NSE: AMBUJACEM | BSE: 500425

Slowing Down Stock

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374.00 8.25 (2.26%)

3.6M NSE+BSE Volume

High volume today

NSE 30 Sep, 2026 3:31 PM (IST)

92,446.2

Market Cap

High in industry

Beta 1Year

Very High Volatility

Ambuja Cements Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for AMBUJACEM, BSE:500425 Ambuja Cements Ltd.

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Ambuja Cements Ltd.

29 Jul 2026

374.00

2.26%

Operational efficiencies to support EBITDA per ton improvement: Company's EBITDA/ton stood at Rs 918/ton (-11.9% YoY) in Q1FY27, led by flattish realisations and higher costs on YoY basis. However, company's profitability is expected to improve going ahead, driven by improvement in operational synergies from acquired assets and continued focus on costsaving measures. Management reiterated its target of reducing total cost/ton further by 130-150/ton to reach its target cost of ~4,250/ton by FY27E and further to ~4,000/ton by FY28E. This cost improvement would be supported by green energy share increase (~34% currently to 60% by FY28E), improved...

Ambuja Cements has lost -33.47% in the last 1 Year

Ambuja Cements Ltd.

28 Jul 2026

374.00

2.26%

Subdued volume; operating performance in line

Buy: Ambuja Cements Ltd.

Target

Motilal Oswal

Ambuja Cements’ (ACEM) 1QFY27 operating performance was in line with our estimates as lower-than-estimated opex/t was offset by lower-thanestimated volume and realization/t.

Ambuja Cements has lost -33.47% in the last 1 Year

Ambuja Cements Ltd.

04 Jun 2026

374.00

2.26%

Group stepping up capex; cement a long-term runway

Buy: Ambuja Cements Ltd.

Target

Motilal Oswal

The group plans to increase capex from INR1.5t in FY26 to INR7-8t by FY30, with scope to reach INR10t. Management emphasized that investments will remain disciplined, with each business pursuing projects that generate returns above the cost of capital.

Ambuja Cements has lost -33.47% in the last 1 Year

Ambuja Cements Ltd.

20 May 2026

374.00

2.26%

AMBUJA CEMENT LTD

Hold: Ambuja Cements Ltd.

Recommendation Target

Geojit BNP Paribas

The company is sharpening its focus on operational efficiency through higher utilisation, deeper premium-cement penetration and logistics optimisation across its network. The management reiterated that stabilising the acquired Sanghi and Penna assets remains a key priority, with initiatives underway to enhance plant reliability and operational performance over the coming quarters. Further, a calibrated capacity expansion plan, higher green-power adoption and sustained costoptimisation efforts are expected to support performance. We recommend HOLD rating on the stock with a rolled-forward target price of Rs. 475 using a target...

Ambuja Cements Ltd. is trading below all available SMAs

Ambuja Cements Ltd.

06 May 2026

374.00

2.26%

Ambuja Cements (HOLD): Consolidation pain continues no respite in medium term

Hold: Ambuja Cements Ltd.

Target

BOB Capital Markets Ltd.

Volumes up 10% YoY to ~13.2mt, realization down ~4% reflecting pricing pressure despite improved premium mix (~36%)

Ambuja Cements has lost -33.47% in the last 1 Year

Ambuja Cements Ltd.

05 May 2026

374.00

2.26%

BP Equities Q4FY26 Result Update Ambuja Cements Ltd

Results Update: Ambuja Cements Ltd.

BP Wealth

Ambuja Cements Ltd. has an average target of 535.00 from 10 brokers.

Ambuja Cements Ltd.

05 May 2026

374.00

2.26%

Ambuja Cement

Hold: Ambuja Cements Ltd.

Target

ICICI Direct

Company's consolidated cement capacity stands at ~109 mtpa at present (including Sanghi Industries, Penna Cement & Orient Cement) Q4FY26 performance: Revenue was up 10.4% YoY (+6.2% QoQ) to Rs 10915.5 crore led by 7.5% YoY (+5.8% QoQ) growth in sales volume (20.1 mtpa) and improvement in blended realisation by 2.7% YoY (flattish QoQ). Total cost/ton increased by 9.6% YoY (flattish QoQ), mainly due to increase in power & fuel, freight and higher others cost. EBITDA/ton stood at Rs 728/ton (-27.1% YoY, +2.3% QoQ). Subsequently, EBITDA was down by 21.6% YoY (+8.2% QoQ) to Rs 1463.9 crores....

Ambuja Cements Ltd. is trading at high day volume of 3.2M.

Ambuja Cements Ltd.

05 May 2026

374.00

2.26%

Disappointing quarter; back to the drawing board

Hold: Ambuja Cements Ltd.

Recommendation Target

ICICI Securities Limited

Q4FY26 was a disappointing quarter for Ambuja Cements (ACEM), with EBITDA slipping 22% YoY owing to lower-thanexpected organic volume growth (flat YoY; although, reported volumes rose ~10%) and high operating cost.

Ambuja Cements has lost -33.47% in the last 1 Year

Ambuja Cements Ltd.

05 May 2026

374.00

2.26%

Result Update:Ambuja Cements

Buy: Ambuja Cements Ltd.

Target

Axis Direct

We maintain our BUY rating on the stock.

Ambuja Cements Ltd. has an average target of 535.00 from 10 brokers.

Ambuja Cements Ltd.

05 May 2026

374.00

2.26%

Ambuja Cement (ACEM IN) Q4FY26 Result Update Weak Quarter; Recalibration & Reset Ahead BUY

Buy: Ambuja Cements Ltd.

Target

Prabhudas Lilladhar

Prioritising sweating off existing assets over new additions; capex cut from INR100bn to ~INR65bn for FY27/28 each. Recalibration at existing IUs to reduce lead distance; planning ~INR250/t cost savings each in FY27/28. Ambuja Cement (ACEM) delivered a weak cons Q4 operating performance, impacted by a) lower ramp up & higher repairs at acquired assets, b) softer volume growth of 7% YoY and c) elevated costs on branding, fuel and freight. Cement NSR increased marginally despite price hikes in regions and higher premium cement share of ~36%....

Ambuja Cements Ltd. has an average target of 535.00 from 10 brokers.

Is Ambuja Cements Ltd. worth buying?

748 Votes:

Buy 78.48%

Sell 10.83%

Hold 10.7%

RESEARCH REPORTS

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