View ValuationStar Cement 将来の成長Future 基準チェック /16Star Cement利益と収益がそれぞれ年間9.6%と10.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.5% 9.1%なると予測されています。主要情報9.6%収益成長率9.05%EPS成長率Basic Materials 収益成長5.9%収益成長率10.7%将来の株主資本利益率13.50%アナリストカバレッジGood最終更新日30 May 2026今後の成長に関する最新情報分析記事 • Feb 11Star Cement Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearAs you might know, Star Cement Limited ( NSE:STARCEMENT ) recently reported its third-quarter numbers. Revenues were...Price Target Changed • Oct 07Price target increased by 9.6% to ₹301Up from ₹275, the current price target is an average from 11 analysts. New target price is 15% above last closing price of ₹261. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹9.00 for next year compared to ₹4.18 last year.Price Target Changed • Aug 15Price target increased by 12% to ₹267Up from ₹238, the current price target is an average from 11 analysts. New target price is 7.7% below last closing price of ₹289. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹9.26 for next year compared to ₹4.18 last year.分析記事 • Aug 13Results: Star Cement Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesNSEI:STARCEMENT 1 Year Share Price vs Fair Value Explore Star Cement's Fair Values from the Community and select yours...分析記事 • May 25Here's What Analysts Are Forecasting For Star Cement Limited (NSE:STARCEMENT) After Its Full-Year ResultsThe annual results for Star Cement Limited ( NSE:STARCEMENT ) were released last week, making it a good time to revisit...Price Target Changed • May 28Price target increased by 9.0% to ₹231Up from ₹212, the current price target is an average from 9 analysts. New target price is 6.6% above last closing price of ₹216. Stock is up 62% over the past year. The company is forecast to post earnings per share of ₹9.60 for next year compared to ₹7.30 last year.すべての更新を表示Recent updatesReported Earnings • May 23Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹9.73 (up from ₹4.18 in FY 2025). Revenue: ₹38.0b (up 20% from FY 2025). Net income: ₹3.93b (up 133% from FY 2025). Profit margin: 10% (up from 5.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.6%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 11Star Cement Limited to Report Q4, 2026 Results on May 22, 2026Star Cement Limited announced that they will report Q4, 2026 results on May 22, 2026分析記事 • Feb 11Star Cement Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearAs you might know, Star Cement Limited ( NSE:STARCEMENT ) recently reported its third-quarter numbers. Revenues were...Reported Earnings • Feb 07Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: ₹1.85 (up from ₹0.22 in 3Q 2025). Revenue: ₹8.85b (up 23% from 3Q 2025). Net income: ₹749.2m (up ₹658.6m from 3Q 2025). Profit margin: 8.5% (up from 1.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 28Star Cement Limited to Report Q3, 2026 Results on Feb 06, 2026Star Cement Limited announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Dec 26Star Cement Limited (NSE:STARCEMENT) Investors Are Less Pessimistic Than ExpectedWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 25x, you may consider Star...Buy Or Sell Opportunity • Nov 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to ₹224. The fair value is estimated to be ₹287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 5.1%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.Reported Earnings • Nov 09Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹1.78 (up from ₹0.14 in 2Q 2025). Revenue: ₹8.11b (up 26% from 2Q 2025). Net income: ₹719.5m (up ₹662.1m from 2Q 2025). Profit margin: 8.9% (up from 0.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 12% 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 5% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.お知らせ • Oct 27Star Cement Limited to Report Q2, 2026 Results on Nov 04, 2025Star Cement Limited announced that they will report Q2, 2026 results on Nov 04, 2025Price Target Changed • Oct 07Price target increased by 9.6% to ₹301Up from ₹275, the current price target is an average from 11 analysts. New target price is 15% above last closing price of ₹261. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹9.00 for next year compared to ₹4.18 last year.分析記事 • Sep 27Returns On Capital At Star Cement (NSE:STARCEMENT) Have StalledTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Sep 02Star Cement (NSE:STARCEMENT) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Aug 15Price target increased by 12% to ₹267Up from ₹238, the current price target is an average from 11 analysts. New target price is 7.7% below last closing price of ₹289. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹9.26 for next year compared to ₹4.18 last year.分析記事 • Aug 14Star Cement Limited's (NSE:STARCEMENT) 37% Jump Shows Its Popularity With InvestorsNSEI:STARCEMENT 1 Year Share Price vs Fair Value Explore Star Cement's Fair Values from the Community and select yours...分析記事 • Aug 13Results: Star Cement Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesNSEI:STARCEMENT 1 Year Share Price vs Fair Value Explore Star Cement's Fair Values from the Community and select yours...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ₹2.44 (vs ₹0.77 in 1Q 2025)First quarter 2026 results: EPS: ₹2.44 (up from ₹0.77 in 1Q 2025). Revenue: ₹9.14b (up 22% from 1Q 2025). Net income: ₹984.5m (up 217% from 1Q 2025). Profit margin: 11% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 9% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.お知らせ • Aug 08Star Cement Limited, Annual General Meeting, Sep 23, 2025Star Cement Limited, Annual General Meeting, Sep 23, 2025, at 11:30 Indian Standard Time.Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹263, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Basic Materials industry in India. Total returns to shareholders of 175% over the past three years.お知らせ • Jul 30Star Cement Limited to Report Q1, 2026 Results on Aug 08, 2025Star Cement Limited announced that they will report Q1, 2026 results on Aug 08, 2025分析記事 • May 25Here's What Analysts Are Forecasting For Star Cement Limited (NSE:STARCEMENT) After Its Full-Year ResultsThe annual results for Star Cement Limited ( NSE:STARCEMENT ) were released last week, making it a good time to revisit...Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹4.18 (vs ₹7.30 in FY 2024)Full year 2025 results: EPS: ₹4.18 (down from ₹7.30 in FY 2024). Revenue: ₹31.7b (up 9.0% from FY 2024). Net income: ₹1.69b (down 43% from FY 2024). Profit margin: 5.3% (down from 10% in FY 2024). The decrease in margin was driven by higher expenses. 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, earnings per share has fallen by 10% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.お知らせ • May 13Star Cement Limited to Report Q4, 2025 Results on May 21, 2025Star Cement Limited announced that they will report Q4, 2025 results on May 21, 2025分析記事 • Apr 22Star Cement Limited (NSE:STARCEMENT) Not Flying Under The RadarWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 26x, you may consider Star...分析記事 • Mar 25Investors Could Be Concerned With Star Cement's (NSE:STARCEMENT) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Jan 31Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₹0.22 (down from ₹1.82 in 3Q 2024). Revenue: ₹7.21b (up 11% from 3Q 2024). Net income: ₹90.6m (down 88% from 3Q 2024). Profit margin: 1.3% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 120%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.お知らせ • Jan 28Star Cement Limited Announces Resignation of Rajendra Chamaria as Vice Chairman, Managing Director and DirectorStar Cement Limited announced that Mr. Rajendra Chamaria has resigned from the position of Vice Chairman, Managing Director (KMP) and Director of the Company with effect from close of the business hours of 27th January, 2025 due to his personal reasons.分析記事 • Jan 27A Look At The Intrinsic Value Of Star Cement Limited (NSE:STARCEMENT)Key Insights Using the 2 Stage Free Cash Flow to Equity, Star Cement fair value estimate is ₹191 Current share price of...New Risk • Jan 23New 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 7.5% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (6.7% net profit margin). Significant insider selling over the past 3 months (₹489m sold).Buy Or Sell Opportunity • Jan 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ₹230. The fair value is estimated to be ₹191, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.