|
10 Oct 2025 |
JK Lakshmi Cement
|
Consensus Share Price Target
|
851.50 |
988.06 |
- |
16.04 |
buy
|
|
|
|
|
29 May 2024
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
851.50
|
710.00
|
800.30
(6.40%)
|
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
|
851.50
|
1000.00
|
799.75
(6.47%)
|
|
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
|
851.50
|
1000.00
|
799.75
(6.47%)
|
|
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.
|
851.50
|
637.00
|
942.00
(-9.61%)
|
|
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.
|
851.50
|
637.00
|
942.00
(-9.61%)
|
|
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
|
|
14 Feb 2024
|
JK Lakshmi Cement
|
SBI Securities
|
851.50
|
1090.00
|
886.05
(-3.90%)
|
|
Buy
|
|
|
JK Lakshmi Cement (JKLC) reported in-line consolidated sales of Rs 1,703 cr, growth of 9.0% YoY. The total consolidated sales volume grew 7.6% YoY to 2.9 mn tonnes.
|
|
14 Feb 2024
|
JK Lakshmi Cement
|
Axis Direct
|
851.50
|
1000.00
|
913.15
(-6.75%)
|
|
Buy
|
|
|
We maintain our BUY recommendation on the stock.
|
|
20 Dec 2023
|
JK Lakshmi Cement
|
Axis Direct
|
851.50
|
1000.00
|
839.90
(1.38%)
|
|
Buy
|
|
|
We roll over our estimates to FY26 and value the company at 8.5x FY26E EV/EBITDA to arrive at the TP of Rs 1,000/share, implying an upside potential of 16% from the current levels.
|
|
07 Nov 2023
|
JK Lakshmi Cement
|
BOB Capital Markets Ltd.
|
851.50
|
551.00
|
773.60
(10.07%)
|
|
Sell
|
|
|
Q2 topline grew 12% YoY led by ~10% volume growth; realisation flat due to price hikes in eastern region
|
|
07 Nov 2023
|
JK Lakshmi Cement
|
Axis Direct
|
851.50
|
880.00
|
773.60
(10.07%)
|
Target met |
Buy
|
|
|
We maintain our BUY recommendation on the stock with lower TP as we trim our estimates for FY24/FY25 downward owing to subdued operating performance.
|