Jul 01Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 17 August 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.5%).Reported Earnings • Jun 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹111 (up from ₹102 in FY 2024). Revenue: ₹118.8b (up 2.8% from FY 2024). Net income: ₹8.61b (up 8.9% from FY 2024). Profit margin: 7.2% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jun 15Here's Why J.K. Cement (NSE:JKCEMENT) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • Jun 10J.K. Cement Limited to Report Q1, 2026 Results on Jul 19, 2025J.K. Cement Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Jul 19, 2025お知らせ • Jun 07J.K. Cement Limited (BSE:532644) completed the acquisition of 60% stake in Saifco Cements Private Limited for INR 1.4 billion.J.K. Cement Limited (BSE:532644) agreed to acquire 60% stake in Saifco Cements Private Limited for an enterprise value of INR 1.74 billion on January 25, 2025. For the FY 2023-2024 Saifco Cements Private Limited reported INR 863 million. The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer board and consummation of due diligence investigation. As of January 25, 2025, the J.K. Cement Limited Board of directors approved the acquisition. The transaction would likely to be completed in maximum next six months. Sidharrth Shankar, Prakriti Jaiswal, and Shringarika Priyadarshini of J. Sagar Associates acted as legal advisor to Saifco Cements Private Limited. J.K. Cement Limited (BSE:532644) completed the acquisition of 60% stake in Saifco Cements Private Limited for INR 1.4 billion on June 6, 2025.分析記事 • Jun 01J.K. Cement's (NSE:JKCEMENT) Solid Profits Have Weak FundamentalsDespite posting some strong earnings, the market for J.K. Cement Limited's ( NSE:JKCEMENT ) stock hasn't moved much...Declared Dividend • May 28Dividend of ₹15.00 announcedShareholders will receive a dividend of ₹15.00. Ex-date: 8th July 2025 Payment date: 17th August 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (13% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 28J.K. Cement Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextJ.K. Cement Limited ( NSE:JKCEMENT ) just released its latest yearly results and things are looking bullish. It was...お知らせ • May 27J.K. Cement Limited announces Annual dividend, payable on August 17, 2025J.K. Cement Limited announced Annual dividend of INR 15.0000 per share payable on August 17, 2025, ex-date on July 08, 2025 and record date on July 08, 2025.Price Target Changed • May 27Price target increased by 7.3% to ₹5,573Up from ₹5,195, the current price target is an average from 26 analysts. New target price is 5.3% above last closing price of ₹5,292. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹136 for next year compared to ₹111 last year.お知らせ • May 26J.K. Cement Limited, Annual General Meeting, Jul 18, 2025J.K. Cement Limited, Annual General Meeting, Jul 18, 2025.Reported Earnings • May 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹111 (up from ₹102 in FY 2024). Revenue: ₹120.5b (up 4.3% from FY 2024). Net income: ₹8.61b (up 8.9% from FY 2024). Profit margin: 7.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 2.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 29J.K. Cement (NSE:JKCEMENT) Is Reinvesting At Lower Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Apr 16J.K. Cement Limited Announces Resignation of Sudhir Jalan as Non Independent Director, Effective 16 April, 2025J.K. Cement Limited informed that Shri Sudhir Jalan (DIN 00111118),functioning as Non Executive Non Independent Director on the Board of the Company, has (by his attached letter dated 16.4.25) tendered resignation from the Directorship of the Company on being attaining 80 years of age, hence reduced commitments and travels. Consequent upon resignation of Shri Sudhir Jalan, there is a change in the Company’s Directorate. The Company appreciates the contribution rendered by Mr. Jalan during his tenure as Director of the Company and wishes for his good health. Date of Cessation; Effective closure of business hours on 16th April, 2025.分析記事 • Apr 15J.K. Cement Limited's (NSE:JKCEMENT) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 53.1x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending very bearish...お知らせ • Apr 13J.K. Cement Limited to Report Q4, 2025 Results on May 24, 2025J.K. Cement Limited announced that they will report Q4, 2025 results at 12:15 PM, Indian Standard Time on May 24, 2025分析記事 • Mar 30These 4 Measures Indicate That J.K. Cement (NSE:JKCEMENT) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Mar 06J.K. Cement (NSE:JKCEMENT) Ticks All The Boxes When It Comes To Earnings GrowthFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Feb 22Is J.K. Cement Limited (NSE:JKCEMENT) Potentially Undervalued?While J.K. Cement Limited ( NSE:JKCEMENT ) might not have the largest market cap around , it saw a double-digit share...分析記事 • Jan 29J.K. Cement Limited (NSE:JKCEMENT) Released Earnings Last Week And Analysts Lifted Their Price Target To ₹5,016It's been a good week for J.K. Cement Limited ( NSE:JKCEMENT ) shareholders, because the company has just released its...お知らせ • Jan 27J.K. Cement Limited (BSE:532644) agreed to acquire 60% stake in Saifco Cements Private Limited for an enterprise value of INR 1.74 billion.J.K. Cement Limited (BSE:532644) agreed to acquire 60% stake in Saifco Cements Private Limited for an enterprise value of INR 1.74 billion on January 25, 2025. The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer board and consummation of due diligence investigation. As of January 25, 2025, the J.K. Cement Limited Board of directors approved the acquisition. The transaction would likely to be completed in maximum next six months.Reported Earnings • Jan 27Third quarter 2025 earnings released: EPS: ₹24.54 (vs ₹36.73 in 3Q 2024)Third quarter 2025 results: EPS: ₹24.54 (down from ₹36.73 in 3Q 2024). Revenue: ₹29.7b (up 1.4% from 3Q 2024). Net income: ₹1.90b (down 33% from 3Q 2024). Profit margin: 6.4% (down from 9.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.分析記事 • Jan 15Returns On Capital At J.K. Cement (NSE:JKCEMENT) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Buy Or Sell Opportunity • Jan 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹4,364. The fair value is estimated to be ₹5,608, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 3.1%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.分析記事 • Jan 03What J.K. Cement Limited's (NSE:JKCEMENT) P/E Is Not Telling YouWith a price-to-earnings (or "P/E") ratio of 45x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending bearish signals at...お知らせ • Dec 26J.K. Cement Limited to Report Q3, 2025 Results on Jan 25, 2025J.K. Cement Limited announced that they will report Q3, 2025 results on Jan 25, 2025分析記事 • Dec 21J.K. Cement (NSE:JKCEMENT) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buy Or Sell Opportunity • Dec 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.2% to ₹4,577. The fair value is estimated to be ₹5,745, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 3.1%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.