お知らせ • Jan 17Star Cement Limited to Report Q3, 2025 Results on Jan 30, 2025Star Cement Limited announced that they will report Q3, 2025 results on Jan 30, 2025お知らせ • Jan 01Star Cement Limited Announces Resignation of Sundaram Srinivasan as Chief Manufacturing OfficerStar Cement Limited announced that Mr. Sundaram Srinivasan, Chief Manufacturing Officer, a Senior Management Personnel of the Company has tendered his resignation from the services of the Company effective from the close of business hours on December 31, 2024, due to personal reasons.お知らせ • Dec 27Star Cement Shares Jump 8% as UltraTech to Pick 8.69% StakeShares of Star Cement Limited (BSE:540575) rallied 8% to INR 247.75 on the BSE on December 27, 2024 after Aditya Birla Group company UltraTech Cement Limited (NSEI:ULTRACEMCO) announced it is buying approximately an 8.69% stake in Star Cement for about INR 8.51 billion. "The Board of Directors of the Company at its meeting considered the proposal and approved making an investment to acquire non-controlling minority stake upto 37.0 million equity shares of Star Cement at a price not exceeding INR 235 per share, excluding STT; stamp duty and other levies," UltraTech said in a regulatory filing. It was stated that some promoters and promoter group entities of Star Cement propose to sell their equity holdings and have approached the company. Media reports had earlier stated that Ambuja Cement, a part of the Adani Group, was in talks to acquire Star Cement as part of its expansion strategy in the Northeast, where Star Cement holds a significant market share. However, Star Cement dismissed these reports, stating that they were speculative and clarifying that no such discussions were underway. The acquisition is expected to be completed within one month and would be an all-cash deal.分析記事 • Dec 17These 4 Measures Indicate That Star Cement (NSE:STARCEMENT) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 05Adani Group Reportedly Evaluates Acquiring Star Cement for Expansion in the North EastAdani Enterprises Limited (BSE:512599) unit Ambuja Cements Limited (BSE:500425) is in talks to acquire Star Cement Limited (BSE:540575), a market leader in the North East, as part of its expansion strategy, according to people familiar with the matter. The group is said to have appointed consultancy firm EY for evaluating the deal, they said. Adani Cement did not immediately respond to requests for comment. Star Cement clarified that it is not engaged in any discussions with the group and called the development as 'speculative'. "The company is always evaluating options for growth opportunities," said an Adani Group official.お知らせ • Dec 04Star Cement Denies Reports of Acquisition Talks with Adani GroupStar Cement Limited (BSE:540575) on December 4, 2024 dismissed reports suggesting that Adani Enterprises Limited (BSE:512599)’s Ambuja Cements Limited (BSE:500425) is evaluating a potential acquisition of the company to expand its presence in the North East. The company labeled the claims as speculative and clarified that no such discussions are underway. In a filing to the stock exchanges, Star Cement stated, “With reference to the news item that appeared in ‘Money Control,’ we hereby clarify that the above-mentioned news item is speculative, and the company is not engaged in any discussions in this regard.” The company further emphasised its commitment to regulatory compliance, saying, “We have always made and will continue to make disclosures in compliance with our obligations under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.” Earlier, MoneyControl had reported that Ambuja Cement, a subsidiary of the Adani Group, was in talks to acquire Star Cement as part of its expansion strategy in the North East, where Star Cement holds a significant market share. The clarification from Star Cement comes amid heightened scrutiny of merger and acquisition activities in India’s cement sector, following Adani Group’s increasing interest in strengthening its position in the industry.Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹208, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 33x in the Basic Materials industry in India. Total returns to shareholders of 116% over the past three years.分析記事 • Dec 04The Price Is Right For Star Cement Limited (NSE:STARCEMENT)Star Cement Limited's ( NSE:STARCEMENT ) price-to-earnings (or "P/E") ratio of 40x might make it look like a sell right...Reported Earnings • Nov 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹0.14 (down from ₹1.01 in 2Q 2024). Revenue: ₹6.42b (up 9.6% from 2Q 2024). Net income: ₹57.4m (down 86% from 2Q 2024). Profit margin: 0.9% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 15% 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 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Star Cement Limited to Report Q2, 2025 Results on Nov 08, 2024Star Cement Limited announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Oct 23We Like Star Cement's (NSE:STARCEMENT) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...お知らせ • Oct 19Star Cement Limited Announces Resignation of Vinit Kumar Tiwari as Chief Executive OfficerStar Cement Limited informed that Mr. Vinit Kumar Tiwari has resigned as the Chief Executive Officer (KMP under Companies Act, 2013) of the Company with effect from close of the business hours of 18 October, 2024 due to his personal reasons.お知らせ • Oct 08Star Cement Limited Appoints Dilip Kumar Agarwal as Chief Commercial & Corporate Affairs OfficerStar Cement Limited announced that in terms of recommendation of the Nomination & Remuneration Committee and approval of the Board of Directors of the Company, Mr. Dilip Kumar Agarwal has been appointed as Chief Commercial & Corporate Affairs Officer of the Company with effect from 07 October 2024. Accordingly, Mr. Dilip Kumar Agarwal shall be a Senior Management Personnel of the Company effective 07 October 2024. Mr. Dilip Kumar Agarwal is a commerce graduate from Patna University and a member of the Institute of Chartered Accountants of India. He is having more than 30 years of experience in cement and telecom sectors. He has in-depth knowledge in the areas of Business, Finance, Accounts, Taxation, Supply Chain, Audit and Operations. He was earlier associated with the Company as Chief Financial Officer.分析記事 • Sep 12Is Star Cement (NSE:STARCEMENT) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Aug 12Star Cement Limited, Annual General Meeting, Sep 26, 2024Star Cement Limited, Annual General Meeting, Sep 26, 2024, at 11:30 Indian Standard Time.Reported Earnings • Aug 10First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ₹0.77 (down from ₹2.31 in 1Q 2024). Revenue: ₹7.52b (down 1.1% from 1Q 2024). Net income: ₹310.4m (down 67% from 1Q 2024). Profit margin: 4.1% (down from 12% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 17% p.a. on average during the next 3 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 increased by 10% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Aug 08Is There An Opportunity With Star Cement Limited's (NSE:STARCEMENT) 45% Undervaluation?Key Insights Star Cement's estimated fair value is ₹362 based on 2 Stage Free Cash Flow to Equity Star Cement is...お知らせ • Aug 02Star Cement Limited to Report Q1, 2025 Results on Aug 09, 2024Star Cement Limited announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • Jun 26Here's Why We Think Star Cement (NSE:STARCEMENT) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buy Or Sell Opportunity • Jun 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to ₹204. The fair value is estimated to be ₹263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.