Cemindia Projects 향후 성장
Future 기준 점검 5/6
Cemindia Projects (는) 각각 연간 25.7% 및 17.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 24.8% 로 예상됩니다.
핵심 정보
25.7%
이익 성장률
25.67%
EPS 성장률
| Construction 이익 성장 | 16.2% |
| 매출 성장률 | 17.9% |
| 향후 자기자본이익률 | 24.75% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 04 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 13
509496: Fair Value View Will Rely On Upcoming Dividend Decisions
Analysts have adjusted their fair value estimate for Cemindia Projects to ₹942 from ₹805, linking the change to updated assumptions that combine a revised discount rate, higher modelled revenue growth, a stronger profit margin and a lower future P/E multiple. What's in the News Board meeting scheduled for May 14, 2026 to consider and approve a recommendation of dividend, if any (company filing).내러티브 업데이트 • Apr 22
509496: Steady Fair Value And Upcoming Board Decisions Will Support Upside
Analysts have kept Cemindia Projects' price target steady at ₹805, citing only marginal tweaks to long term revenue growth, profit margin, and P/E assumptions in their refreshed model. What's in the News Board meeting scheduled for March 27, 2026, to consider elevating Mr. Soumitra Ghosh, Vice President Operations, to the category of Senior Management Personnel (Key Developments).내러티브 업데이트 • Apr 07
509496: Upcoming Board Actions And Steady Fair Value Will Support Upside
Analysts have kept the Cemindia Projects fair value target steady at ₹805, citing updated assumptions that now reflect slightly higher revenue growth and profit margin expectations, along with a marginally adjusted discount rate and future P/E estimate. What's in the News A board meeting is scheduled for Mar 27, 2026, at 11:18 Indian Standard Time to consider elevating Mr. Soumitra Ghosh, Vice President Operations, to the Senior Management Personnel category (Board Meeting agenda).내러티브 업데이트 • Mar 22
509496: Upcoming Results And Governance Actions Will Support Future Upside
Analysts have held their fair value estimate for Cemindia Projects at ₹805, with modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E feeding into this steady price target. What's in the News Board meeting scheduled on Feb 05, 2026 at 15:07 IST to review and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).내러티브 업데이트 • Mar 07
509496: Refreshed Assumptions And Governance Steps Will Support Future Upside
Analysts have kept Cemindia Projects' fair value estimate steady at ₹805, with updated assumptions around discount rate, revenue growth, profit margin, and future P/E used to refine the refreshed price target narrative. What's in the News A board meeting is scheduled for Feb 05, 2026 at 15:07 Indian Standard Time to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended 31 December 2025, along with an accompanying press release and other business matters (Key Developments).내러티브 업데이트 • Feb 20
509496: Improved Margins And Strong Order Book Will Support Future Upside
Analyst Price Target Narrative Update The analyst price target for Cemindia Projects has been revised from ₹855 to ₹805. Analysts have linked this adjustment to updated assumptions for revenue growth, profit margins, discount rate, and future P/E.
