|
15 Jul 2025 |
JK Lakshmi Cement
|
Consensus Share Price Target
|
971.80 |
931.63 |
- |
-4.13 |
buy
|
|
|
|
|
04 Jun 2025
|
JK Lakshmi Cement
|
Sharekhan
|
971.80
|
915.00
|
805.45
(20.65%)
|
Target met |
Buy
|
|
|
Standalone revenue grew by 5.5% y-o-y to Rs. 1,738.8 crore in Q4FY25, driven by a 4.7% y-o-y rise in blended realisations.
|
|
29 May 2025
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
728.00
|
840.30
(15.65%)
|
25.09 |
Sell
|
|
|
Modest revenue growth YoY at 6% dragged by tepid volume growth; flat YoY as JKLC chases higher realisations that gained ~5%
|
|
29 May 2025
|
JK Lakshmi Cement
|
Axis Direct
|
971.80
|
940.00
|
840.30
(15.65%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
28 May 2025
|
JK Lakshmi Cement
|
Motilal Oswal
|
971.80
|
1000.00
|
848.60
(14.52%)
|
Target met |
Buy
|
|
|
JKLC’s 4QFY25 EBITDA was above our estimate, led by higher-than-estimated volumes (~3% beat) and realization/t (~5% beat).
|
|
10 Feb 2025
|
JK Lakshmi Cement
|
Axis Direct
|
971.80
|
930.00
|
803.60
(20.93%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock and roll over our estimates to FY27.
|
|
09 Feb 2025
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
694.00
|
843.60
(15.20%)
|
Target met |
Sell
|
|
|
Double-digit revenue decline YoY by 13% dragged by lower volume growth, down 5%, and weak realisations that fell by 10%
|
|
12 Nov 2024
|
JK Lakshmi Cement
|
Sharekhan
|
971.80
|
900.00
|
699.25
(38.98%)
|
Target met |
Buy
|
|
|
We retain BUY on JKL with a revised PT of Rs. 900, factoring downwardly revised estimates partly offset by roll forward of valuation to FY2027E earnings.
|
|
11 Nov 2024
|
JK Lakshmi Cement
|
Axis Direct
|
971.80
|
900.00
|
739.70
(31.38%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
09 Nov 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
661.00
|
766.40
(26.80%)
|
Target met |
Sell
|
|
|
Q2 revenue fell sharply by 21% YoY/QoQ each dragged by low volume growth, down 14%/20%, and weak realisations that fell by 9% YoY
|
|
07 Oct 2024
|
JK Lakshmi Cement
|
ICICI Direct
|
971.80
|
960.00
|
802.00
(21.17%)
|
Target met |
Buy
|
|
|
|
|
21 Sep 2024
|
JK Lakshmi Cement
|
Axis Direct
|
971.80
|
847.00
|
769.80
(26.24%)
|
Target met |
Buy
|
|
|
We recommend a BUY rating on the stock with a target price of Rs 847/share, implying an upside of 10% from the CMP
|
|
03 Aug 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
687.00
|
848.25
(14.57%)
|
Target met |
Sell
|
|
|
Q1 revenue fell 11.5% YoY on the back of low volume growth, down 8%, and weak realisations that fell by 4.6% YoY
|
|
02 Aug 2024
|
JK Lakshmi Cement
|
Axis Direct
|
971.80
|
950.00
|
848.25
(14.57%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
01 Aug 2024
|
JK Lakshmi Cement
|
Motilal Oswal
|
971.80
|
1080.00
|
861.40
(12.82%)
|
11.13 |
Buy
|
|
|
JK Lakshmi Cement (JKLC)’s 1QFY25 operating performance was below our estimate due to lower-than-estimated realization and volume, which was partly offset by lower-than-expected opex/t. Consol.
|
|
22 Jun 2024
|
JK Lakshmi Cement
|
Axis Direct
|
971.80
|
915.00
|
845.20
(14.98%)
|
Target met |
Buy
|
|
|
We recommend a BUY the stock for a target price of Rs 915 implying an upside of 10% from CMP
|
|
29 May 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
710.00
|
800.30
(21.43%)
|
Target met |
Sell
|
|
|
Q4 volumes fell 5% YoY as capacity constraints restricted volume even to cater to steady demand; realisations flat YoY despite weak volumes
|
|
27 May 2024
|
JK Lakshmi Cement
|
Sharekhan
|
971.80
|
1000.00
|
799.75
(21.51%)
|
|
Buy
|
|
|
We retain BUY on JKL with a revised PT of Rs. 1,000, factoring in downwardly revised standalone estimates and considering its healthy growth outlook over 2-3 years.
|
|
27 May 2024
|
JK Lakshmi Cement
|
Motilal Oswal
|
971.80
|
1000.00
|
799.75
(21.51%)
|
|
Buy
|
|
|
JKLC’s 4QFY24 operating performance was above our estimates, with consolidated EBITDA at INR3.4b (up 45% YoY; 14% above our estimate). EBITDA/t increased 43% YoY to INR1,032 (est. INR852). OPM was up 6.4pp YoY to ~19%. Adj. PAT grew 43% YoY to INR1.6b (est. INR1.4b).
|
|
20 Feb 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
637.00
|
942.00
(3.16%)
|
|
Sell
|
|
|
Currency Outlook: Fortnightly forex review. JKLC: Volumes slow, headwinds continue retain SELL. Insurance: Q3FY24 Review Private insurers dominate the quarter. Building Materials: Q3FY24 Review Soft quarter on poor demand and margin pressure
|
|
20 Feb 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
971.80
|
637.00
|
942.00
(3.16%)
|
|
Sell
|
|
|
Currency Outlook: Fortnightly forex review. JKLC: Volumes slow, headwinds continue retain SELL. Insurance: Q3FY24 Review Private insurers dominate the quarter. Building Materials: Q3FY24 Review Soft quarter on poor demand and margin pressure
|