UltraTech Cement 향후 성장
Future 기준 점검 2/6
UltraTech Cement (는) 각각 연간 18.8% 및 10.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.7% 로 예상됩니다.
핵심 정보
18.8%
이익 성장률
18.99%
EPS 성장률
| Basic Materials 이익 성장 | 6.3% |
| 매출 성장률 | 10.7% |
| 향후 자기자본이익률 | 14.71% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 11 Aug 2026 |
최근 향후 성장 업데이트
분석 기사 • Jul 24
Analysts Have Made A Financial Statement On UltraTech Cement Limited's (NSE:ULTRACEMCO) First-Quarter Report
UltraTech Cement Limited ( NSE:ULTRACEMCO ) just released its latest first-quarter results and things are looking...분석 기사 • Apr 30
Earnings Update: UltraTech Cement Limited (NSE:ULTRACEMCO) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts
Shareholders might have noticed that UltraTech Cement Limited ( NSE:ULTRACEMCO ) filed its annual result this time last...분석 기사 • Jan 28
UltraTech Cement Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
UltraTech Cement Limited ( NSE:ULTRACEMCO ) just released its third-quarter report and things are looking bullish...Recent updates
내러티브 업데이트 • Aug 05
ULTRACEMCO: Dividend Commitment And Board Actions Will Support Future Upside
Analysts have raised their fair value estimate for UltraTech Cement from about ₹13,636 to roughly ₹13,912, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E that together support a higher price target. What's in the News UltraTech Cement has announced an annual dividend of ₹240.00 per share, with the dividend payable on September 16, 2026.분석 기사 • Jul 24
Analysts Have Made A Financial Statement On UltraTech Cement Limited's (NSE:ULTRACEMCO) First-Quarter Report
UltraTech Cement Limited ( NSE:ULTRACEMCO ) just released its latest first-quarter results and things are looking...분석 기사 • Apr 30
Earnings Update: UltraTech Cement Limited (NSE:ULTRACEMCO) Just Reported Its Full-Year Results And Analysts Are Updating Their Forecasts
Shareholders might have noticed that UltraTech Cement Limited ( NSE:ULTRACEMCO ) filed its annual result this time last...내러티브 업데이트 • Apr 25
ULTRACEMCO: Capacity Expansion Will Drive Future Upside Despite GST Disputes
Analysts have revised their 12 month fair value estimate for UltraTech Cement to ₹13,636 from ₹14,045, reflecting updated assumptions for revenue growth, profit margins and forward P/E multiples. What's in the News Commissioning of 8.7 mtpa of new cement grinding capacity across Shahjahanpur in Uttar Pradesh, Visakhapatnam in Andhra Pradesh and Patratu in Jharkhand, taking domestic grey cement capacity to 200.1 mtpa and global capacity to 205.5 mtpa (company disclosure).내러티브 업데이트 • Mar 26
ULTRACEMCO: Expanding Capacity Will Drive Future Upside Despite Ongoing GST Disputes
The analyst fair value estimate for UltraTech Cement has moved slightly from ₹14,090.92 to ₹14,044.87, with the adjustment linked to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions as analysts refine their models. What's in the News UltraTech Cement received multiple GST orders from state and central authorities in Maharashtra, Tamil Nadu and Haryana related to alleged ineligible or excess Input Tax Credit and supplies to customers later deemed non existent, with combined tax demands, interest and penalties across various years that the company plans to contest, while indicating it does not expect a material financial impact.내러티브 업데이트 • Mar 12
ULTRACEMCO: Capacity Expansion Will Drive Future Upside Despite Ongoing GST Disputes
