Sagar Cements（SAGCEM）株式概要Sagar Cements Limited はインドでセメントの製造・販売を行っている。 詳細SAGCEM ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長4/6過去の実績0/6財務の健全性0/6配当金0/6報酬当社が推定した公正価値より83.2%で取引されている 収益は年間110.44%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見るSAGCEM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹172.9830.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b47b2016201920222025202620282031Revenue ₹47.3bEarnings ₹4.6bAdvancedSet Fair ValueView all narrativesSagar Cements Limited 競合他社PokarnaSymbol: BSE:532486Market cap: ₹25.5bMangalam CementSymbol: BSE:502157Market cap: ₹23.2bKCPSymbol: NSEI:KCPMarket cap: ₹21.2bRamco IndustriesSymbol: NSEI:RAMCOINDMarket cap: ₹26.0b価格と性能株価の高値、安値、推移の概要Sagar Cements過去の株価現在の株価₹172.9852週高値₹299.4052週安値₹148.70ベータ0.331ヶ月の変化-8.71%3ヶ月変化-5.41%1年変化-23.88%3年間の変化-22.43%5年間の変化-16.42%IPOからの変化455.85%最新ニュースお知らせ • Jun 06Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion.Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion on June 5, 2026. The consideration consists of common equity of Sagar Cements Limited at a ratio of 0.2959 per common equity of Andhra Cements Limited. As part of consideration, an undisclosed value is paid towards common equity of Andhra Cements Limited. Upon completion, Sagar Cements Limited will own 100% stake in Andhra Cements Limited. The transaction received approval of merger agreement by target board and approval of offer by acquirer board. Anand Rathi Financial Services Limited acted as fairness opinion provider for Sagar Cements Limited.お知らせ • May 15Sagar Cements Limited, Annual General Meeting, Jun 25, 2026Sagar Cements Limited, Annual General Meeting, Jun 25, 2026, at 15:30 Indian Standard Time.New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹0.06 loss per share (improved from ₹16.05 loss in FY 2025). Revenue: ₹26.7b (up 18% from FY 2025). Net loss: ₹110.7m (loss narrowed 95% from FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 99%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 2.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹179. The fair value is estimated to be ₹224, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 76%.お知らせ • May 04Sagar Cements Limited to Report Q4, 2026 Results on May 13, 2026Sagar Cements Limited announced that they will report Q4, 2026 results on May 13, 2026最新情報をもっと見るRecent updatesお知らせ • Jun 06Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion.Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion on June 5, 2026. The consideration consists of common equity of Sagar Cements Limited at a ratio of 0.2959 per common equity of Andhra Cements Limited. As part of consideration, an undisclosed value is paid towards common equity of Andhra Cements Limited. Upon completion, Sagar Cements Limited will own 100% stake in Andhra Cements Limited. The transaction received approval of merger agreement by target board and approval of offer by acquirer board. Anand Rathi Financial Services Limited acted as fairness opinion provider for Sagar Cements Limited.お知らせ • May 15Sagar Cements Limited, Annual General Meeting, Jun 25, 2026Sagar Cements Limited, Annual General Meeting, Jun 25, 2026, at 15:30 Indian Standard Time.New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹0.06 loss per share (improved from ₹16.05 loss in FY 2025). Revenue: ₹26.7b (up 18% from FY 2025). Net loss: ₹110.7m (loss narrowed 95% from FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 99%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 2.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹179. The fair value is estimated to be ₹224, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 76%.お知らせ • May 04Sagar Cements Limited to Report Q4, 2026 Results on May 13, 2026Sagar Cements Limited announced that they will report Q4, 2026 results on May 13, 2026Price Target Changed • Apr 12Price target decreased by 8.0% to ₹254Down from ₹276, the current price target is an average from 5 analysts. New target price is 40% above last closing price of ₹182. Stock is down 6.4% over the past year. The company is forecast to post a net loss per share of ₹9.07 next year compared to a net loss per share of ₹16.05 last year.Buy Or Sell Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹181. The fair value is estimated to be ₹227, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 76%.分析記事 • Jan 24₹260: That's What Analysts Think Sagar Cements Limited (NSE:SAGCEM) Is Worth After Its Latest ResultsLast week, you might have seen that Sagar Cements Limited ( NSE:SAGCEM ) released its quarterly result to the market...Reported Earnings • Jan 22Third quarter 2026 earnings released: ₹4.90 loss per share (vs ₹4.17 loss in 3Q 2025)Third quarter 2026 results: ₹4.90 loss per share (further deteriorated from ₹4.17 loss in 3Q 2025). Revenue: ₹5.91b (up 4.7% from 3Q 2025). Net loss: ₹575.8m (loss widened 4.6% from 3Q 2025). Revenue is forecast to grow 13% 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, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Jan 13Sagar Cements Limited to Report Q3, 2026 Results on Jan 21, 2026Sagar Cements Limited announced that they will report Q3, 2026 results on Jan 21, 2026分析記事 • Oct 28Analysts Are Updating Their Sagar Cements Limited (NSE:SAGCEM) Estimates After Its Second-Quarter ResultsLast week, you might have seen that Sagar Cements Limited ( NSE:SAGCEM ) released its quarterly result to the market...Reported Earnings • Oct 24Second quarter 2026 earnings released: ₹3.38 loss per share (vs ₹4.36 loss in 2Q 2025)Second quarter 2026 results: ₹3.38 loss per share (improved from ₹4.36 loss in 2Q 2025). Revenue: ₹6.06b (up 28% from 2Q 2025). Net loss: ₹423.1m (loss narrowed 24% from 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.お知らせ • Oct 15Sagar Cements Limited to Report Q2, 2026 Results on Oct 23, 2025Sagar Cements Limited announced that they will report Q2, 2026 results on Oct 23, 2025分析記事 • Sep 05Sagar Cements (NSE:SAGCEM) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Aug 05Price target increased by 8.6% to ₹268Up from ₹247, the current price target is an average from 6 analysts. New target price is 12% above last closing price of ₹239. Stock is up 3.5% over the past year. The company is forecast to post a net loss per share of ₹0.05 next year compared to a net loss per share of ₹16.05 last year.Reported Earnings • Jul 22First quarter 2026 earnings released: EPS: ₹0.57 (vs ₹2.46 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.57 (up from ₹2.46 loss in 1Q 2025). Revenue: ₹6.75b (up 20% from 1Q 2025). Net income: ₹12.2m (up ₹296.1m from 1Q 2025). Profit margin: 0.2% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 14% 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, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.分析記事 • Jul 19Sagar Cements Limited (NSE:SAGCEM) Shares Could Be 38% Below Their Intrinsic Value EstimateKey Insights Sagar Cements' estimated fair value is ₹436 based on 2 Stage Free Cash Flow to Equity Sagar Cements is...