|
16 Jul 2025 |
UltraTech Cement
|
Consensus Share Price Target
|
12502.00 |
13047.12 |
- |
4.36 |
buy
|
|
|
|
|
22 Oct 2024
|
UltraTech Cement
|
ICICI Securities Limited
|
12502.00
|
10555.00
|
10869.30
(15.02%)
|
Target met |
Hold
|
|
|
UltraTech Cement’s (UTCEM) focus on increasing its capacity/market share and enhancing efficiency remains heartening. However, in Q2FY25, the sectoral pangs of subdued demand and weak prices got the better of the industry leader.
|
|
22 Oct 2024
|
UltraTech Cement
|
Axis Direct
|
12502.00
|
12000.00
|
10825.15
(15.49%)
|
Target met |
Buy
|
|
|
We maintain our BUY rating on the stock with a TP of Rs 12,000/share, implying an upside potential of 10% from the CMP.
|
|
22 Oct 2024
|
UltraTech Cement
|
ICICI Direct
|
12502.00
|
13500.00
|
10825.15
(15.49%)
|
7.98 |
Buy
|
|
|
|
|
22 Oct 2024
|
UltraTech Cement
|
Prabhudas Lilladhar
|
12502.00
|
12401.00
|
10825.15
(15.49%)
|
Target met |
Accumulate
|
|
|
|
|
22 Oct 2024
|
UltraTech Cement
|
BOB Capital Markets Ltd.
|
12502.00
|
12469.00
|
10825.15
(15.49%)
|
Target met |
Buy
|
|
|
Steady 3% volume growth aids marginal fall in topline despite dent in realisations in a challenging Q2; capacity utilisation at ~68%
|
|
21 Oct 2024
|
UltraTech Cement
|
Sharekhan
|
12502.00
|
13000.00
|
10869.30
(15.02%)
|
3.98 |
Buy
|
|
|
Standalone revenue stayed in-line, although volume growth marginally lagged for Q2FY2025. Operational profitability miss was led by operating de-leverage.
|
|
21 Oct 2024
|
UltraTech Cement
|
Motilal Oswal
|
12502.00
|
13000.00
|
10869.30
(15.02%)
|
3.98 |
Buy
|
|
|
UltraTech Cement (UTCEM)’s 2QFY25 EBITDA was below our estimate due to higher-than-estimated opex/t. EBITDA declined ~21% YoY to INR20.2b (7% miss).
|
|
12 Aug 2024
|
UltraTech Cement
|
Axis Direct
|
12502.00
|
12450.00
|
11302.85
(10.61%)
|
Target met |
Buy
|
|
|
We recommend a BUY on UltraTech Cement Ltd and value the stock at 19.5x FY26 EV/EBITDA, setting a target price of Rs 12,450 per share. The TP implies a potential upside of 10% from the current market price.
|
|
31 Jul 2024
|
UltraTech Cement
|
Geojit BNP Paribas
|
12502.00
|
12800.00
|
11887.20
(5.17%)
|
2.38 |
Hold
|
|
|
|
|
29 Jul 2024
|
UltraTech Cement
|
ICICI Securities Limited
|
12502.00
|
11046.00
|
11873.80
(5.29%)
|
Target met |
Hold
|
|
|
UltraTech Cement (UTCEM) is poised to be the heavyweight in south India’s cement arena. With a quest to consolidate regional presence further, it has agreed to acquire 32.7% stake in India Cements (ICEM).
|