分析記事 • May 30Concerns Surrounding Star Cement's (NSE:STARCEMENT) PerformanceThe market shrugged off Star Cement Limited's ( NSE:STARCEMENT ) solid earnings report. Our analysis showed that there...Price Target Changed • May 28Price target increased by 9.0% to ₹231Up from ₹212, the current price target is an average from 9 analysts. New target price is 6.6% above last closing price of ₹216. Stock is up 62% over the past year. The company is forecast to post earnings per share of ₹9.60 for next year compared to ₹7.30 last year.Reported Earnings • May 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹7.30 (up from ₹6.13 in FY 2023). Revenue: ₹29.1b (up 7.6% from FY 2023). Net income: ₹2.95b (up 19% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 25New major risk - Revenue and earnings growthEarnings have declined by 1.5% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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.お知らせ • May 16Star Cement Limited to Report Q4, 2024 Results on May 22, 2024Star Cement Limited announced that they will report Q4, 2024 results on May 22, 2024分析記事 • Apr 16Investors Could Be Concerned With Star Cement's (NSE:STARCEMENT) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Recent Insider Transactions • Mar 19MD & Director recently bought ₹53m worth of stockOn the 14th of March, Prem Bhajanka bought around 265k shares on-market at roughly ₹200 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. Despite this recent purchase, insiders have collectively sold ₹212m more in shares than they bought in the last 12 months.分析記事 • Mar 14Is Now The Time To Put Star Cement (NSE:STARCEMENT) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Price Target Changed • Feb 10Price target increased by 11% to ₹187Up from ₹167, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of ₹195. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹7.11 for next year compared to ₹6.13 last year.Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹1.82 (up from ₹1.31 in 3Q 2023). Revenue: ₹6.56b (up 5.8% from 3Q 2023). Net income: ₹735.2m (up 39% from 3Q 2023). Profit margin: 11% (up from 8.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.0% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Star Cement Limited to Report Q3, 2024 Results on Feb 07, 2024Star Cement Limited announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: ₹1.01 (vs ₹0.77 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.01 (up from ₹0.77 in 2Q 2023). Revenue: ₹5.85b (down 1.5% from 2Q 2023). Net income: ₹406.7m (up 31% from 2Q 2023). Profit margin: 6.9% (up from 5.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 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 increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 09There Are Reasons To Feel Uneasy About Star Cement's (NSE:STARCEMENT) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Nov 01Star Cement Limited to Report Q2, 2024 Results on Nov 09, 2023Star Cement Limited announced that they will report Q2, 2024 results on Nov 09, 2023Buying Opportunity • Oct 24Now 20% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be ₹189, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 6.4%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 35% in the next 2 years.分析記事 • Oct 24Estimating The Fair Value Of Star Cement Limited (NSE:STARCEMENT)Key Insights The projected fair value for Star Cement is ₹189 based on 2 Stage Free Cash Flow to Equity With ₹151 share...お知らせ • Sep 29Star Cement Limited Announces Director AppointmentsStar Cement Limited announced that at its AGM held on 28th September, 2023, the shareholders approved Appointment of Mr. Tushar Bhajanka as Director and Deputy Managing Director with effect from 08th August, 2023 upto 07th August, 2026.Price Target Changed • Aug 14Price target increased by 8.1% to ₹149Up from ₹138, the current price target is an average from 8 analysts. New target price is 8.3% below last closing price of ₹162. Stock is up 78% over the past year. The company is forecast to post earnings per share of ₹7.13 for next year compared to ₹6.13 last year.Price Target Changed • Aug 10Price target increased by 7.0% to ₹143Up from ₹133, the current price target is an average from 8 analysts. New target price is 12% below last closing price of ₹162. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹8.30 for next year compared to ₹6.13 last year.お知らせ • Aug 09Star Cement Limited, Annual General Meeting, Sep 28, 2023Star Cement Limited, Annual General Meeting, Sep 28, 2023, at 11:30 Indian Standard Time.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹167, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Basic Materials industry in India. Total returns to shareholders of 89% over the past three years.お知らせ • Aug 01Star Cement Limited to Report Q1, 2024 Results on Aug 08, 2023Star Cement Limited announced that they will report Q1, 2024 results on Aug 08, 2023New Risk • Jun 23New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹117m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Significant insider selling over the past 3 months (₹117m sold).Recent Insider Transactions • Jun 23Insider recently sold ₹9.0m worth of stockOn the 16th of June, Laxmi Chamaria sold around 60k shares on-market at roughly ₹150 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹31m. Insiders have been net sellers, collectively disposing of ₹94m more than they bought in the last 12 months.Recent Insider Transactions • Jun 20Insider recently sold ₹9.0m worth of stockOn the 16th of June, Laxmi Chamaria sold around 60k shares on-market at roughly ₹150 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹96m. Insiders have been net sellers, collectively disposing of ₹89m more than they bought in the last 12 months.Recent Insider Transactions • Jun 13Insider recently sold ₹31m worth of stockOn the 7th of June, Laxmi Chamaria sold around 209k shares on-market at roughly ₹146 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹96m. Insiders have been net sellers, collectively disposing of ₹73m more than they bought in the last 12 months.Price Target Changed • May 24Price target increased by 7.5% to ₹127Up from ₹118, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ₹125. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₹5.96 for next year compared to ₹6.13 last year.Reported Earnings • May 21Full year 2023 earnings released: EPS: ₹6.13 (vs ₹6.04 in FY 2022)Full year 2023 results: EPS: ₹6.13 (up from ₹6.04 in FY 2022). Revenue: ₹27.6b (up 24% from FY 2022). Net income: ₹2.48b (flat on FY 2022). Profit margin: 9.0% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 20+ 1 more updateStar Cement Limited Announces Chief Executive Officer ChangesStar Cement Limited announced at the board meeting held on May 19, 2023 that the company approved Mr. Sajjan Bhajanka has resigned as the Chief Executive Officer (KMP under Companies Act, 2013) of the Company with effect from close of the business hours of 19th May, 2023 due to appointment of new Chief Executive Officer. However, he will continue as the Managing Director and Chairman of the Company. In terms of recommendation of Nomination & Remuneration Committee, the Board of Directors of the Company at their meeting held on 19th May, 2023 has appointed Mr. Vinit Kumar Tiwari as the Chief Executive Officer (Key Managerial Personnel under the Companies Act, 2013) of the Company effective from 20th May, 2023. Mr. Vinit Kumar Tiwari aged about 54 years is an MBA (Marketing) and B.Sc. He is an established professional with over 29 years of rich and varied experience. He possess set of competencies in diverse functional areas like Business operations and management, Sales & business development, Supply chain management, Strategy, Client relationship management, Planning, Market Expansion, Logistics, Channel Management and Cost Optimization etc., He was associated with Ultra Tech Cement Limited, Greenply Industries Limited and NUVOCO in different capacities.