|
30 Aug 2025 |
JK Lakshmi Cement
|
Consensus Share Price Target
|
921.15 |
995.00 |
- |
8.02 |
buy
|
|
|
|
|
12 Aug 2025
|
JK Lakshmi Cement
|
Axis Direct
|
921.15
|
996.00
|
914.55
(0.72%)
|
8.13 |
Buy
|
|
|
We recommend a BUY on the stock with a TP of Rs 996 /share, implying a 10% upside from the CMP
|
|
05 Aug 2025
|
JK Lakshmi Cement
|
Sharekhan
|
921.15
|
1047.00
|
930.30
(-0.98%)
|
13.66 |
Buy
|
|
|
Standalone revenue grew by 11.3% y-o-y to Rs. 1,740.9 crore in Q1FY26, supported by a 1.2% rise in blended realisations to Rs. 5,234/tonne and a 10% increase in volumes to 33.26 lakh tonnes.
|
|
05 Aug 2025
|
JK Lakshmi Cement
|
Axis Direct
|
921.15
|
1050.00
|
930.30
(-0.98%)
|
13.99 |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
05 Aug 2025
|
JK Lakshmi Cement
|
Motilal Oswal
|
921.15
|
1150.00
|
950.80
(-3.12%)
|
24.84 |
Buy
|
|
|
JK Lakshmi Cement (JKLC)’s 1QFY26 EBITDA was in line with our estimate, as the benefits of higher volume and lower opex/t were offset by lower-thanestimated realization.
|
|
04 Jun 2025
|
JK Lakshmi Cement
|
Sharekhan
|
921.15
|
915.00
|
805.45
(14.36%)
|
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.
|
921.15
|
728.00
|
840.30
(9.62%)
|
20.97 |
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
|
921.15
|
940.00
|
840.30
(9.62%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
28 May 2025
|
JK Lakshmi Cement
|
Motilal Oswal
|
921.15
|
1000.00
|
848.60
(8.55%)
|
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
|
921.15
|
930.00
|
803.60
(14.63%)
|
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.
|
921.15
|
694.00
|
843.60
(9.19%)
|
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
|
921.15
|
900.00
|
699.25
(31.73%)
|
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
|
921.15
|
900.00
|
739.70
(24.53%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
09 Nov 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
921.15
|
661.00
|
766.40
(20.19%)
|
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
|
921.15
|
960.00
|
802.00
(14.86%)
|
Target met |
Buy
|
|
|
|
|
21 Sep 2024
|
JK Lakshmi Cement
|
Axis Direct
|
921.15
|
847.00
|
769.80
(19.66%)
|
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.
|
921.15
|
687.00
|
848.25
(8.59%)
|
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
|
921.15
|
950.00
|
848.25
(8.59%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
01 Aug 2024
|
JK Lakshmi Cement
|
Motilal Oswal
|
921.15
|
1080.00
|
861.40
(6.94%)
|
|
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
|
921.15
|
915.00
|
845.20
(8.99%)
|
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.
|
921.15
|
710.00
|
800.30
(15.10%)
|
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
|