Ambuja Cements 향후 성장
Future 기준 점검 0/6
Ambuja Cements (는) 각각 연간 6.8% 및 9.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.5% 로 예상됩니다.
핵심 정보
6.8%
이익 성장률
3.40%
EPS 성장률
| Basic Materials 이익 성장 | 8.1% |
| 매출 성장률 | 9.9% |
| 향후 자기자본이익률 | 7.48% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 01
500425: Upcoming Meetings And Revised Assumptions Will Shape Measured Outlook
Analysts have trimmed their price target for Ambuja Cements by around ₹2, reflecting updated assumptions that now pair slightly lower revenue growth expectations with higher projected profit margins and a modestly adjusted future P/E multiple. What's in the News Board meeting scheduled for May 4, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend a dividend on equity shares for FY 2025-26, if any (company filing).내러티브 업데이트 • Apr 17
500425: Upcoming Meetings And Refined Assumptions Will Shape Balanced Outlook
Analysts have revised their price target for Ambuja Cements from ₹460.99 to ₹423.55, citing updated views on revenue growth, profit margins, and a lower future P/E multiple. What's in the News A board meeting is scheduled on May 4, 2026 to consider and approve the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to recommend a dividend on equity shares for FY 2025-26, if any (company filing).
내러티브 업데이트 • Apr 02
500425: Leadership Changes And Upcoming Results Will Drive The Next Rally
Analysts have trimmed Ambuja Cements' indicative fair value slightly from ₹609.00 to about ₹605.71, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Board meeting scheduled for Jan 30, 2026, to review and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (company event filing).내러티브 업데이트 • Mar 19
500425: Leadership Transitions And Upcoming Results Will Set Up The Next Rally
Analysts have trimmed their price target on Ambuja Cements from ₹622.95 to ₹609.00, pointing to slightly higher discount rate assumptions and marginally softer fair value inputs, including minor adjustments to long term revenue growth, profit margin and future P/E expectations. What's in the News Board meeting scheduled for Jan 30, 2026 at 13:00 IST to consider and approve unaudited financial results for the quarter and nine months ended Dec 31, 2025 (company event filing).내러티브 업데이트 • Mar 05
500425: Board Changes And Refined Assumptions Will Shape Balanced Outlook
Analysts have trimmed their price target on Ambuja Cements from about ₹504 to about ₹461, citing updated assumptions for discount rate, revenue growth, profit margins, and future P/E levels. What's in the News A board meeting is scheduled for Jan 30, 2026, at 13:00 Indian Standard Time to consider and approve the unaudited financial results for the quarter and nine months ended Dec 31, 2025 (Key Developments).내러티브 업데이트 • Feb 19
500425: Senior Management Changes Will Set Up The Next Rally
Analysts have trimmed their price target on Ambuja Cements from about ₹662 to about ₹623, citing updated assumptions that include a lower future P/E multiple, as well as revised expectations for revenue growth, profit margins and discount rate. What's in the News A board meeting is scheduled for January 30, 2026, at 13:00 Indian Standard Time to consider and approve unaudited financial results for the quarter and nine months ended December 31, 2025, and to review senior management appointments (company filing).