分析記事 • Nov 26Does J.K. Cement (NSE:JKCEMENT) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Nov 02Investors Shouldn't Be Too Comfortable With J.K. Cement's (NSE:JKCEMENT) EarningsDespite posting some strong earnings, the market for J.K. Cement Limited's ( NSE:JKCEMENT ) stock hasn't moved much...分析記事 • Oct 30Are Investors Undervaluing J.K. Cement Limited (NSE:JKCEMENT) By 50%?Key Insights J.K. Cement's estimated fair value is ₹8,673 based on 2 Stage Free Cash Flow to Equity J.K. Cement's...Reported Earnings • Oct 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹16.28 (down from ₹23.05 in 2Q 2024). Revenue: ₹25.6b (down 7.0% from 2Q 2024). Net income: ₹1.26b (down 29% from 2Q 2024). Profit margin: 4.9% (down from 6.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 60%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.分析記事 • Sep 30The Returns At J.K. Cement (NSE:JKCEMENT) Aren't GrowingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Sep 25J.K. Cement Limited to Report Q2, 2025 Results on Oct 26, 2024J.K. Cement Limited announced that they will report Q2, 2025 results on Oct 26, 2024分析記事 • Aug 14Some Shareholders Feeling Restless Over J.K. Cement Limited's (NSE:JKCEMENT) P/E RatioWith a price-to-earnings (or "P/E") ratio of 37.2x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending bearish signals...分析記事 • Jul 24J.K. Cement Limited (NSE:JKCEMENT) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearJ.K. Cement Limited ( NSE:JKCEMENT ) defied analyst predictions to release its quarterly results, which were ahead of...お知らせ • Jul 20J.K. Cement Limited Approves Dividend for the Financial Year 2023-24J.K. Cement Limited at its Annual General Meeting held on 19 July, 2024, Confirmed dividend of INR 20 per equity share of INR 10 each for Financial Year 2023-24.分析記事 • Jul 13We Think Some Shareholders May Hesitate To Increase J.K. Cement Limited's (NSE:JKCEMENT) CEO CompensationKey Insights J.K. Cement to hold its Annual General Meeting on 19th of July Total pay for CEO Madhavkrishna Singhania...Upcoming Dividend • Jul 02Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.5%).お知らせ • Jul 02J.K. Cement Limited Announces Resignation of Sumnesh Khandelwal from the Position of Dy. CFOJ.K. Cement Limited announced the resignation of Mr. Sumnesh Khandelwal from the position of Dy. CFO is to move forward for better career prospects effective from July 1, 2024.Reported Earnings • Jun 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹102 (up from ₹54.80 in FY 2023). Revenue: ₹115.6b (up 19% from FY 2023). Net income: ₹7.91b (up 87% from FY 2023). Profit margin: 6.8% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.7% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Jun 28J.K. Cement Limited to Report Q1, 2025 Results on Jul 20, 2024J.K. Cement Limited announced that they will report Q1, 2025 results on Jul 20, 2024Buy Or Sell Opportunity • Jun 07Now 22% overvaluedOver the last 90 days, the stock has fallen 1.8% to ₹4,187. The fair value is estimated to be ₹3,425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.分析記事 • Jun 07J.K. Cement (NSE:JKCEMENT) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jun 06J.K. Cement Limited Announces Management ChangesJ.K. Cement Limited announced appointment of Mr. Nitish Chopra as Business Head for Paints and White Cement. Reason for change: Consequent upon retirement of earlier Business Head for Paints and White Cement on attending superannuation Mr. Chopra has been reckoned/designated as Sr. Management Personnel. Date of change is June 5, 2024. the company also appointed Mr. Neeraj Singhal as Group Financial Controller. Reason for change is Consequent upon relinquishment of Dy. CFO, Mr. Neeraj Singhal has been reckoned/designated as Sr. Management Personnel. Date of change is June 5, 2024.お知らせ • May 15J.K. Cement Limited, Annual General Meeting, Jul 19, 2024J.K. Cement Limited, Annual General Meeting, Jul 19, 2024.Reported Earnings • May 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹102 (up from ₹55.18 in FY 2023). Revenue: ₹117.0b (up 20% from FY 2023). Net income: ₹7.91b (up 86% from FY 2023). Profit margin: 6.8% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 5.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.分析記事 • May 05J.K. Cement (NSE:JKCEMENT) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Apr 21J.K. Cement Limited to Report Q4, 2024 Results on May 12, 2024J.K. Cement Limited announced that they will report Q4, 2024 results on May 12, 2024分析記事 • Apr 04With J.K. Cement Limited (NSE:JKCEMENT) It Looks Like You'll Get What You Pay ForWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 30x, you may consider J.K...分析記事 • Mar 19Calculating The Fair Value Of J.K. Cement Limited (NSE:JKCEMENT)Key Insights Using the 2 Stage Free Cash Flow to Equity, J.K. Cement fair value estimate is ₹3,749 With ₹4,065 share...お知らせ • Mar 07J.K. Cement Limited Appoints Rakesh Sethi as an Additional Director in the Category of Non-Executive Independent DirectorJ.K. Cement Limited informed that at the recommendation of the Members of Nomination and Remuneration committee, the Members of Board of Directors of the Company by way of resolution passed through circulation have approved appointment of Mr. Rakesh Sethi as an Additional Director in the category of Non-Executive Independent Director with immediate effect. Date of appointment: March 6, 2024. Mr. Rakesh Sethi is a Gold Medalist in Master of Commerce from the Osmania University, Hyderabad. Work Experience: He has been a career banker and has held several top positions during his 38 years of experience in banking industry. He is a veteran banker and has worked in various segments in banking industry including but not limited to Corporate Banking, Foreign Exchange, Credit, Risk Management, Deposit Planning, Corporate Communications, Government Business etc. Some of his accomplishments include being the Executive Director with Punjab National Bank ("PNB") from January 1, 2011, to March 11, 2014 Chairman and Managing Director of Allahabad Bank from March 12, 2014 to April 30, 2017, and in various capacities in Andhra Bank. He is currently an Independent Director and Chairperson of Board of TruCap Finance Limited, an RBI registered NBFC listed on BSE Limited NSE of india.