お知らせ • Jul 11Sagar Cements Limited to Report Q1, 2026 Results on Jul 21, 2025Sagar Cements Limited announced that they will report Q1, 2026 results on Jul 21, 2025分析記事 • Jun 24Most Shareholders Will Probably Find That The CEO Compensation For Sagar Cements Limited (NSE:SAGCEM) Is ReasonableKey Insights Sagar Cements to hold its Annual General Meeting on 30th of June Total pay for CEO Anand Sammidi includes...Price Target Changed • Jun 21Price target increased by 8.5% to ₹253Up from ₹233, the current price target is an average from 6 analysts. New target price is 11% above last closing price of ₹229. Stock is down 8.3% over the past year. The company is forecast to post a net loss per share of ₹1.23 next year compared to a net loss per share of ₹16.05 last year.分析記事 • May 15Sagar Cements Limited (NSE:SAGCEM) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?Sagar Cements Limited ( NSE:SAGCEM ) just released its latest yearly report and things are not looking great. It was a...お知らせ • May 13Sagar Cements Limited, Annual General Meeting, Jun 30, 2025Sagar Cements Limited, Annual General Meeting, Jun 30, 2025, at 15:30 Indian Standard Time.Reported Earnings • May 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₹16.58 loss per share (further deteriorated from ₹3.32 loss in FY 2024). Revenue: ₹22.8b (down 9.0% from FY 2024). Net loss: ₹2.10b (loss widened 384% from FY 2024). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 17% 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, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.お知らせ • May 03Sagar Cements Limited to Report Q4, 2025 Results on May 12, 2025Sagar Cements Limited announced that they will report Q4, 2025 results on May 12, 2025分析記事 • Apr 29Sagar Cements Limited (NSE:SAGCEM) Stock Rockets 26% But Many Are Still Ignoring The CompanySagar Cements Limited ( NSE:SAGCEM ) shareholders would be excited to see that the share price has had a great month...分析記事 • Apr 17Is There An Opportunity With Sagar Cements Limited's (NSE:SAGCEM) 41% Undervaluation?Key Insights The projected fair value for Sagar Cements is ₹355 based on 2 Stage Free Cash Flow to Equity Current share...Recent Insider Transactions • Mar 19Joint MD & Executive Director recently bought ₹1.6m worth of stockOn the 12th of March, Sreekanth Sammidi bought around 9k shares on-market at roughly ₹176 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sreekanth has been a buyer over the last 12 months, purchasing a net total of ₹3.0m worth in shares.Recent Insider Transactions • Feb 21Joint MD & Executive Director recently bought ₹1.4m worth of stockOn the 18th of February, Sreekanth Sammidi bought around 8k shares on-market at roughly ₹181 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sreekanth's only on-market trade for the last 12 months.分析記事 • Feb 14Would Sagar Cements (NSE:SAGCEM) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Jan 25Third quarter 2025 earnings released: ₹4.17 loss per share (vs ₹0.78 loss in 3Q 2024)Third quarter 2025 results: ₹4.17 loss per share (further deteriorated from ₹0.78 loss in 3Q 2024). Revenue: ₹5.69b (down 15% from 3Q 2024). Net loss: ₹550.7m (loss widened ₹473.2m from 3Q 2024). Revenue is forecast to grow 15% 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, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Jan 08Sagar Cements Limited to Report Q3, 2025 Results on Jan 24, 2025Sagar Cements Limited announced that they will report Q3, 2025 results on Jan 24, 2025Board Change • Dec 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent & Non-Executive Director Ravichandran Rajagopal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Dec 02Price target decreased by 7.7% to ₹238Down from ₹258, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₹231. Stock is down 15% over the past year. The company is forecast to post a net loss per share of ₹8.25 next year compared to a net loss per share of ₹3.32 last year.お知らせ • Nov 29Sagar Cements Limited Appoints Jens Van Nieuwenborgh as Nominee DirectorSagar Cements Limited approved the Appointment of Mr. Jens Van Nieuwenborgh (DIN: 07638244) as a Nominee Director of the Company at postal ballot on November 29, 2024.分析記事 • Oct 27Time To Worry? Analysts Are Downgrading Their Sagar Cements Limited (NSE:SAGCEM) OutlookToday is shaping up negative for Sagar Cements Limited ( NSE:SAGCEM ) shareholders, with the analysts delivering a...Buy Or Sell Opportunity • Oct 25Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹202. The fair value is estimated to be ₹266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Oct 24Second quarter 2025 earnings released: ₹4.36 loss per share (vs ₹0.81 loss in 2Q 2024)Second quarter 2025 results: ₹4.36 loss per share (further deteriorated from ₹0.81 loss in 2Q 2024). Revenue: ₹4.80b (down 18% from 2Q 2024). Net loss: ₹555.6m (loss widened ₹471.6m from 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Oct 21Sagar Cements Limited Announces Resignation of John Eric Fernand Pascal Bertrand as Non-Executive - Non Independent DirectorSagar Cements Limited announced that Mr.John Eric Fernand Pascal Bertrand has tendered his resignation as Non-Executive - Non Independent Director due to personal reasons.お知らせ • Oct 14Sagar Cements Limited to Report Q2, 2025 Results on Oct 23, 2024Sagar Cements Limited announced that they will report Q2, 2025 results on Oct 23, 2024お知らせ • Sep 12Sagar Cements Limited Announces Resignation of Jens Van Nieuwenborgh as Alternate DirectorSagar Cements Limited informed that Mr. Jens Van Nieuwenborgh has tendered his resignation as Alternate Director to Mr. John Eric Fernand Pascal Bertrand due to personal reasons. Cessation date is September 12, 2024.Reported Earnings • Jul 20First quarter 2025 earnings released: ₹2.46 loss per share (vs ₹3.23 loss in 1Q 2024)First quarter 2025 results: ₹2.46 loss per share (improved from ₹3.23 loss in 1Q 2024). Revenue: ₹5.61b (up 3.9% from 1Q 2024). Net loss: ₹283.9m (loss narrowed 29% from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.4% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Jul 10Sagar Cements Limited to Report Q1, 2025 Results on Jul 18, 2024Sagar Cements Limited announced that they will report Q1, 2025 results on Jul 18, 2024分析記事 • Jul 05Market Might Still Lack Some Conviction On Sagar Cements Limited (NSE:SAGCEM) Even After 27% Share Price BoostSagar Cements Limited ( NSE:SAGCEM ) shareholders would be excited to see that the share price has had a great month...お知らせ • Jun 27Sagar Cements Limited Declares Dividend for the Fiscal Year 2024Sagar Cements Limited declared dividend@ INR 0.70 per share (35%) on the equity shares of the Company for the Fiscal Year 2024.分析記事 • Jun 20Shareholders Will Probably Not Have Any Issues With Sagar Cements Limited's (NSE:SAGCEM) CEO CompensationKey Insights Sagar Cements will host its Annual General Meeting on 26th of June Salary of ₹18.0m is part of CEO Anand...分析記事 • Jun 06Sagar Cements (NSE:SAGCEM) Has Affirmed Its Dividend Of ₹0.70The board of Sagar Cements Limited ( NSE:SAGCEM ) has announced that it will pay a dividend on the 26th of July, with...Declared Dividend • Jun 05Dividend of ₹0.70 announcedDividend of ₹0.70 is the same as last year. Ex-date: 19th June 2024 Payment date: 26th July 2024 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (5% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jun 05Sagar Cements Limited, Annual General Meeting, Jun 26, 2024Sagar Cements Limited, Annual General Meeting, Jun 26, 2024, at 15:00 Indian Standard Time.Price Target Changed • May 17Price target decreased by 9.3% to ₹260Down from ₹287, the current price target is an average from 7 analysts. New target price is 19% above last closing price of ₹219. Stock is up 9.6% over the past year. The company is forecast to post a net loss per share of ₹0.10 next year compared to a net loss per share of ₹3.98 last year.Reported Earnings • May 16Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹3.98 loss per share (down from ₹2.24 profit in FY 2023). Revenue: ₹25.6b (up 15% from FY 2023). Net loss: ₹433.6m (down 249% from profit in FY 2023). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 174%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.お知らせ • May 15Sagar Cements Limited Recommends Dividend for the Financial Year 2023-2024Sagar Cements Limited at the board Meeting held on 14 May 2024, recommended a dividend for the financial year 2023-2024. The has recommended for approval of the shareholders at their 43rd Annual General Meeting tobe held in due course, a dividend at INR 0.70 paise per equity share (35%) on the 130,707,548 equity shares of INR 2/- each of the company for the financial year 2023-2024.お知らせ • May 08Sagar Cements Limited to Report Q4, 2024 Results on May 14, 2024Sagar Cements Limited announced that they will report Q4, 2024 results on May 14, 2024分析記事 • Mar 12Investors Aren't Entirely Convinced By Sagar Cements Limited's (NSE:SAGCEM) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 1.5x in the Basic Materials industry in India, you could be...Reported Earnings • Jan 25Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: ₹0.78 loss per share (improved from ₹2.08 loss in 3Q 2023). Revenue: ₹6.73b (up 17% from 3Q 2023). Net loss: ₹77.5m (loss narrowed 65% from 3Q 2023). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.分析記事 • Jan 02Sagar Cements Limited's (NSE:SAGCEM) Intrinsic Value Is Potentially 43% Above Its Share PriceKey Insights Sagar Cements' estimated fair value is ₹413 based on 2 Stage Free Cash Flow to Equity Sagar Cements is...お知らせ • Dec 30Sagar Cements Limited to Report Q3, 2024 Results on Jan 24, 2024Sagar Cements Limited announced that they will report Q3, 2024 results on Jan 24, 2024お知らせ • Nov 12Sagar Cements Limited Appoints Shri J. Raja Reddy as Company Secretary and Compliance OfficerSagar Cements Limited announced that Shri J. Raja Reddy has been appointed as Company Secretary and Key Managerial Personnel by the Board of Directors of the company at their meeting held on 19th October, 2023 and his appointment is effective from 11th November, 2023.お知らせ • Oct 20Sagar Cements Limited Announces Change of Company SecretarySagar Cements Limited announced that Board at its meeting held has accepted the request received from Shri R.Soundararajan, Company Secretary seeking retirement on health grounds and has accepted his request to be relieved with effect from 10th November, 2023. In the above said meeting, the Board has appointed Shri J.Raja Reddy as Company Secretary and Compliance Officer with effect from 11th November, 2023. Brief profile: Qualification: B.Sc., LLB, Associate Company Secretary. Has been associated with Sagar Group since 2013. Currently, he is working as Assistant Company Secretary in Sagar Cements Limited.Reported Earnings • Oct 20Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: ₹0.81 loss per share (improved from ₹3.76 loss in 2Q 2023). Revenue: ₹5.90b (up 24% from 2Q 2023). Net loss: ₹84.0m (loss narrowed 80% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.お知らせ • Sep 28Sagar Cements Limited to Report Q2, 2024 Results on Oct 19, 2023Sagar Cements Limited announced that they will report Q2, 2024 results on Oct 19, 2023分析記事 • Aug 05An Intrinsic Calculation For Sagar Cements Limited (NSE:SAGCEM) Suggests It's 40% UndervaluedKey Insights The projected fair value for Sagar Cements is ₹399 based on 2 Stage Free Cash Flow to Equity Sagar...Reported Earnings • Jul 28First quarter 2024 earnings released: ₹3.23 loss per share (vs ₹1.04 loss in 1Q 2023)First quarter 2024 results: ₹3.23 loss per share (further deteriorated from ₹1.04 loss in 1Q 2023). Revenue: ₹5.44b (down 2.5% from 1Q 2023). Net loss: ₹397.7m (loss widened 451% from 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.お知らせ • Jul 13Sagar Cements Limited to Report Q1, 2024 Results on Jul 27, 2023Sagar Cements Limited announced that they will report Q1, 2024 results on Jul 27, 2023お知らせ • Jun 30Sagar Cements Limited Declares Dividend for Dividend for the Year 2022-23Sagar Cements Limited informed that shareholders at their 42nd Annual General Meeting held on June 28, 2023 declared the payment of a dividend at INR 0.70 per equity share (35%) on the 130,707,548 equity shares of INR 2/- each for dividend for the year 2022-23, which will be disbursed to shareholders within 30 days of their above said declaration.Upcoming Dividend • Jun 13Upcoming dividend of ₹0.70 per share at 0.3% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.5%).New Risk • Jun 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 1,521% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).分析記事 • May 28Sagar Cements (NSE:SAGCEM) Is Paying Out A Dividend Of ₹0.70Sagar Cements Limited's ( NSE:SAGCEM ) investors are due to receive a payment of ₹0.70 per share on 28th of July. This...お知らせ • May 25Sagar Cements Limited, Annual General Meeting, Jun 28, 2023Sagar Cements Limited, Annual General Meeting, Jun 28, 2023, at 15:00 Indian Standard Time.Buying Opportunity • May 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be ₹253, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 58% per annum over the same time period.お知らせ • May 11Sagar Cements Limited Recommends Dividend for the Financial Year 2022-23Sagar Cements Limited recommended for approval of the shareholders at their 42nd Annual General Meeting to be held in due course, a dividend at INR 0.70 per equity share (35%) on the 13,07,07,548 equity shares of INR . 2/- each of the company for the financial year 2022-23.Reported Earnings • May 11Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₹0.66 (down from ₹5.89 in FY 2022). Revenue: ₹24.5b (up 54% from FY 2022). Net income: ₹290.4m (down 58% from FY 2022). Profit margin: 1.2% (down from 4.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 55% per year, which means it is well ahead of earnings.お知らせ • Jan 25Sagar Cements Limited Announces Directorate ChangesSagar Cements Limited announced that with the personal presence of Mr. John-Eric Bertrand, one of directors, at the Board Meeting held on 23 January, 2023, Mr. Jens Van Nieuwenborgh, who had been an alternate director to the former, ceased to be the Alternate Director with effect from the said date i.e.,23 January, 2023 in accordance with Section 161 (2) of the Companies Act, 2013.Reported Earnings • Jan 24Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: ₹2.08 loss per share (down from ₹0.39 profit in 3Q 2022). Revenue: ₹5.90b (up 77% from 3Q 2022). Net loss: ₹220.2m (down ₹273.5m from profit in 3Q 2022). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 73%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Jan 10Sagar Cements Limited to Report Q3, 2023 Results on Jan 23, 2023Sagar Cements Limited announced that they will report Q3, 2023 results at 3:30 PM, Indian Standard Time on Jan 23, 2023分析記事 • Dec 02These 4 Measures Indicate That Sagar Cements (NSE:SAGCEM) Is Using Debt In A Risky WayWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Oct 21Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: ₹3.76 loss per share (down from ₹1.77 profit in 2Q 2022). Revenue: ₹4.75b (up 29% from 2Q 2022). Net loss: ₹422.5m (down 301% from profit in 2Q 2022). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 7.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Price Target Changed • Jul 31Price target decreased to ₹234Down from ₹256, the current price target is an average from 8 analysts. New target price is 32% above last closing price of ₹177. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹1.70 for next year compared to ₹5.89 last year.Reported Earnings • Jul 22First quarter 2023 earnings: Revenues exceed analyst expectationsFirst quarter 2023 results: Net loss: ₹72.2m (down 114% from profit in 1Q 2022). Revenue exceeded analyst estimates by 9.5%. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹171, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 25x in the Basic Materials industry in India. Total returns to shareholders of 40% over the past three years.Upcoming Dividend • Jun 15Upcoming dividend of ₹0.70 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 30 July 2022. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (1.0%).Price Target Changed • May 18Price target decreased to ₹274Down from ₹300, the current price target is an average from 7 analysts. New target price is 28% above last closing price of ₹214. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹6.72 for next year compared to ₹8.38 last year.Reported Earnings • May 14Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: ₹16.0b (up 16% from FY 2021). Net income: ₹591.5m (down 68% from FY 2021). Profit margin: 3.7% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 40%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹241, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Basic Materials industry in India. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹183 per share.分析記事 • Feb 25Does Sagar Cements (NSE:SAGCEM) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Price Target Changed • Feb 02Price target decreased to ₹312Down from ₹337, the current price target is an average from 7 analysts. New target price is 20% above last closing price of ₹259. Stock is up 88% over the past year. The company is forecast to post earnings per share of ₹9.55 for next year compared to ₹16.08 last year.Reported Earnings • Jan 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹0.39 (down from ₹4.23 in 3Q 2021). Revenue: ₹3.34b (down 8.3% from 3Q 2021). Net income: ₹53.3m (down 89% from 3Q 2021). Profit margin: 1.6% (down from 14% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 34%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 26Should You Be Adding Sagar Cements (NSE:SAGCEM) To Your Watchlist Today?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS ₹1.77 (vs ₹4.32 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹3.72b (up 14% from 2Q 2021). Net income: ₹210.7m (down 58% from 2Q 2021). Profit margin: 5.7% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 81% share price decline to ₹291, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 25x in the Basic Materials industry in India. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹370 per share.分析記事 • Aug 04Returns Are Gaining Momentum At Sagar Cements (NSE:SAGCEM)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,363, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 27x in the Basic Materials industry in India. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,120 per share.分析記事 • Jul 22Here's Why I Think Sagar Cements (NSE:SAGCEM) Might Deserve Your Attention TodayIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...Upcoming Dividend • Jul 09Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 16 July 2021. Payment date: 27 August 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.0%).Reported Earnings • Jul 06Full year 2021 earnings released: EPS ₹80.42 (vs ₹12.44 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.7b (up 17% from FY 2020). Net income: ₹1.86b (up ₹1.59b from FY 2020). Profit margin: 14% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 20Is Sagar Cements Limited (NSE:SAGCEM) Trading At A 38% Discount?In this article we are going to estimate the intrinsic value of Sagar Cements Limited ( NSE:SAGCEM ) by taking the...Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹1,035, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Basic Materials industry in India. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,669 per share.Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹914, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 27x in the Basic Materials industry in India. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,693 per share.Reported Earnings • May 15Full year 2021 earnings released: EPS ₹78.92 (vs ₹12.44 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.8b (up 17% from FY 2020). Net income: ₹1.86b (up ₹1.59b from FY 2020). Profit margin: 14% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.株主還元SAGCEMIN Basic MaterialsIN 市場7D-4.1%-2.6%-0.7%1Y-23.9%-9.9%-4.3%株主還元を見る業界別リターン: SAGCEM過去 1 年間で-9.9 % の収益を上げたIndian Basic Materials業界を下回りました。リターン対市場: SAGCEMは、過去 1 年間で-4.3 % のリターンを上げたIndian市場を下回りました。価格変動Is SAGCEM's price volatile compared to industry and market?SAGCEM volatilitySAGCEM Average Weekly Movement6.5%Basic Materials Industry Average Movement6.2%Market Average Movement7.2%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: SAGCEM 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SAGCEMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19811,207Anand Sammidiwww.sagarcements.inSagar Cements 社はインドでセメントの製造・販売を行っている。普通ポルトランドセメント、ポルトランドポゾラナセメント、耐硫酸塩ポルトランドセメント、ポルトランドスラグセメント、高炉スラグ粉砕品を提供している。1981年に設立され、インドのハイデラバードに本拠地を置く。もっと見るSagar Cements Limited 基礎のまとめSagar Cements の収益と売上を時価総額と比較するとどうか。SAGCEM 基礎統計学時価総額₹22.85b収益（TTM）-₹110.70m売上高(TTM)₹26.50b0.9xP/Sレシオ-206.5xPER（株価収益率SAGCEM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SAGCEM 損益計算書（TTM）収益₹26.50b売上原価₹14.35b売上総利益₹12.15bその他の費用₹12.26b収益-₹110.70m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.85グロス・マージン45.84%純利益率-0.42%有利子負債／自己資本比率89.8%SAGCEM の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 08:39終値2026/06/09 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Sagar Cements Limited 4 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。8 アナリスト機関Amit Srivastava360 ONE Capital Market Private LimitedManish ValechaAnand Rathi Shares and Stock Brokers Limitednull nullAnand Rathi Shares and Stock Brokers Limited5 その他のアナリストを表示
お知らせ • Jun 06Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion.Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion on June 5, 2026. The consideration consists of common equity of Sagar Cements Limited at a ratio of 0.2959 per common equity of Andhra Cements Limited. As part of consideration, an undisclosed value is paid towards common equity of Andhra Cements Limited. Upon completion, Sagar Cements Limited will own 100% stake in Andhra Cements Limited. The transaction received approval of merger agreement by target board and approval of offer by acquirer board. Anand Rathi Financial Services Limited acted as fairness opinion provider for Sagar Cements Limited.
