View Financial HealthOrient Cement 配当と自社株買い配当金 基準チェック /26Orient Cementは配当を支払う会社で、現在の利回りは0.37%ですが、利益によって十分にカバーされています。次の支払い日は 26th July, 2026で、権利落ち日は12th June, 2026 。主要情報0.4%配当利回り-0.3%バイバック利回り総株主利回り0.1%将来の配当利回り1.5%配当成長6.1%次回配当支払日26 Jul 26配当落ち日12 Jun 26一株当たり配当金n/a配当性向3%最近の配当と自社株買いの更新Upcoming Dividend • Jul 21Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 11% 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%).お知らせ • Jul 06Orient Cement Limited announces Annual dividend, payable on September 06, 2025Orient Cement Limited announced Annual dividend of INR 0.5000 per share payable on September 06, 2025, ex-date on July 25, 2025 and record date on July 25, 2025.分析記事 • Jul 06Orient Cement (NSE:ORIENTCEM) Has Announced That Its Dividend Will Be Reduced To ₹0.50Orient Cement Limited ( NSE:ORIENTCEM ) has announced that on 6th of September, it will be paying a dividend of₹0.50...Declared Dividend • Jul 05Dividend of ₹0.50 announcedShareholders will receive a dividend of ₹0.50. Ex-date: 25th July 2025 Payment date: 6th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 154% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 14Orient Cement Limited Recommends Dividend for the Year Ended March 31, 2025Orient Cement Limited announced that at its board meeting held on April 13, 2025, recommended a dividend of INR 0.50 (50%) per equity share of INR 1 each for the year ended March 31, 2025, subject to the approval of shareholders at the upcoming Annual General Meeting (AGM) of the Company which shall be paid/dispatched to the shareholders within 30 days of declaration.お知らせ • Aug 06Orient Cement Limited Approves Final Dividend for the Year Ended March 31, 2024Orient Cement Limited approved a final dividend of 1.50 (150%) per equity share for the year ended March 31, 2024 and confirmed interim dividend of 0.75 (75%) per equity share paid during the financial year 2023-2024.すべての更新を表示Recent updatesナラティブの更新 • May 09ORIENTCEM: Upcoming Board Decisions Will Support Unlocking Undervalued PotentialAnalysts have trimmed their price target on Orient Cement from ₹207 to ₹188 as they now apply a slightly higher discount rate and a lower future P/E multiple, while also reflecting updated assumptions around revenue growth and profit margins. What's in the News A board meeting is scheduled for April 28, 2026, to consider and approve audited financial results for the quarter and year ended March 31, 2026, and to review a potential equity dividend for the 2025–26 financial year (company filing).New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 10% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Apr 30Full year 2026 earnings released: EPS: ₹16.44 (vs ₹4.45 in FY 2025)Full year 2026 results: EPS: ₹16.44 (up from ₹4.45 in FY 2025). Revenue: ₹28.2b (up 4.0% from FY 2025). Net income: ₹3.38b (up 270% from FY 2025). Profit margin: 12% (up from 3.4% in FY 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 1.4% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 29+ 1 more updateOrient Cement Limited, Annual General Meeting, Jun 26, 2026Orient Cement Limited, Annual General Meeting, Jun 26, 2026, at 16:30 Indian Standard Time.お知らせ • Apr 15Orient Cement Limited to Report Q4, 2026 Results on Apr 28, 2026Orient Cement Limited announced that they will report Q4, 2026 results on Apr 28, 2026ナラティブの更新 • Apr 06ORIENTCEM: Upcoming Board And Shareholder Meetings Will Support Unlocking Undervalued PotentialAnalysts have kept Orient Cement's fair value estimate steady at ₹207, reflecting only minor tweaks to the discount rate, long term revenue growth, profit margin assumptions and future P/E expectations rather than a change in their overall price view. What's in the News Board meeting scheduled for Jan 29, 2026, to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (Board Meeting).ナラティブの更新 • Mar 23ORIENTCEM: Upcoming Governance Meetings Will Support Unlocking Undervalued Share PotentialAnalysts have kept Orient Cement's price target steady at ₹207. This reflects largely unchanged assumptions on revenue growth, profit margins, discount rate and forward P/E, and signals a view that the current valuation remains in line with their expectations.ナラティブの更新 • Mar 06ORIENTCEM: Planned Amalgamation And Stake Purchase Will Unlock Undervalued Share PotentialAnalysts have kept their fair value estimate for Orient Cement steady at ₹207, citing only marginal updates to discount rate assumptions, long term growth inputs, and future P/E expectations. What's in the News Ambuja Cements Limited agreed to acquire the remaining 27.34% stake in Orient Cement for about ₹10b.ナラティブの更新 • Feb 20ORIENTCEM: Planned Amalgamation With Ambuja Will Highlight Undervalued Share PotentialAnalysts have kept their fair value estimate for Orient Cement steady at ₹207.0 per share, with a slightly higher future P/E assumption of 25.31x reflecting updated views on the company’s long term earnings profile. What's in the News Ambuja Cements agreed to acquire the remaining 27.34% stake in Orient Cement for ₹10b on December 22, 2025, via a share swap in which every 100 Orient Cement shares with a face value of ₹1 are proposed to receive 33 Ambuja Cements shares with a face value of ₹2, subject to regulatory and tribunal approvals (Key Developments).新しいナラティブ • Feb 18One Cement Platform And Green Power Access Will Transform Long Term OutlookCatalysts About Orient Cement Orient Cement is a cement manufacturer supplying materials for housing, infrastructure and institutional projects in India. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 06ORIENTCEM: Planned Amalgamation And Higher Margins Will Reveal Undervalued Share PotentialNarrative Update on Orient Cement Analysts have lowered their fair value estimate for Orient Cement from ₹240 to ₹207, citing updated assumptions related to revenue growth, profit margins, and a reduced forward P/E multiple. What's in the News Ambuja Cements agreed to acquire the remaining 27.34% stake in Orient Cement for ₹10b.新しいナラティブ • Feb 02Integration And Premium Mix Challenges Will Eventually Support A Healthier Long Term OutlookCatalysts About Orient Cement Orient Cement operates cement manufacturing assets that are proposed to be amalgamated into the wider Ambuja Cements and Adani Cement platform. What are the underlying business or industry changes driving this perspective?Price Target Changed • Feb 02Price target decreased by 14% to ₹207Down from ₹240, the current price target is an average from 2 analysts. New target price is 32% above last closing price of ₹157. The company posted earnings per share of ₹4.45 last year.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹0.49 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35 (up from ₹0.49 in 3Q 2025). Revenue: ₹6.39b (flat on 3Q 2025). Net income: ₹278.0m (up 174% from 3Q 2025). Profit margin: 4.4% (up from 1.6% in 3Q 2025). Revenue is forecast to stay flat during the next 3 years, in line with the revenue 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 9% per year, which means it is significantly lagging earnings growth.ナラティブの更新 • Jan 23ORIENTCEM: Planned Amalgamation Will Highlight Undervalued Share Price PotentialAnalysts have trimmed their fair value estimate for Orient Cement to ₹240.0 from ₹257.5. This reflects updated expectations that combine slightly different discount rate and P/E assumptions with softer revenue growth and a somewhat stronger profit margin profile. What's in the News Ambuja Cements agreed to acquire the remaining 27.34% stake in Orient Cement for ₹10b, with Orient Cement shareholders to receive 33 Ambuja Cements equity shares for every 100 Orient Cement shares, subject to regulatory and tribunal approvals (M&A transaction announcement).お知らせ • Jan 12+ 1 more updateOrient Cement Limited to Report Q3, 2026 Results on Jan 29, 2026Orient Cement Limited announced that they will report Q3, 2026 results on Jan 29, 2026ナラティブの更新 • Jan 08ORIENTCEM: Planned Amalgamation Will Highlight Undervalued Share Price PotentialAnalysts have maintained their fair value estimate for Orient Cement at ₹257.50, with only minor adjustments to assumptions such as the discount rate, long-term revenue growth, profit margin and future P/E. As a result, the updated price target remains in line with prior expectations.お知らせ • Dec 23Ambuja Cements Limited (BSE:500425) agreed to acquire remaining 27.34% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 10 billion.Ambuja Cements Limited (BSE:500425) agreed to acquire remaining 27.34% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 10 billion on December 22, 2025. The consideration will be paid by buyer for every 100 equity shares of Orient Cement with a face value of INR 1 each, Ambuja Cements will issue 33 equity shares with a face value of INR 2 each, to eligible shareholders of Orient Cement. Board of Directors of the Company at its meeting held on December 22, 2025, approved the Scheme of Amalgamation. The Schemes are subject to necessary statutory and regulatory approvals under the applicable laws, including approval of the jurisdictional National Company Law Tribunal. GT Valuation Advisors Pvt. Ltd. & BDO Valuation Advisory LLP, registered valuers are the independent joint valuers, IDBI Capital Markets & Securities Ltd. and SBI Capital Markets Ltd. have provided opinions fairness of the joint valuations, Cyril Amarchand Mangaldas and Singhi & Co. are legal advisors in deal.ナラティブの更新 • Dec 21ORIENTCEM: Upcoming Results Meeting Will Highlight Strong Undervalued Share Price PotentialAnalysts have maintained their fair value estimate for Orient Cement at ₹257.5 per share, reflecting largely unchanged expectations for revenue growth, profit margins, and valuation multiples despite minor adjustments to model assumptions. What's in the News Board meeting scheduled for November 1, 2025, to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (company filing).ナラティブの更新 • Dec 07ORIENTCEM: Upcoming Results Meeting Will Signal Upside Potential For SharesAnalysts have reaffirmed their price target for Orient Cement at ₹257.50, reflecting only marginal model tweaks to the discount rate, revenue growth, profit margin, and future valuation multiples, without a change to the headline valuation. What's in the News A board meeting is scheduled on November 1, 2025 to consider and approve the unaudited financial results for the quarter and half year ended September 30, 2025 (company filing).