お知らせ • Feb 22J.K. Cement Limited (BSE:532644) completed the acquisition of Toshali Cements Pvt. Ltd. for INR 900 million.J.K. Cement Limited (BSE:532644) agreed to acquire Toshali Cements Pvt. Ltd. for INR 1.6 billion on June 5, 2023. Transaction has already been approved by J.K. Cement Limited's board of directors. transaction is subject to necessary statutory and regulatory approvals. As of February 21, 2024, the parties agreed to modify the terms of the transaction. As per the modified terms, the payment shall be made in the following manner: The total cost of INR 900 million will be used to acquire equity and making over payment towards discharge of unsecured/ secured loans of promoter group, balance INR 670 million will be paid afterwards consequent upon the Mining Lease being transferred to JK Cement. The transfer of the Mining Lease is subject to necessary statutory and regulatory approvals, which is likely to be completed within 18 months hereof. Deepak Jodhani, of Khaitan & Co acted as legal advisor to Toshali Cements Pvt. Ltd. Samir Sheth of BDO India LLP acted as financial advisor to J.K. Cement Limited (BSE:532644).J.K. Cement Limited (BSE:532644) completed the acquisition of Toshali Cements Pvt. Ltd. for INR 900 million on February 21, 2024.お知らせ • Feb 16J.K. Cement Limited Appoints Praveen Mahajan as Additional Director in Category of Non-Executive Independent DirectorJ.K. Cement Limited at its board meeting held on February 15, 2024, approved appointment of Mrs. Praveen Mahajan as an Additional Director in the category of Non-Executive Independent Director with immediate effect. Education: Bachelor of Arts in English (Hons.) from Government College for Women, Chandigarh, Master of Arts in History and English from Punjab University, Chandigarh. Diploma in International Economic Relations from International Institute of Public Administration (IIPA), Paris. Work Experience: Joined the Indian Revenue Service (Customs & Central Excise) in 1976 and superannuated from service in 2014 as the first woman Chairperson of the Central Board of Excise and Customs (CBEC). Served as Member (Administrative) in the Central Administrative Tribunal for 3 years (2014-2017). Served as President of the All India Tennis Association (AITA) for 4 years (2017-2021).お知らせ • Feb 15J.K. Cement Limited Announces Resignation of Satish Kumar Kalra as Independent DirectorJ.K. Cement Limited announced that Mr. Satish Kumar Kalra (DIN: 01952165), has resigned from the position of Independent Director of the Company with effect 14TM February, 2024.Therefore, tendered resignation as an Independent Director from the Board of Directors including Risk Management Committee and Nomination and Remuneration Committee of JK Cement Limited.お知らせ • Feb 08J.K. Cement Limited Announces Resignation of Ajay Narayan Jha as Independent Director and Member of Corporate Social Responsibility Committee, Audit Committee and Nomination and Remuneration CommitteeJ.K. Cement Limited announced that Mr. Ajay Narayan Jha has resigned from the position of Independent Director of the Company with effect from 8 February, 2024. The Company has received email/letter dated 8 February, 2024 from Mr. Ajay Narayan Jha stating that he has been appointed by the President of India as a Member of the Sixteenth Finance Commission vide Ministry of Finance (Department of Economic Affairs) Notification S.0. 369(E) dated 30 January 2024 and in terms of the Finance Commission Act, 1951, he should have no such financial or other interest as is likely to affect prejudicially his functions and duties as a Member of the Commission. Therefore, tendered resignation as an Independent Director from the Board of Directors including Corporate Social Responsibility Committee, Audit Committee and Nomination and Remuneration Committee of JK Cement Limited, effective closure of business hours on February 08, 2024. He further confirmed that there is no material reason other than as mentioned above for stepping down from the position of Independent Director of the Company. The list indicating category of his directorship and membership of the Board Committee's in the other listed entities before resignation becoming effective: Yatra Online Limited as Independent Director and Audit Committee and Stakeholder Relationship Committee; India Shelter Finance Corporation Limited as Independent Director and Corporate Social Responsibility Committee Risk Management Committee and Stakeholders Relationship Committee.Buy Or Sell Opportunity • Feb 08Now 21% undervaluedOver the last 90 days, the stock has risen 22% to ₹4,214. The fair value is estimated to be ₹5,307, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.分析記事 • Feb 05The Returns At J.K. Cement (NSE:JKCEMENT) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Price Target Changed • Jan 24Price target increased by 10% to ₹4,189Up from ₹3,797, the current price target is an average from 20 analysts. New target price is approximately in line with last closing price of ₹4,138. Stock is up 57% over the past year. The company is forecast to post earnings per share of ₹106 for next year compared to ₹55.18 last year.Reported Earnings • Jan 21Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹36.73 (up from ₹4.81 in 3Q 2023). Revenue: ₹29.7b (up 22% from 3Q 2023). Net income: ₹2.84b (up ₹2.45b from 3Q 2023). Profit margin: 9.5% (up from 1.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.分析記事 • Jan 16Is J.K. Cement (NSE:JKCEMENT) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 29The Price Is Right For J.K. Cement Limited (NSE:JKCEMENT)With a price-to-earnings (or "P/E") ratio of 65.7x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending very bearish...お知らせ • Dec 26J.K. Cement Limited to Report Q3, 2024 Results on Jan 20, 2024J.K. Cement Limited announced that they will report Q3, 2024 results on Jan 20, 2024Reported Earnings • Nov 06Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ₹23.05 (up from ₹14.37 in 2Q 2023). Revenue: ₹27.5b (up 24% from 2Q 2023). Net income: ₹1.78b (up 59% from 2Q 2023). Profit margin: 6.5% (up from 5.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Nov 04J.K. Cement's (NSE:JKCEMENT) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...お知らせ • Oct 19J.K. Cement Limited to Report Q2, 2024 Results on Nov 04, 2023J.K. Cement Limited announced that they will report Q2, 2024 results on Nov 04, 2023お知らせ • Oct 05J.K. Cement Limited Announces Management ChangesJ.K. Cement Limited announced that Col Rajnish Kapur, Chief Operating Officer - Grey Cement Business of the Company ceases to be a Senior Management Person of the Company on attaining superannuation with effect from close of business hours of 30 September, 2023, however he will be connected to the Company as Strategic Business Advisor, till 31 March 2024 and help in smooth transitioning of his successor Mr. Anuj Khandelwal, joining the Company as Business Head - Grey Cement with effect from 16 October, 2023. Mr. Khandelwal hitherto working as Managing Director and Partner with Boston Consulting Group. He comes with a strong understanding of business and brings with him more than 20 years of experience and a deep expertise in the building materials industry. Anuj joins JK Cement from Boston Consulting Group, where he was a Managing Director and Partner. He brings over 20 years of experience and a deep expertise in the building materials industry.