내러티브 업데이트 • Feb 05
500425: Senior Management Changes Will Support Bullish Outlook
Analysts have adjusted their fair value estimate for Ambuja Cements from ₹810 to about ₹788, reflecting updated assumptions around revenue growth, profit margins and expectations for the future P/E ratio. What's in the News A board meeting is scheduled for January 30, 2026 at 13:00 IST to consider and approve unaudited financial results for the quarter and nine months ended December 31, 2025, as well as key senior management proposals (company filing).내러티브 업데이트 • Jan 22
500425: CFO Transition And Related Party Agreements Will Support Bullish Outlook
Analysts have kept their fair value estimate for Ambuja Cements steady at ₹810.00, citing only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially shift their overall price target view. What's in the News Board meeting scheduled on January 30, 2026 to consider and approve unaudited financial results for the quarter and nine months ended December 31, 2025, providing the next key checkpoint on recent financial performance (company filing).내러티브 업데이트 • Jan 08
500425: CFO Transition And Related Party Dealings Will Support Bullish Outlook
Narrative Update: Ambuja Cements Analysts have trimmed their price target on Ambuja Cements from ₹822.42 to ₹810.00, reflecting updated assumptions for a higher discount rate, more moderate revenue growth, slightly stronger profit margins, and a marginally higher future P/E multiple. What's in the News Planned CFO transition, with current Chief Financial Officer Rakesh Tiwary set to step down from his role at the close of business on November 21, 2025, to move to a new position within the Adani Group, and Rohit Soni appointed to take over as CFO from November 22, 2025 (company board decision).내러티브 업데이트 • Dec 20
500425: CFO Transition And Richer Multiple Will Shape Balanced Outlook
Narrative Update on Ambuja Cements Analysts have raised their price target on Ambuja Cements from approximately ₹474 to about ₹504 per share, reflecting a stronger valuation multiple despite slightly lower revenue growth and margin expectations, as well as a modestly higher discount rate. What's in the News Chief Financial Officer transition, with Mr. Rakesh Tiwary stepping down on November 21, 2025, to take a new role within the Adani Group.내러티브 업데이트 • Dec 06
500425: CFO Transition And Related Party Deals Will Drive Next Rally
Narrative Update on Ambuja Cements Analysts have marginally trimmed their fair value estimate for Ambuja Cements to approximately ₹662 per share from about ₹662 earlier, reflecting slightly higher discount rates and modestly softer projections for revenue growth and profit margins, partly offset by a marginally higher future P/E assumption. What's in the News Chief Financial Officer transition, with outgoing CFO Rakesh Tiwary moving to a new role within the Adani Group and Rohit Soni, former CFO of Adani New Industries Limited, appointed as the new CFO effective November 22, 2025 (company filing) Special and extraordinary shareholders meeting on November 29, 2025 via postal ballot to seek approval for material related party transactions with Penna Cement Industries Limited for FY 2025-26, including transactions involving ACC Limited (company notice) Board meeting scheduled for November 3, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company notice) Valuation Changes Fair Value Estimate edged down slightly to approximately ₹662 per share from about ₹662 previously, reflecting only a marginal reduction.내러티브 업데이트 • Nov 21
500425: Lower Discount Rate And Earnings Outlook Will Fuel Next Rally
Analysts have marginally increased their price target for Ambuja Cements from ₹660.49 to ₹661.90. This change reflects slight adjustments in the discount rate, projected revenue growth, and profit margin outlooks.내러티브 업데이트 • Nov 05
500425: Improved Margins Will Drive Earnings Expansion Into Next Fiscal Year
Analysts have raised their price target for Ambuja Cements from ₹653.80 to ₹660.49, citing improved profit margin forecasts despite slightly lower revenue growth expectations. What's in the News A Board Meeting is scheduled for November 3, 2025 to consider and approve unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments).내러티브 업데이트 • Sep 17
Rapid Urbanization And Infrastructure Initiatives Will Fuel Cement Expansion
Ambuja Cements saw marginal increases in both its discount rate and future P/E ratio, resulting in a slight upward revision of the consensus analyst price target from ₹648.42 to ₹653.80. What's in the News Ambuja Cements scheduled a board meeting to consider and approve un-audited financial results (standalone and consolidated) for the quarter ended 30 June 2025.