ナラティブの更新 • Nov 23ORIENTCEM: Upcoming Board Meeting Will Signal Stability For SharesAnalysts have maintained their fair value estimate for Orient Cement at ₹257.5 per share, citing minimal changes in the discount rate and profitability assumptions. What's in the News Orient Cement's Board of Directors scheduled a meeting on November 1, 2025, to review and approve the unaudited financial results for the quarter and half year ending September 30, 2025 (Key Developments).お知らせ • Nov 22Orient Cement Limited Announces Board Changes, Effective November 21, 2025The board of directors of Orient Cement Limited meeting held on November 21, 2025, approved Mr. Rohit Soni has been appointed as Additional Director (Non-Executive and Non- Independent Director) of the Company with immediate effect from November 21, 2025; Mr. Rakesh Tiwary has ceased to be Non-Executive and Non-Independent Director of the Company effective from the conclusion of the meeting on November 21, 2025. Mr. Rohit Soni is a distinguished finance leader and Chartered Accountant, as well as an alumnus of Harvard Business School's General Management Program. He served as Chief Financial Officer (CFO) at Adani New Industries Limited (ANIL) since March 2024, where he led financial strategy for green hydrogen and renewable energy initiatives. Previously, he held the position of CFO at Adani Energy Solutions Limited (AESL) from September 2021 to March 2024, successfully raising equity funds and managing finances for over 60 subsidiaries supporting large-scale infrastructure projects. He has also held several leadership positions with the Vedanta Group, including serving as Chief Procurement Officer and also as a CFO for various Vedanta Companies. His leadership excellence has been recognized with the ET Great Manager (Senior Leader) award by Economic Times and TAPMI in November 2019.ナラティブの更新 • Nov 04ORIENTCEM: Digitalization And Expansion Will Drive Market Potential In The Coming YearsAnalysts have lowered their fair value estimate for Orient Cement from ₹280.5 to ₹257.5. This revision is due to more cautious projections for revenue growth, profit margins, and increased discount rates. What's in the News A board meeting is scheduled for November 1, 2025 to consider and approve unaudited financial results for the quarter and half year ending September 30, 2025 (Key Developments).New Risk • Nov 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 02Second quarter 2026 earnings released: EPS: ₹2.39 (vs ₹0.11 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.39 (up from ₹0.11 in 2Q 2025). Revenue: ₹6.55b (up 20% from 2Q 2025). Net income: ₹490.9m (up ₹467.6m from 2Q 2025). Profit margin: 7.5% (up from 0.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% 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 20% per year whereas the company’s share price has increased by 18% per year.お知らせ • Oct 15Orient Cement Limited to Report Q2, 2026 Results on Nov 01, 2025Orient Cement Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 01, 2025New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.新しいナラティブ • Aug 10Digitalization And Geographic Expansion Will Unlock Cement Market Potential Efficiency initiatives and integration efforts are expected to boost margins and earnings resilience, while operational costs are set to fall due to green energy and digitalization.Upcoming Dividend • Jul 21Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 11% 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%).分析記事 • Jul 19Orient Cement's (NSE:ORIENTCEM) Problems Go Beyond Weak ProfitOrient Cement Limited's ( NSE:ORIENTCEM ) recent weak earnings report didn't cause a big stock movement. However, we...Reported Earnings • Jul 16Full year 2025 earnings released: EPS: ₹4.45 (vs ₹8.54 in FY 2024)Full year 2025 results: EPS: ₹4.45 (down from ₹8.54 in FY 2024). Revenue: ₹27.1b (down 15% from FY 2024). Net income: ₹912.5m (down 48% from FY 2024). Profit margin: 3.4% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 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 fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Jul 15Orient Cement Limited to Report Q1, 2026 Results on Jul 25, 2025Orient Cement Limited announced that they will report Q1, 2026 results on Jul 25, 2025お知らせ • Jul 06Orient Cement Limited announces Annual dividend, payable on September 06, 2025Orient Cement Limited announced Annual dividend of INR 0.5000 per share payable on September 06, 2025, ex-date on July 25, 2025 and record date on July 25, 2025.分析記事 • Jul 06Orient Cement (NSE:ORIENTCEM) Has Announced That Its Dividend Will Be Reduced To ₹0.50Orient Cement Limited ( NSE:ORIENTCEM ) has announced that on 6th of September, it will be paying a dividend of₹0.50...Declared Dividend • Jul 05Dividend of ₹0.50 announcedShareholders will receive a dividend of ₹0.50. Ex-date: 25th July 2025 Payment date: 6th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 154% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 03Orient Cement Limited, Annual General Meeting, Aug 07, 2025Orient Cement Limited, Annual General Meeting, Aug 07, 2025, at 10:00 Indian Standard Time.分析記事 • Jun 19Orient Cement Limited (NSE:ORIENTCEM) Shares Slammed 29% But Getting In Cheap Might Be Difficult RegardlessThe Orient Cement Limited ( NSE:ORIENTCEM ) share price has fared very poorly over the last month, falling by a...Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹292, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 34x in the Basic Materials industry in India. Total returns to shareholders of 191% over the past three years.分析記事 • Jun 12These 4 Measures Indicate That Orient Cement (NSE:ORIENTCEM) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Apr 24Ambuja Cements Limited (BSE:500425) completed the acquisition of 8.90% stake in Orient Cement Limited (NSEI:ORIENTCEM).Ambuja Cements Limited (BSE:500425) agreed to acquire 8.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 7.2 billion on October 22, 2024. A cash consideration of INR 7.21 billion valued at INR 395.4 per share will be paid by Ambuja Cements Limited. As part of consideration, INR 7.21 billion is paid towards common equity of Orient Cement Limited. The transaction will be financed through equity investment of INR 7.21 billion. The transaction is subject to approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. As of March 4, 2025, the deal has been approved by Competition Commission of India. Cyril Amarchand Mangaldas acted as legal advisor to Ambuja Cements Limited (BSE:500425) and Khaitan & Co. acted as legal advisor to Orient Cement Limited (NSEI:ORIENTCEM). Ambuja Cements Limited (BSE:500425) completed the acquisition of 8.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) for April 22, 2025.お知らせ • Apr 23+ 2 more updatesAmbuja Cements Limited (BSE:500425) completed the acquisition of 37.90% stake in Orient Cement Limited (NSEI:ORIENTCEM).Ambuja Cements Limited (BSE:500425) agreed to acquire 37.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 30.7 billion on October 22, 2024. A cash consideration of INR 30.7 billion valued at INR 395.4 per share will be paid by Ambuja Cements Limited. As part of consideration, INR 30.7 billion is paid towards common equity of Orient Cement Limited. The transaction will be financed through equity investment of INR 30.7 billion. The transaction is subject to approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. As of April 22, 2025, Ambuja Cements has completed the acquisition of 9,58,73,163 equity shares constituting 46.66% of the existing share capital of OCL pursuant to the SPAs and the Company will undertake necessary actions in compliance with its obligations under the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011 in relation to the Open Offer. Cyril Shroff, L. Viswanathan, Ruetveij Pandya, Abhilasha Malpani, paridhi adani, Smruti Shah, Avaantika kakkar, Ramanuj kumar, Abhilash pillai, Gyanendra Kumar and Monark Gahlot of Cyril Amarchand Mangaldas acted as legal advisor to Ambuja Cements Limited. Ernst & Young Private Limited, Investment Banking Arm acted as the financial advisor to Central India Industries Limited. Mandar Gadkari of BDO India LLP acted as financial advisor to Ambuja Cements Limited. Ambuja Cements Limited (BSE:500425) completed the acquisition of 37.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) on April 22, 2025.Price Target Changed • Apr 15Price target increased by 8.3% to ₹263Up from ₹243, the current price target is an average from 5 analysts. New target price is 26% below last closing price of ₹358. Stock is up 78% over the past year. The company is forecast to post earnings per share of ₹12.60 for next year compared to ₹4.45 last year.お知らせ • Apr 14Orient Cement Limited Recommends Dividend for the Year Ended March 31, 2025Orient Cement Limited announced that at its board meeting held on April 13, 2025, recommended a dividend of INR 0.50 (50%) per equity share of INR 1 each for the year ended March 31, 2025, subject to the approval of shareholders at the upcoming Annual General Meeting (AGM) of the Company which shall be paid/dispatched to the shareholders within 30 days of declaration.Reported Earnings • Apr 13Full year 2025 earnings released: EPS: ₹4.45 (vs ₹8.54 in FY 2024)Full year 2025 results: EPS: ₹4.45 (down from ₹8.54 in FY 2024). Revenue: ₹27.3b (down 14% from FY 2024). Net income: ₹912.5m (down 48% from FY 2024). Profit margin: 3.3% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 2.2% growth 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 33% per year, which means it is well ahead of earnings.お知らせ • Apr 08Orient Cement Limited to Report Q4, 2025 Results on Apr 13, 2025Orient Cement Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on Apr 13, 2025Reported Earnings • Jan 25Third quarter 2025 earnings released: EPS: ₹0.49 (vs ₹2.20 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.49 (down from ₹2.20 in 3Q 2024). Revenue: ₹6.46b (down 14% from 3Q 2024). Net income: ₹101.4m (down 78% from 3Q 2024). Profit margin: 1.6% (down from 6.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% 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 fallen by 19% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jan 17Orient Cement Limited to Report Q3, 2025 Results on Jan 24, 2025Orient Cement Limited announced that they will report Q3, 2025 results on Jan 24, 2025Price Target Changed • Nov 20Price target increased by 9.3% to ₹249Up from ₹228, the current price target is an average from 5 analysts. New target price is 26% below last closing price of ₹338. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₹5.80 for next year compared to ₹8.53 last year.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: ₹0.11 (vs ₹1.20 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.11 (down from ₹1.20 in 2Q 2024). Revenue: ₹5.48b (down 24% from 2Q 2024). Net income: ₹23.2m (down 91% from 2Q 2024). Profit margin: 0.4% (down from 3.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.6% 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 fallen by 23% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.お知らせ • Oct 22Ambuja Cements Plans to Buy 46.8% Stake in Orient CementThe stock rose after the Adani Group-owned cement company Ambuja Cements Limited (BSE:500425) said it would acquire a 46.8% stake in Orient Cement Limited (NSEI:ORIENTCEM), at a per share price of INR 395.4 each. The company will acquire 77,649,413 shares of Orient Cement at INR 395.4 per share, representing a 37.9% stake in the company, from the promoters and related entity, according to its exchange filing. It has also signed another share purchase agreement to acquire another 18,223,750 shares of the company, representing 8.90% of the existing share capital, from certain public shareholders of the company. As per the company's exchange filing, the transaction has triggered an open offer from Ambuja Cements to acquire another 26% stake in Orient Cement, from public shareholders. For that transaction, Ambuja Cements will roll out an open offer to acquire up to 53,419,567 equity shares, constituting 26% of the Expanded Share Capital (as defined in the PA), at a price of INR 395.4 per equity share from the public shareholders of Orient Cement. According to its exchange filings, the transaction will happen at an equity value of INR 81.00 billion, or INR 395.4 per share. Under the proposed deal, Ambuja Cement will acquire operational cement capacity of 8.5 MTPA (million tonne per annum), and 8.1 MTPA of cement capacity in ready to execute projects, along with a limestone mine in Rajasthan which can support an additional 6 MTPA cement capacity in North India. This will take Adani Cement's total operational capacity to 97.4 MTPA. The acquisition will also increase the Adani group company's pan India market share by 2%, along with an improvement in return on capital employed (ROCE). The company has set a target of more than 15% ROCE on the investment. Moreover, the acquisition is expected to further strengthen Ambuja Cements's balance sheet as Orient Cement is almost debt free. “This timed acquisition marks another significant step forward in Ambuja Cements' accelerated growth journey, increasing cement capacity by 30 MTPA within two years of Ambuja's acquisition,” said Karan Adani, director, Ambuja Cements. Adani added: "By acquiring Orient Cement, Ambuja is poised to reach 100 MTPA cement capacity in FY25. Orient Cement's assets are highly efficient, equipped with railway sidings, and well supported by captive power plants, renewable energy, WHRS, and AFR facilities".お知らせ • Oct 21Orient Cement Limited to Report Q2, 2025 Results on Nov 08, 2024Orient Cement Limited announced that they will report Q2, 2025 results on Nov 08, 2024Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹343, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 37x in the Basic Materials industry in India. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹182 per share.分析記事 • Oct 05Some Confidence Is Lacking In Orient Cement Limited's (NSE:ORIENTCEM) P/EWith a median price-to-earnings (or "P/E") ratio of close to 34x in India, you could be forgiven for feeling...分析記事 • Sep 14Returns At Orient Cement (NSE:ORIENTCEM) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...お知らせ • Aug 06Orient Cement Limited Approves Final Dividend for the Year Ended March 31, 2024Orient Cement Limited approved a final dividend of 1.50 (150%) per equity share for the year ended March 31, 2024 and confirmed interim dividend of 0.75 (75%) per equity share paid during the financial year 2023-2024.お知らせ • Jul 31JSW Cement Reportedly Enters Race to Acquire Promoter Stake in Orient CementJSW Cement Limited is evaluating the acquisition of the promoter stake in Orient Cement Limited (NSEI:ORIENTCEM) from CK Birla Group, according to a report by The Economic Times. This news comes amid a wave of consolidation in the cement sector that has seen Aditya Birla, parent of UltraTech Cement, and Adani groups aggressively acquire assets across the country. Negotiations with Adani and Ultratech have been delayed due to valuation issues and environmental clearance of key limestone mines. This delay has provided an opportunity for JSW Cement to enter the fray. JSW Cement's interest in OCL, which has an 8.5 million tons per annum (MTPA) capacity, introduces a third contender in the race, following Aditya Birla and Adani groups. Both have been in discussions with CK Birla since late last year when JP Morgan initiated the sale process. This follows a similar high-stakes competition in 2022 for Holcim’s India assets, which Adani eventually acquired for $6.5 billion, making it the second-largest player in India’s building-materials industry. The promoter stake in OCL, held by the Birla family and private investment vehicles, is 37.9%. An acquisition will trigger an open offer for an additional 26% stake from minority shareholders. OCL’s shares have surged 56% in anticipation of a sale, with the total transaction for the 63.9% stake estimated to be as much as INR 45,465.40 million, given the current market value of INR 71,150.9 million.Upcoming Dividend • Jul 22Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 29 July 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%).お知らせ • Jul 22Orient Cement Limited to Report Q1, 2025 Results on Aug 05, 2024Orient Cement Limited announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • Jul 17Orient Cement (NSE:ORIENTCEM) Will Pay A Larger Dividend Than Last Year At ₹1.50Orient Cement Limited ( NSE:ORIENTCEM ) will increase its dividend from last year's comparable payment on the 4th of...Reported Earnings • Jul 12Full year 2024 earnings released: EPS: ₹8.54 (vs ₹6.00 in FY 2023)Full year 2024 results: EPS: ₹8.54 (up from ₹6.00 in FY 2023). Revenue: ₹31.9b (up 8.4% from FY 2023). Net income: ₹1.75b (up 42% from FY 2023). Profit margin: 5.5% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.お知らせ • Jul 05Orient Cement Shares Surges 5.5% Amid UltraTech's Plans of AcquisitionShares of Orient Cement Limited (NSEI:ORIENTCEM) surged 5.5% to the day’s high of INR 323.85 on BSE as UltraTech Cement Limited (NSEI:ULTRACEMCO) is in advanced negotiations for the acquisition of the company amid intensifying consolidation efforts in the sector. Kumar Mangalam Birla's UltraTech is in advanced negotiations with the promoter of Orient Cement, his uncle CK Birla, after restarting talks in recent weeks, said people familiar with the discussions to ET. UltraTech is said to have offered a price of INR 350 - INR 375 per share, a 22% premium to the current market price of INR 307. In the past month, the Orient Cement stock has shot up 45%, hitting an all-time high of INR 329 on July 1, largely on speculation that an acquisition deal was near conclusion. Kumar Birla's renewed efforts to buy Orient are seen as an attempt to trump Adani Cement Industries Limited and consolidate UltraTech’s position in the southern and western markets, especially Maharashtra and Telangana, after buying a 23% stake in India Cements at the end of last month. Adani Cement, which controls India's second-largest cement capacity, has been engaged in talks with CK Birla since late last year but is said to have baulked at the valuation sought. The promoter stake in Orient Cement held by the Birla family and private investment vehicles is 37.9%. The company has a market value of INR 64,175.1 million, having almost doubled from INR 38,780 million in October when ET had first reported on CK Birla’s approach to Adani. Adani’s offer was also contingent on obtaining environmental clearance for the expansion phase in Telangana, which the current Orient management was unable to commit to definitively, according to sources’ citation to ET. A formal announcement is expected before or during Orient Cement's upcoming quarterly earnings scheduled for July 19. However, the final valuation is still being worked upon and the deal may not happen if there’s a mismatch, said the people cited to ET.分析記事 • Jul 03Orient Cement's (NSE:ORIENTCEM) Dividend Will Be Increased To ₹1.50The board of Orient Cement Limited ( NSE:ORIENTCEM ) has announced that it will be paying its dividend of ₹1.50 on the...分析記事 • Jun 29Orient Cement Limited's (NSE:ORIENTCEM) 26% Share Price Surge Not Quite Adding UpOrient Cement Limited ( NSE:ORIENTCEM ) shares have continued their recent momentum with a 26% gain in the last month...Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹275, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Basic Materials industry in India. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹134 per share.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹224, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 33x in the Basic Materials industry in India. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹133 per share.分析記事 • Jun 11Orient Cement's (NSE:ORIENTCEM) Shareholders Will Receive A Bigger Dividend Than Last YearOrient Cement Limited's ( NSE:ORIENTCEM ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Jun 10Final dividend increased to ₹1.50Dividend of ₹1.50 is 50% higher than last year. Ex-date: 29th July 2024 Payment date: 4th September 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 05Orient Cement (NSE:ORIENTCEM) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...Price Target Changed • May 06Price target decreased by 8.8% to ₹222Down from ₹244, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹222. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹11.34 for next year compared to ₹8.53 last year.Reported Earnings • May 02Full year 2024 earnings released: EPS: ₹8.53 (vs ₹6.00 in FY 2023)Full year 2024 results: EPS: ₹8.53 (up from ₹6.00 in FY 2023). Revenue: ₹32.0b (up 9.0% from FY 2023). Net income: ₹1.75b (up 42% from FY 2023). Profit margin: 5.5% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 4.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹231, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 30x in the Basic Materials industry in India. Total returns to shareholders of 128% over the past three years.