分析記事 • Sep 20J.K. Cement (NSE:JKCEMENT) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Aug 13J.K. Cement Limited Announces Reconstitution of CSR CommitteeJ.K. Cement Limited informed that the Board of Directors of the Company in their Board Meeting (No. 4 of 2023) held on August 10, 2023, has renamed the `CSR Committee' to `CSR and Sustainability Committee' and reconstituted the said Committee whereby Mrs. Sushila Devi Singhania (Member) is replaced by Mr. Madhavkrishna Singhania (Dy. Managing Director & CEO) and other Members remained unchanged.お知らせ • Aug 12J.K. Cement Limited Declares Dividend for the Financial Year 2022-23J.K. Cement Limited declared dividend of INR 15.00 on Equity Shares of the Company for the Financial year 2022-23 at the Annual General Meeting held on August 11, 2023.お知らせ • Jul 25J.K. Cement Limited to Report Q1, 2024 Results on Aug 12, 2023J.K. Cement Limited announced that they will report Q1, 2024 results on Aug 12, 2023Upcoming Dividend • Jul 25Upcoming dividend of ₹15.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 01 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%).分析記事 • Jul 23J.K. Cement's (NSE:JKCEMENT) Dividend Will Be ₹15.00J.K. Cement Limited ( NSE:JKCEMENT ) will pay a dividend of ₹15.00 on the 10th of September. Based on this payment, the...Reported Earnings • Jul 22Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹55.18 (down from ₹88.93 in FY 2022). Revenue: ₹97.2b (up 22% from FY 2022). Net income: ₹4.26b (down 38% from FY 2022). Profit margin: 4.4% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 9.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.2% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.分析記事 • Jul 06J.K. Cement (NSE:JKCEMENT) Is Due To Pay A Dividend Of ₹15.00The board of J.K. Cement Limited ( NSE:JKCEMENT ) has announced that it will pay a dividend on the 10th of September...株主還元JKCEMENTIN Basic MaterialsIN 市場7D-4.5%-2.4%-2.1%1Y-21.7%-10.0%-4.6%株主還元を見る業界別リターン: JKCEMENT過去 1 年間で-10 % 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: JKCEMENTは、過去 1 年間で-4.6 % のリターンを上げたIndian市場を下回りました。価格変動Is JKCEMENT's price volatile compared to industry and market?JKCEMENT volatilityJKCEMENT Average Weekly Movement5.3%Basic Materials Industry Average Movement6.2%Market Average Movement7.1%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: JKCEMENT 、 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: JKCEMENT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19754,097Madhavkrishna Singhaniawww.jkcement.comJ.K.セメント社は、J.K.セメントブランドでセメントとその関連製品をインド国内外に製造・販売している。普通ポルトランド、ポルトランドポゾラナ、ポルトランドスラグ、ウェザーシールドなどの灰色セメント製品を提供している。白色セメントベースのパテ、壁や天井に塗る石膏プラスターも提供している。さらに、壁用パテ、白色セメントベースの壁レベラー、ポリマー改質自硬性モルタル、灰色セメントベースのタイル用接着剤とグラウト、各種ポリウレタン木工仕上げ材、内外装用塗料も提供している。J.K.セメント社は1975年に設立され、本社はインドのカーンプルにある。もっと見るJ.K. Cement Limited 基礎のまとめJ.K. Cement の収益と売上を時価総額と比較するとどうか。JKCEMENT 基礎統計学時価総額₹363.26b収益（TTM）₹9.92b売上高(TTM)₹137.22b36.6xPER（株価収益率2.6xP/SレシオJKCEMENT 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JKCEMENT 損益計算書（TTM）収益₹137.22b売上原価₹48.36b売上総利益₹88.86bその他の費用₹78.94b収益₹9.92b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）128.45グロス・マージン64.76%純利益率7.23%有利子負債／自己資本比率85.7%JKCEMENT 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0.4%現在の配当利回り16%配当性向View Valuation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2026/06/11 10:16終値2026/06/11 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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J.K. Cement Limited 27 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。46 アナリスト機関Amit Srivastava360 ONE Capital Market Private LimitedManish ValechaAnand Rathi Shares and Stock Brokers Limitednull nullAntique Stockbroking Ltd.43 その他のアナリストを表示
New Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.
分析記事 • May 26J.K. Cement Limited (NSE:JKCEMENT) Annual Results: Here's What Analysts Are Forecasting For This YearLast week saw the newest annual earnings release from J.K. Cement Limited ( NSE:JKCEMENT ), an important milestone in...
Reported Earnings • May 24Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹128 (up from ₹111 in FY 2025). Revenue: ₹139.2b (up 17% from FY 2025). Net income: ₹9.92b (up 15% from FY 2025). Profit margin: 7.1% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • May 21Should You Be Adding J.K. Cement (NSE:JKCEMENT) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • May 13J.K. Cement Limited to Report Q4, 2026 Results on May 23, 2026J.K. Cement Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 23, 2026
Buy Or Sell Opportunity • Apr 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to ₹5,287. The fair value is estimated to be ₹6,784, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
New Risk • May 28New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks High level of debt (79% net debt to equity). Paying a dividend despite having no free cash flows.
分析記事 • May 26J.K. Cement Limited (NSE:JKCEMENT) Annual Results: Here's What Analysts Are Forecasting For This YearLast week saw the newest annual earnings release from J.K. Cement Limited ( NSE:JKCEMENT ), an important milestone in...
Reported Earnings • May 24Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: ₹128 (up from ₹111 in FY 2025). Revenue: ₹139.2b (up 17% from FY 2025). Net income: ₹9.92b (up 15% from FY 2025). Profit margin: 7.1% (down from 7.2% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
分析記事 • May 21Should You Be Adding J.K. Cement (NSE:JKCEMENT) To Your Watchlist Today?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • May 13J.K. Cement Limited to Report Q4, 2026 Results on May 23, 2026J.K. Cement Limited announced that they will report Q4, 2026 results at 12:15 PM, Indian Standard Time on May 23, 2026
Buy Or Sell Opportunity • Apr 30Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.3% to ₹5,287. The fair value is estimated to be ₹6,784, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.8% to ₹5,656. The fair value is estimated to be ₹7,079, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
Buy Or Sell Opportunity • Feb 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹5,599. The fair value is estimated to be ₹7,056, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 46% in the next 2 years.
分析記事 • Jan 21J.K. Cement Limited Just Missed Earnings - But Analysts Have Updated Their ModelsJ.K. Cement Limited ( NSE:JKCEMENT ) last week reported its latest quarterly results, which makes it a good time for...
Reported Earnings • Jan 19Third quarter 2026 earnings released: EPS: ₹22.60 (vs ₹24.54 in 3Q 2025)Third quarter 2026 results: EPS: ₹22.60 (down from ₹24.54 in 3Q 2025). Revenue: ₹35.1b (up 20% from 3Q 2025). Net income: ₹1.75b (down 7.9% from 3Q 2025). Profit margin: 5.0% (down from 6.5% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 27% per year.