お知らせ • May 12Star Cement Limited to Report Q4, 2023 Results on May 19, 2023Star Cement Limited announced that they will report Q4, 2023 results on May 19, 2023Recent Insider Transactions • Mar 23Insider recently bought ₹5.6m worth of stockOn the 20th of March, Sumitra Agarwal bought around 61k shares on-market at roughly ₹90.90 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹126m more in shares than they bought in the last 12 months.Recent Insider Transactions • Feb 18Insider recently bought ₹5.1m worth of stockOn the 14th of February, Sumitra Agarwal bought around 46k shares on-market at roughly ₹111 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹8.4m. Despite this recent purchase, insiders have collectively sold ₹79m more in shares than they bought in the last 12 months.Price Target Changed • Feb 07Price target increased by 7.5% to ₹116Up from ₹108, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹113. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₹5.40 for next year compared to ₹6.04 last year.Reported Earnings • Feb 05Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: ₹1.31 (up from ₹1.09 in 3Q 2022). Revenue: ₹6.20b (up 12% from 3Q 2022). Net income: ₹528.7m (up 21% from 3Q 2022). Profit margin: 8.5% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 13% 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 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 04Star Cement Limited Announces Board ChangesStar Cement Limited announced the outcome of the Board Meeting held 03rd February, 2023, terms of appointment of Mr. Pramod Kumar Shah (DIN: 00343256), Independent Director will be expiring on close of the business hours of 31st March, 2023. Therefore, Mr. Pramod Kumar Shah will cease to be an Independent Director with effect from 01st April, 2023 due to expiry of his terms. Reconstitution of Committees: At the said meeting, the Board of Directors has reconstituted its Audit Committee with effect from 01st April, 2023 as under: Audit Committee: Mr. Amit Kiran Deb as Chairman, Mr. Sajjan Bhajanka and Mr. Vivek Chawla as members. At the said meeting, the Board of Directors has reconstituted its Nomination & Remuneration Committee with effect from 01st April, 2023 as under: Mr. Amit Kiran Deb as Chairman, Mr. Nirmalya Bhattacharyya and Mr. Vivek Chawla as members. At the said meeting, the Board of Directors has reconstituted its Corporate Social Responsibility Committee with effect from 01st April, 2023 as under: Mr. Sanjay Agarwal as Chairman, Mr. Sajjan Bhajanka and Mr. Vivek Chawla as Members. At the said meeting, the Board of Directors has reconstituted its Stakeholders Relationship Committee with effect from 01st April, 2023 as under: Mr. Vivek Chawla as Chairman, Mr. Sanjay Agarwal and Mr. Sajjan Bhajanka as members. At the said meeting, the Board of Directors has reconstituted its Risk Management Committee with effect from 01st April, 2023 as under: Mr. Sanjay Agarwal as Chairman, Mr. Nirmalya Bhattacharyya, Mr. Vivek Chawla as Members.お知らせ • Jan 25Star Cement Limited to Report Q3, 2023 Results on Feb 03, 2023Star Cement Limited announced that they will report Q3, 2023 results on Feb 03, 2023Recent Insider Transactions • Jan 02Insider recently sold ₹2.3m worth of stockOn the 27th of December, Kamakhya Chamaria sold around 20k shares on-market at roughly ₹115 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹33m. Insiders have been net sellers, collectively disposing of ₹52m more than they bought in the last 12 months.Recent Insider Transactions • Dec 14Insider recently sold ₹33m worth of stockOn the 9th of December, Rahul Chamaria sold around 283k shares on-market at roughly ₹118 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹18m more than they sold in the last 12 months.Reported Earnings • Nov 17Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹0.77 (down from ₹1.13 in 2Q 2022). Revenue: ₹6.08b (up 50% from 2Q 2022). Net income: ₹310.6m (down 33% from 2Q 2022). Profit margin: 5.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Recent Insider Transactions • Oct 08Vice Chairman & MD recently sold ₹4.5m worth of stockOn the 30th of September, Rajendra Chamaria sold around 42k shares on-market at roughly ₹106 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rajendra's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 30MD & Director recently bought ₹3.0m worth of stockOn the 23rd of September, Prem Bhajanka bought around 29k shares on-market at roughly ₹102 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹5.2m. Insiders have collectively bought ₹123m more in shares than they have sold in the last 12 months.分析記事 • Sep 27These 4 Measures Indicate That Star Cement (NSE:STARCEMENT) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Recent Insider Transactions • Sep 15MD & Director recently bought ₹5.2m worth of stockOn the 9th of September, Prem Bhajanka bought around 50k shares on-market at roughly ₹105 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹6.8m. Insiders have collectively bought ₹123m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Aug 27Insider recently sold ₹1.2m worth of stockOn the 23rd of August, Sarika Jalan sold around 13k shares on-market at roughly ₹92.82 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹117m more than they sold in the last 12 months.分析記事 • Aug 05Star Cement (NSE:STARCEMENT) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 03First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ₹1.67. Revenue: ₹6.80b (up 33% from 1Q 2022). Net income: ₹675.6m (flat on 1Q 2022). Profit margin: 9.9% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 7.0%, compared to a 13% growth forecast for the industry in India.Recent Insider Transactions • Jun 30MD & Director recently bought ₹2.2m worth of stockOn the 23rd of June, Prem Bhajanka bought around 26k shares on-market at roughly ₹84.59 per share. In the last 3 months, they made an even bigger purchase worth ₹6.8m. Insiders have collectively bought ₹118m more in shares than they have sold in the last 12 months.業績と収益の成長予測NSEI:STARCEMENT - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202958,7415,978N/A9,27213/31/202846,6974,695-5,1549,036133/31/202742,1154,140457,702133/31/202637,7653,9342,7177,649N/A12/31/202536,5183,683N/AN/AN/A9/30/202534,9063,025-2663,993N/A6/30/202533,2442,364N/AN/AN/A3/31/202531,6021,688-2,8472,965N/A12/31/202430,2481,335N/AN/AN/A9/30/202429,5751,980-5,4853,982N/A6/30/202429,0122,329N/AN/AN/A3/31/202429,1072,951-5,4674,897N/A12/31/202328,2633,036N/AN/AN/A9/30/202327,9212,829-4,9614,068N/A6/30/202328,0012,733N/AN/AN/A3/31/202327,0482,476-2,1343,584N/A12/31/202226,2902,399N/AN/AN/A9/30/202225,6442,3092,4324,647N/A6/30/202223,7682,463N/AN/AN/A3/31/202222,2182,4682,1764,171N/A12/31/202120,7522,436N/AN/AN/A9/30/202119,4381,9811,2973,124N/A6/30/202119,3912,118N/AN/AN/A3/31/202117,1991,8712,4253,500N/A12/31/202016,6671,877N/AN/AN/A9/30/202016,9442,606N/AN/AN/A6/30/202016,7502,450N/AN/AN/A3/31/202018,4312,8552,5544,830N/A12/31/201918,2892,895N/AN/AN/A9/30/201917,9423,006N/A5,596N/A6/30/201917,7402,923N/AN/AN/A3/31/201918,3102,988N/A6,165N/A12/31/201818,2733,169N/AN/AN/A9/30/201817,8753,241N/AN/AN/A6/30/201817,0653,135N/AN/AN/A3/31/201816,1453,307N/A4,206N/A12/31/201716,0463,283N/AN/AN/A9/30/201717,3252,683N/AN/AN/A6/30/201717,6312,442N/AN/AN/A3/31/201715,2891,947N/A3,000N/A12/31/201617,7571,251N/AN/AN/A9/30/201617,0151,206N/AN/AN/A6/30/201617,0081,090N/AN/AN/A3/31/201617,1501,340N/A970N/A12/31/201516,5641,537N/AN/AN/A9/30/201515,6541,637N/AN/AN/A6/30/201515,1641,437N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: STARCEMENTの予測収益成長率 (年間9.6% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: STARCEMENTの収益 ( 9.6% ) Indian市場 ( 16.1% ) よりも低い成長が予測されています。高成長収益: STARCEMENTの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: STARCEMENTの収益 ( 10.7% ) Indian市場 ( 10.8% ) よりも低い成長が予測されています。高い収益成長: STARCEMENTの収益 ( 10.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: STARCEMENTの 自己資本利益率 は、3年後には低くなると予測されています ( 13.5 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/11 01:42終値2026/06/11 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Star Cement Limited 13 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。18 アナリスト機関Manish ValechaAnand Rathi Shares and Stock Brokers Limitednull nullAntique Stockbroking Ltd.Milind RaginwarBOB Capital Markets Ltd.15 その他のアナリストを表示
分析記事 • Feb 11Star Cement Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearAs you might know, Star Cement Limited ( NSE:STARCEMENT ) recently reported its third-quarter numbers. Revenues were...