お知らせ • May 15Sagar Cements Limited, Annual General Meeting, Jun 25, 2026Sagar Cements Limited, Annual General Meeting, Jun 25, 2026, at 15:30 Indian Standard Time.
New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹0.06 loss per share (improved from ₹16.05 loss in FY 2025). Revenue: ₹26.7b (up 18% from FY 2025). Net loss: ₹110.7m (loss narrowed 95% from FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 99%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 2.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹179. The fair value is estimated to be ₹224, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 76%.
お知らせ • May 04Sagar Cements Limited to Report Q4, 2026 Results on May 13, 2026Sagar Cements Limited announced that they will report Q4, 2026 results on May 13, 2026
お知らせ • Jun 06Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion.Sagar Cements Limited (BSE:502090) agreed to acquire remaining 25% stake in Andhra Cements Limited (BSE:532141) for INR 1.2 billion on June 5, 2026. The consideration consists of common equity of Sagar Cements Limited at a ratio of 0.2959 per common equity of Andhra Cements Limited. As part of consideration, an undisclosed value is paid towards common equity of Andhra Cements Limited. Upon completion, Sagar Cements Limited will own 100% stake in Andhra Cements Limited. The transaction received approval of merger agreement by target board and approval of offer by acquirer board. Anand Rathi Financial Services Limited acted as fairness opinion provider for Sagar Cements Limited.
お知らせ • May 15Sagar Cements Limited, Annual General Meeting, Jun 25, 2026Sagar Cements Limited, Annual General Meeting, Jun 25, 2026, at 15:30 Indian Standard Time.
New Risk • May 14New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 0.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows.
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: ₹0.06 loss per share (improved from ₹16.05 loss in FY 2025). Revenue: ₹26.7b (up 18% from FY 2025). Net loss: ₹110.7m (loss narrowed 95% from FY 2025). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 99%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 2.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to ₹179. The fair value is estimated to be ₹224, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 76%.
お知らせ • May 04Sagar Cements Limited to Report Q4, 2026 Results on May 13, 2026Sagar Cements Limited announced that they will report Q4, 2026 results on May 13, 2026
Price Target Changed • Apr 12Price target decreased by 8.0% to ₹254Down from ₹276, the current price target is an average from 5 analysts. New target price is 40% above last closing price of ₹182. Stock is down 6.4% over the past year. The company is forecast to post a net loss per share of ₹9.07 next year compared to a net loss per share of ₹16.05 last year.
Buy Or Sell Opportunity • Mar 09Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹181. The fair value is estimated to be ₹227, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has declined by 76%.
分析記事 • Jan 24₹260: That's What Analysts Think Sagar Cements Limited (NSE:SAGCEM) Is Worth After Its Latest ResultsLast week, you might have seen that Sagar Cements Limited ( NSE:SAGCEM ) released its quarterly result to the market...
Reported Earnings • Jan 22Third quarter 2026 earnings released: ₹4.90 loss per share (vs ₹4.17 loss in 3Q 2025)Third quarter 2026 results: ₹4.90 loss per share (further deteriorated from ₹4.17 loss in 3Q 2025). Revenue: ₹5.91b (up 4.7% from 3Q 2025). Net loss: ₹575.8m (loss widened 4.6% from 3Q 2025). Revenue is forecast to grow 13% 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, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 13Sagar Cements Limited to Report Q3, 2026 Results on Jan 21, 2026Sagar Cements Limited announced that they will report Q3, 2026 results on Jan 21, 2026
分析記事 • Oct 28Analysts Are Updating Their Sagar Cements Limited (NSE:SAGCEM) Estimates After Its Second-Quarter ResultsLast week, you might have seen that Sagar Cements Limited ( NSE:SAGCEM ) released its quarterly result to the market...
Reported Earnings • Oct 24Second quarter 2026 earnings released: ₹3.38 loss per share (vs ₹4.36 loss in 2Q 2025)Second quarter 2026 results: ₹3.38 loss per share (improved from ₹4.36 loss in 2Q 2025). Revenue: ₹6.06b (up 28% from 2Q 2025). Net loss: ₹423.1m (loss narrowed 24% from 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 15Sagar Cements Limited to Report Q2, 2026 Results on Oct 23, 2025Sagar Cements Limited announced that they will report Q2, 2026 results on Oct 23, 2025
分析記事 • Sep 05Sagar Cements (NSE:SAGCEM) Is Making Moderate Use Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Aug 05Price target increased by 8.6% to ₹268Up from ₹247, the current price target is an average from 6 analysts. New target price is 12% above last closing price of ₹239. Stock is up 3.5% over the past year. The company is forecast to post a net loss per share of ₹0.05 next year compared to a net loss per share of ₹16.05 last year.
Reported Earnings • Jul 22First quarter 2026 earnings released: EPS: ₹0.57 (vs ₹2.46 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.57 (up from ₹2.46 loss in 1Q 2025). Revenue: ₹6.75b (up 20% from 1Q 2025). Net income: ₹12.2m (up ₹296.1m from 1Q 2025). Profit margin: 0.2% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 14% 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, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
分析記事 • Jul 19Sagar Cements Limited (NSE:SAGCEM) Shares Could Be 38% Below Their Intrinsic Value EstimateKey Insights Sagar Cements' estimated fair value is ₹436 based on 2 Stage Free Cash Flow to Equity Sagar Cements is...