分析記事 • Dec 30J.K. Cement Limited's (NSE:JKCEMENT) Shares May Have Run Too Fast Too SoonJ.K. Cement Limited's ( NSE:JKCEMENT ) price-to-earnings (or "P/E") ratio of 42.9x might make it look like a strong...
お知らせ • Dec 29J.K. Cement Limited to Report Q3, 2026 Results on Jan 17, 2026J.K. Cement Limited announced that they will report Q3, 2026 results at 9:15 AM, Indian Standard Time on Jan 17, 2026
分析記事 • Dec 17The Returns At J.K. Cement (NSE:JKCEMENT) Aren't GrowingIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Dec 04J.K. Cement Limited (BSE:532644) agreed to acquire an additional 12.21% stake in O2 Renewable Energy V Private Limited from JSW Neo Energy Limited for INR 51.9 million.J.K. Cement Limited (BSE:532644) agreed to acquire an additional 12.21% stake in O2 Renewable Energy V Private Limited from JSW Neo Energy Limited for INR 51.9 million on December 3, 2025. Upon completion, J.K. Cement Limited will own 28.97% stake in O2 Renewable Energy V Private Limited. For the period ending March 31, 2025, O2 Renewable Energy V Private Limited reported total revenue of INR 202.9 million, net income of INR 8.1 million and Total common equity of INR 432.7 million.
分析記事 • Nov 20Here's Why J.K. Cement (NSE:JKCEMENT) Can Manage Its Debt ResponsiblyDavid 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 • Nov 04J.K. Cement Limited Just Missed EPS By 10%: Here's What Analysts Think Will Happen NextShareholders might have noticed that J.K. Cement Limited ( NSE:JKCEMENT ) filed its second-quarter result this time...
Reported Earnings • Nov 02Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: ₹20.78 (up from ₹16.28 in 2Q 2025). Revenue: ₹30.7b (up 20% from 2Q 2025). Net income: ₹1.61b (up 28% from 2Q 2025). Profit margin: 5.2% (up from 4.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 8.2%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 27% per year whereas the company’s share price has increased by 31% per year.
分析記事 • Sep 28J.K. Cement Limited's (NSE:JKCEMENT) Popularity With Investors Is Under Threat From OverpricingWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider J.K...
お知らせ • Sep 17J.K. Cement Limited Announces Demise of Saurabh Chandra, Independent DirectorJ.K. Cement Limited announced that the Company has been intimated about the sad demise of Mr. Saurabh Chandra, Independent Director of the Company, on September 16, 2025.
分析記事 • Sep 15Does J.K. Cement (NSE:JKCEMENT) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Sep 12J.K. Cement Limited to Report Q2, 2026 Results on Nov 01, 2025J.K. Cement Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 01, 2025
分析記事 • Aug 05J.K. Cement (NSE:JKCEMENT) Has Some Way To Go To Become A Multi-BaggerNSEI:JKCEMENT 1 Year Share Price vs Fair Value Explore J.K. Cement's Fair Values from the Community and select yours If...
分析記事 • Jul 23Earnings Beat: J.K. Cement Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsJ.K. Cement Limited ( NSE:JKCEMENT ) just released its first-quarter report and things are looking bullish. J.K. Cement...
Price Target Changed • Jul 22Price target increased by 12% to ₹6,569Up from ₹5,869, the current price target is an average from 27 analysts. New target price is approximately in line with last closing price of ₹6,490. Stock is up 45% over the past year. The company is forecast to post earnings per share of ₹143 for next year compared to ₹111 last year.
分析記事 • Jul 17J.K. Cement (NSE:JKCEMENT) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Upcoming Dividend • Jul 01Upcoming dividend of ₹15.00 per shareEligible shareholders must have bought the stock before 08 July 2025. Payment date: 17 August 2025. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.5%).
Reported Earnings • Jun 28Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹111 (up from ₹102 in FY 2024). Revenue: ₹118.8b (up 2.8% from FY 2024). Net income: ₹8.61b (up 8.9% from FY 2024). Profit margin: 7.2% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jun 15Here's Why J.K. Cement (NSE:JKCEMENT) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • Jun 10J.K. Cement Limited to Report Q1, 2026 Results on Jul 19, 2025J.K. Cement Limited announced that they will report Q1, 2026 results at 12:15 PM, Indian Standard Time on Jul 19, 2025
お知らせ • Jun 07J.K. Cement Limited (BSE:532644) completed the acquisition of 60% stake in Saifco Cements Private Limited for INR 1.4 billion.J.K. Cement Limited (BSE:532644) agreed to acquire 60% stake in Saifco Cements Private Limited for an enterprise value of INR 1.74 billion on January 25, 2025. For the FY 2023-2024 Saifco Cements Private Limited reported INR 863 million. The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer board and consummation of due diligence investigation. As of January 25, 2025, the J.K. Cement Limited Board of directors approved the acquisition. The transaction would likely to be completed in maximum next six months. Sidharrth Shankar, Prakriti Jaiswal, and Shringarika Priyadarshini of J. Sagar Associates acted as legal advisor to Saifco Cements Private Limited. J.K. Cement Limited (BSE:532644) completed the acquisition of 60% stake in Saifco Cements Private Limited for INR 1.4 billion on June 6, 2025.
分析記事 • Jun 01J.K. Cement's (NSE:JKCEMENT) Solid Profits Have Weak FundamentalsDespite posting some strong earnings, the market for J.K. Cement Limited's ( NSE:JKCEMENT ) stock hasn't moved much...
Declared Dividend • May 28Dividend of ₹15.00 announcedShareholders will receive a dividend of ₹15.00. Ex-date: 8th July 2025 Payment date: 17th August 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is covered by both earnings (13% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 79% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 28J.K. Cement Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextJ.K. Cement Limited ( NSE:JKCEMENT ) just released its latest yearly results and things are looking bullish. It was...
お知らせ • May 27J.K. Cement Limited announces Annual dividend, payable on August 17, 2025J.K. Cement Limited announced Annual dividend of INR 15.0000 per share payable on August 17, 2025, ex-date on July 08, 2025 and record date on July 08, 2025.
Price Target Changed • May 27Price target increased by 7.3% to ₹5,573Up from ₹5,195, the current price target is an average from 26 analysts. New target price is 5.3% above last closing price of ₹5,292. Stock is up 33% over the past year. The company is forecast to post earnings per share of ₹136 for next year compared to ₹111 last year.