Price Target Changed • Oct 07Price target increased by 9.6% to ₹301Up from ₹275, the current price target is an average from 11 analysts. New target price is 15% above last closing price of ₹261. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹9.00 for next year compared to ₹4.18 last year.
Price Target Changed • Aug 15Price target increased by 12% to ₹267Up from ₹238, the current price target is an average from 11 analysts. New target price is 7.7% below last closing price of ₹289. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹9.26 for next year compared to ₹4.18 last year.
分析記事 • Aug 13Results: Star Cement Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesNSEI:STARCEMENT 1 Year Share Price vs Fair Value Explore Star Cement's Fair Values from the Community and select yours...
分析記事 • May 25Here's What Analysts Are Forecasting For Star Cement Limited (NSE:STARCEMENT) After Its Full-Year ResultsThe annual results for Star Cement Limited ( NSE:STARCEMENT ) were released last week, making it a good time to revisit...
Price Target Changed • May 28Price target increased by 9.0% to ₹231Up from ₹212, the current price target is an average from 9 analysts. New target price is 6.6% above last closing price of ₹216. Stock is up 62% over the past year. The company is forecast to post earnings per share of ₹9.60 for next year compared to ₹7.30 last year.
Reported Earnings • May 23Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹9.73 (up from ₹4.18 in FY 2025). Revenue: ₹38.0b (up 20% from FY 2025). Net income: ₹3.93b (up 133% from FY 2025). Profit margin: 10% (up from 5.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.6%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 11Star Cement Limited to Report Q4, 2026 Results on May 22, 2026Star Cement Limited announced that they will report Q4, 2026 results on May 22, 2026
分析記事 • Feb 11Star Cement Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For Next YearAs you might know, Star Cement Limited ( NSE:STARCEMENT ) recently reported its third-quarter numbers. Revenues were...
Reported Earnings • Feb 07Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: ₹1.85 (up from ₹0.22 in 3Q 2025). Revenue: ₹8.85b (up 23% from 3Q 2025). Net income: ₹749.2m (up ₹658.6m from 3Q 2025). Profit margin: 8.5% (up from 1.3% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 28Star Cement Limited to Report Q3, 2026 Results on Feb 06, 2026Star Cement Limited announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Dec 26Star Cement Limited (NSE:STARCEMENT) Investors Are Less Pessimistic Than ExpectedWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 25x, you may consider Star...
Buy Or Sell Opportunity • Nov 22Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to ₹224. The fair value is estimated to be ₹287, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.9% over the last 3 years. Earnings per share has declined by 5.1%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 53% in the next 2 years.
Reported Earnings • Nov 09Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: ₹1.78 (up from ₹0.14 in 2Q 2025). Revenue: ₹8.11b (up 26% from 2Q 2025). Net income: ₹719.5m (up ₹662.1m from 2Q 2025). Profit margin: 8.9% (up from 0.9% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.7%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 12% 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 5% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
お知らせ • Oct 27Star Cement Limited to Report Q2, 2026 Results on Nov 04, 2025Star Cement Limited announced that they will report Q2, 2026 results on Nov 04, 2025
Price Target Changed • Oct 07Price target increased by 9.6% to ₹301Up from ₹275, the current price target is an average from 11 analysts. New target price is 15% above last closing price of ₹261. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹9.00 for next year compared to ₹4.18 last year.
分析記事 • Sep 27Returns On Capital At Star Cement (NSE:STARCEMENT) Have StalledTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Sep 02Star Cement (NSE:STARCEMENT) Seems To Use Debt Quite SensiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Aug 15Price target increased by 12% to ₹267Up from ₹238, the current price target is an average from 11 analysts. New target price is 7.7% below last closing price of ₹289. Stock is up 36% over the past year. The company is forecast to post earnings per share of ₹9.26 for next year compared to ₹4.18 last year.
分析記事 • Aug 14Star Cement Limited's (NSE:STARCEMENT) 37% Jump Shows Its Popularity With InvestorsNSEI:STARCEMENT 1 Year Share Price vs Fair Value Explore Star Cement's Fair Values from the Community and select yours...
分析記事 • Aug 13Results: Star Cement Limited Exceeded Expectations And The Consensus Has Updated Its EstimatesNSEI:STARCEMENT 1 Year Share Price vs Fair Value Explore Star Cement's Fair Values from the Community and select yours...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: ₹2.44 (vs ₹0.77 in 1Q 2025)First quarter 2026 results: EPS: ₹2.44 (up from ₹0.77 in 1Q 2025). Revenue: ₹9.14b (up 22% from 1Q 2025). Net income: ₹984.5m (up 217% from 1Q 2025). Profit margin: 11% (up from 4.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% 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 9% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
お知らせ • Aug 08Star Cement Limited, Annual General Meeting, Sep 23, 2025Star Cement Limited, Annual General Meeting, Sep 23, 2025, at 11:30 Indian Standard Time.
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹263, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Basic Materials industry in India. Total returns to shareholders of 175% over the past three years.
お知らせ • Jul 30Star Cement Limited to Report Q1, 2026 Results on Aug 08, 2025Star Cement Limited announced that they will report Q1, 2026 results on Aug 08, 2025
分析記事 • May 25Here's What Analysts Are Forecasting For Star Cement Limited (NSE:STARCEMENT) After Its Full-Year ResultsThe annual results for Star Cement Limited ( NSE:STARCEMENT ) were released last week, making it a good time to revisit...