お知らせ • Apr 09Orient Cement Limited to Report Q4, 2024 Results on May 01, 2024Orient Cement Limited announced that they will report Q4, 2024 results on May 01, 2024分析記事 • Mar 20Orient Cement Limited (NSE:ORIENTCEM) Stock's 27% Dive Might Signal An Opportunity But It Requires Some ScrutinyOrient Cement Limited ( NSE:ORIENTCEM ) shareholders won't be pleased to see that the share price has had a very rough...Upcoming Dividend • Feb 09Upcoming dividend of ₹0.75 per share at 0.7% yieldEligible shareholders must have bought the stock before 16 February 2024. Payment date: 06 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.4%).Price Target Changed • Feb 08Price target increased by 18% to ₹241Up from ₹204, the current price target is an average from 6 analysts. New target price is 9.6% below last closing price of ₹267. Stock is up 119% over the past year. The company is forecast to post earnings per share of ₹8.88 for next year compared to ₹5.99 last year.Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: ₹2.20 (vs ₹1.34 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.20 (up from ₹1.34 in 3Q 2023). Revenue: ₹7.53b (up 2.9% from 3Q 2023). Net income: ₹449.9m (up 64% from 3Q 2023). Profit margin: 6.0% (up from 3.8% in 3Q 2023). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.お知らせ • Feb 05Orient Cement Limited Announces the Payment of Interim DividendOrient Cement Limited announced the payment of Interim Dividend of INR 0.75/- (75%) per equity share of face value of INR 1/- each for the financial year 2023-24 and fixed, February 16, 2024, as the 'Record Date' for determining the shareholders who will be entitled to the said Dividend. The Interim Dividend will be paid to the entitled shareholders within 30 days from the date of declaration.お知らせ • Jan 18Orient Cement Limited to Report Q3, 2024 Results on Feb 05, 2024Orient Cement Limited announced that they will report Q3, 2024 results on Feb 05, 2024分析記事 • Jan 02The Price Is Right For Orient Cement Limited (NSE:ORIENTCEM)With a price-to-earnings (or "P/E") ratio of 34.4x Orient Cement Limited ( NSE:ORIENTCEM ) may be sending bearish...お知らせ • Dec 19Orient Cement Limited Announces Resignation of MS Chandana AS Senior General Manager - Internal Audit and Senior Management PersonnelOrient Cement Limited announced that Ms. MS Chandana, Senior General Manager - Internal Audit and Senior Management Personnel of the Company has resigned from the services of the Company vide resignation letter dated December 19, 2023. Her last working day will be December 29, 2023.分析記事 • Nov 30Calculating The Intrinsic Value Of Orient Cement Limited (NSE:ORIENTCEM)Key Insights The projected fair value for Orient Cement is ₹291 based on 2 Stage Free Cash Flow to Equity Current share...Buying Opportunity • Nov 22Now 21% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be ₹290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 87% in the next 2 years.Price Target Changed • Nov 13Price target increased by 21% to ₹191Up from ₹158, the current price target is an average from 6 analysts. New target price is 12% below last closing price of ₹217. Stock is up 68% over the past year. The company is forecast to post earnings per share of ₹10.53 for next year compared to ₹5.99 last year.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹1.20 (vs ₹0.46 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹1.20 (up from ₹0.46 loss in 2Q 2023). Revenue: ₹7.22b (up 17% from 2Q 2023). Net income: ₹246.3m (up ₹341.3m from 2Q 2023). Profit margin: 3.4% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 5.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.お知らせ • Oct 28Orient Cement Limited to Report Q2, 2024 Results on Nov 09, 2023Orient Cement Limited announced that they will report Q2, 2024 results on Nov 09, 2023お知らせ • Oct 20Orient Cement Issues Clarification on Reports of Stake Sale to AdaniOrient Cement Limited (NSEI:ORIENTCEM) on October 18, 2023 clarified on the new report by ET which stated that the company promoter and industrialist CK Birla's plan to sell his stake in the company to. It said that the company is not privy to any such discussion. "We wish to clarify that at present there is no material information/announcement, including impending announcement, which in the opinion of the Company may have a bearing on the price/volume behaviour of the scrip. If and when the Company becomes aware of any information /event warranting a disclosure, the Company shall promptly comply with the disclosure obligations under the Listing Regulations," Orient Cement said in a regulatory filing. According to the reports, CK Birla had approached Gautam Adani to sell his promoter stake in Orient Cement after rejecting initial offers from other domestic players for failing to meet his valuation demand. The news piece had further stated that senior management executives on both sides have also met to discuss a potential deal for the Adanis, who already own India's second largest capacity.お知らせ • Oct 19CK Birla Reportedly Approaches Gautam Adani to Sell His Promoter Stake in Orient CementIndustrialist CK Birla has approached Gautam Adani to sell his promoter stake in listed Orient Cement Limited (NSEI:ORIENTCEM) after rejecting initial offers from other domestic players for failing to meet his valuation demand, people aware of the talks told ET. Senior management executives on both sides have also met to discuss a potential deal for the Adanis, who already own India's second largest cement capacity. Earlier this summer, JP Morgan was roped in by Birla to find a buyer for his business. The promoter stake in Orient Cement — held by the Birla family and private investment vehicles — is 37.9%, with a current market value of INR 38,780 million. The stock has seen a 29% spurt in past three months in anticipation of a sale. The transition will trigger an open offer for an additional 26% stake in accordance with takeover laws, which mandate an incoming promoter or controlling entity to buy the additional shares from existing minority investors. “I have nothing to contribute to your story as I am unaware of what you are talking about,” said Deepak Khetrapal, MD, Orient Cement. “As the MD of the company, my job is to run the company and I talk about the performance of the company,” he said. Mails sent to Adani Cement Industries Limited on October 14, 2023 remained unanswered until the publication of this report. In January, both companies denied to the stock exchange that they were in discussions after Informist first reported about the developments. Sources said formal talks have taken place only in the past few months. However, there is no guarantee that the Adani discussions will culminate in a transaction, the sources mentioned above warned.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹204, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Basic Materials industry in India. Total returns to shareholders of 262% over the past three years.お知らせ • Sep 02Orient Cement Limited Announces Executive ChangesOrient Cement Limited at the SBM held on September 1, 2023, noted the resignation of Mrs. Nidhi Bisaria from the position of Company Secretary and will be relieved from her official duties with effect from close of business hours of September 1, 2023. Consequent upon resignation as Company Secretary, Mrs. Nidhi Bisaria ceases to be the Compliance Officer and Key Managerial Personnel of the Company with effect from the close of business hours of September 1, 2023. The board also approved the appointment of Ms. Diksha Singh, as the Company Secretary and Key Managerial Personnel of the Company with effect from September 2, 2023. Approved the appointment of Ms. Diksha Singh as the Compliance Officer of the Company with effect from the date of her appointment pursuant to Regulation 6 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015. Ms. Diksha Singh is a science and a law graduate. She holds associate membership of the Institute of Company Secretaries of India. Diksha has more than 14 years of work experience in large and widely held listed companies. Prior to joining Diksha was associated with Hindustan Times Group and Jubilant Food Works Limited.分析記事 • Aug 13The Return Trends At Orient Cement (NSE:ORIENTCEM) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹179, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 26x in the Basic Materials industry in India. Total returns to shareholders of 168% over the past three years.お知らせ • Aug 03Orient Cement Limited Approves Final Dividend for the Financial Year Ended March 31, 2023Orient Cement Limited at the AGM held on August 1, 2023, the shareholders approved an ordinary resolution for the declaration of a final dividend of INR 1 (100%) per equity share of face value of INR 1 each for the financial year ended March 31, 2023, and confirmation of the interim dividend of INR 0.50 (50%) per equity share, paid during the financial year 2022-23.分析記事 • Jul 19Orient Cement (NSE:ORIENTCEM) Is Reducing Its Dividend To ₹1.00Orient Cement Limited's ( NSE:ORIENTCEM ) dividend is being reduced from last year's payment covering the same period...お知らせ • Jul 18Orient Cement Limited to Report Q1, 2024 Results on Aug 01, 2023Orient Cement Limited announced that they will report Q1, 2024 results on Aug 01, 2023配当金の支払いについて今日May 22 2026配当落ち日Jun 12 2026配当支払日Jul 26 202644 days 配当落ちから次の21 days 、次の配当を受け取るために購入する。決済の安定と成長配当データの取得安定した配当: ORIENTCEMの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: ORIENTCEMの配当金支払額は過去10年間減少しています。配当利回り対市場Orient Cement 配当利回り対市場ORIENTCEM 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (ORIENTCEM)0.4%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Basic Materials)0.5%アナリスト予想 (ORIENTCEM) (最長3年)1.5%注目すべき配当: ORIENTCEMの配当金 ( 0.37% ) はIndian市場の配当金支払者の下位 25% ( 0.3% ) よりも高くなっています。高配当: ORIENTCEMの配当金 ( 0.37% ) はIndian市場の配当金支払者の上位 25% ( 1.48% ) と比較すると低いです。株主への利益配当収益カバレッジ: ORIENTCEM の配当性向 (3%) は低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: ORIENTCEMは配当金を支払っていますが、同社にはフリーキャッシュフローがありません。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 10:52終値2026/05/21 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Orient Cement Limited 2 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。17 アナリスト機関null nullAnand Rathi Shares and Stock Brokers Limitednull nullAntique Stockbroking Ltd.null nullAsian Markets Securities Private Limited14 その他のアナリストを表示
Upcoming Dividend • Jul 21Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 11% 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%).