Analysts have inched up their fair value estimate for UltraTech Cement to ₹14,090.92 from ₹14,084.45. This reflects small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E rather than any major shift in the underlying view.내러티브 업데이트 • Feb 25
ULTRACEMCO: GST Rulings And New Capacity Additions Will Shape Balanced Outlook
Analysts have made a small upward tweak to their UltraTech Cement fair value estimate, lifting the price target from ₹14,061.95 to ₹14,084.45. This reflects adjustments to the discount rate, revenue growth outlook and assumed future P/E multiple.내러티브 업데이트 • Feb 11
ULTRACEMCO: GST Disputes And New Capacity Will Guide Balanced Outlook
Analysts have slightly increased their price target on UltraTech Cement from ₹13,965.85 to ₹14,061.95, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E multiple in their valuation work. What's in the News Multiple GST enforcement orders issued to UltraTech Cement by authorities in Tamil Nadu for alleged excess Input Tax Credit (ITC) in FY 2021-22 and FY 2019-20, with combined tax demands of about ₹10.36m and ₹93.54m, along with associated interest and penalties.분석 기사 • Jan 28
UltraTech Cement Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
UltraTech Cement Limited ( NSE:ULTRACEMCO ) just released its third-quarter report and things are looking bullish...내러티브 업데이트 • Jan 27
ULTRACEMCO: Expanded Capacity And Contested GST Demands Will Shape Bullish Outlook
Analysts have adjusted their price target for UltraTech Cement from ₹13,784.90 to ₹13,965.85, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News UltraTech Cement commissioned additional cement capacity of 1.8 mtpa across Dhule in Maharashtra and Nathdwara in Rajasthan, taking total domestic grey cement capacity to 188.66 mtpa and global capacity to 194.06 mtpa, including 5.4 mtpa overseas (Key Developments).분석 기사 • Jan 14
Why Investors Shouldn't Be Surprised By UltraTech Cement Limited's (NSE:ULTRACEMCO) P/E
With a price-to-earnings (or "P/E") ratio of 48.5x UltraTech Cement Limited ( NSE:ULTRACEMCO ) may be sending very...분석 기사 • Dec 13
Should You Be Adding UltraTech Cement (NSE:ULTRACEMCO) To Your Watchlist Today?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Oct 28
UltraTech Cement (NSE:ULTRACEMCO) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Oct 09
Investors Met With Slowing Returns on Capital At UltraTech Cement (NSE:ULTRACEMCO)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...내러티브 업데이트 • Sep 25
Robust Indian Infrastructure Will Unlock Cement Opportunity
UltraTech Cement's consensus analyst price target saw a marginal increase to ₹13,785, with both the future P/E and discount rate remaining virtually unchanged, indicating stable underlying valuation assumptions. What's in the News Board meeting scheduled to consider and approve Q2 and H1 FY26 unaudited financial results.분석 기사 • Sep 18
What You Can Learn From UltraTech Cement Limited's (NSE:ULTRACEMCO) P/E
When close to half the companies in India have price-to-earnings ratios (or "P/E's") below 28x, you may consider...내러티브 업데이트 • Sep 05
Robust Indian Infrastructure Will Unlock Cement Opportunity
With no change in UltraTech Cement’s discount rate or future P/E multiple, analysts’ consensus price target has remained steady at ₹13,630. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter and half-year ending September 2025.분석 기사 • Aug 13
This Is Why UltraTech Cement Limited's (NSE:ULTRACEMCO) CEO Compensation Looks Appropriate
Key Insights UltraTech Cement to hold its Annual General Meeting on 19th of August CEO Kailash Jhanwar's total...