お知らせ • Jul 11Sagar Cements Limited to Report Q1, 2026 Results on Jul 21, 2025Sagar Cements Limited announced that they will report Q1, 2026 results on Jul 21, 2025
分析記事 • Jun 24Most Shareholders Will Probably Find That The CEO Compensation For Sagar Cements Limited (NSE:SAGCEM) Is ReasonableKey Insights Sagar Cements to hold its Annual General Meeting on 30th of June Total pay for CEO Anand Sammidi includes...
Price Target Changed • Jun 21Price target increased by 8.5% to ₹253Up from ₹233, the current price target is an average from 6 analysts. New target price is 11% above last closing price of ₹229. Stock is down 8.3% over the past year. The company is forecast to post a net loss per share of ₹1.23 next year compared to a net loss per share of ₹16.05 last year.
分析記事 • May 15Sagar Cements Limited (NSE:SAGCEM) Just Reported Yearly Earnings: Have Analysts Changed Their Mind On The Stock?Sagar Cements Limited ( NSE:SAGCEM ) just released its latest yearly report and things are not looking great. It was a...
お知らせ • May 13Sagar Cements Limited, Annual General Meeting, Jun 30, 2025Sagar Cements Limited, Annual General Meeting, Jun 30, 2025, at 15:30 Indian Standard Time.
Reported Earnings • May 13Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₹16.58 loss per share (further deteriorated from ₹3.32 loss in FY 2024). Revenue: ₹22.8b (down 9.0% from FY 2024). Net loss: ₹2.10b (loss widened 384% from FY 2024). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 31%. Revenue is forecast to grow 17% 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, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
お知らせ • May 03Sagar Cements Limited to Report Q4, 2025 Results on May 12, 2025Sagar Cements Limited announced that they will report Q4, 2025 results on May 12, 2025
分析記事 • Apr 29Sagar Cements Limited (NSE:SAGCEM) Stock Rockets 26% But Many Are Still Ignoring The CompanySagar Cements Limited ( NSE:SAGCEM ) shareholders would be excited to see that the share price has had a great month...
分析記事 • Apr 17Is There An Opportunity With Sagar Cements Limited's (NSE:SAGCEM) 41% Undervaluation?Key Insights The projected fair value for Sagar Cements is ₹355 based on 2 Stage Free Cash Flow to Equity Current share...
Recent Insider Transactions • Mar 19Joint MD & Executive Director recently bought ₹1.6m worth of stockOn the 12th of March, Sreekanth Sammidi bought around 9k shares on-market at roughly ₹176 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sreekanth has been a buyer over the last 12 months, purchasing a net total of ₹3.0m worth in shares.
Recent Insider Transactions • Feb 21Joint MD & Executive Director recently bought ₹1.4m worth of stockOn the 18th of February, Sreekanth Sammidi bought around 8k shares on-market at roughly ₹181 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Sreekanth's only on-market trade for the last 12 months.
分析記事 • Feb 14Would Sagar Cements (NSE:SAGCEM) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Jan 25Third quarter 2025 earnings released: ₹4.17 loss per share (vs ₹0.78 loss in 3Q 2024)Third quarter 2025 results: ₹4.17 loss per share (further deteriorated from ₹0.78 loss in 3Q 2024). Revenue: ₹5.69b (down 15% from 3Q 2024). Net loss: ₹550.7m (loss widened ₹473.2m from 3Q 2024). Revenue is forecast to grow 15% 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, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 08Sagar Cements Limited to Report Q3, 2025 Results on Jan 24, 2025Sagar Cements Limited announced that they will report Q3, 2025 results on Jan 24, 2025
Board Change • Dec 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent & Non-Executive Director Ravichandran Rajagopal was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Dec 02Price target decreased by 7.7% to ₹238Down from ₹258, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₹231. Stock is down 15% over the past year. The company is forecast to post a net loss per share of ₹8.25 next year compared to a net loss per share of ₹3.32 last year.
お知らせ • Nov 29Sagar Cements Limited Appoints Jens Van Nieuwenborgh as Nominee DirectorSagar Cements Limited approved the Appointment of Mr. Jens Van Nieuwenborgh (DIN: 07638244) as a Nominee Director of the Company at postal ballot on November 29, 2024.
分析記事 • Oct 27Time To Worry? Analysts Are Downgrading Their Sagar Cements Limited (NSE:SAGCEM) OutlookToday is shaping up negative for Sagar Cements Limited ( NSE:SAGCEM ) shareholders, with the analysts delivering a...
Buy Or Sell Opportunity • Oct 25Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹202. The fair value is estimated to be ₹266, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Oct 24Second quarter 2025 earnings released: ₹4.36 loss per share (vs ₹0.81 loss in 2Q 2024)Second quarter 2025 results: ₹4.36 loss per share (further deteriorated from ₹0.81 loss in 2Q 2024). Revenue: ₹4.80b (down 18% from 2Q 2024). Net loss: ₹555.6m (loss widened ₹471.6m from 2Q 2024). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 21Sagar Cements Limited Announces Resignation of John Eric Fernand Pascal Bertrand as Non-Executive - Non Independent DirectorSagar Cements Limited announced that Mr.John Eric Fernand Pascal Bertrand has tendered his resignation as Non-Executive - Non Independent Director due to personal reasons.
お知らせ • Oct 14Sagar Cements Limited to Report Q2, 2025 Results on Oct 23, 2024Sagar Cements Limited announced that they will report Q2, 2025 results on Oct 23, 2024
お知らせ • Sep 12Sagar Cements Limited Announces Resignation of Jens Van Nieuwenborgh as Alternate DirectorSagar Cements Limited informed that Mr. Jens Van Nieuwenborgh has tendered his resignation as Alternate Director to Mr. John Eric Fernand Pascal Bertrand due to personal reasons. Cessation date is September 12, 2024.
Reported Earnings • Jul 20First quarter 2025 earnings released: ₹2.46 loss per share (vs ₹3.23 loss in 1Q 2024)First quarter 2025 results: ₹2.46 loss per share (improved from ₹3.23 loss in 1Q 2024). Revenue: ₹5.61b (up 3.9% from 1Q 2024). Net loss: ₹283.9m (loss narrowed 29% from 1Q 2024). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 6.4% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 10Sagar Cements Limited to Report Q1, 2025 Results on Jul 18, 2024Sagar Cements Limited announced that they will report Q1, 2025 results on Jul 18, 2024
分析記事 • Jul 05Market Might Still Lack Some Conviction On Sagar Cements Limited (NSE:SAGCEM) Even After 27% Share Price BoostSagar Cements Limited ( NSE:SAGCEM ) shareholders would be excited to see that the share price has had a great month...