お知らせ • Jul 06Orient Cement Limited announces Annual dividend, payable on September 06, 2025Orient Cement Limited announced Annual dividend of INR 0.5000 per share payable on September 06, 2025, ex-date on July 25, 2025 and record date on July 25, 2025.
分析記事 • Jul 06Orient Cement (NSE:ORIENTCEM) Has Announced That Its Dividend Will Be Reduced To ₹0.50Orient Cement Limited ( NSE:ORIENTCEM ) has announced that on 6th of September, it will be paying a dividend of₹0.50...
Declared Dividend • Jul 05Dividend of ₹0.50 announcedShareholders will receive a dividend of ₹0.50. Ex-date: 25th July 2025 Payment date: 6th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 154% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 14Orient Cement Limited Recommends Dividend for the Year Ended March 31, 2025Orient Cement Limited announced that at its board meeting held on April 13, 2025, recommended a dividend of INR 0.50 (50%) per equity share of INR 1 each for the year ended March 31, 2025, subject to the approval of shareholders at the upcoming Annual General Meeting (AGM) of the Company which shall be paid/dispatched to the shareholders within 30 days of declaration.
お知らせ • Aug 06Orient Cement Limited Approves Final Dividend for the Year Ended March 31, 2024Orient Cement Limited approved a final dividend of 1.50 (150%) per equity share for the year ended March 31, 2024 and confirmed interim dividend of 0.75 (75%) per equity share paid during the financial year 2023-2024.
ナラティブの更新 • May 09ORIENTCEM: Upcoming Board Decisions Will Support Unlocking Undervalued PotentialAnalysts have trimmed their price target on Orient Cement from ₹207 to ₹188 as they now apply a slightly higher discount rate and a lower future P/E multiple, while also reflecting updated assumptions around revenue growth and profit margins. What's in the News A board meeting is scheduled for April 28, 2026, to consider and approve audited financial results for the quarter and year ended March 31, 2026, and to review a potential equity dividend for the 2025–26 financial year (company filing).
New Risk • May 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 10% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 10% per year for the foreseeable future. High level of non-cash earnings (21% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Apr 30Full year 2026 earnings released: EPS: ₹16.44 (vs ₹4.45 in FY 2025)Full year 2026 results: EPS: ₹16.44 (up from ₹4.45 in FY 2025). Revenue: ₹28.2b (up 4.0% from FY 2025). Net income: ₹3.38b (up 270% from FY 2025). Profit margin: 12% (up from 3.4% in FY 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 1.4% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 29+ 1 more updateOrient Cement Limited, Annual General Meeting, Jun 26, 2026Orient Cement Limited, Annual General Meeting, Jun 26, 2026, at 16:30 Indian Standard Time.
お知らせ • Apr 15Orient Cement Limited to Report Q4, 2026 Results on Apr 28, 2026Orient Cement Limited announced that they will report Q4, 2026 results on Apr 28, 2026
ナラティブの更新 • Apr 06ORIENTCEM: Upcoming Board And Shareholder Meetings Will Support Unlocking Undervalued PotentialAnalysts have kept Orient Cement's fair value estimate steady at ₹207, reflecting only minor tweaks to the discount rate, long term revenue growth, profit margin assumptions and future P/E expectations rather than a change in their overall price view. What's in the News Board meeting scheduled for Jan 29, 2026, to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (Board Meeting).
ナラティブの更新 • Mar 23ORIENTCEM: Upcoming Governance Meetings Will Support Unlocking Undervalued Share PotentialAnalysts have kept Orient Cement's price target steady at ₹207. This reflects largely unchanged assumptions on revenue growth, profit margins, discount rate and forward P/E, and signals a view that the current valuation remains in line with their expectations.
ナラティブの更新 • Mar 06ORIENTCEM: Planned Amalgamation And Stake Purchase Will Unlock Undervalued Share PotentialAnalysts have kept their fair value estimate for Orient Cement steady at ₹207, citing only marginal updates to discount rate assumptions, long term growth inputs, and future P/E expectations. What's in the News Ambuja Cements Limited agreed to acquire the remaining 27.34% stake in Orient Cement for about ₹10b.
ナラティブの更新 • Feb 20ORIENTCEM: Planned Amalgamation With Ambuja Will Highlight Undervalued Share PotentialAnalysts have kept their fair value estimate for Orient Cement steady at ₹207.0 per share, with a slightly higher future P/E assumption of 25.31x reflecting updated views on the company’s long term earnings profile. What's in the News Ambuja Cements agreed to acquire the remaining 27.34% stake in Orient Cement for ₹10b on December 22, 2025, via a share swap in which every 100 Orient Cement shares with a face value of ₹1 are proposed to receive 33 Ambuja Cements shares with a face value of ₹2, subject to regulatory and tribunal approvals (Key Developments).
新しいナラティブ • Feb 18One Cement Platform And Green Power Access Will Transform Long Term OutlookCatalysts About Orient Cement Orient Cement is a cement manufacturer supplying materials for housing, infrastructure and institutional projects in India. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 06ORIENTCEM: Planned Amalgamation And Higher Margins Will Reveal Undervalued Share PotentialNarrative Update on Orient Cement Analysts have lowered their fair value estimate for Orient Cement from ₹240 to ₹207, citing updated assumptions related to revenue growth, profit margins, and a reduced forward P/E multiple. What's in the News Ambuja Cements agreed to acquire the remaining 27.34% stake in Orient Cement for ₹10b.
新しいナラティブ • Feb 02Integration And Premium Mix Challenges Will Eventually Support A Healthier Long Term OutlookCatalysts About Orient Cement Orient Cement operates cement manufacturing assets that are proposed to be amalgamated into the wider Ambuja Cements and Adani Cement platform. What are the underlying business or industry changes driving this perspective?
Price Target Changed • Feb 02Price target decreased by 14% to ₹207Down from ₹240, the current price target is an average from 2 analysts. New target price is 32% above last closing price of ₹157. The company posted earnings per share of ₹4.45 last year.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹0.49 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35 (up from ₹0.49 in 3Q 2025). Revenue: ₹6.39b (flat on 3Q 2025). Net income: ₹278.0m (up 174% from 3Q 2025). Profit margin: 4.4% (up from 1.6% in 3Q 2025). Revenue is forecast to stay flat during the next 3 years, in line with the revenue 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 9% per year, which means it is significantly lagging earnings growth.
ナラティブの更新 • Jan 23ORIENTCEM: Planned Amalgamation Will Highlight Undervalued Share Price PotentialAnalysts have trimmed their fair value estimate for Orient Cement to ₹240.0 from ₹257.5. This reflects updated expectations that combine slightly different discount rate and P/E assumptions with softer revenue growth and a somewhat stronger profit margin profile. What's in the News Ambuja Cements agreed to acquire the remaining 27.34% stake in Orient Cement for ₹10b, with Orient Cement shareholders to receive 33 Ambuja Cements equity shares for every 100 Orient Cement shares, subject to regulatory and tribunal approvals (M&A transaction announcement).
お知らせ • Jan 12+ 1 more updateOrient Cement Limited to Report Q3, 2026 Results on Jan 29, 2026Orient Cement Limited announced that they will report Q3, 2026 results on Jan 29, 2026
ナラティブの更新 • Jan 08ORIENTCEM: Planned Amalgamation Will Highlight Undervalued Share Price PotentialAnalysts have maintained their fair value estimate for Orient Cement at ₹257.50, with only minor adjustments to assumptions such as the discount rate, long-term revenue growth, profit margin and future P/E. As a result, the updated price target remains in line with prior expectations.
お知らせ • Dec 23Ambuja Cements Limited (BSE:500425) agreed to acquire remaining 27.34% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 10 billion.Ambuja Cements Limited (BSE:500425) agreed to acquire remaining 27.34% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 10 billion on December 22, 2025. The consideration will be paid by buyer for every 100 equity shares of Orient Cement with a face value of INR 1 each, Ambuja Cements will issue 33 equity shares with a face value of INR 2 each, to eligible shareholders of Orient Cement. Board of Directors of the Company at its meeting held on December 22, 2025, approved the Scheme of Amalgamation. The Schemes are subject to necessary statutory and regulatory approvals under the applicable laws, including approval of the jurisdictional National Company Law Tribunal. GT Valuation Advisors Pvt. Ltd. & BDO Valuation Advisory LLP, registered valuers are the independent joint valuers, IDBI Capital Markets & Securities Ltd. and SBI Capital Markets Ltd. have provided opinions fairness of the joint valuations, Cyril Amarchand Mangaldas and Singhi & Co. are legal advisors in deal.
ナラティブの更新 • Dec 21ORIENTCEM: Upcoming Results Meeting Will Highlight Strong Undervalued Share Price PotentialAnalysts have maintained their fair value estimate for Orient Cement at ₹257.5 per share, reflecting largely unchanged expectations for revenue growth, profit margins, and valuation multiples despite minor adjustments to model assumptions. What's in the News Board meeting scheduled for November 1, 2025, to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (company filing).
ナラティブの更新 • Dec 07ORIENTCEM: Upcoming Results Meeting Will Signal Upside Potential For SharesAnalysts have reaffirmed their price target for Orient Cement at ₹257.50, reflecting only marginal model tweaks to the discount rate, revenue growth, profit margin, and future valuation multiples, without a change to the headline valuation. What's in the News A board meeting is scheduled on November 1, 2025 to consider and approve the unaudited financial results for the quarter and half year ended September 30, 2025 (company filing).
