Ambuja Cements Toekomstige groei
Future criteriumcontroles 0/6
Ambuja Cements zal naar verwachting groeien in winst en omzet met respectievelijk 6.8% en 9.9% per jaar. De winst per aandeel zal naar verwachting groeien met 3.3% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 7.5% zijn.
Belangrijke informatie
6.8%
Groei van de winst
3.26%
Groei van de winst per aandeel
| Basic Materials winstgroei | 8.1% |
| Inkomstengroei | 9.9% |
| Toekomstig rendement op eigen vermogen | 7.48% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 06 May 2026 |
Recente toekomstige groei-updates
Recent updates
Analyse-update • 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).Analyse-update • 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).
Analyse-update • 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).Analyse-update • 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).Analyse-update • 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).Analyse-update • 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).
Analyse-update • 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).Analyse-update • 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).Analyse-update • 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).Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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).Analyse-update • 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.
Nieuwe analyse • 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.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei van 500425 ( 6.8% per jaar) ligt onder de spaarquote ( 6.9% ).
Winst versus markt: De winst van 500425 ( 6.8% per jaar) zal naar verwachting langzamer groeien dan de markt Indian ( 16.8% per jaar).
Hoge groeiwinsten: De winst van 500425 zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van 500425 ( 9.9% per jaar) zal naar verwachting langzamer groeien dan de markt Indian ( 11% per jaar).
Hoge groei-inkomsten: De omzet van 500425 ( 9.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen 500425 zal naar verwachting over 3 jaar laag zijn ( 7.5 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/09 06:37 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
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| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
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| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Ambuja Cements Limited wordt gevolgd door 75 analisten. 38 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Amit Srivastava | 360 ONE Capital Market Private Limited |
| Satyadeep Jain | Ambit Capital |
| Manish Valecha | Anand Rathi Shares and Stock Brokers Limited |