Reported Earnings • May 22Full year 2025 earnings released: EPS: ₹4.18 (vs ₹7.30 in FY 2024)Full year 2025 results: EPS: ₹4.18 (down from ₹7.30 in FY 2024). Revenue: ₹31.7b (up 9.0% from FY 2024). Net income: ₹1.69b (down 43% from FY 2024). Profit margin: 5.3% (down from 10% in FY 2024). The decrease in margin was driven by higher expenses. 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, earnings per share has fallen by 10% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
お知らせ • May 13Star Cement Limited to Report Q4, 2025 Results on May 21, 2025Star Cement Limited announced that they will report Q4, 2025 results on May 21, 2025
分析記事 • Apr 22Star Cement Limited (NSE:STARCEMENT) Not Flying Under The RadarWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 26x, you may consider Star...
分析記事 • Mar 25Investors Could Be Concerned With Star Cement's (NSE:STARCEMENT) Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Jan 31Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₹0.22 (down from ₹1.82 in 3Q 2024). Revenue: ₹7.21b (up 11% from 3Q 2024). Net income: ₹90.6m (down 88% from 3Q 2024). Profit margin: 1.3% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 120%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
お知らせ • Jan 28Star Cement Limited Announces Resignation of Rajendra Chamaria as Vice Chairman, Managing Director and DirectorStar Cement Limited announced that Mr. Rajendra Chamaria has resigned from the position of Vice Chairman, Managing Director (KMP) and Director of the Company with effect from close of the business hours of 27th January, 2025 due to his personal reasons.
分析記事 • Jan 27A Look At The Intrinsic Value Of Star Cement Limited (NSE:STARCEMENT)Key Insights Using the 2 Stage Free Cash Flow to Equity, Star Cement fair value estimate is ₹191 Current share price of...
New Risk • Jan 23New 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 7.5% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Profit margins are more than 30% lower than last year (6.7% net profit margin). Significant insider selling over the past 3 months (₹489m sold).
Buy Or Sell Opportunity • Jan 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to ₹230. The fair value is estimated to be ₹191, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 4.5%. Revenue is forecast to grow by 35% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.
お知らせ • Jan 17Star Cement Limited to Report Q3, 2025 Results on Jan 30, 2025Star Cement Limited announced that they will report Q3, 2025 results on Jan 30, 2025
お知らせ • Jan 01Star Cement Limited Announces Resignation of Sundaram Srinivasan as Chief Manufacturing OfficerStar Cement Limited announced that Mr. Sundaram Srinivasan, Chief Manufacturing Officer, a Senior Management Personnel of the Company has tendered his resignation from the services of the Company effective from the close of business hours on December 31, 2024, due to personal reasons.
お知らせ • Dec 27Star Cement Shares Jump 8% as UltraTech to Pick 8.69% StakeShares of Star Cement Limited (BSE:540575) rallied 8% to INR 247.75 on the BSE on December 27, 2024 after Aditya Birla Group company UltraTech Cement Limited (NSEI:ULTRACEMCO) announced it is buying approximately an 8.69% stake in Star Cement for about INR 8.51 billion. "The Board of Directors of the Company at its meeting considered the proposal and approved making an investment to acquire non-controlling minority stake upto 37.0 million equity shares of Star Cement at a price not exceeding INR 235 per share, excluding STT; stamp duty and other levies," UltraTech said in a regulatory filing. It was stated that some promoters and promoter group entities of Star Cement propose to sell their equity holdings and have approached the company. Media reports had earlier stated that Ambuja Cement, a part of the Adani Group, was in talks to acquire Star Cement as part of its expansion strategy in the Northeast, where Star Cement holds a significant market share. However, Star Cement dismissed these reports, stating that they were speculative and clarifying that no such discussions were underway. The acquisition is expected to be completed within one month and would be an all-cash deal.
分析記事 • Dec 17These 4 Measures Indicate That Star Cement (NSE:STARCEMENT) Is Using Debt ExtensivelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 05Adani Group Reportedly Evaluates Acquiring Star Cement for Expansion in the North EastAdani Enterprises Limited (BSE:512599) unit Ambuja Cements Limited (BSE:500425) is in talks to acquire Star Cement Limited (BSE:540575), a market leader in the North East, as part of its expansion strategy, according to people familiar with the matter. The group is said to have appointed consultancy firm EY for evaluating the deal, they said. Adani Cement did not immediately respond to requests for comment. Star Cement clarified that it is not engaged in any discussions with the group and called the development as 'speculative'. "The company is always evaluating options for growth opportunities," said an Adani Group official.
お知らせ • Dec 04Star Cement Denies Reports of Acquisition Talks with Adani GroupStar Cement Limited (BSE:540575) on December 4, 2024 dismissed reports suggesting that Adani Enterprises Limited (BSE:512599)’s Ambuja Cements Limited (BSE:500425) is evaluating a potential acquisition of the company to expand its presence in the North East. The company labeled the claims as speculative and clarified that no such discussions are underway. In a filing to the stock exchanges, Star Cement stated, “With reference to the news item that appeared in ‘Money Control,’ we hereby clarify that the above-mentioned news item is speculative, and the company is not engaged in any discussions in this regard.” The company further emphasised its commitment to regulatory compliance, saying, “We have always made and will continue to make disclosures in compliance with our obligations under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.” Earlier, MoneyControl had reported that Ambuja Cement, a subsidiary of the Adani Group, was in talks to acquire Star Cement as part of its expansion strategy in the North East, where Star Cement holds a significant market share. The clarification from Star Cement comes amid heightened scrutiny of merger and acquisition activities in India’s cement sector, following Adani Group’s increasing interest in strengthening its position in the industry.
Valuation Update With 7 Day Price Move • Dec 04Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹208, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 33x in the Basic Materials industry in India. Total returns to shareholders of 116% over the past three years.
分析記事 • Dec 04The Price Is Right For Star Cement Limited (NSE:STARCEMENT)Star Cement Limited's ( NSE:STARCEMENT ) price-to-earnings (or "P/E") ratio of 40x might make it look like a sell right...
Reported Earnings • Nov 13Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹0.14 (down from ₹1.01 in 2Q 2024). Revenue: ₹6.42b (up 9.6% from 2Q 2024). Net income: ₹57.4m (down 86% from 2Q 2024). Profit margin: 0.9% (down from 6.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 53%. Revenue is forecast to grow 15% 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 4% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Star Cement Limited to Report Q2, 2025 Results on Nov 08, 2024Star Cement Limited announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Oct 23We Like Star Cement's (NSE:STARCEMENT) Returns And Here's How They're TrendingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
お知らせ • Oct 19Star Cement Limited Announces Resignation of Vinit Kumar Tiwari as Chief Executive OfficerStar Cement Limited informed that Mr. Vinit Kumar Tiwari has resigned as the Chief Executive Officer (KMP under Companies Act, 2013) of the Company with effect from close of the business hours of 18 October, 2024 due to his personal reasons.
お知らせ • Oct 08Star Cement Limited Appoints Dilip Kumar Agarwal as Chief Commercial & Corporate Affairs OfficerStar Cement Limited announced that in terms of recommendation of the Nomination & Remuneration Committee and approval of the Board of Directors of the Company, Mr. Dilip Kumar Agarwal has been appointed as Chief Commercial & Corporate Affairs Officer of the Company with effect from 07 October 2024. Accordingly, Mr. Dilip Kumar Agarwal shall be a Senior Management Personnel of the Company effective 07 October 2024. Mr. Dilip Kumar Agarwal is a commerce graduate from Patna University and a member of the Institute of Chartered Accountants of India. He is having more than 30 years of experience in cement and telecom sectors. He has in-depth knowledge in the areas of Business, Finance, Accounts, Taxation, Supply Chain, Audit and Operations. He was earlier associated with the Company as Chief Financial Officer.