내러티브 업데이트 • Feb 06
509496: New Auditor Appointment Will Support Confident Reassessment Of Future Prospects
Analysts have adjusted their price target for Cemindia Projects to ₹862. This reflects updated views on a slightly lower discount rate, more moderate revenue growth assumptions, a marginally softer profit margin outlook, and a higher future P/E multiple.내러티브 업데이트 • Jan 23
509496: Large Order Book Will Support Future Upside Potential
Analysts have nudged their price target on Cemindia Projects higher to ₹855.00 from ₹855, reflecting slightly firmer assumptions around the discount rate, revenue growth, profit margins, and future P/E. What's in the News A board meeting is scheduled for February 5, 2026 to review and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, along with other business matters (company filing).내러티브 업데이트 • Jan 08
509496: Order Book Strength And New Auditor Appointment Will Support Upside
Analysts have lifted their price target for Cemindia Projects from ₹649 to ₹855, citing updated assumptions for revenue growth, discount rate, profit margin and future P/E that they see as better reflecting the company’s current risk and return profile. What's in the News Cemindia Projects has scheduled a Special and Extraordinary Shareholders Meeting on January 26, 2026, to be conducted via postal ballot in India (Key Developments).내러티브 업데이트 • Dec 18
509496: Order Book Expansion And New Auditor Will Shape Balanced Outlook
Analysts have nudged their price target for Cemindia Projects slightly higher to align with modest improvements in discount rate assumptions and long term earnings expectations, while keeping fair value per share broadly unchanged around $862.00. What's in the News Cemindia Projects secured new orders worth 32,580 million in the second quarter of FY26, taking total orders in H1 FY26 to 61,890 million and boosting the order book to 206,460 million as of September 30, 2025 (Key Developments) The company convened a board meeting on October 30, 2025 to review unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments) At the same October 30, 2025 board meeting, Cemindia Projects approved the elevation of Arnab Das, Joint Executive Vice President and Proposal Head, to senior management effective November 1, 2025 (Key Developments) On November 5, 2025 the statutory auditor, T R Chadha & Co LLP, resigned after submitting the limited review report for the quarter and half year ended September 30, 2025 (Key Developments) Following the resignation, the board approved the appointment of Price Waterhouse Chartered Accountants LLP as new statutory auditors, subject to shareholder approval (Key Developments) Valuation Changes Fair Value: Fair value per share is unchanged at $862.00, indicating no material reassessment of long term intrinsic value.내러티브 업데이트 • Dec 04
509496: Stable Order Book And Auditor Change Will Guide Outlook Ahead
Analysts have nudged their price target for Cemindia Projects slightly higher to reflect a marginally increased discount rate and future price-to-earnings expectations, while maintaining their fair value estimate at $862.00. What's in the News The board approved the resignation of incumbent statutory auditor T R Chadha & Co LLP following completion of the limited review for Q2 and H1 FY26, effective November 5, 2025 (Board Meeting).내러티브 업데이트 • Nov 20
509496: Order Book Momentum And Auditor Transition Will Shape Outlook Ahead
Analysts have slightly reduced their price target for Cemindia Projects from ₹865 to ₹862. This change reflects updated expectations for revenue growth and profit margins.내러티브 업데이트 • Nov 04
509496: Order Wins And Dividend Approval Will Support Measured Upside Amid Urbanization
Analysts have raised their price target for Cemindia Projects from ₹828 to ₹865, citing increased expectations for revenue growth and improved profit margins. What's in the News Cemindia Projects Limited announced new orders worth ₹32,580 million secured during Q2 FY26.내러티브 업데이트 • Aug 21
India Urbanization Will Create New Infrastructure Opportunities
The uptick in the consensus Analyst Price Target for ITD Cementation India to ₹828.00 is primarily driven by a higher Future P/E multiple, signaling improved earnings expectations relative to unchanged discount rates. What's in the News Renew Exim DMCC acquired a 46.64% stake in ITD Cementation India from Italian-Thai Development, becoming the new promoter; a mandatory open offer for an additional 26% stake was also launched, with a potential total holding of 72.64%.