お知らせ • Jun 27Sagar Cements Limited Declares Dividend for the Fiscal Year 2024Sagar Cements Limited declared dividend@ INR 0.70 per share (35%) on the equity shares of the Company for the Fiscal Year 2024.
分析記事 • Jun 20Shareholders Will Probably Not Have Any Issues With Sagar Cements Limited's (NSE:SAGCEM) CEO CompensationKey Insights Sagar Cements will host its Annual General Meeting on 26th of June Salary of ₹18.0m is part of CEO Anand...
分析記事 • Jun 06Sagar Cements (NSE:SAGCEM) Has Affirmed Its Dividend Of ₹0.70The board of Sagar Cements Limited ( NSE:SAGCEM ) has announced that it will pay a dividend on the 26th of July, with...
Declared Dividend • Jun 05Dividend of ₹0.70 announcedDividend of ₹0.70 is the same as last year. Ex-date: 19th June 2024 Payment date: 26th July 2024 Dividend yield will be 0.3%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (5% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jun 05Sagar Cements Limited, Annual General Meeting, Jun 26, 2024Sagar Cements Limited, Annual General Meeting, Jun 26, 2024, at 15:00 Indian Standard Time.
Price Target Changed • May 17Price target decreased by 9.3% to ₹260Down from ₹287, the current price target is an average from 7 analysts. New target price is 19% above last closing price of ₹219. Stock is up 9.6% over the past year. The company is forecast to post a net loss per share of ₹0.10 next year compared to a net loss per share of ₹3.98 last year.
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹3.98 loss per share (down from ₹2.24 profit in FY 2023). Revenue: ₹25.6b (up 15% from FY 2023). Net loss: ₹433.6m (down 249% from profit in FY 2023). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 174%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 5.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 101 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Sagar Cements Limited Recommends Dividend for the Financial Year 2023-2024Sagar Cements Limited at the board Meeting held on 14 May 2024, recommended a dividend for the financial year 2023-2024. The has recommended for approval of the shareholders at their 43rd Annual General Meeting tobe held in due course, a dividend at INR 0.70 paise per equity share (35%) on the 130,707,548 equity shares of INR 2/- each of the company for the financial year 2023-2024.
お知らせ • May 08Sagar Cements Limited to Report Q4, 2024 Results on May 14, 2024Sagar Cements Limited announced that they will report Q4, 2024 results on May 14, 2024
分析記事 • Mar 12Investors Aren't Entirely Convinced By Sagar Cements Limited's (NSE:SAGCEM) RevenuesWith a median price-to-sales (or "P/S") ratio of close to 1.5x in the Basic Materials industry in India, you could be...
Reported Earnings • Jan 25Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: ₹0.78 loss per share (improved from ₹2.08 loss in 3Q 2023). Revenue: ₹6.73b (up 17% from 3Q 2023). Net loss: ₹77.5m (loss narrowed 65% from 3Q 2023). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 02Sagar Cements Limited's (NSE:SAGCEM) Intrinsic Value Is Potentially 43% Above Its Share PriceKey Insights Sagar Cements' estimated fair value is ₹413 based on 2 Stage Free Cash Flow to Equity Sagar Cements is...
お知らせ • Dec 30Sagar Cements Limited to Report Q3, 2024 Results on Jan 24, 2024Sagar Cements Limited announced that they will report Q3, 2024 results on Jan 24, 2024
お知らせ • Nov 12Sagar Cements Limited Appoints Shri J. Raja Reddy as Company Secretary and Compliance OfficerSagar Cements Limited announced that Shri J. Raja Reddy has been appointed as Company Secretary and Key Managerial Personnel by the Board of Directors of the company at their meeting held on 19th October, 2023 and his appointment is effective from 11th November, 2023.
お知らせ • Oct 20Sagar Cements Limited Announces Change of Company SecretarySagar Cements Limited announced that Board at its meeting held has accepted the request received from Shri R.Soundararajan, Company Secretary seeking retirement on health grounds and has accepted his request to be relieved with effect from 10th November, 2023. In the above said meeting, the Board has appointed Shri J.Raja Reddy as Company Secretary and Compliance Officer with effect from 11th November, 2023. Brief profile: Qualification: B.Sc., LLB, Associate Company Secretary. Has been associated with Sagar Group since 2013. Currently, he is working as Assistant Company Secretary in Sagar Cements Limited.
Reported Earnings • Oct 20Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: ₹0.81 loss per share (improved from ₹3.76 loss in 2Q 2023). Revenue: ₹5.90b (up 24% from 2Q 2023). Net loss: ₹84.0m (loss narrowed 80% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 66%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 6.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 28Sagar Cements Limited to Report Q2, 2024 Results on Oct 19, 2023Sagar Cements Limited announced that they will report Q2, 2024 results on Oct 19, 2023
分析記事 • Aug 05An Intrinsic Calculation For Sagar Cements Limited (NSE:SAGCEM) Suggests It's 40% UndervaluedKey Insights The projected fair value for Sagar Cements is ₹399 based on 2 Stage Free Cash Flow to Equity Sagar...
Reported Earnings • Jul 28First quarter 2024 earnings released: ₹3.23 loss per share (vs ₹1.04 loss in 1Q 2023)First quarter 2024 results: ₹3.23 loss per share (further deteriorated from ₹1.04 loss in 1Q 2023). Revenue: ₹5.44b (down 2.5% from 1Q 2023). Net loss: ₹397.7m (loss widened 451% from 1Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.2% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 13Sagar Cements Limited to Report Q1, 2024 Results on Jul 27, 2023Sagar Cements Limited announced that they will report Q1, 2024 results on Jul 27, 2023
お知らせ • Jun 30Sagar Cements Limited Declares Dividend for Dividend for the Year 2022-23Sagar Cements Limited informed that shareholders at their 42nd Annual General Meeting held on June 28, 2023 declared the payment of a dividend at INR 0.70 per equity share (35%) on the 130,707,548 equity shares of INR 2/- each for dividend for the year 2022-23, which will be disbursed to shareholders within 30 days of their above said declaration.
Upcoming Dividend • Jun 13Upcoming dividend of ₹0.70 per share at 0.3% yieldEligible shareholders must have bought the stock before 20 June 2023. Payment date: 28 July 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (0.5%).