ナラティブの更新 • Nov 23ORIENTCEM: Upcoming Board Meeting Will Signal Stability For SharesAnalysts have maintained their fair value estimate for Orient Cement at ₹257.5 per share, citing minimal changes in the discount rate and profitability assumptions. What's in the News Orient Cement's Board of Directors scheduled a meeting on November 1, 2025, to review and approve the unaudited financial results for the quarter and half year ending September 30, 2025 (Key Developments).
お知らせ • Nov 22Orient Cement Limited Announces Board Changes, Effective November 21, 2025The board of directors of Orient Cement Limited meeting held on November 21, 2025, approved Mr. Rohit Soni has been appointed as Additional Director (Non-Executive and Non- Independent Director) of the Company with immediate effect from November 21, 2025; Mr. Rakesh Tiwary has ceased to be Non-Executive and Non-Independent Director of the Company effective from the conclusion of the meeting on November 21, 2025. Mr. Rohit Soni is a distinguished finance leader and Chartered Accountant, as well as an alumnus of Harvard Business School's General Management Program. He served as Chief Financial Officer (CFO) at Adani New Industries Limited (ANIL) since March 2024, where he led financial strategy for green hydrogen and renewable energy initiatives. Previously, he held the position of CFO at Adani Energy Solutions Limited (AESL) from September 2021 to March 2024, successfully raising equity funds and managing finances for over 60 subsidiaries supporting large-scale infrastructure projects. He has also held several leadership positions with the Vedanta Group, including serving as Chief Procurement Officer and also as a CFO for various Vedanta Companies. His leadership excellence has been recognized with the ET Great Manager (Senior Leader) award by Economic Times and TAPMI in November 2019.
ナラティブの更新 • Nov 04ORIENTCEM: Digitalization And Expansion Will Drive Market Potential In The Coming YearsAnalysts have lowered their fair value estimate for Orient Cement from ₹280.5 to ₹257.5. This revision is due to more cautious projections for revenue growth, profit margins, and increased discount rates. What's in the News A board meeting is scheduled for November 1, 2025 to consider and approve unaudited financial results for the quarter and half year ending September 30, 2025 (Key Developments).
New Risk • Nov 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 02Second quarter 2026 earnings released: EPS: ₹2.39 (vs ₹0.11 in 2Q 2025)Second quarter 2026 results: EPS: ₹2.39 (up from ₹0.11 in 2Q 2025). Revenue: ₹6.55b (up 20% from 2Q 2025). Net income: ₹490.9m (up ₹467.6m from 2Q 2025). Profit margin: 7.5% (up from 0.4% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% 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 20% per year whereas the company’s share price has increased by 18% per year.
お知らせ • Oct 15Orient Cement Limited to Report Q2, 2026 Results on Nov 01, 2025Orient Cement Limited announced that they will report Q2, 2026 results at 12:08 PM, Indian Standard Time on Nov 01, 2025
New Risk • Aug 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
新しいナラティブ • Aug 10Digitalization And Geographic Expansion Will Unlock Cement Market Potential Efficiency initiatives and integration efforts are expected to boost margins and earnings resilience, while operational costs are set to fall due to green energy and digitalization.
Upcoming Dividend • Jul 21Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 25 July 2025. Payment date: 06 September 2025. Payout ratio is a comfortable 11% 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%).
分析記事 • Jul 19Orient Cement's (NSE:ORIENTCEM) Problems Go Beyond Weak ProfitOrient Cement Limited's ( NSE:ORIENTCEM ) recent weak earnings report didn't cause a big stock movement. However, we...
Reported Earnings • Jul 16Full year 2025 earnings released: EPS: ₹4.45 (vs ₹8.54 in FY 2024)Full year 2025 results: EPS: ₹4.45 (down from ₹8.54 in FY 2024). Revenue: ₹27.1b (down 15% from FY 2024). Net income: ₹912.5m (down 48% from FY 2024). Profit margin: 3.4% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 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 fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Jul 15Orient Cement Limited to Report Q1, 2026 Results on Jul 25, 2025Orient Cement Limited announced that they will report Q1, 2026 results on Jul 25, 2025
お知らせ • Jul 06Orient Cement Limited announces Annual dividend, payable on September 06, 2025Orient Cement Limited announced Annual dividend of INR 0.5000 per share payable on September 06, 2025, ex-date on July 25, 2025 and record date on July 25, 2025.
分析記事 • Jul 06Orient Cement (NSE:ORIENTCEM) Has Announced That Its Dividend Will Be Reduced To ₹0.50Orient Cement Limited ( NSE:ORIENTCEM ) has announced that on 6th of September, it will be paying a dividend of₹0.50...
Declared Dividend • Jul 05Dividend of ₹0.50 announcedShareholders will receive a dividend of ₹0.50. Ex-date: 25th July 2025 Payment date: 6th September 2025 Dividend yield will be 0.2%, which is lower than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 154% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 03Orient Cement Limited, Annual General Meeting, Aug 07, 2025Orient Cement Limited, Annual General Meeting, Aug 07, 2025, at 10:00 Indian Standard Time.
分析記事 • Jun 19Orient Cement Limited (NSE:ORIENTCEM) Shares Slammed 29% But Getting In Cheap Might Be Difficult RegardlessThe Orient Cement Limited ( NSE:ORIENTCEM ) share price has fared very poorly over the last month, falling by a...
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹292, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 34x in the Basic Materials industry in India. Total returns to shareholders of 191% over the past three years.
分析記事 • Jun 12These 4 Measures Indicate That Orient Cement (NSE:ORIENTCEM) Is Using Debt Reasonably WellHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Apr 24Ambuja Cements Limited (BSE:500425) completed the acquisition of 8.90% stake in Orient Cement Limited (NSEI:ORIENTCEM).Ambuja Cements Limited (BSE:500425) agreed to acquire 8.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 7.2 billion on October 22, 2024. A cash consideration of INR 7.21 billion valued at INR 395.4 per share will be paid by Ambuja Cements Limited. As part of consideration, INR 7.21 billion is paid towards common equity of Orient Cement Limited. The transaction will be financed through equity investment of INR 7.21 billion. The transaction is subject to approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. As of March 4, 2025, the deal has been approved by Competition Commission of India. Cyril Amarchand Mangaldas acted as legal advisor to Ambuja Cements Limited (BSE:500425) and Khaitan & Co. acted as legal advisor to Orient Cement Limited (NSEI:ORIENTCEM). Ambuja Cements Limited (BSE:500425) completed the acquisition of 8.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) for April 22, 2025.
お知らせ • Apr 23+ 2 more updatesAmbuja Cements Limited (BSE:500425) completed the acquisition of 37.90% stake in Orient Cement Limited (NSEI:ORIENTCEM).Ambuja Cements Limited (BSE:500425) agreed to acquire 37.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) for INR 30.7 billion on October 22, 2024. A cash consideration of INR 30.7 billion valued at INR 395.4 per share will be paid by Ambuja Cements Limited. As part of consideration, INR 30.7 billion is paid towards common equity of Orient Cement Limited. The transaction will be financed through equity investment of INR 30.7 billion. The transaction is subject to approval of offer by acquirer board and subject to antitrust regulations. The deal has been approved by the board. As of April 22, 2025, Ambuja Cements has completed the acquisition of 9,58,73,163 equity shares constituting 46.66% of the existing share capital of OCL pursuant to the SPAs and the Company will undertake necessary actions in compliance with its obligations under the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011 in relation to the Open Offer. Cyril Shroff, L. Viswanathan, Ruetveij Pandya, Abhilasha Malpani, paridhi adani, Smruti Shah, Avaantika kakkar, Ramanuj kumar, Abhilash pillai, Gyanendra Kumar and Monark Gahlot of Cyril Amarchand Mangaldas acted as legal advisor to Ambuja Cements Limited. Ernst & Young Private Limited, Investment Banking Arm acted as the financial advisor to Central India Industries Limited. Mandar Gadkari of BDO India LLP acted as financial advisor to Ambuja Cements Limited. Ambuja Cements Limited (BSE:500425) completed the acquisition of 37.90% stake in Orient Cement Limited (NSEI:ORIENTCEM) on April 22, 2025.
Price Target Changed • Apr 15Price target increased by 8.3% to ₹263Up from ₹243, the current price target is an average from 5 analysts. New target price is 26% below last closing price of ₹358. Stock is up 78% over the past year. The company is forecast to post earnings per share of ₹12.60 for next year compared to ₹4.45 last year.
お知らせ • Apr 14Orient Cement Limited Recommends Dividend for the Year Ended March 31, 2025Orient Cement Limited announced that at its board meeting held on April 13, 2025, recommended a dividend of INR 0.50 (50%) per equity share of INR 1 each for the year ended March 31, 2025, subject to the approval of shareholders at the upcoming Annual General Meeting (AGM) of the Company which shall be paid/dispatched to the shareholders within 30 days of declaration.
Reported Earnings • Apr 13Full year 2025 earnings released: EPS: ₹4.45 (vs ₹8.54 in FY 2024)Full year 2025 results: EPS: ₹4.45 (down from ₹8.54 in FY 2024). Revenue: ₹27.3b (down 14% from FY 2024). Net income: ₹912.5m (down 48% from FY 2024). Profit margin: 3.3% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 2.2% growth 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 33% per year, which means it is well ahead of earnings.