お知らせ • May 26J.K. Cement Limited, Annual General Meeting, Jul 18, 2025J.K. Cement Limited, Annual General Meeting, Jul 18, 2025.
Reported Earnings • May 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: ₹111 (up from ₹102 in FY 2024). Revenue: ₹120.5b (up 4.3% from FY 2024). Net income: ₹8.61b (up 8.9% from FY 2024). Profit margin: 7.1% (up from 6.8% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 10.0% p.a. on average during the next 2 years, compared to a 2.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 29J.K. Cement (NSE:JKCEMENT) Is Reinvesting At Lower Rates Of ReturnIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Apr 16J.K. Cement Limited Announces Resignation of Sudhir Jalan as Non Independent Director, Effective 16 April, 2025J.K. Cement Limited informed that Shri Sudhir Jalan (DIN 00111118),functioning as Non Executive Non Independent Director on the Board of the Company, has (by his attached letter dated 16.4.25) tendered resignation from the Directorship of the Company on being attaining 80 years of age, hence reduced commitments and travels. Consequent upon resignation of Shri Sudhir Jalan, there is a change in the Company’s Directorate. The Company appreciates the contribution rendered by Mr. Jalan during his tenure as Director of the Company and wishes for his good health. Date of Cessation; Effective closure of business hours on 16th April, 2025.
分析記事 • Apr 15J.K. Cement Limited's (NSE:JKCEMENT) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 53.1x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending very bearish...
お知らせ • Apr 13J.K. Cement Limited to Report Q4, 2025 Results on May 24, 2025J.K. Cement Limited announced that they will report Q4, 2025 results at 12:15 PM, Indian Standard Time on May 24, 2025
分析記事 • Mar 30These 4 Measures Indicate That J.K. Cement (NSE:JKCEMENT) Is Using Debt ExtensivelySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Mar 06J.K. Cement (NSE:JKCEMENT) Ticks All The Boxes When It Comes To Earnings GrowthFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Feb 22Is J.K. Cement Limited (NSE:JKCEMENT) Potentially Undervalued?While J.K. Cement Limited ( NSE:JKCEMENT ) might not have the largest market cap around , it saw a double-digit share...
分析記事 • Jan 29J.K. Cement Limited (NSE:JKCEMENT) Released Earnings Last Week And Analysts Lifted Their Price Target To ₹5,016It's been a good week for J.K. Cement Limited ( NSE:JKCEMENT ) shareholders, because the company has just released its...
お知らせ • Jan 27J.K. Cement Limited (BSE:532644) agreed to acquire 60% stake in Saifco Cements Private Limited for an enterprise value of INR 1.74 billion.J.K. Cement Limited (BSE:532644) agreed to acquire 60% stake in Saifco Cements Private Limited for an enterprise value of INR 1.74 billion on January 25, 2025. The transaction is subject to approval by regulatory board / committee, approval of offer by acquirer board and consummation of due diligence investigation. As of January 25, 2025, the J.K. Cement Limited Board of directors approved the acquisition. The transaction would likely to be completed in maximum next six months.
Reported Earnings • Jan 27Third quarter 2025 earnings released: EPS: ₹24.54 (vs ₹36.73 in 3Q 2024)Third quarter 2025 results: EPS: ₹24.54 (down from ₹36.73 in 3Q 2024). Revenue: ₹29.7b (up 1.4% from 3Q 2024). Net income: ₹1.90b (down 33% from 3Q 2024). Profit margin: 6.4% (down from 9.7% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
分析記事 • Jan 15Returns On Capital At J.K. Cement (NSE:JKCEMENT) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Buy Or Sell Opportunity • Jan 13Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹4,364. The fair value is estimated to be ₹5,608, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 3.1%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
分析記事 • Jan 03What J.K. Cement Limited's (NSE:JKCEMENT) P/E Is Not Telling YouWith a price-to-earnings (or "P/E") ratio of 45x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending bearish signals at...
お知らせ • Dec 26J.K. Cement Limited to Report Q3, 2025 Results on Jan 25, 2025J.K. Cement Limited announced that they will report Q3, 2025 results on Jan 25, 2025
分析記事 • Dec 21J.K. Cement (NSE:JKCEMENT) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buy Or Sell Opportunity • Dec 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.2% to ₹4,577. The fair value is estimated to be ₹5,745, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 3.1%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 48% in the next 2 years.
分析記事 • Nov 26Does J.K. Cement (NSE:JKCEMENT) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Nov 02Investors Shouldn't Be Too Comfortable With J.K. Cement's (NSE:JKCEMENT) EarningsDespite posting some strong earnings, the market for J.K. Cement Limited's ( NSE:JKCEMENT ) stock hasn't moved much...
分析記事 • Oct 30Are Investors Undervaluing J.K. Cement Limited (NSE:JKCEMENT) By 50%?Key Insights J.K. Cement's estimated fair value is ₹8,673 based on 2 Stage Free Cash Flow to Equity J.K. Cement's...
Reported Earnings • Oct 29Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹16.28 (down from ₹23.05 in 2Q 2024). Revenue: ₹25.6b (down 7.0% from 2Q 2024). Net income: ₹1.26b (down 29% from 2Q 2024). Profit margin: 4.9% (down from 6.5% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) also surpassed analyst estimates by 60%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.2% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Sep 30The Returns At J.K. Cement (NSE:JKCEMENT) Aren't GrowingIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Sep 25J.K. Cement Limited to Report Q2, 2025 Results on Oct 26, 2024J.K. Cement Limited announced that they will report Q2, 2025 results on Oct 26, 2024
分析記事 • Aug 14Some Shareholders Feeling Restless Over J.K. Cement Limited's (NSE:JKCEMENT) P/E RatioWith a price-to-earnings (or "P/E") ratio of 37.2x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending bearish signals...
分析記事 • Jul 24J.K. Cement Limited (NSE:JKCEMENT) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearJ.K. Cement Limited ( NSE:JKCEMENT ) defied analyst predictions to release its quarterly results, which were ahead of...
お知らせ • Jul 20J.K. Cement Limited Approves Dividend for the Financial Year 2023-24J.K. Cement Limited at its Annual General Meeting held on 19 July, 2024, Confirmed dividend of INR 20 per equity share of INR 10 each for Financial Year 2023-24.
分析記事 • Jul 13We Think Some Shareholders May Hesitate To Increase J.K. Cement Limited's (NSE:JKCEMENT) CEO CompensationKey Insights J.K. Cement to hold its Annual General Meeting on 19th of July Total pay for CEO Madhavkrishna Singhania...
Upcoming Dividend • Jul 02Upcoming dividend of ₹20.00 per shareEligible shareholders must have bought the stock before 09 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (0.5%).