새로운 내러티브 • Nov 07
Riding The Wave Of Rural Growth And Sustainability For A Prosperous Future
Anticipated demand growth from improved rural conditions and government investments is expected to boost UltraTech Cement's future revenue.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2029 | 1,232,635 | 140,119 | 105,017 | N/A | 19 |
| 3/31/2028 | 1,121,252 | 125,306 | 89,192 | N/A | 38 |
| 3/31/2027 | 1,004,884 | 99,519 | 67,382 | N/A | 38 |
| 6/30/2026 | 918,843 | 85,390 | N/A | N/A | N/A |
| 3/31/2026 | 885,115 | 81,656 | 56,381 | 153,159 | N/A |
| 12/31/2025 | 857,754 | 76,649 | N/A | N/A | N/A |
| 9/30/2025 | 817,245 | 72,990 | 40,200 | 135,053 | N/A |
| 6/30/2025 | 784,120 | 67,702 | N/A | N/A | N/A |
| 3/31/2025 | 759,551 | 60,391 | 15,441 | 106,734 | N/A |
| 12/31/2024 | 713,166 | 62,443 | N/A | N/A | N/A |
| 9/30/2024 | 708,632 | 65,517 | 9,584 | 103,667 | N/A |
| 6/30/2024 | 712,406 | 70,131 | N/A | N/A | N/A |
| 3/31/2024 | 709,081 | 70,050 | 18,920 | 108,975 | N/A |
| 12/31/2023 | 691,516 | 64,128 | N/A | N/A | N/A |
| 9/30/2023 | 679,325 | 56,941 | 44,319 | 115,964 | N/A |
| 6/30/2023 | 658,131 | 51,683 | N/A | N/A | N/A |
| 3/31/2023 | 632,400 | 50,640 | 28,684 | 90,685 | N/A |
| 12/31/2022 | 603,449 | 58,585 | N/A | N/A | N/A |
| 9/30/2022 | 578,089 | 65,080 | 573 | 66,477 | N/A |
| 6/30/2022 | 559,330 | 70,658 | N/A | N/A | N/A |
| 3/31/2022 | 525,988 | 71,844 | 36,698 | 92,832 | N/A |
| 12/31/2021 | 512,372 | 64,991 | N/A | N/A | N/A |
| 9/30/2021 | 505,142 | 63,757 | 72,932 | 108,464 | N/A |
| 6/30/2021 | 488,846 | 62,286 | N/A | N/A | N/A |
| 3/31/2021 | 447,258 | 53,202 | 105,780 | 125,004 | N/A |
| 12/31/2020 | 408,696 | 65,736 | N/A | N/A | N/A |
| 9/30/2020 | 390,929 | 56,502 | 90,114 | 104,135 | N/A |
| 6/30/2020 | 383,388 | 53,312 | N/A | N/A | N/A |
| 3/31/2020 | 424,299 | 57,553 | N/A | 89,724 | N/A |
| 12/31/2019 | 395,202 | 36,676 | N/A | N/A | N/A |
| 9/30/2019 | 396,105 | 33,521 | N/A | 75,550 | N/A |
| 6/30/2019 | 386,567 | 30,105 | N/A | N/A | N/A |
| 3/31/2019 | 416,088 | 24,035 | N/A | 59,561 | N/A |
| 12/31/2018 | 362,492 | 18,486 | N/A | N/A | N/A |
| 9/30/2018 | 346,603 | 19,113 | N/A | N/A | N/A |
| 6/30/2018 | 333,975 | 19,572 | N/A | N/A | N/A |
| 3/31/2018 | 309,786 | 22,222 | N/A | 38,877 | N/A |
| 12/31/2017 | 291,956 | 25,020 | N/A | N/A | N/A |
| 9/30/2017 | 269,885 | 26,403 | N/A | N/A | N/A |
| 6/30/2017 | 258,230 | 28,318 | N/A | N/A | N/A |
| 3/31/2017 | 253,749 | 27,149 | N/A | 50,050 | N/A |
| 12/31/2016 | 253,386 | 26,157 | N/A | N/A | N/A |
| 9/30/2016 | 254,104 | 25,867 | N/A | N/A | N/A |
| 6/30/2016 | 255,372 | 24,628 | N/A | N/A | N/A |
| 3/31/2016 | 251,532 | 24,780 | N/A | 45,255 | N/A |
| 12/31/2015 | 249,807 | 22,212 | N/A | N/A | N/A |
| 9/30/2015 | 247,042 | 20,753 | N/A | N/A | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ULTRACEMCO 의 연간 예상 수익 증가율(18.8%)이 saving rate(6.9%)보다 높습니다.
수익 vs 시장: ULTRACEMCO 의 연간 수익(18.8%)이 Indian 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ULTRACEMCO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: ULTRACEMCO 의 수익(연간 10.7%)이 Indian 시장(연간 11%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ULTRACEMCO 의 수익(연간 10.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ULTRACEMCO의 자본 수익률은 3년 후 14.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/11 07:15 |
| 종가 | 2026/08/11 00:00 |
| 수익 | 2026/06/30 |
| 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.
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분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
UltraTech Cement Limited는 74명의 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 |
| Manish Valecha | Anand Rathi Shares and Stock Brokers Limited |