お知らせ • Apr 08Orient Cement Limited to Report Q4, 2025 Results on Apr 13, 2025Orient Cement Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on Apr 13, 2025
Reported Earnings • Jan 25Third quarter 2025 earnings released: EPS: ₹0.49 (vs ₹2.20 in 3Q 2024)Third quarter 2025 results: EPS: ₹0.49 (down from ₹2.20 in 3Q 2024). Revenue: ₹6.46b (down 14% from 3Q 2024). Net income: ₹101.4m (down 78% from 3Q 2024). Profit margin: 1.6% (down from 6.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% 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 fallen by 19% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jan 17Orient Cement Limited to Report Q3, 2025 Results on Jan 24, 2025Orient Cement Limited announced that they will report Q3, 2025 results on Jan 24, 2025
Price Target Changed • Nov 20Price target increased by 9.3% to ₹249Up from ₹228, the current price target is an average from 5 analysts. New target price is 26% below last closing price of ₹338. Stock is up 47% over the past year. The company is forecast to post earnings per share of ₹5.80 for next year compared to ₹8.53 last year.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: ₹0.11 (vs ₹1.20 in 2Q 2024)Second quarter 2025 results: EPS: ₹0.11 (down from ₹1.20 in 2Q 2024). Revenue: ₹5.48b (down 24% from 2Q 2024). Net income: ₹23.2m (down 91% from 2Q 2024). Profit margin: 0.4% (down from 3.4% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.6% 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 fallen by 23% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
お知らせ • Oct 22Ambuja Cements Plans to Buy 46.8% Stake in Orient CementThe stock rose after the Adani Group-owned cement company Ambuja Cements Limited (BSE:500425) said it would acquire a 46.8% stake in Orient Cement Limited (NSEI:ORIENTCEM), at a per share price of INR 395.4 each. The company will acquire 77,649,413 shares of Orient Cement at INR 395.4 per share, representing a 37.9% stake in the company, from the promoters and related entity, according to its exchange filing. It has also signed another share purchase agreement to acquire another 18,223,750 shares of the company, representing 8.90% of the existing share capital, from certain public shareholders of the company. As per the company's exchange filing, the transaction has triggered an open offer from Ambuja Cements to acquire another 26% stake in Orient Cement, from public shareholders. For that transaction, Ambuja Cements will roll out an open offer to acquire up to 53,419,567 equity shares, constituting 26% of the Expanded Share Capital (as defined in the PA), at a price of INR 395.4 per equity share from the public shareholders of Orient Cement. According to its exchange filings, the transaction will happen at an equity value of INR 81.00 billion, or INR 395.4 per share. Under the proposed deal, Ambuja Cement will acquire operational cement capacity of 8.5 MTPA (million tonne per annum), and 8.1 MTPA of cement capacity in ready to execute projects, along with a limestone mine in Rajasthan which can support an additional 6 MTPA cement capacity in North India. This will take Adani Cement's total operational capacity to 97.4 MTPA. The acquisition will also increase the Adani group company's pan India market share by 2%, along with an improvement in return on capital employed (ROCE). The company has set a target of more than 15% ROCE on the investment. Moreover, the acquisition is expected to further strengthen Ambuja Cements's balance sheet as Orient Cement is almost debt free. “This timed acquisition marks another significant step forward in Ambuja Cements' accelerated growth journey, increasing cement capacity by 30 MTPA within two years of Ambuja's acquisition,” said Karan Adani, director, Ambuja Cements. Adani added: "By acquiring Orient Cement, Ambuja is poised to reach 100 MTPA cement capacity in FY25. Orient Cement's assets are highly efficient, equipped with railway sidings, and well supported by captive power plants, renewable energy, WHRS, and AFR facilities".
お知らせ • Oct 21Orient Cement Limited to Report Q2, 2025 Results on Nov 08, 2024Orient Cement Limited announced that they will report Q2, 2025 results on Nov 08, 2024
Valuation Update With 7 Day Price Move • Oct 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹343, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 37x in the Basic Materials industry in India. Total returns to shareholders of 132% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹182 per share.
分析記事 • Oct 05Some Confidence Is Lacking In Orient Cement Limited's (NSE:ORIENTCEM) P/EWith a median price-to-earnings (or "P/E") ratio of close to 34x in India, you could be forgiven for feeling...
分析記事 • Sep 14Returns At Orient Cement (NSE:ORIENTCEM) Are On The Way UpIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
お知らせ • Aug 06Orient Cement Limited Approves Final Dividend for the Year Ended March 31, 2024Orient Cement Limited approved a final dividend of 1.50 (150%) per equity share for the year ended March 31, 2024 and confirmed interim dividend of 0.75 (75%) per equity share paid during the financial year 2023-2024.
お知らせ • Jul 31JSW Cement Reportedly Enters Race to Acquire Promoter Stake in Orient CementJSW Cement Limited is evaluating the acquisition of the promoter stake in Orient Cement Limited (NSEI:ORIENTCEM) from CK Birla Group, according to a report by The Economic Times. This news comes amid a wave of consolidation in the cement sector that has seen Aditya Birla, parent of UltraTech Cement, and Adani groups aggressively acquire assets across the country. Negotiations with Adani and Ultratech have been delayed due to valuation issues and environmental clearance of key limestone mines. This delay has provided an opportunity for JSW Cement to enter the fray. JSW Cement's interest in OCL, which has an 8.5 million tons per annum (MTPA) capacity, introduces a third contender in the race, following Aditya Birla and Adani groups. Both have been in discussions with CK Birla since late last year when JP Morgan initiated the sale process. This follows a similar high-stakes competition in 2022 for Holcim’s India assets, which Adani eventually acquired for $6.5 billion, making it the second-largest player in India’s building-materials industry. The promoter stake in OCL, held by the Birla family and private investment vehicles, is 37.9%. An acquisition will trigger an open offer for an additional 26% stake from minority shareholders. OCL’s shares have surged 56% in anticipation of a sale, with the total transaction for the 63.9% stake estimated to be as much as INR 45,465.40 million, given the current market value of INR 71,150.9 million.
Upcoming Dividend • Jul 22Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 29 July 2024. Payment date: 04 September 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.5%).
お知らせ • Jul 22Orient Cement Limited to Report Q1, 2025 Results on Aug 05, 2024Orient Cement Limited announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • Jul 17Orient Cement (NSE:ORIENTCEM) Will Pay A Larger Dividend Than Last Year At ₹1.50Orient Cement Limited ( NSE:ORIENTCEM ) will increase its dividend from last year's comparable payment on the 4th of...
Reported Earnings • Jul 12Full year 2024 earnings released: EPS: ₹8.54 (vs ₹6.00 in FY 2023)Full year 2024 results: EPS: ₹8.54 (up from ₹6.00 in FY 2023). Revenue: ₹31.9b (up 8.4% from FY 2023). Net income: ₹1.75b (up 42% from FY 2023). Profit margin: 5.5% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
お知らせ • Jul 05Orient Cement Shares Surges 5.5% Amid UltraTech's Plans of AcquisitionShares of Orient Cement Limited (NSEI:ORIENTCEM) surged 5.5% to the day’s high of INR 323.85 on BSE as UltraTech Cement Limited (NSEI:ULTRACEMCO) is in advanced negotiations for the acquisition of the company amid intensifying consolidation efforts in the sector. Kumar Mangalam Birla's UltraTech is in advanced negotiations with the promoter of Orient Cement, his uncle CK Birla, after restarting talks in recent weeks, said people familiar with the discussions to ET. UltraTech is said to have offered a price of INR 350 - INR 375 per share, a 22% premium to the current market price of INR 307. In the past month, the Orient Cement stock has shot up 45%, hitting an all-time high of INR 329 on July 1, largely on speculation that an acquisition deal was near conclusion. Kumar Birla's renewed efforts to buy Orient are seen as an attempt to trump Adani Cement Industries Limited and consolidate UltraTech’s position in the southern and western markets, especially Maharashtra and Telangana, after buying a 23% stake in India Cements at the end of last month. Adani Cement, which controls India's second-largest cement capacity, has been engaged in talks with CK Birla since late last year but is said to have baulked at the valuation sought. The promoter stake in Orient Cement held by the Birla family and private investment vehicles is 37.9%. The company has a market value of INR 64,175.1 million, having almost doubled from INR 38,780 million in October when ET had first reported on CK Birla’s approach to Adani. Adani’s offer was also contingent on obtaining environmental clearance for the expansion phase in Telangana, which the current Orient management was unable to commit to definitively, according to sources’ citation to ET. A formal announcement is expected before or during Orient Cement's upcoming quarterly earnings scheduled for July 19. However, the final valuation is still being worked upon and the deal may not happen if there’s a mismatch, said the people cited to ET.
分析記事 • Jul 03Orient Cement's (NSE:ORIENTCEM) Dividend Will Be Increased To ₹1.50The board of Orient Cement Limited ( NSE:ORIENTCEM ) has announced that it will be paying its dividend of ₹1.50 on the...
分析記事 • Jun 29Orient Cement Limited's (NSE:ORIENTCEM) 26% Share Price Surge Not Quite Adding UpOrient Cement Limited ( NSE:ORIENTCEM ) shares have continued their recent momentum with a 26% gain in the last month...
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹275, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Basic Materials industry in India. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹134 per share.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹224, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 33x in the Basic Materials industry in India. Total returns to shareholders of 75% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹133 per share.