お知らせ • Jul 02J.K. Cement Limited Announces Resignation of Sumnesh Khandelwal from the Position of Dy. CFOJ.K. Cement Limited announced the resignation of Mr. Sumnesh Khandelwal from the position of Dy. CFO is to move forward for better career prospects effective from July 1, 2024.
Reported Earnings • Jun 30Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹102 (up from ₹54.80 in FY 2023). Revenue: ₹115.6b (up 19% from FY 2023). Net income: ₹7.91b (up 87% from FY 2023). Profit margin: 6.8% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.7% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Jun 28J.K. Cement Limited to Report Q1, 2025 Results on Jul 20, 2024J.K. Cement Limited announced that they will report Q1, 2025 results on Jul 20, 2024
Buy Or Sell Opportunity • Jun 07Now 22% overvaluedOver the last 90 days, the stock has fallen 1.8% to ₹4,187. The fair value is estimated to be ₹3,425, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
分析記事 • Jun 07J.K. Cement (NSE:JKCEMENT) Seems To Use Debt Quite SensiblyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jun 06J.K. Cement Limited Announces Management ChangesJ.K. Cement Limited announced appointment of Mr. Nitish Chopra as Business Head for Paints and White Cement. Reason for change: Consequent upon retirement of earlier Business Head for Paints and White Cement on attending superannuation Mr. Chopra has been reckoned/designated as Sr. Management Personnel. Date of change is June 5, 2024. the company also appointed Mr. Neeraj Singhal as Group Financial Controller. Reason for change is Consequent upon relinquishment of Dy. CFO, Mr. Neeraj Singhal has been reckoned/designated as Sr. Management Personnel. Date of change is June 5, 2024.
お知らせ • May 15J.K. Cement Limited, Annual General Meeting, Jul 19, 2024J.K. Cement Limited, Annual General Meeting, Jul 19, 2024.
Reported Earnings • May 14Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹102 (up from ₹55.18 in FY 2023). Revenue: ₹117.0b (up 20% from FY 2023). Net income: ₹7.91b (up 86% from FY 2023). Profit margin: 6.8% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) missed analyst estimates by 2.8%. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 5.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
分析記事 • May 05J.K. Cement (NSE:JKCEMENT) Has More To Do To Multiply In Value Going ForwardIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Apr 21J.K. Cement Limited to Report Q4, 2024 Results on May 12, 2024J.K. Cement Limited announced that they will report Q4, 2024 results on May 12, 2024
分析記事 • Apr 04With J.K. Cement Limited (NSE:JKCEMENT) It Looks Like You'll Get What You Pay ForWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 30x, you may consider J.K...
分析記事 • Mar 19Calculating The Fair Value Of J.K. Cement Limited (NSE:JKCEMENT)Key Insights Using the 2 Stage Free Cash Flow to Equity, J.K. Cement fair value estimate is ₹3,749 With ₹4,065 share...
お知らせ • Mar 07J.K. Cement Limited Appoints Rakesh Sethi as an Additional Director in the Category of Non-Executive Independent DirectorJ.K. Cement Limited informed that at the recommendation of the Members of Nomination and Remuneration committee, the Members of Board of Directors of the Company by way of resolution passed through circulation have approved appointment of Mr. Rakesh Sethi as an Additional Director in the category of Non-Executive Independent Director with immediate effect. Date of appointment: March 6, 2024. Mr. Rakesh Sethi is a Gold Medalist in Master of Commerce from the Osmania University, Hyderabad. Work Experience: He has been a career banker and has held several top positions during his 38 years of experience in banking industry. He is a veteran banker and has worked in various segments in banking industry including but not limited to Corporate Banking, Foreign Exchange, Credit, Risk Management, Deposit Planning, Corporate Communications, Government Business etc. Some of his accomplishments include being the Executive Director with Punjab National Bank ("PNB") from January 1, 2011, to March 11, 2014 Chairman and Managing Director of Allahabad Bank from March 12, 2014 to April 30, 2017, and in various capacities in Andhra Bank. He is currently an Independent Director and Chairperson of Board of TruCap Finance Limited, an RBI registered NBFC listed on BSE Limited NSE of india.
お知らせ • Feb 22J.K. Cement Limited (BSE:532644) completed the acquisition of Toshali Cements Pvt. Ltd. for INR 900 million.J.K. Cement Limited (BSE:532644) agreed to acquire Toshali Cements Pvt. Ltd. for INR 1.6 billion on June 5, 2023. Transaction has already been approved by J.K. Cement Limited's board of directors. transaction is subject to necessary statutory and regulatory approvals. As of February 21, 2024, the parties agreed to modify the terms of the transaction. As per the modified terms, the payment shall be made in the following manner: The total cost of INR 900 million will be used to acquire equity and making over payment towards discharge of unsecured/ secured loans of promoter group, balance INR 670 million will be paid afterwards consequent upon the Mining Lease being transferred to JK Cement. The transfer of the Mining Lease is subject to necessary statutory and regulatory approvals, which is likely to be completed within 18 months hereof. Deepak Jodhani, of Khaitan & Co acted as legal advisor to Toshali Cements Pvt. Ltd. Samir Sheth of BDO India LLP acted as financial advisor to J.K. Cement Limited (BSE:532644).J.K. Cement Limited (BSE:532644) completed the acquisition of Toshali Cements Pvt. Ltd. for INR 900 million on February 21, 2024.
お知らせ • Feb 16J.K. Cement Limited Appoints Praveen Mahajan as Additional Director in Category of Non-Executive Independent DirectorJ.K. Cement Limited at its board meeting held on February 15, 2024, approved appointment of Mrs. Praveen Mahajan as an Additional Director in the category of Non-Executive Independent Director with immediate effect. Education: Bachelor of Arts in English (Hons.) from Government College for Women, Chandigarh, Master of Arts in History and English from Punjab University, Chandigarh. Diploma in International Economic Relations from International Institute of Public Administration (IIPA), Paris. Work Experience: Joined the Indian Revenue Service (Customs & Central Excise) in 1976 and superannuated from service in 2014 as the first woman Chairperson of the Central Board of Excise and Customs (CBEC). Served as Member (Administrative) in the Central Administrative Tribunal for 3 years (2014-2017). Served as President of the All India Tennis Association (AITA) for 4 years (2017-2021).
お知らせ • Feb 15J.K. Cement Limited Announces Resignation of Satish Kumar Kalra as Independent DirectorJ.K. Cement Limited announced that Mr. Satish Kumar Kalra (DIN: 01952165), has resigned from the position of Independent Director of the Company with effect 14TM February, 2024.Therefore, tendered resignation as an Independent Director from the Board of Directors including Risk Management Committee and Nomination and Remuneration Committee of JK Cement Limited.