分析記事 • Sep 12Is Star Cement (NSE:STARCEMENT) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Aug 12Star Cement Limited, Annual General Meeting, Sep 26, 2024Star Cement Limited, Annual General Meeting, Sep 26, 2024, at 11:30 Indian Standard Time.
Reported Earnings • Aug 10First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: ₹0.77 (down from ₹2.31 in 1Q 2024). Revenue: ₹7.52b (down 1.1% from 1Q 2024). Net income: ₹310.4m (down 67% from 1Q 2024). Profit margin: 4.1% (down from 12% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 17% p.a. on average during the next 3 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 increased by 10% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Aug 08Is There An Opportunity With Star Cement Limited's (NSE:STARCEMENT) 45% Undervaluation?Key Insights Star Cement's estimated fair value is ₹362 based on 2 Stage Free Cash Flow to Equity Star Cement is...
お知らせ • Aug 02Star Cement Limited to Report Q1, 2025 Results on Aug 09, 2024Star Cement Limited announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • Jun 26Here's Why We Think Star Cement (NSE:STARCEMENT) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buy Or Sell Opportunity • Jun 04Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.6% to ₹204. The fair value is estimated to be ₹263, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 40% in 2 years. Earnings are forecast to grow by 56% in the next 2 years.
分析記事 • May 30Concerns Surrounding Star Cement's (NSE:STARCEMENT) PerformanceThe market shrugged off Star Cement Limited's ( NSE:STARCEMENT ) solid earnings report. Our analysis showed that there...
Price Target Changed • May 28Price target increased by 9.0% to ₹231Up from ₹212, the current price target is an average from 9 analysts. New target price is 6.6% above last closing price of ₹216. Stock is up 62% over the past year. The company is forecast to post earnings per share of ₹9.60 for next year compared to ₹7.30 last year.
Reported Earnings • May 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: ₹7.30 (up from ₹6.13 in FY 2023). Revenue: ₹29.1b (up 7.6% from FY 2023). Net income: ₹2.95b (up 19% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.1%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 7.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 25New major risk - Revenue and earnings growthEarnings have declined by 1.5% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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.
お知らせ • May 16Star Cement Limited to Report Q4, 2024 Results on May 22, 2024Star Cement Limited announced that they will report Q4, 2024 results on May 22, 2024
分析記事 • Apr 16Investors Could Be Concerned With Star Cement's (NSE:STARCEMENT) Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Recent Insider Transactions • Mar 19MD & Director recently bought ₹53m worth of stockOn the 14th of March, Prem Bhajanka bought around 265k shares on-market at roughly ₹200 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. Despite this recent purchase, insiders have collectively sold ₹212m more in shares than they bought in the last 12 months.
分析記事 • Mar 14Is Now The Time To Put Star Cement (NSE:STARCEMENT) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Price Target Changed • Feb 10Price target increased by 11% to ₹187Up from ₹167, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of ₹195. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹7.11 for next year compared to ₹6.13 last year.
Reported Earnings • Feb 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹1.82 (up from ₹1.31 in 3Q 2023). Revenue: ₹6.56b (up 5.8% from 3Q 2023). Net income: ₹735.2m (up 39% from 3Q 2023). Profit margin: 11% (up from 8.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.0% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Star Cement Limited to Report Q3, 2024 Results on Feb 07, 2024Star Cement Limited announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: ₹1.01 (vs ₹0.77 in 2Q 2023)Second quarter 2024 results: EPS: ₹1.01 (up from ₹0.77 in 2Q 2023). Revenue: ₹5.85b (down 1.5% from 2Q 2023). Net income: ₹406.7m (up 31% from 2Q 2023). Profit margin: 6.9% (up from 5.2% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 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 increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 09There Are Reasons To Feel Uneasy About Star Cement's (NSE:STARCEMENT) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Nov 01Star Cement Limited to Report Q2, 2024 Results on Nov 09, 2023Star Cement Limited announced that they will report Q2, 2024 results on Nov 09, 2023
Buying Opportunity • Oct 24Now 20% undervaluedOver the last 90 days, the stock is up 6.0%. The fair value is estimated to be ₹189, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 6.4%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 35% in the next 2 years.
分析記事 • Oct 24Estimating The Fair Value Of Star Cement Limited (NSE:STARCEMENT)Key Insights The projected fair value for Star Cement is ₹189 based on 2 Stage Free Cash Flow to Equity With ₹151 share...
お知らせ • Sep 29Star Cement Limited Announces Director AppointmentsStar Cement Limited announced that at its AGM held on 28th September, 2023, the shareholders approved Appointment of Mr. Tushar Bhajanka as Director and Deputy Managing Director with effect from 08th August, 2023 upto 07th August, 2026.
Price Target Changed • Aug 14Price target increased by 8.1% to ₹149Up from ₹138, the current price target is an average from 8 analysts. New target price is 8.3% below last closing price of ₹162. Stock is up 78% over the past year. The company is forecast to post earnings per share of ₹7.13 for next year compared to ₹6.13 last year.
Price Target Changed • Aug 10Price target increased by 7.0% to ₹143Up from ₹133, the current price target is an average from 8 analysts. New target price is 12% below last closing price of ₹162. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹8.30 for next year compared to ₹6.13 last year.
お知らせ • Aug 09Star Cement Limited, Annual General Meeting, Sep 28, 2023Star Cement Limited, Annual General Meeting, Sep 28, 2023, at 11:30 Indian Standard Time.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹167, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Basic Materials industry in India. Total returns to shareholders of 89% over the past three years.
お知らせ • Aug 01Star Cement Limited to Report Q1, 2024 Results on Aug 08, 2023Star Cement Limited announced that they will report Q1, 2024 results on Aug 08, 2023
New Risk • Jun 23New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹117m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risk Significant insider selling over the past 3 months (₹117m sold).
Recent Insider Transactions • Jun 23Insider recently sold ₹9.0m worth of stockOn the 16th of June, Laxmi Chamaria sold around 60k shares on-market at roughly ₹150 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹31m. Insiders have been net sellers, collectively disposing of ₹94m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 20Insider recently sold ₹9.0m worth of stockOn the 16th of June, Laxmi Chamaria sold around 60k shares on-market at roughly ₹150 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹96m. Insiders have been net sellers, collectively disposing of ₹89m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 13Insider recently sold ₹31m worth of stockOn the 7th of June, Laxmi Chamaria sold around 209k shares on-market at roughly ₹146 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹96m. Insiders have been net sellers, collectively disposing of ₹73m more than they bought in the last 12 months.
Price Target Changed • May 24Price target increased by 7.5% to ₹127Up from ₹118, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of ₹125. Stock is up 39% over the past year. The company is forecast to post earnings per share of ₹5.96 for next year compared to ₹6.13 last year.