分析記事 • Jun 11Orient Cement's (NSE:ORIENTCEM) Shareholders Will Receive A Bigger Dividend Than Last YearOrient Cement Limited's ( NSE:ORIENTCEM ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Jun 10Final dividend increased to ₹1.50Dividend of ₹1.50 is 50% higher than last year. Ex-date: 29th July 2024 Payment date: 4th September 2024 Dividend yield will be 1.0%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 58% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 05Orient Cement (NSE:ORIENTCEM) Is Doing The Right Things To Multiply Its Share PriceIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Price Target Changed • May 06Price target decreased by 8.8% to ₹222Down from ₹244, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹222. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹11.34 for next year compared to ₹8.53 last year.
Reported Earnings • May 02Full year 2024 earnings released: EPS: ₹8.53 (vs ₹6.00 in FY 2023)Full year 2024 results: EPS: ₹8.53 (up from ₹6.00 in FY 2023). Revenue: ₹32.0b (up 9.0% from FY 2023). Net income: ₹1.75b (up 42% from FY 2023). Profit margin: 5.5% (up from 4.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 4.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹231, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 30x in the Basic Materials industry in India. Total returns to shareholders of 128% over the past three years.
お知らせ • Apr 09Orient Cement Limited to Report Q4, 2024 Results on May 01, 2024Orient Cement Limited announced that they will report Q4, 2024 results on May 01, 2024
分析記事 • Mar 20Orient Cement Limited (NSE:ORIENTCEM) Stock's 27% Dive Might Signal An Opportunity But It Requires Some ScrutinyOrient Cement Limited ( NSE:ORIENTCEM ) shareholders won't be pleased to see that the share price has had a very rough...
Upcoming Dividend • Feb 09Upcoming dividend of ₹0.75 per share at 0.7% yieldEligible shareholders must have bought the stock before 16 February 2024. Payment date: 06 March 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (0.4%).
Price Target Changed • Feb 08Price target increased by 18% to ₹241Up from ₹204, the current price target is an average from 6 analysts. New target price is 9.6% below last closing price of ₹267. Stock is up 119% over the past year. The company is forecast to post earnings per share of ₹8.88 for next year compared to ₹5.99 last year.
Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: ₹2.20 (vs ₹1.34 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.20 (up from ₹1.34 in 3Q 2023). Revenue: ₹7.53b (up 2.9% from 3Q 2023). Net income: ₹449.9m (up 64% from 3Q 2023). Profit margin: 6.0% (up from 3.8% in 3Q 2023). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 2.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
お知らせ • Feb 05Orient Cement Limited Announces the Payment of Interim DividendOrient Cement Limited announced the payment of Interim Dividend of INR 0.75/- (75%) per equity share of face value of INR 1/- each for the financial year 2023-24 and fixed, February 16, 2024, as the 'Record Date' for determining the shareholders who will be entitled to the said Dividend. The Interim Dividend will be paid to the entitled shareholders within 30 days from the date of declaration.
お知らせ • Jan 18Orient Cement Limited to Report Q3, 2024 Results on Feb 05, 2024Orient Cement Limited announced that they will report Q3, 2024 results on Feb 05, 2024
分析記事 • Jan 02The Price Is Right For Orient Cement Limited (NSE:ORIENTCEM)With a price-to-earnings (or "P/E") ratio of 34.4x Orient Cement Limited ( NSE:ORIENTCEM ) may be sending bearish...
お知らせ • Dec 19Orient Cement Limited Announces Resignation of MS Chandana AS Senior General Manager - Internal Audit and Senior Management PersonnelOrient Cement Limited announced that Ms. MS Chandana, Senior General Manager - Internal Audit and Senior Management Personnel of the Company has resigned from the services of the Company vide resignation letter dated December 19, 2023. Her last working day will be December 29, 2023.
分析記事 • Nov 30Calculating The Intrinsic Value Of Orient Cement Limited (NSE:ORIENTCEM)Key Insights The projected fair value for Orient Cement is ₹291 based on 2 Stage Free Cash Flow to Equity Current share...
Buying Opportunity • Nov 22Now 21% undervaluedOver the last 90 days, the stock is up 23%. The fair value is estimated to be ₹290, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to grow by 87% in the next 2 years.
Price Target Changed • Nov 13Price target increased by 21% to ₹191Up from ₹158, the current price target is an average from 6 analysts. New target price is 12% below last closing price of ₹217. Stock is up 68% over the past year. The company is forecast to post earnings per share of ₹10.53 for next year compared to ₹5.99 last year.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹1.20 (vs ₹0.46 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹1.20 (up from ₹0.46 loss in 2Q 2023). Revenue: ₹7.22b (up 17% from 2Q 2023). Net income: ₹246.3m (up ₹341.3m from 2Q 2023). Profit margin: 3.4% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 5.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 47% per year, which means it is well ahead of earnings.
お知らせ • Oct 28Orient Cement Limited to Report Q2, 2024 Results on Nov 09, 2023Orient Cement Limited announced that they will report Q2, 2024 results on Nov 09, 2023
お知らせ • Oct 20Orient Cement Issues Clarification on Reports of Stake Sale to AdaniOrient Cement Limited (NSEI:ORIENTCEM) on October 18, 2023 clarified on the new report by ET which stated that the company promoter and industrialist CK Birla's plan to sell his stake in the company to. It said that the company is not privy to any such discussion. "We wish to clarify that at present there is no material information/announcement, including impending announcement, which in the opinion of the Company may have a bearing on the price/volume behaviour of the scrip. If and when the Company becomes aware of any information /event warranting a disclosure, the Company shall promptly comply with the disclosure obligations under the Listing Regulations," Orient Cement said in a regulatory filing. According to the reports, CK Birla had approached Gautam Adani to sell his promoter stake in Orient Cement after rejecting initial offers from other domestic players for failing to meet his valuation demand. The news piece had further stated that senior management executives on both sides have also met to discuss a potential deal for the Adanis, who already own India's second largest capacity.
お知らせ • Oct 19CK Birla Reportedly Approaches Gautam Adani to Sell His Promoter Stake in Orient CementIndustrialist CK Birla has approached Gautam Adani to sell his promoter stake in listed Orient Cement Limited (NSEI:ORIENTCEM) after rejecting initial offers from other domestic players for failing to meet his valuation demand, people aware of the talks told ET. Senior management executives on both sides have also met to discuss a potential deal for the Adanis, who already own India's second largest cement capacity. Earlier this summer, JP Morgan was roped in by Birla to find a buyer for his business. The promoter stake in Orient Cement — held by the Birla family and private investment vehicles — is 37.9%, with a current market value of INR 38,780 million. The stock has seen a 29% spurt in past three months in anticipation of a sale. The transition will trigger an open offer for an additional 26% stake in accordance with takeover laws, which mandate an incoming promoter or controlling entity to buy the additional shares from existing minority investors. “I have nothing to contribute to your story as I am unaware of what you are talking about,” said Deepak Khetrapal, MD, Orient Cement. “As the MD of the company, my job is to run the company and I talk about the performance of the company,” he said. Mails sent to Adani Cement Industries Limited on October 14, 2023 remained unanswered until the publication of this report. In January, both companies denied to the stock exchange that they were in discussions after Informist first reported about the developments. Sources said formal talks have taken place only in the past few months. However, there is no guarantee that the Adani discussions will culminate in a transaction, the sources mentioned above warned.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹204, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 22x in the Basic Materials industry in India. Total returns to shareholders of 262% over the past three years.
お知らせ • Sep 02Orient Cement Limited Announces Executive ChangesOrient Cement Limited at the SBM held on September 1, 2023, noted the resignation of Mrs. Nidhi Bisaria from the position of Company Secretary and will be relieved from her official duties with effect from close of business hours of September 1, 2023. Consequent upon resignation as Company Secretary, Mrs. Nidhi Bisaria ceases to be the Compliance Officer and Key Managerial Personnel of the Company with effect from the close of business hours of September 1, 2023. The board also approved the appointment of Ms. Diksha Singh, as the Company Secretary and Key Managerial Personnel of the Company with effect from September 2, 2023. Approved the appointment of Ms. Diksha Singh as the Compliance Officer of the Company with effect from the date of her appointment pursuant to Regulation 6 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015. Ms. Diksha Singh is a science and a law graduate. She holds associate membership of the Institute of Company Secretaries of India. Diksha has more than 14 years of work experience in large and widely held listed companies. Prior to joining Diksha was associated with Hindustan Times Group and Jubilant Food Works Limited.
分析記事 • Aug 13The Return Trends At Orient Cement (NSE:ORIENTCEM) Look PromisingThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹179, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 26x in the Basic Materials industry in India. Total returns to shareholders of 168% over the past three years.
お知らせ • Aug 03Orient Cement Limited Approves Final Dividend for the Financial Year Ended March 31, 2023Orient Cement Limited at the AGM held on August 1, 2023, the shareholders approved an ordinary resolution for the declaration of a final dividend of INR 1 (100%) per equity share of face value of INR 1 each for the financial year ended March 31, 2023, and confirmation of the interim dividend of INR 0.50 (50%) per equity share, paid during the financial year 2022-23.
分析記事 • Jul 19Orient Cement (NSE:ORIENTCEM) Is Reducing Its Dividend To ₹1.00Orient Cement Limited's ( NSE:ORIENTCEM ) dividend is being reduced from last year's payment covering the same period...
お知らせ • Jul 18Orient Cement Limited to Report Q1, 2024 Results on Aug 01, 2023Orient Cement Limited announced that they will report Q1, 2024 results on Aug 01, 2023