お知らせ • Feb 08J.K. Cement Limited Announces Resignation of Ajay Narayan Jha as Independent Director and Member of Corporate Social Responsibility Committee, Audit Committee and Nomination and Remuneration CommitteeJ.K. Cement Limited announced that Mr. Ajay Narayan Jha has resigned from the position of Independent Director of the Company with effect from 8 February, 2024. The Company has received email/letter dated 8 February, 2024 from Mr. Ajay Narayan Jha stating that he has been appointed by the President of India as a Member of the Sixteenth Finance Commission vide Ministry of Finance (Department of Economic Affairs) Notification S.0. 369(E) dated 30 January 2024 and in terms of the Finance Commission Act, 1951, he should have no such financial or other interest as is likely to affect prejudicially his functions and duties as a Member of the Commission. Therefore, tendered resignation as an Independent Director from the Board of Directors including Corporate Social Responsibility Committee, Audit Committee and Nomination and Remuneration Committee of JK Cement Limited, effective closure of business hours on February 08, 2024. He further confirmed that there is no material reason other than as mentioned above for stepping down from the position of Independent Director of the Company. The list indicating category of his directorship and membership of the Board Committee's in the other listed entities before resignation becoming effective: Yatra Online Limited as Independent Director and Audit Committee and Stakeholder Relationship Committee; India Shelter Finance Corporation Limited as Independent Director and Corporate Social Responsibility Committee Risk Management Committee and Stakeholders Relationship Committee.
Buy Or Sell Opportunity • Feb 08Now 21% undervaluedOver the last 90 days, the stock has risen 22% to ₹4,214. The fair value is estimated to be ₹5,307, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 75% in the next 2 years.
分析記事 • Feb 05The Returns At J.K. Cement (NSE:JKCEMENT) Aren't GrowingWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Price Target Changed • Jan 24Price target increased by 10% to ₹4,189Up from ₹3,797, the current price target is an average from 20 analysts. New target price is approximately in line with last closing price of ₹4,138. Stock is up 57% over the past year. The company is forecast to post earnings per share of ₹106 for next year compared to ₹55.18 last year.
Reported Earnings • Jan 21Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹36.73 (up from ₹4.81 in 3Q 2023). Revenue: ₹29.7b (up 22% from 3Q 2023). Net income: ₹2.84b (up ₹2.45b from 3Q 2023). Profit margin: 9.5% (up from 1.6% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.6%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 2.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
分析記事 • Jan 16Is J.K. Cement (NSE:JKCEMENT) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 29The Price Is Right For J.K. Cement Limited (NSE:JKCEMENT)With a price-to-earnings (or "P/E") ratio of 65.7x J.K. Cement Limited ( NSE:JKCEMENT ) may be sending very bearish...
お知らせ • Dec 26J.K. Cement Limited to Report Q3, 2024 Results on Jan 20, 2024J.K. Cement Limited announced that they will report Q3, 2024 results on Jan 20, 2024
Reported Earnings • Nov 06Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ₹23.05 (up from ₹14.37 in 2Q 2023). Revenue: ₹27.5b (up 24% from 2Q 2023). Net income: ₹1.78b (up 59% from 2Q 2023). Profit margin: 6.5% (up from 5.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 9.0%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 5.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Nov 04J.K. Cement's (NSE:JKCEMENT) Returns On Capital Not Reflecting Well On The BusinessIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
お知らせ • Oct 19J.K. Cement Limited to Report Q2, 2024 Results on Nov 04, 2023J.K. Cement Limited announced that they will report Q2, 2024 results on Nov 04, 2023
お知らせ • Oct 05J.K. Cement Limited Announces Management ChangesJ.K. Cement Limited announced that Col Rajnish Kapur, Chief Operating Officer - Grey Cement Business of the Company ceases to be a Senior Management Person of the Company on attaining superannuation with effect from close of business hours of 30 September, 2023, however he will be connected to the Company as Strategic Business Advisor, till 31 March 2024 and help in smooth transitioning of his successor Mr. Anuj Khandelwal, joining the Company as Business Head - Grey Cement with effect from 16 October, 2023. Mr. Khandelwal hitherto working as Managing Director and Partner with Boston Consulting Group. He comes with a strong understanding of business and brings with him more than 20 years of experience and a deep expertise in the building materials industry. Anuj joins JK Cement from Boston Consulting Group, where he was a Managing Director and Partner. He brings over 20 years of experience and a deep expertise in the building materials industry.
分析記事 • Sep 20J.K. Cement (NSE:JKCEMENT) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Aug 13J.K. Cement Limited Announces Reconstitution of CSR CommitteeJ.K. Cement Limited informed that the Board of Directors of the Company in their Board Meeting (No. 4 of 2023) held on August 10, 2023, has renamed the `CSR Committee' to `CSR and Sustainability Committee' and reconstituted the said Committee whereby Mrs. Sushila Devi Singhania (Member) is replaced by Mr. Madhavkrishna Singhania (Dy. Managing Director & CEO) and other Members remained unchanged.
お知らせ • Aug 12J.K. Cement Limited Declares Dividend for the Financial Year 2022-23J.K. Cement Limited declared dividend of INR 15.00 on Equity Shares of the Company for the Financial year 2022-23 at the Annual General Meeting held on August 11, 2023.
お知らせ • Jul 25J.K. Cement Limited to Report Q1, 2024 Results on Aug 12, 2023J.K. Cement Limited announced that they will report Q1, 2024 results on Aug 12, 2023
Upcoming Dividend • Jul 25Upcoming dividend of ₹15.00 per share at 0.5% yieldEligible shareholders must have bought the stock before 01 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%).
分析記事 • Jul 23J.K. Cement's (NSE:JKCEMENT) Dividend Will Be ₹15.00J.K. Cement Limited ( NSE:JKCEMENT ) will pay a dividend of ₹15.00 on the 10th of September. Based on this payment, the...
Reported Earnings • Jul 22Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹55.18 (down from ₹88.93 in FY 2022). Revenue: ₹97.2b (up 22% from FY 2022). Net income: ₹4.26b (down 38% from FY 2022). Profit margin: 4.4% (down from 8.6% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 9.2%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.2% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
分析記事 • Jul 06J.K. Cement (NSE:JKCEMENT) Is Due To Pay A Dividend Of ₹15.00The board of J.K. Cement Limited ( NSE:JKCEMENT ) has announced that it will pay a dividend on the 10th of September...