Reported Earnings • May 21Full year 2023 earnings released: EPS: ₹6.13 (vs ₹6.04 in FY 2022)Full year 2023 results: EPS: ₹6.13 (up from ₹6.04 in FY 2022). Revenue: ₹27.6b (up 24% from FY 2022). Net income: ₹2.48b (flat on FY 2022). Profit margin: 9.0% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 20+ 1 more updateStar Cement Limited Announces Chief Executive Officer ChangesStar Cement Limited announced at the board meeting held on May 19, 2023 that the company approved Mr. Sajjan Bhajanka has resigned as the Chief Executive Officer (KMP under Companies Act, 2013) of the Company with effect from close of the business hours of 19th May, 2023 due to appointment of new Chief Executive Officer. However, he will continue as the Managing Director and Chairman of the Company. In terms of recommendation of Nomination & Remuneration Committee, the Board of Directors of the Company at their meeting held on 19th May, 2023 has appointed Mr. Vinit Kumar Tiwari as the Chief Executive Officer (Key Managerial Personnel under the Companies Act, 2013) of the Company effective from 20th May, 2023. Mr. Vinit Kumar Tiwari aged about 54 years is an MBA (Marketing) and B.Sc. He is an established professional with over 29 years of rich and varied experience. He possess set of competencies in diverse functional areas like Business operations and management, Sales & business development, Supply chain management, Strategy, Client relationship management, Planning, Market Expansion, Logistics, Channel Management and Cost Optimization etc., He was associated with Ultra Tech Cement Limited, Greenply Industries Limited and NUVOCO in different capacities.
お知らせ • May 12Star Cement Limited to Report Q4, 2023 Results on May 19, 2023Star Cement Limited announced that they will report Q4, 2023 results on May 19, 2023
Recent Insider Transactions • Mar 23Insider recently bought ₹5.6m worth of stockOn the 20th of March, Sumitra Agarwal bought around 61k shares on-market at roughly ₹90.90 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹126m more in shares than they bought in the last 12 months.
Recent Insider Transactions • Feb 18Insider recently bought ₹5.1m worth of stockOn the 14th of February, Sumitra Agarwal bought around 46k shares on-market at roughly ₹111 per share. This transaction amounted to 1.9% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹8.4m. Despite this recent purchase, insiders have collectively sold ₹79m more in shares than they bought in the last 12 months.
Price Target Changed • Feb 07Price target increased by 7.5% to ₹116Up from ₹108, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of ₹113. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₹5.40 for next year compared to ₹6.04 last year.
Reported Earnings • Feb 05Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: ₹1.31 (up from ₹1.09 in 3Q 2022). Revenue: ₹6.20b (up 12% from 3Q 2022). Net income: ₹528.7m (up 21% from 3Q 2022). Profit margin: 8.5% (up from 7.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) exceeded analyst estimates by 19%. Revenue is forecast to grow 13% 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 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 04Star Cement Limited Announces Board ChangesStar Cement Limited announced the outcome of the Board Meeting held 03rd February, 2023, terms of appointment of Mr. Pramod Kumar Shah (DIN: 00343256), Independent Director will be expiring on close of the business hours of 31st March, 2023. Therefore, Mr. Pramod Kumar Shah will cease to be an Independent Director with effect from 01st April, 2023 due to expiry of his terms. Reconstitution of Committees: At the said meeting, the Board of Directors has reconstituted its Audit Committee with effect from 01st April, 2023 as under: Audit Committee: Mr. Amit Kiran Deb as Chairman, Mr. Sajjan Bhajanka and Mr. Vivek Chawla as members. At the said meeting, the Board of Directors has reconstituted its Nomination & Remuneration Committee with effect from 01st April, 2023 as under: Mr. Amit Kiran Deb as Chairman, Mr. Nirmalya Bhattacharyya and Mr. Vivek Chawla as members. At the said meeting, the Board of Directors has reconstituted its Corporate Social Responsibility Committee with effect from 01st April, 2023 as under: Mr. Sanjay Agarwal as Chairman, Mr. Sajjan Bhajanka and Mr. Vivek Chawla as Members. At the said meeting, the Board of Directors has reconstituted its Stakeholders Relationship Committee with effect from 01st April, 2023 as under: Mr. Vivek Chawla as Chairman, Mr. Sanjay Agarwal and Mr. Sajjan Bhajanka as members. At the said meeting, the Board of Directors has reconstituted its Risk Management Committee with effect from 01st April, 2023 as under: Mr. Sanjay Agarwal as Chairman, Mr. Nirmalya Bhattacharyya, Mr. Vivek Chawla as Members.
お知らせ • Jan 25Star Cement Limited to Report Q3, 2023 Results on Feb 03, 2023Star Cement Limited announced that they will report Q3, 2023 results on Feb 03, 2023
Recent Insider Transactions • Jan 02Insider recently sold ₹2.3m worth of stockOn the 27th of December, Kamakhya Chamaria sold around 20k shares on-market at roughly ₹115 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹33m. Insiders have been net sellers, collectively disposing of ₹52m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 14Insider recently sold ₹33m worth of stockOn the 9th of December, Rahul Chamaria sold around 283k shares on-market at roughly ₹118 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹18m more than they sold in the last 12 months.
Reported Earnings • Nov 17Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: ₹0.77 (down from ₹1.13 in 2Q 2022). Revenue: ₹6.08b (up 50% from 2Q 2022). Net income: ₹310.6m (down 33% from 2Q 2022). Profit margin: 5.1% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Oct 08Vice Chairman & MD recently sold ₹4.5m worth of stockOn the 30th of September, Rajendra Chamaria sold around 42k shares on-market at roughly ₹106 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Rajendra's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 30MD & Director recently bought ₹3.0m worth of stockOn the 23rd of September, Prem Bhajanka bought around 29k shares on-market at roughly ₹102 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹5.2m. Insiders have collectively bought ₹123m more in shares than they have sold in the last 12 months.
分析記事 • Sep 27These 4 Measures Indicate That Star Cement (NSE:STARCEMENT) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Recent Insider Transactions • Sep 15MD & Director recently bought ₹5.2m worth of stockOn the 9th of September, Prem Bhajanka bought around 50k shares on-market at roughly ₹105 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹6.8m. Insiders have collectively bought ₹123m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Aug 27Insider recently sold ₹1.2m worth of stockOn the 23rd of August, Sarika Jalan sold around 13k shares on-market at roughly ₹92.82 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought ₹117m more than they sold in the last 12 months.
分析記事 • Aug 05Star Cement (NSE:STARCEMENT) Might Be Having Difficulty Using Its Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 03First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: ₹1.67. Revenue: ₹6.80b (up 33% from 1Q 2022). Net income: ₹675.6m (flat on 1Q 2022). Profit margin: 9.9% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 7.0%, compared to a 13% growth forecast for the industry in India.
Recent Insider Transactions • Jun 30MD & Director recently bought ₹2.2m worth of stockOn the 23rd of June, Prem Bhajanka bought around 26k shares on-market at roughly ₹84.59 per share. In the last 3 months, they made an even bigger purchase worth ₹6.8m. Insiders have collectively bought ₹118m more in shares than they have sold in the last 12 months.