새 내러티브 • Nov 09
Green Power And Efficiency Drive Cement Giant's Market Share Ambitions
Capacity expansion, strategic acquisitions, and enhanced efficiency are expected to drive revenue and improve margins significantly.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 557,533 | 65,901 | 23,423 | 92,388 | 13 |
| 3/31/2028 | 506,482 | 42,060 | 3,940 | 84,037 | 36 |
| 3/31/2027 | 459,432 | 29,208 | -14,040 | 66,534 | 38 |
| 3/31/2026 | 406,557 | 47,282 | -9,828 | 53,615 | N/A |
| 12/31/2025 | 394,291 | 36,944 | N/A | N/A | N/A |
| 9/30/2025 | 385,638 | 56,489 | -21,375 | 55,652 | N/A |
| 6/30/2025 | 369,417 | 43,155 | N/A | N/A | N/A |
| 3/31/2025 | 350,448 | 41,674 | -64,497 | 22,374 | N/A |
| 12/31/2024 | 340,501 | 42,651 | N/A | N/A | N/A |
| 9/30/2024 | 328,504 | 29,740 | -59,007 | 15,205 | N/A |
| 6/30/2024 | 327,582 | 33,175 | N/A | N/A | N/A |
| 3/31/2024 | 331,596 | 35,734 | 11,634 | 56,458 | N/A |
| 12/31/2023 | 322,316 | 31,666 | N/A | N/A | N/A |
| 9/30/2023 | 320,096 | 27,779 | -11,834 | 26,037 | N/A |
| 6/30/2023 | 317,170 | 20,781 | N/A | N/A | N/A |
| 3/31/2023 | 310,370 | 19,245 | -27,975 | 5,879 | N/A |
| 12/31/2022 | 309,828 | 19,385 | -53,902 | -8,362 | N/A |
| 9/30/2022 | 307,014 | 17,947 | N/A | N/A | N/A |
| 6/30/2022 | 302,053 | 23,673 | 6,762 | 37,393 | N/A |
| 3/31/2022 | 291,507 | 24,920 | N/A | N/A | N/A |
| 12/31/2021 | 289,655 | 27,804 | 29,751 | 53,092 | N/A |
| 9/30/2021 | 287,931 | 32,220 | N/A | N/A | N/A |
| 6/30/2021 | 283,154 | 31,780 | 27,037 | 47,608 | N/A |
| 3/31/2021 | 259,813 | 27,584 | N/A | N/A | N/A |
| 12/31/2020 | 245,162 | 23,654 | 30,987 | 48,323 | N/A |
| 9/30/2020 | 241,848 | 22,247 | N/A | N/A | N/A |
| 6/30/2020 | 240,926 | 19,880 | 36,901 | 53,654 | N/A |
| 3/31/2020 | 265,225 | 21,538 | N/A | N/A | N/A |
| 12/31/2019 | 271,036 | 20,950 | N/A | 47,387 | N/A |
| 9/30/2019 | 267,058 | 24,778 | N/A | N/A | N/A |
| 6/30/2019 | 266,458 | 23,804 | N/A | 30,722 | N/A |
| 3/31/2019 | 264,121 | 22,830 | N/A | N/A | N/A |
| 12/31/2018 | 260,409 | 21,774 | N/A | 17,034 | N/A |
| 9/30/2018 | 254,518 | 16,121 | N/A | N/A | N/A |
| 6/30/2018 | 248,200 | 15,850 | N/A | N/A | N/A |
| 3/31/2018 | 243,478 | 16,147 | N/A | N/A | N/A |
| 12/31/2017 | 235,855 | 15,164 | N/A | 34,162 | N/A |
| 9/30/2017 | 224,324 | 13,481 | N/A | N/A | N/A |
| 6/30/2017 | 215,147 | 12,769 | N/A | N/A | N/A |
| 3/31/2017 | 206,207 | 12,409 | N/A | N/A | N/A |
| 12/31/2016 | 201,319 | 11,051 | N/A | 28,103 | N/A |
| 9/30/2016 | 177,442 | 10,265 | N/A | N/A | N/A |
| 12/31/2015 | 94,330 | 8,079 | N/A | 15,566 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: 500425 의 연간 예상 수익 증가율(6.8%)이 saving rate(6.9%) 미만입니다.
수익 vs 시장: 500425 의 연간 수익(6.8%)이 Indian 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: 500425 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: 500425 의 수익(연간 9.9%)이 Indian 시장(연간 11%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: 500425 의 수익(연간 9.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: 500425의 자본 수익률은 3년 후 7.5%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/08 06:38 |
| 종가 | 2026/05/08 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 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Ambuja Cements Limited는 75명의 분석가가 다루고 있습니다. 이 중 38명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Amit Srivastava | 360 ONE Capital Market Private Limited |
| Satyadeep Jain | Ambit Capital |
| null null | Anand Rathi Shares and Stock Brokers Limited |