New Risk • Jun 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 1,521% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin).
分析記事 • May 28Sagar Cements (NSE:SAGCEM) Is Paying Out A Dividend Of ₹0.70Sagar Cements Limited's ( NSE:SAGCEM ) investors are due to receive a payment of ₹0.70 per share on 28th of July. This...
お知らせ • May 25Sagar Cements Limited, Annual General Meeting, Jun 28, 2023Sagar Cements Limited, Annual General Meeting, Jun 28, 2023, at 15:00 Indian Standard Time.
Buying Opportunity • May 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 8.0%. The fair value is estimated to be ₹253, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 58% per annum over the same time period.
お知らせ • May 11Sagar Cements Limited Recommends Dividend for the Financial Year 2022-23Sagar Cements Limited recommended for approval of the shareholders at their 42nd Annual General Meeting to be held in due course, a dividend at INR 0.70 per equity share (35%) on the 13,07,07,548 equity shares of INR . 2/- each of the company for the financial year 2022-23.
Reported Earnings • May 11Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: ₹0.66 (down from ₹5.89 in FY 2022). Revenue: ₹24.5b (up 54% from FY 2022). Net income: ₹290.4m (down 58% from FY 2022). Profit margin: 1.2% (down from 4.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has increased by 55% per year, which means it is well ahead of earnings.
お知らせ • Jan 25Sagar Cements Limited Announces Directorate ChangesSagar Cements Limited announced that with the personal presence of Mr. John-Eric Bertrand, one of directors, at the Board Meeting held on 23 January, 2023, Mr. Jens Van Nieuwenborgh, who had been an alternate director to the former, ceased to be the Alternate Director with effect from the said date i.e.,23 January, 2023 in accordance with Section 161 (2) of the Companies Act, 2013.
Reported Earnings • Jan 24Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: ₹2.08 loss per share (down from ₹0.39 profit in 3Q 2022). Revenue: ₹5.90b (up 77% from 3Q 2022). Net loss: ₹220.2m (down ₹273.5m from profit in 3Q 2022). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 73%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Jan 10Sagar Cements Limited to Report Q3, 2023 Results on Jan 23, 2023Sagar Cements Limited announced that they will report Q3, 2023 results at 3:30 PM, Indian Standard Time on Jan 23, 2023
分析記事 • Dec 02These 4 Measures Indicate That Sagar Cements (NSE:SAGCEM) Is Using Debt In A Risky WayWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Oct 21Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: ₹3.76 loss per share (down from ₹1.77 profit in 2Q 2022). Revenue: ₹4.75b (up 29% from 2Q 2022). Net loss: ₹422.5m (down 301% from profit in 2Q 2022). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 7.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Price Target Changed • Jul 31Price target decreased to ₹234Down from ₹256, the current price target is an average from 8 analysts. New target price is 32% above last closing price of ₹177. Stock is down 32% over the past year. The company is forecast to post earnings per share of ₹1.70 for next year compared to ₹5.89 last year.
Reported Earnings • Jul 22First quarter 2023 earnings: Revenues exceed analyst expectationsFirst quarter 2023 results: Net loss: ₹72.2m (down 114% from profit in 1Q 2022). Revenue exceeded analyst estimates by 9.5%. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₹171, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 25x in the Basic Materials industry in India. Total returns to shareholders of 40% over the past three years.
Upcoming Dividend • Jun 15Upcoming dividend of ₹0.70 per shareEligible shareholders must have bought the stock before 22 June 2022. Payment date: 30 July 2022. Payout ratio is a comfortable 12% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (1.0%).
Price Target Changed • May 18Price target decreased to ₹274Down from ₹300, the current price target is an average from 7 analysts. New target price is 28% above last closing price of ₹214. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹6.72 for next year compared to ₹8.38 last year.
Reported Earnings • May 14Full year 2022 earnings: Revenues exceed analyst expectationsFull year 2022 results: Revenue: ₹16.0b (up 16% from FY 2021). Net income: ₹591.5m (down 68% from FY 2021). Profit margin: 3.7% (down from 14% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 40%, compared to a 14% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹241, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Basic Materials industry in India. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹183 per share.
分析記事 • Feb 25Does Sagar Cements (NSE:SAGCEM) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Price Target Changed • Feb 02Price target decreased to ₹312Down from ₹337, the current price target is an average from 7 analysts. New target price is 20% above last closing price of ₹259. Stock is up 88% over the past year. The company is forecast to post earnings per share of ₹9.55 for next year compared to ₹16.08 last year.
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹0.39 (down from ₹4.23 in 3Q 2021). Revenue: ₹3.34b (down 8.3% from 3Q 2021). Net income: ₹53.3m (down 89% from 3Q 2021). Profit margin: 1.6% (down from 14% in 3Q 2021). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 57%. Over the next year, revenue is forecast to grow 34%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 26Should You Be Adding Sagar Cements (NSE:SAGCEM) To Your Watchlist Today?Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS ₹1.77 (vs ₹4.32 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹3.72b (up 14% from 2Q 2021). Net income: ₹210.7m (down 58% from 2Q 2021). Profit margin: 5.7% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 81% share price decline to ₹291, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 25x in the Basic Materials industry in India. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹370 per share.
分析記事 • Aug 04Returns Are Gaining Momentum At Sagar Cements (NSE:SAGCEM)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Jul 27Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₹1,363, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 27x in the Basic Materials industry in India. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹2,120 per share.
分析記事 • Jul 22Here's Why I Think Sagar Cements (NSE:SAGCEM) Might Deserve Your Attention TodayIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Upcoming Dividend • Jul 09Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 16 July 2021. Payment date: 27 August 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.0%).
Reported Earnings • Jul 06Full year 2021 earnings released: EPS ₹80.42 (vs ₹12.44 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.7b (up 17% from FY 2020). Net income: ₹1.86b (up ₹1.59b from FY 2020). Profit margin: 14% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 20Is Sagar Cements Limited (NSE:SAGCEM) Trading At A 38% Discount?In this article we are going to estimate the intrinsic value of Sagar Cements Limited ( NSE:SAGCEM ) by taking the...
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₹1,035, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 24x in the Basic Materials industry in India. Total returns to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,669 per share.
Valuation Update With 7 Day Price Move • May 24Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹914, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 27x in the Basic Materials industry in India. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,693 per share.
Reported Earnings • May 15Full year 2021 earnings released: EPS ₹78.92 (vs ₹12.44 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹13.8b (up 17% from FY 2020). Net income: ₹1.86b (up ₹1.59b from FY 2020). Profit margin: 14% (up from 2.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