새로운 내러티브 • Mar 13
Vadhvan Port And IKEA Projects Will Drive Future Prospects
New project wins and entry into new segments indicate strong future revenue growth and diversification opportunities.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 176,925 | 13,136 | N/A | 6,695 | 2 |
| 3/31/2028 | 142,370 | 10,409 | N/A | 5,249 | 3 |
| 3/31/2027 | 123,018 | 7,880 | N/A | 4,916 | 2 |
| 3/31/2026 | 100,606 | 5,977 | 2,360 | 4,998 | N/A |
| 12/31/2025 | 94,702 | 4,689 | N/A | N/A | N/A |
| 9/30/2025 | 94,424 | 4,455 | 4,363 | 7,205 | N/A |
| 6/30/2025 | 92,578 | 4,098 | N/A | N/A | N/A |
| 3/31/2025 | 90,969 | 3,728 | -252 | 2,027 | N/A |
| 12/31/2024 | 88,749 | 3,488 | N/A | N/A | N/A |
| 9/30/2024 | 86,472 | 3,401 | 760 | 2,751 | N/A |
| 6/30/2024 | 82,668 | 3,217 | N/A | N/A | N/A |
| 3/31/2024 | 77,179 | 2,737 | 3,479 | 7,043 | N/A |
| 12/31/2023 | 70,916 | 2,220 | N/A | N/A | N/A |
| 9/30/2023 | 64,014 | 1,803 | 2,112 | 6,552 | N/A |
| 6/30/2023 | 58,256 | 1,464 | N/A | N/A | N/A |
| 3/31/2023 | 50,909 | 1,242 | 528 | 4,711 | N/A |
| 12/31/2022 | 46,333 | 1,028 | N/A | N/A | N/A |
| 9/30/2022 | 43,045 | 858 | 1,756 | 4,402 | N/A |
| 6/30/2022 | 40,813 | 810 | N/A | N/A | N/A |
| 3/31/2022 | 38,090 | 688 | 2,277 | 3,387 | N/A |
| 12/31/2021 | 36,191 | 1,049 | N/A | N/A | N/A |
| 9/30/2021 | 34,126 | 1,153 | 601 | 2,248 | N/A |
| 6/30/2021 | 31,538 | 506 | N/A | N/A | N/A |
| 3/31/2021 | 27,277 | 158 | 459 | 1,913 | N/A |
| 12/31/2020 | 24,834 | -422 | N/A | N/A | N/A |
| 9/30/2020 | 23,991 | -619 | 2,705 | 3,613 | N/A |
| 6/30/2020 | 25,555 | 93 | N/A | N/A | N/A |
| 3/31/2020 | 28,607 | 432 | 3,372 | 4,469 | N/A |
| 12/31/2019 | 27,111 | 133 | N/A | N/A | N/A |
| 9/30/2019 | 26,508 | 375 | N/A | 1,791 | N/A |
| 6/30/2019 | 25,621 | 431 | N/A | N/A | N/A |
| 3/31/2019 | 25,157 | 550 | N/A | -1,073 | N/A |
| 12/31/2018 | 25,751 | 1,184 | N/A | N/A | N/A |
| 9/30/2018 | 25,029 | 1,023 | N/A | N/A | N/A |
| 6/30/2018 | 23,555 | 942 | N/A | N/A | N/A |
| 3/31/2018 | 21,918 | 860 | N/A | N/A | N/A |
| 12/31/2017 | 20,605 | 728 | N/A | 682 | N/A |
| 9/30/2017 | 23,202 | 641 | N/A | N/A | N/A |
| 6/30/2017 | 22,958 | 527 | N/A | N/A | N/A |
| 3/31/2017 | 26,399 | 415 | N/A | N/A | N/A |
| 12/31/2016 | 29,377 | 512 | N/A | 3,260 | N/A |
| 9/30/2016 | 34,229 | 652 | N/A | N/A | N/A |
| 6/30/2016 | 36,279 | 624 | N/A | N/A | N/A |
| 3/31/2016 | 34,988 | 604 | N/A | N/A | N/A |
| 12/31/2015 | 30,709 | -593 | N/A | 4,651 | N/A |
| 9/30/2015 | 25,218 | -353 | N/A | N/A | N/A |
| 6/30/2015 | 22,420 | -615 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 509496 의 연간 예상 수익 증가율(25.7%)이 saving rate(6.9%)보다 높습니다.
수익 vs 시장: 509496 의 연간 수익(25.7%)이 Indian 시장(16.3%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: 509496 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: 509496 의 수익(연간 17.9%)이 Indian 시장(연간 10.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: 509496 의 수익(연간 17.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 509496의 자본 수익률은 3년 후 24.8%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 06:46 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Cemindia Projects Limited는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Anand Rathi Shares and Stock Brokers Limited |
| Viral Shah | Emkay Global Financial Services Ltd. |
| Jainam Shah | Equirus Securities Private Limited |