|
06 Oct 2025 |
ACC
|
Consensus Share Price Target
|
1837.30 |
2135.13 |
- |
16.21 |
buy
|
|
|
|
|
15 Jul 2022
|
ACC
|
Axis Direct
|
1837.30
|
2010.00
|
2140.35
(-14.16%)
|
Target met |
Hold
|
|
|
We value ACC at 11x its CY23E EV/EBITDA, factoring in the higher cost, and await margins to improve to arrive at a TP of Rs 2,010/share, implying a downside of 7% from the CMP and hence change its rating from BUY to HOLD
|
|
15 Jul 2022
|
ACC
|
Prabhudas Lilladhar
|
1837.30
|
2250.00
|
2174.00
(-15.49%)
|
Target met |
Sell
|
|
|
|
|
14 Jul 2022
|
ACC
|
Motilal Oswal
|
1837.30
|
2260.00
|
2140.35
(-14.16%)
|
Target met |
Neutral
|
|
|
|
|
22 Apr 2022
|
ACC
|
Geojit BNP Paribas
|
1837.30
|
2444.00
|
2263.25
(-18.82%)
|
Target met |
Hold
|
|
|
EBITDA margin shrank 570bps YoY to 14.3% (-110bps QoQ) on lower margin product mix, increased power and fuel costs, partly offset by lower employee costs. As a result, PAT declined 29.6% YoY to Rs. 396cr...
|
|
20 Apr 2022
|
ACC
|
ICICI Direct
|
1837.30
|
2600.00
|
2208.25
(-16.80%)
|
Target met |
Buy
|
|
|
PAT of | 396.3 crore was down 29.6% YoY. However, it was higher than expected PAT of | 344 crore for the quarter What should investors do? ACC's share price has grown by ~1.9x over the past...
|
|
20 Apr 2022
|
ACC
|
Arihant Capital
|
1837.30
|
2316.00
|
2311.35
(-20.51%)
|
Target met |
Accumulate
|
|
|
|
|
20 Apr 2022
|
ACC
|
Axis Direct
|
1837.30
|
2300.00
|
2208.25
(-16.80%)
|
Target met |
Buy
|
|
|
We value ACC at 10x its CY23E EV/EBITDA to arrive at a TP of Rs 2,300/share, implying an upside of 12% from the CMP
|
|
19 Apr 2022
|
ACC
|
Prabhudas Lilladhar
|
1837.30
|
2300.00
|
2263.25
(-18.82%)
|
Target met |
Buy
|
|
|
Waste heat recovery (WHR) capacity to increase to 75MW (current 7.5MW) after commissioning of ongoing expansion at Jamul and Kymore plants and recently approved projects at Chanda and Wadi plants ACC reported Q1CY22 earnings in line with our and consensus estimates (CE). EBITDA declined 26% YoY at Rs6.35bn (PLe:Rs6.30bn, CE:Rs6.47bn)...
|
|
19 Apr 2022
|
ACC
|
Motilal Oswal
|
1837.30
|
2485.00
|
2208.25
(-16.80%)
|
Target met |
Buy
|
|
|
We have left unchanged our CY22E/CY23E earnings estimates. Despite nearterm challenges due to higher coal/petcoke prices, we maintain our positive stance on the sector given the robust demand outlook. ACC's capex plans are progressing as per schedule. We maintain our Buy rating on attractive valuations (CY23E EV/EBITDA of 9.1x and EV/t of USD112)....
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|
30 Mar 2022
|
ACC
|
Motilal Oswal
|
1837.30
|
2470.00
|
2151.35
(-14.60%)
|
Target met |
Buy
|
|
|
ACC is a leading pan-India cement player with installed cement capacity of 36.1mtpa (including 1.6mtpa recently commissioned in central India). In this note, we analyze the CY21 Annual Report (AR) of ACC. Key highlights of our analysis are as follows: a) ACC had accelerated its growth plans (undertook expansions and completed them on time) to leverage the rising cement demand; b) it has been a pioneer in sustainability and innovation (has scaled up green products and solutions); and c) it has improved profitability through cost reduction measures (delivering superior performance)....
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